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Publication Date: 2026-02-14 01:03:00
Recent analyst moves around Nutanix (NTNX), including reduced targets and a Zacks Rank of #4 (Sell), have sharpened attention on the stock ahead of an earnings report that is expected to show EPS pressure alongside revenue growth.
See our latest analysis for Nutanix.
That backdrop of cautious analyst sentiment and Nutanix’s partnerships, such as Ark Data Centers earning top-tier partner status, comes after a sharp reset in the share price, with a 30 day share price return of 18.82% and a 1 year total shareholder return of 40.74%. However, a 3 year total shareholder return of 47.20% and 5 year total shareholder return of 23.95% suggest the longer term story has been more resilient even as recent momentum has faded.
If this earnings uncertainty has you reassessing the sector, it could be a good moment to scan a wider set of enterprise and cloud names through our 57 profitable AI stocks that aren’t just burning cash.
With Nutanix trading at $41.76 against an average analyst target of $63.74 and an indicated intrinsic value gap of about 45%, you have to ask yourself: is this reset a genuine opportunity, or is the market already pricing in future growth?
Most Popular Narrative: 36.7% Undervalued
With Nutanix’s fair value in the most followed narrative set at $66.00 against a last close of $41.76, the gap is hard to ignore and raises clear questions about what kind of growth and profitability profile that figure is built on.
Ongoing enterprise digital transformation and…