
Nutanix (NTNX) Stock Forecast & Price Target
Nutanix (NTNX) Analyst Ratings
Bulls say
Nutanix demonstrated strong business growth, reporting a 10% year-over-year revenue increase to $723 million in Q4-2025, surpassing estimates and driven by robust term-license activity. The company’s customer base expanded to 30,980, reflecting a sequential growth of 1,050 customers, indicating increased market penetration and demand for its hybrid multicloud solutions. Furthermore, Nutanix has shown significant improvement in free cash flow margins, which have escalated from 17% in September 2022 to 40% in FY25, suggesting enhanced operational efficiency and financial health.
Bears say
Nutanix Inc has experienced significant declines in its Non-GAAP Operating Margin, which fell from (8%) in FY18 to (35%) in FY20, indicating potential challenges with profitability amid model transitions. Its net retention rate has decreased by 2 percentage points to 107%, suggesting difficulties in maintaining existing customer revenue as the company scales. Additionally, projections indicate a downside scenario where revenue growth is expected to lag 250 basis points behind estimates for CY/26-27, coupled with a less favorable growth and margin profile, potentially leading to a lower valuation multiple compared to its large-cap software peers.
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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