Strong Operational Performance Steers Analyst Confidence in Nutanix (NTNX)

Strong Operational Performance Steers Analyst Confidence in Nutanix (NTNX)

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Publication Date: 2025-11-30 10:42:00

Nutanix, Inc. (NASDAQ:NTNX) is included in our list of the 12 oversold global stocks to invest in.

Strong Operational Performance Steers Analyst Confidence in Nutanix (NTNX)

On November 26, 2025, Nutanix, Inc. (NASDAQ:NTNX) saw Morgan Stanley’s Sanjit Singh reiterate a “Buy” rating and reduce the price target to $82. The company reported 13% YoY revenue growth in Q1 to $670.6 million. Singh noted that this growth, though slightly below expectations due to several deals with deferred start dates, does not reflect deteriorating demand. Meanwhile, the company’s continued operational strength was highlighted by the analyst, including 18% ARR growth, 17% net-new ARR expansion, maintained FY26 operating margin guidance, and a $10 million boost to free cash flow guidance. These positives drove the analyst’s bullish stance.

Meanwhile, Nutanix, Inc. (NASDAQ:NTNX) reported fiscal Q1 2026 results on November 25, which marked resilient demand for its hybrid multicloud platform. This was evident from the quarter’s bookings, which came in slightly ahead of expectations. Furthermore, free cash flow remained strong at $174.5 million, up from $151.9 million in Q1 2025. While management noted some revenue shifting from Q1 to future quarters, they emphasized that total revenue over time remains the same.

Looking ahead, Nutanix, Inc. (NASDAQ:NTNX)’s management remains optimistic, thanks to continued partner momentum driven by expanded collaborations with Dell…