
Nutanix (NTNX) Stock Forecast & Price Target
Nutanix (NTNX) Analyst Ratings
Bulls say
Nutanix Inc has demonstrated a robust growth trajectory, adding over 600 new customers for six consecutive quarters, which highlights strong competitive positioning and successful partnership strategies. The company reported an Annual Recurring Revenue (ARR) of $2.28 billion, reflecting an 18% year-over-year growth, while Free Cash Flow generation has exceeded expectations, positioning Nutanix favorably with its financial health and profitability metrics. Additionally, the company's sustained new logo growth and solid base of renewals are further enhanced by market disruptions from recent mergers and acquisitions, suggesting a positive outlook for continued market share expansion and revenue stability.
Bears say
Nutanix Inc has faced a significant setback, reporting a ~15% decline in shares after it missed revenue expectations for the first time in over five years, primarily due to challenges such as delayed migrations, an unfavorable partner mix, and tight supply chain conditions. The company's fiscal 2026 guidance has been adjusted downward by 3%, reflecting concerns over a slight decline in average contract duration and a disappointing forecast for fiscal second-quarter revenues, which are projected to be between $705 million and $715 million, equating to only an 8% year-over-year growth. Additionally, both Annual Recurring Revenue (ARR) and Net Revenue Retention (NRR) have been negatively impacted by a growing number of customers signing contracts with future start dates, further complicating the company's growth trajectory.
This aggregate rating is based on analysts' research of Nutanix and is not a guaranteed prediction by Public.com or investment advice.
Nutanix (NTNX) Analyst Forecast & Price Prediction
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