Nutanix Inc (NASDAQ:NTNX) is one of the best large cap stocks under $100 with huge upside potential. As of January 23 closing, Nutanix Inc (NASDAQ:NTNX) carries a moderately bullish sentiment as per consensus. The stock offers over 58% upside potential to investors based on a $67.83 median 1-year price target. It has received coverage from 14 analysts, 10 of whom have assigned Buy ratings and 4 have given Hold calls. PureStorage (PSTG) Jumps as Earnings, Outlook Impress On January 12, Morgan Stanley ana ...

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Nutanix, Inc. regarding possible violations of federal securities laws and unlawful business practices affecting stockholders [1][2]. Investigation Details - On November 25, 2025, Nutanix reported first quarter fiscal 2026 revenue results that were at the lower end of its prior guidance, leading to a revenue projection cut for the full year from $2.9 billion to a range of $2.82 billion to $2.86 billion [2]. - The decline in revenue was attributed to a late quarter revenue shift due to increased customer demand for flexible start dates and growth through third-party OEM partners [2]. - Following this announcement, Nutanix's share price fell by $10.43, or approximately 17.8%, from $58.77 to $48.34 [2]. Next Steps - Investors who purchased Nutanix shares and experienced losses are encouraged to contact Bragar Eagel & Squire for more information regarding their rights and potential claims [3]. About Bragar Eagel & Squire, P.C. - Bragar Eagel & Squire, P.C. is a law firm with a national presence, representing individual and institutional investors in various types of litigation, including securities and consumer protection [4].

Core Insights - The information technology sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Figma Inc (NYSE:FIG) has an RSI value of 26.9, with a stock price decline of approximately 28% over the past month, reaching a 52-week low of $18.41. The stock closed at $28.42 after a 5% increase [5] - Similarweb Ltd (NYSE:SMWB) has an RSI value of 29, with a stock price decline of around 10% over the past five days, hitting a 52-week low of $5.48. The stock closed at $5.69 after a 2.5% increase [5] - Nutanix Inc (NASDAQ:NTNX) has an RSI value of 27.9, with a stock price decline of about 14% over the past five days, reaching a 52-week low of $41.33. The stock closed at $42.98 after a 3.4% increase [5]

Core Insights - The information technology sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Figma Inc (NYSE:FIG) has an RSI value of 26.9, with a stock price decline of approximately 28% over the past month and a 52-week low of $18.41. The stock closed at $28.42 after a 5% increase [5] - Similarweb Ltd (NYSE:SMWB) has an RSI value of 29, with a stock price decline of around 10% over the past five days and a 52-week low of $5.48. The stock closed at $5.69 after a 2.5% increase [5] - Nutanix Inc (NASDAQ:NTNX) has an RSI value of 27.9, with a stock price decline of about 14% over the past five days and a 52-week low of $41.33. The stock closed at $42.98 after a 3.4% increase [5]

NEW YORK--(BUSINESS WIRE)--Why: Rosen Law Firm, a global investor rights law firm, announces that it is investigating potential securities claims on behalf of shareholders of Nutanix, Inc. (NASDAQ: NTNX) resulting from allegations that Nutanix may have issued materially misleading business information to the investing public. So What: If you purchased Nutanix securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. ...

Core Insights - The presentation is part of Needham's Annual Growth Conference, featuring Nutanix's CFO Rukmini Sivaraman and Head of IR Rich Valera [1][2] Group 1 - The lead analyst covering infrastructure software and cybersecurity is Mike Cikos from Needham & Company [1] - The session will include a set of questions for a fireside chat format, with audience participation encouraged through Q&A [2] - The logistics of the event were addressed, expressing appreciation for the time given by Nutanix's representatives [2]

