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Publication Date: 2026-10-09 23:51:00
Nutanix (NTNX) is back in focus after a cluster of leadership moves, including a board departure and a shift of its former President and Chief Commercial Officer into a year-long senior advisory role.
Against that leadership backdrop, Nutanix shares have been firm, with a 1-month share price return of 11.49% and a 90-day move of 36.21%. The year-to-date share price return of 47.49% and 5-year total shareholder return of 112.92% point to momentum that has built over time, despite a more modest 9.20% total shareholder return over the past year.
Scan how Nutanix compares to other cloud and AI platform plays by running your filters against our handpicked 92 AI infrastructure stocks.
The share price now sits close to published targets yet still trades at an intrinsic discount. So where does fair value for Nutanix actually land on that spread?
Most Popular Narrative: 3% Undervalued
On the most followed narrative, Nutanix screens as slightly undervalued, with a fair value of $76.76 against a last close of $74.63 and a discount rate of 8.81% anchoring the model.
Accelerating adoption of hybrid and multi-cloud architectures, highlighted by new integrations with Google Cloud and deepening partnerships with AWS, Azure, Dell, and Pure Storage, positions Nutanix to capture a broader share of enterprise infrastructure modernization budgets, expanding its addressable market and driving sustained revenue growth.
See why 37 investors see Nutanix as 3% undervalued.
Result: Fair Value of…
