Nutanix (NASDAQ:NTNX) Price Target Lowered to $47.00 at Barclays

Nutanix (NASDAQ:NTNX) had its price objective cut by research analysts at Barclays from $53.00 to $47.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the technology company’s stock. Barclays‘s price objective would suggest a potential upside of 17.84% from the company’s current price.

NTNX has been the subject of several other research reports. Northland Securities dropped their price objective on shares of Nutanix from $76.00 to $53.00 and set a “market perform” rating for the company in a report on Wednesday, November 26th. Wells Fargo & Company reissued a “positive” rating and set a $50.00 price target on shares of Nutanix in a research note on Thursday. Morgan Stanley dropped their price objective on shares of Nutanix from $62.00 to $56.00 and set an “equal weight” rating for the company in a research report on Tuesday. Wall Street Zen downgraded Nutanix from a “buy” rating to a “hold” rating in a report on Sunday. Finally, Needham & Company LLC lowered their target price on Nutanix from $65.00 to $55.00 and set a “buy” rating for the company in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, Nutanix has a consensus rating of “Moderate Buy” and a consensus target price of $64.20.

Nutanix Stock Performance

Shares of NASDAQ:NTNX traded up $1.45 on Thursday, hitting $39.89. The stock had a trading volume of 6,146,574 shares, compared to its average volume of 4,468,431. Nutanix has a twelve month low of $35.39 and a twelve month high of $83.36. The firm’s 50 day moving average price is $45.60 and its 200-day moving average price is $59.07. The company has a market capitalization of $10.78 billion, a price-to-earnings ratio of 53.18, a price-to-earnings-growth ratio of 4.12 and a beta of 0.48.

Nutanix (NASDAQ:NTNX) last announced its earnings results on Tuesday, November 25th. The technology company reported $0.41 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.41. Nutanix had a net margin of 8.43% and a negative return on equity of 32.95%. The business had revenue of $670.58 million during the quarter, compared to analysts’ expectations of $677.23 million. During the same quarter last year, the company posted $0.42 EPS. The firm’s revenue for the quarter was up 13.5% on a year-over-year basis. As a group, sell-side analysts predict that Nutanix will post 0.31 EPS for the current year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Avory & Company LLC bought a new stake in shares of Nutanix in the fourth quarter worth about $367,000. Pacer Advisors Inc. increased its stake in Nutanix by 33.3% during the 4th quarter. Pacer Advisors Inc. now owns 278,298 shares of the technology company’s stock worth $14,385,000 after purchasing an additional 69,517 shares in the last quarter. Wick Capital Partners LLC bought a new position in Nutanix in the fourth quarter valued at approximately $56,000. Mackenzie Financial Corp boosted its holdings in shares of Nutanix by 14.1% in the fourth quarter. Mackenzie Financial Corp now owns 262,223 shares of the technology company’s stock valued at $13,598,000 after buying an additional 32,327 shares during the period. Finally, NewEdge Advisors LLC raised its holdings in shares of Nutanix by 19.4% during the fourth quarter. NewEdge Advisors LLC now owns 15,117 shares of the technology company’s stock worth $781,000 after acquiring an additional 2,458 shares during the period. 85.25% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Nutanix

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: Q2 beat and solid top-line — Nutanix reported better-than-expected results (EPS and revenue ahead of estimates; revenue ~ $722.8M). Investors are focusing on improving profitability metrics and accelerating bookings. Nutanix Q2 Results (GlobeNewswire)
• Positive Sentiment: Strategic AMD tie-up and $150M investment — AMD agreed to buy shares and form an AI infrastructure partnership with Nutanix, delivering both capital and a distribution/technology halo that traders say boosts NTNX’s AI growth story. That news is driving much of today’s upside. Nutanix Stock Rips Higher After $150M AMD Equity Investment (Benzinga)
• Positive Sentiment: Analyst support remains — Several sell-side analysts continue to voice a long-term bullish thesis (VMware-replacement tailwinds, AI upside); William Blair reiterated a Buy, and Bank of America still rates NTNX Buy despite adjusting estimates. That keeps buy-side conviction intact. Analyst Coverage Note (TipRanks)
• Neutral Sentiment: Bank of America trims price target — BofA cut its NTNX target from $75 to $60 but kept a Buy rating; the lower target reduces upside expectations but preserves analyst endorsement. This is a mixed signal — supportive rating, smaller implied upside. BofA Price Target Note (Benzinga)
• Negative Sentiment: Supply constraints and trimmed near-term guidance — Management said AI-driven demand is outpacing available supply, prompting a tightened FY26 revenue range (~$2.80–$2.84B) and Q3 revenue guidance below consensus (~$680–$690M vs. ~$701M). Supply shortages and revenue timing create near-term friction on growth. Demand Surge Running Into Supply Constraints (Seeking Alpha)
• Negative Sentiment: Cost and growth moderation concerns — Independent notes (Morgan Stanley / industry coverage) flag higher server costs and revenue timing that could pressure margins and moderate growth beyond the immediate AI-driven bookings cycle. Growth Moderation Note (Yahoo/Finance)

Nutanix Company Profile

Nutanix, Inc is an enterprise cloud computing company that develops software to simplify the deployment and management of datacenter infrastructure. Founded in 2009 and headquartered in San Jose, California, Nutanix is best known for pioneering hyperconverged infrastructure (HCI), an approach that integrates compute, storage and virtualization into a single software-defined platform aimed at reducing complexity and operational overhead in private and hybrid cloud environments.

The company’s product portfolio centers on the Nutanix Cloud Platform, which includes its core AOS software for HCI, Prism for infrastructure management and automation, and a suite of additional services such as Calm for application automation, Files and Volumes for file and block services, Karbon for Kubernetes orchestration, and Era for database management.