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Publication Date: 2026-08-25 19:07:00
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Nutanix (NTNX) heads into its fiscal fourth quarter earnings this Wednesday with investor attention elevated, as recurring revenue momentum, a higher fiscal 2026 outlook, and a new ChronoScale AI partnership shape expectations.
See our latest analysis for Nutanix.
At a share price of US$66.68, Nutanix has seen strong recent momentum, with a 30-day share price return of 21.15% and a 90-day move of 43.24%. The 3-year total shareholder return of 117.55% contrasts with a modest 1-year total shareholder return decline of 1.91%, as investors reassess risk and growth expectations around its AI partnerships and recurring revenue story.
If Nutanix’s AI push has your attention, this could be a good moment to broaden your search using the 55 AI infrastructure stocks
Nutanix’s share price has already moved sharply on AI enthusiasm and recurring revenue expectations. The next question for investors is whether that recent surge still leaves enough upside potential to justify the risk.
Most Popular Narrative: 13.1% Overvalued
Nutanix last closed at $66.68, while the most widely followed narrative places fair value at $58.98. Based on that framework, the story leans toward a rich valuation.
Analysts are assuming Nutanix’s revenue will grow by 12.5% annually over the…
