Wells Fargo Maintains Equal-Weight on Nutanix, PT Down to $71.
ByAinvest
Thursday, Aug 28, 2025 11:06 am ET1min read
NTNX--
Nutanix reported a 19.2% year-over-year revenue growth in its fiscal fourth quarter, surpassing the consensus estimate of 17.6% [1]. The company's operating income margin reached 18.3%, outperforming expectations and coming in 230 basis points above its guidance [1]. Despite these positive metrics, Wells Fargo highlighted higher-than-expected expenses, which contributed to a slight downward revision in its price target.
KeyBanc, another major analyst firm, maintained an Overweight rating on Nutanix with a $95 price target, citing the company's strong performance and strategic initiatives [1]. However, Wells Fargo's more cautious stance reflects a broader market sentiment that has seen Nutanix's stock price fluctuate in recent weeks.
Nutanix's strategic collaboration with Finanz Informatik, a German financial services provider, was also noted in the earnings report. The partnership is seen as a significant win for Nutanix, validating its value proposition in large-scale, mission-critical environments [3].
Looking ahead, Nutanix has provided fiscal year 2026 guidance projecting 15.0% revenue growth and operating income margins of 21.5%, which KeyBanc characterized as "highly conservative" and likely setting up for 200-300 basis points of upside [1].
While Nutanix's Q4 results demonstrated its growing importance in the hybrid cloud ecosystem, Wells Fargo's decision to maintain an Equal-Weight rating reflects a more cautious approach to the company's valuation. Investors should continue to monitor Nutanix's financial performance and strategic initiatives as the company navigates the competitive hybrid cloud market.
References:
[1] https://www.investing.com/news/analyst-ratings/nutanix-stock-maintains-overweight-rating-at-keybanc-on-strong-earnings-93CH-4215005
[2] https://www.ainvest.com/news/nutanix-q4-earnings-blueprint-hybrid-cloud-dominance-2508/
[3] https://www.benzinga.com/markets/earnings/25/08/47373081/nutanix-stock-slides-after-q4-earnings-report
Wells Fargo Maintains Equal-Weight on Nutanix, PT Down to $71.
Wells Fargo has maintained its Equal-Weight rating on Nutanix (NASDAQ:NTNX) while lowering its price target to $71, according to a recent analyst report. The decision comes amidst a mixed reaction to Nutanix's fourth-quarter earnings report, which showed strong revenue growth and strategic collaborations but also faced some headwinds.Nutanix reported a 19.2% year-over-year revenue growth in its fiscal fourth quarter, surpassing the consensus estimate of 17.6% [1]. The company's operating income margin reached 18.3%, outperforming expectations and coming in 230 basis points above its guidance [1]. Despite these positive metrics, Wells Fargo highlighted higher-than-expected expenses, which contributed to a slight downward revision in its price target.
KeyBanc, another major analyst firm, maintained an Overweight rating on Nutanix with a $95 price target, citing the company's strong performance and strategic initiatives [1]. However, Wells Fargo's more cautious stance reflects a broader market sentiment that has seen Nutanix's stock price fluctuate in recent weeks.
Nutanix's strategic collaboration with Finanz Informatik, a German financial services provider, was also noted in the earnings report. The partnership is seen as a significant win for Nutanix, validating its value proposition in large-scale, mission-critical environments [3].
Looking ahead, Nutanix has provided fiscal year 2026 guidance projecting 15.0% revenue growth and operating income margins of 21.5%, which KeyBanc characterized as "highly conservative" and likely setting up for 200-300 basis points of upside [1].
While Nutanix's Q4 results demonstrated its growing importance in the hybrid cloud ecosystem, Wells Fargo's decision to maintain an Equal-Weight rating reflects a more cautious approach to the company's valuation. Investors should continue to monitor Nutanix's financial performance and strategic initiatives as the company navigates the competitive hybrid cloud market.
References:
[1] https://www.investing.com/news/analyst-ratings/nutanix-stock-maintains-overweight-rating-at-keybanc-on-strong-earnings-93CH-4215005
[2] https://www.ainvest.com/news/nutanix-q4-earnings-blueprint-hybrid-cloud-dominance-2508/
[3] https://www.benzinga.com/markets/earnings/25/08/47373081/nutanix-stock-slides-after-q4-earnings-report
Stay ahead of the market.
Get curated U.S. market news, insights and key dates delivered to your inbox.
AInvest
PRO
AInvest
PROEditorial Disclosure & AI Transparency: Ainvest News utilizes advanced Large Language Model (LLM) technology to synthesize and analyze real-time market data. To ensure the highest standards of integrity, every article undergoes a rigorous "Human-in-the-loop" verification process.
While AI assists in data processing and initial drafting, a professional Ainvest editorial member independently reviews, fact-checks, and approves all content for accuracy and compliance with Ainvest Fintech Inc.’s editorial standards. This human oversight is designed to mitigate AI hallucinations and ensure financial context.
Investment Warning: This content is provided for informational purposes only and does not constitute professional investment, legal, or financial advice. Markets involve inherent risks. Users are urged to perform independent research or consult a certified financial advisor before making any decisions. Ainvest Fintech Inc. disclaims all liability for actions taken based on this information. Found an error?Report an Issue
Comments
No comments yet