Here’s Why Wall Street Has a Bullish Sentiment on Nutanix (NTNX)

Core Viewpoint - Nutanix, Inc. (NASDAQ:NTNX) is viewed positively by Wall Street ahead of its fiscal Q1 2026 results, with analysts maintaining Buy ratings and setting a price target of $90 [1][2][3] Group 1: Analyst Ratings - Jason Ader from William Blair reiterated a Buy rating on Nutanix without disclosing price targets [1] - Param Singh from Oppenheimer also maintained a Buy rating with a price target of $90 [1] Group 2: Market Position - Nutanix is positioned to attract dissatisfied VMware customers due to pricing changes and unfavorable licensing, presenting itself as a viable alternative [2] Group 3: Financial Expectations - For fiscal Q1 2026, Nutanix anticipates revenue between $670 million and $690 million, with a non-GAAP operating margin projected between 19.5% and 20.5% [3] Group 4: Product Development - The company announced an expansion of Microsoft's Azure virtual desktop flexibility across its hybrid clouds, allowing Azure Virtual Desktop to run on Nutanix AHV hypervisor [3]