Google Cloud And Multi-Cloud Integrations Will Redefine Enterprise IT

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Apr 25

Updated

03 Feb 26

Views

597

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-40.7%

7D

3.7%

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1Y

-40.7%

7D

3.7%

You can edit this narrative until Feb 4 8:10 AM. Then, changes will post as Updates.

Author's Valuation

US$6636.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 03 Feb 26

Fair value Decreased 2.72%

NTNX: Future VMware Displacements And AI Workloads Will Support Long-Term Repricing

The analyst price target for Nutanix has been trimmed by about US$2 to reflect lower modeled revenue growth, a reduced future P/E multiple, and recent target cuts and rating changes from several firms, even as analysts still see an attractive long term business profile. Analyst Commentary Recent Street research on Nutanix reflects a mix of optimism about the long term opportunity and caution around execution and growth visibility in the nearer term.

Shared on 20 Jan 26

Fair value Decreased 4.04%

NTNX: Future VMware Displacements And AI Workloads Will Support Long-Term Outperformance

Our updated analyst price target for Nutanix moves modestly lower to reflect a reduced fair value estimate of about $67.85, as analysts factor in recent price target cuts, a slight increase in the discount rate, and a lower assumed future P/E multiple following softer guidance and reduced visibility into top line growth. Analyst Commentary Recent Street research on Nutanix reflects a split view, with some analysts focusing on execution risks and reduced visibility, while others still see an appealing long term growth story tied to infrastructure trends and AI related workloads.

Shared on 05 Jan 26

NTNX: Future VMware Displacements And AI Use Cases Will Drive Long-Term Outperformance

Narrative update Analysts have trimmed their Nutanix price expectations by roughly $15 to $20 per share on average, reflecting Q1 results, lower guidance, and model updates after the first miss in several years. Some still highlight longer term opportunities in hyperconverged infrastructure and AI related use cases.

Shared on 19 Dec 25

NTNX: Future VMware Displacements Will Drive Long-Term Outperformance Despite Near-Term Guidance Reset

Nutanix's consensus analyst price target has been revised lower by roughly $10 to $15 per share, as analysts reduce valuation multiples and near term growth expectations following an in line quarter with softer guidance and the company's first miss in over five years. Analyst Commentary Street research following the quarter reflects a more cautious stance on Nutanix's near term execution, even as many on the sell side remain constructive on the long term growth and market share opportunity.

Shared on 05 Dec 25

Fair value Decreased 18%

NTNX: Market Share Gains Will Drive Longer-Term Outperformance Despite Recent Guidance Reset

Analysts have trimmed their average price target on Nutanix by roughly $15, to the low $70s. This reflects slightly slower expected revenue growth and a higher discount rate, partially offset by improved margin and valuation assumptions following the company’s first earnings miss in more than five years and subsequent model resets across the Street.

Shared on 21 Nov 25

Fair value Decreased 1.44%

NTNX: Market Share Gains Will Drive Longer-Term Outperformance Despite Sector Uncertainty

Nutanix's analyst price target has been modestly revised downward by $1.25 to $85.78. Analysts cite shifting AI demand trends and cautious guidance on revenue and contract renewals, along with continued long-term opportunity in virtualization and infrastructure modernization.

Shared on 28 Aug 25

Fair 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.

Shared on 01 May 25

Fair value Increased 0.57%

AnalystConsensusTarget Fair Value

US$66

36.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

11.08%

Software revenue growth rate

0.79%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.75%

Calculation

US$650.17m

Earnings '29

x

36.72x

PE Ratio '29

=

US$23.87b

Market Cap '29

US$23.87b

Market Cap '29

/

281.93m

No. shares '29

=

US$84.67

Share Price '29

US$84.67 Share Price '29

Discounted to 2026 @ 8.78% p.a.

=

US$65.79

Fair Value '26