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Publication Date: 2026-09-04 12:34:00
Nutanix (NTNX) has drawn fresh investor attention after reporting fourth quarter revenue of US$757.08 million and net income of US$1,269.63 million, together with full year earnings and new fiscal 2027 revenue guidance.
Nutanix shares are trading at US$68.08, with a 30 day share price return of 10.7% and a 90 day share price return of 26.92%, suggesting momentum has picked up recently, even though the 1 year total shareholder return is slightly down 0.86%.
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Nutanix now appears to be a much stronger, more profitable business than it was a year ago, and the share price has started to reflect that. The key question is whether the recent run up already captures that strength.
Most Popular Narrative: 15% Overvalued
Nutanix is trading at US$68.08, while the most followed narrative anchors fair value closer to US$58.98. This sets up a clear valuation gap for investors to interrogate.
The analysts have a consensus price target of $58.98 for Nutanix based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $65.0, and the most bearish reporting a price target of just $47.0.
Want to see what is baked into that fair value cut? The narrative leans on specific revenue paths, tightening…