Nutanix, Inc. (NASDAQ:NTNX) is one of the most promising cloud stocks according to analysts. Barclays analyst Tim Long downgraded the stock from Overweight to Equal Weight on January 15. He also lowered the firm’s price target for the shares from $64 to $53. The downward revised price target offers a further 26% upside from the current levels. Oracle Stock (ORCL): Analysts Say It’s Officially the Fourth Hyperscaler According to the analyst, the company is in the “middle innings” of its opportunity to gai ...

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].