Morgan Stanley Forecasts Strong Price Appreciation for Nutanix (NASDAQ:NTNX) Stock

Posted by George Bondi on Aug 27th, 2026

Nutanix (NASDAQ:NTNX – Get Free Report) had its price objective boosted by investment analysts at Morgan Stanley from $55.00 to $63.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has an “equal weight” rating on the technology company’s stock. Morgan Stanley’s price target suggests a potential downside of 13.13% from the company’s previous close.

Other analysts have also issued reports about the stock. Keefe, Bruyette & Woods reissued a “market perform” rating on shares of Nutanix in a research report on Tuesday. Barclays raised their price objective on shares of Nutanix from $47.00 to $53.00 and gave the company an “equal weight” rating in a research report on Thursday, May 28th. Zacks Research raised Nutanix from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 27th. Wells Fargo & Company set a $65.00 price objective on shares of Nutanix in a research note on Thursday. Finally, Royal Bank Of Canada increased their target price on Nutanix from $58.00 to $84.00 and gave the company an “outperform” rating in a research note on Friday, August 14th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $68.36.

Read Our Latest Stock Analysis on NTNX

Nutanix Trading Up 10.9%

NASDAQ NTNX opened at $72.53 on Thursday. The stock’s 50-day moving average price is $57.25 and its two-hundred day moving average price is $47.86. The company has a market cap of $19.60 billion, a PE ratio of 75.16, a PEG ratio of 4.25 and a beta of 0.60. Nutanix has a 1 year low of $34.01 and a 1 year high of $82.42.

Nutanix (NASDAQ:NTNX – Get Free Report) last announced its earnings results on Wednesday, August 26th. The technology company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.49 by $0.11. The company had revenue of $757.08 million during the quarter, compared to analysts’ expectations of $738.27 million. Nutanix had a net margin of 10.03% and a negative return on equity of 38.96%. The business’s revenue for the quarter was up 15.9% on a year-over-year basis. During the same period last year, the company posted $0.37 earnings per share. Research analysts forecast that Nutanix will post 0.73 EPS for the current fiscal year.

Institutional Trading of Nutanix

A number of institutional investors and hedge funds have recently modified their holdings of the company. California State Teachers Retirement System increased its stake in Nutanix by 4,834.4% in the second quarter. California State Teachers Retirement System now owns 14,870,638 shares of the technology company’s stock valued at $757,808,000 after acquiring an additional 14,569,274 shares during the period. AQR Capital Management LLC lifted its stake in Nutanix by 72.8% during the fourth quarter. AQR Capital Management LLC now owns 11,452,714 shares of the technology company’s stock worth $591,991,000 after purchasing an additional 4,826,443 shares during the period. Norges Bank bought a new position in Nutanix during the fourth quarter worth about $187,169,000. Assenagon Asset Management S.A. boosted its holdings in Nutanix by 1,535.2% during the second quarter. Assenagon Asset Management S.A. now owns 3,262,231 shares of the technology company’s stock valued at $166,243,000 after purchasing an additional 3,062,730 shares in the last quarter. Finally, FIL Ltd boosted its holdings in Nutanix by 180.1% during the fourth quarter. FIL Ltd now owns 4,333,937 shares of the technology company’s stock valued at $224,021,000 after purchasing an additional 2,786,929 shares in the last quarter. 85.25% of the stock is currently owned by institutional investors.

Nutanix News Summary

Here are the key news stories impacting Nutanix this week:

Positive Sentiment: Nutanix reported fourth-quarter adjusted EPS of $0.60, above the $0.49 consensus estimate, while revenue increased 15.9% year over year to $757.1 million, exceeding expectations of $738.3 million. The company also cited 16% annual recurring revenue growth and strong free cash flow. Nutanix Reports Fourth Quarter and Fiscal 2026 Financial Results
Positive Sentiment: Partnerships and product expansion involving AMD, Nvidia and AI are strengthening Nutanix’s hybrid-cloud narrative. New controls for deploying agentic AI across hybrid environments could create additional demand and support future bookings growth. Nutanix expands cloud platform with controls for agentic AI
Positive Sentiment: Needham raised its price target to $85 from $60 and reaffirmed a Buy rating, citing strong execution, growth prospects and partnership upside. Rosenblatt also increased its target to $75. Needham raises Nutanix price target
Neutral Sentiment: Fiscal 2027 first-quarter revenue guidance of $755 million to $765 million and full-year revenue guidance of approximately $3.2 billion were broadly consistent with analyst estimates. The lack of a major guidance upgrade may be limiting further upside.
Negative Sentiment: After the earnings-driven advance, investors may be locking in gains, particularly because Nutanix trades at a relatively elevated valuation. The company’s negative return on equity and modest forward outlook provide additional reasons for caution.

About Nutanix

(Get Free Report)

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.