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

05 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-28.0%

7D

0.5%

Loading

1Y

-28.0%

7D

0.5%

You can edit this narrative until Dec 6 10:05 AM. Then, changes will post as Updates.

Author's Valuation

US$70.732.7% undervalued

AnalystConsensusTarget Fair Value

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$70.7

32.7% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

12.30%

Software revenue growth rate

1.22%

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

8.77%

Calculation

US$598.32m

Earnings '28

x

41.85x

PE Ratio '28

=

US$25.04b

Market Cap '28

US$25.04b

Market Cap '28

/

275.79m

No. shares '28

=

US$90.78

Share Price '28

US$90.78 Share Price '28

Discounted to 2025 @ 8.79% p.a.

=

US$70.50

Fair Value '25