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Publication Date: 2026-10-27 15:09:00
Nutanix (NTNX) has moved back into focus after new alliances around AI infrastructure and multitenant GPU services, giving investors fresh information to weigh against the recent share price gains.
Short term momentum has picked up again for Nutanix, with a 1-day share price return of 3.02% at a last close of US$72.71. This builds on a 90-day share price return of 23.13% and a 3-year total shareholder return of 107.03%, as AI partnerships, VMware replacement positioning and recent earnings outperformance all feed into changing expectations around its long term opportunity and risk profile.
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Nutanix’s AI story and VMware replacement angle are now firmly reflected in the chart. The real puzzle is whether today’s US$72.71 is already rich or still leaves enough margin of safety.
Most Popular Narrative: 19% Undervalued
Nutanix’s most followed narrative pegs fair value at $90.00, which sits meaningfully above the last close at $72.71 and puts the focus on whether its broader platform can sustain that gap using an 8.74% discount rate.
The build out of Nutanix’s enterprise and agentic AI stack, including its own US$20m GPU clusters that are expected to support most internal AI needs over several years, provides a reference design for customers seeking to cut token based AI costs and can underpin…
