Shared on28 Aug 25Fair value Decreased 5.51%
Nutanix’s modest price target reduction reflects cautious long-term guidance amid macroeconomic uncertainty and softer renewal expectations, though analysts remain constructive due to strong enterprise modernization trends, consistent execution, and opportunities from competitive displacement, resulting in a new consensus fair value of $90.64. Analyst Commentary Fiscal Q4 showed solid new logo performance, but forward guidance for 2026 was cautious due to macroeconomic uncertainty and expectations for softer contract renewal growth.