Nutanix Conference Call Summary Company Overview - **Company**: Nutanix - **Industry**: Infrastructure Software - **Revenue**: Approximately $2.5 billion to $3 billion annually [8] Key Points and Arguments Company Background - Nutanix is an infrastructure software company that provides a hyper-converged infrastructure (HCI) solution, which simplifies IT management by converging compute, networking, and storage into a single architecture [4][5] - The company has maintained a customer net promoter score (NPS) of over 90 for more than a decade, indicating high customer satisfaction [8] Market Dynamics - The HCI market is still growing, with opportunities to modernize legacy three-tier architectures [6] - Nutanix has expanded its portfolio to support applications running on public cloud, bare metal, and edge locations, as well as both virtual machine-based and containerized applications [7] Customer Adoption Challenges - Customer inertia and existing hardware depreciation cycles are significant barriers to adopting HCI solutions [11][13] - Some customers may delay adoption due to recent hardware investments, leading to timing issues in transitioning to Nutanix's solutions [13] External Storage Support - Nutanix has recently begun supporting external storage solutions, such as Dell PowerFlex and Pure Storage, to address customer needs and facilitate quicker migrations from legacy systems [14][18] - This decision was influenced by market changes, particularly Broadcom's acquisition of VMware, which forced customers to consider alternatives [19][20] Financial Performance and Guidance - In the most recent quarter, bookings exceeded expectations, but revenue was impacted by an increase in orders with future start dates, which delays revenue recognition [37][40] - The company has adjusted its full-year guidance to account for ongoing future start date dynamics and potential supply chain issues [41][42] AI and Product Development - Nutanix is in the early stages of deploying its AI solutions, including "GPT-in-a-Box," which allows customers to build and run AI applications efficiently [31][34] - The company believes it is well-positioned to support customers transitioning to cloud-native applications as they explore AI opportunities [34] Capital Allocation Strategy - Nutanix has initiated an accelerated share repurchase (ASR) program to take advantage of its strong balance sheet and current stock price dislocation [59][60] - The company is also open to acquisitions that align with its strategic goals, having previously acquired D2IQ to enhance its cloud-native capabilities [63] Renewal and New Logo Strategy - Nutanix has a dedicated renewals team to focus on maintaining existing customer relationships while also pursuing new logo acquisitions [55][56] - The company incentivizes sales teams to convert new logos, recognizing the additional effort required compared to expanding existing accounts [57][58] Additional Important Insights - The company is monitoring supply chain dynamics closely, particularly around memory and server prices, which could impact future operations [42][44] - Nutanix's approach to customer engagement emphasizes flexibility and responsiveness to customer needs, particularly in the context of transitioning from legacy systems to modern architectures [22][23]

Core Viewpoint - Nutanix, Inc. is under investigation for potential securities fraud and unlawful business practices following disappointing financial results and a significant stock price drop [1][2][3]. Financial Performance - On November 25, 2025, Nutanix reported Q1 fiscal year 2026 revenue at the lower end of its prior guidance, leading to a revised full-year revenue projection from $2.9 billion to $2.94 billion down to $2.82 billion to $2.86 billion [2]. - The revenue shortfall was attributed to a late quarter revenue shift due to increased customer demand for flexible start dates and growth through third-party OEM partners [2]. Stock Market Reaction - Following the announcement of the financial results, Nutanix's stock price fell by $10.43 per share, or 17.8%, closing at $48.34 per share on November 26, 2025 [3].

Core Viewpoint - The Schall Law Firm is investigating Nutanix, Inc. for potential violations of securities laws related to misleading statements and undisclosed information affecting investors [1][2]. Financial Performance - Nutanix reported Q1 2026 financial results on November 25, 2025, with revenue at the lower end of its prior guidance [2]. - The company attributed the revenue shortfall to a "revenue shift from Q1 to future periods" and customer demand for flexible start dates [2]. - Following the announcement, Nutanix's shares dropped by 17.8% the next day [2]. Legal Investigation - The investigation by the Schall Law Firm focuses on whether Nutanix misled investors regarding its financial performance and future projections [2]. - Shareholders who experienced losses are encouraged to participate in the investigation and can contact the Schall Law Firm for more information [3].

Group 1 - Nutanix Inc. (NASDAQ:NTNX) is recognized as one of the top software infrastructure stocks favored by hedge funds [1] - RBC Capital has reduced its price target for Nutanix from $74 to $65, indicating a shift in near-term momentum rather than a change in long-term outlook, as the stock retains an Outperform rating [1] - The company is identified as a leading candidate for potential mergers and acquisitions in the infrastructure, security, and analytics sectors, with M&A activity in the software space increasing over 50% year-to-date compared to the previous year [3] Group 2 - RBC anticipates that 2026 will showcase clear advantages for software companies that are well-positioned to benefit from enterprise AI adoption, while those perceived as vulnerable to the "AI is the death of software" narrative may struggle [2] - Management teams in the software sector are entering 2026 with conservative guidance, although enterprise spending trends are stabilizing and GenAI-driven innovations are enhancing various areas [2]