Guggenheim Initiates Nutanix (NTNX) at Buy

By TradeTexts Research Desk Oct 26, 2026, 2:15 PM EDT

Key Points

Guggenheim has set a price target of $100 for Nutanix, which is significantly above the recent trading price of $72.54.
Guggenheim's $100 price target implies 37.85% upside from Nutanix, Inc.'s ($NTNX) current $72.54 share price.
The stock currently trades about equal to its closing price on the event date, and is above its 50-day and 200-day moving averages.
Nutanix has a market cap of approximately $19.1 billion and a P/E ratio of about 13.7.

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On October 26, 2026, Guggenheim reiterated its Buy rating on Nutanix, Inc. (NTNX) and set a price target of $100. This was reported in the firm's latest research note. The stock recently closed at $72.54 on the same day.

NTNX Nutanix, Inc.

$72.52 +43.32% year to date

Daily close · Oct 26, 2026

Analyst rating track record

Guggenheim vs. the S&P 500

YTD return +3.56% hypothetical

All-time return +3.56% S&P 500 +1.24%

vs. S&P 500 +2.32% ahead of the index

Hypothetical returns from Guggenheim's disclosed trades, not real profit or advice. How we model this.

Guggenheim's Call on Nutanix

Guggenheim's target for Nutanix is $100, which indicates a strong upside potential from the recent trading price. This is an initiation of coverage with a positive outlook for the stock, suggesting confidence in its future performance.

Other Institutional Activity in Nutanix

AQR Capital Management, LLC holds 17,778,710 shares of Nutanix, valued at about $1.29 billion, having increased its position by 2,624,678 shares. Bank Of New York Mellon Corporation has also added to its stake, growing its holdings by 3,792,282 shares to a total of 5,687,665 shares worth approximately $412.6 million. Meanwhile, Jericho Capital Asset Management, LP increased its holdings by 1,747,412 shares, bringing its total to 5,668,014 shares valued at about $411.2 million. Generation Investment Management LLP, however, reduced its position by 794,654 shares, resulting in 6,709,160 shares worth about $486.7 million.

Nutanix, Inc. Stock Up 4.3%

Nutanix shares have recently traded at $72.54, which is about equal to their closing price on the same day. The stock is currently above both its 50-day moving average of $68.99 and its 200-day moving average of $51.98. However, it is still below its 52-week high of $75.98, indicating some room for growth.

12-month forecast

$NTNX price target

Nutanix, Inc. daily closes and this analyst's $100 target. Not advice.

Recent Earnings

Nutanix reported trailing twelve-month revenue of approximately $2.85 billion with a net margin of 52.8%. The company has shown a revenue growth of 15.9% year-over-year. The next earnings report is expected on November 25, 2026.

Insider Buying and Selling at Nutanix, Inc.

Several insiders have sold shares recently, including Rukmini N Sivaraman, the CFO, who sold 38,139 shares at $70.00 on September 17, 2026, totaling about $2.67 million. CEO Rajiv Ramaswami sold 400,000 shares on October 7, 2026, valued at approximately $29.46 million. These transactions occurred before the recent analyst ratings.

Analysts Set New Price Targets

On October 26, 2026, Guggenheim initiated coverage with a Buy rating and a price target of $100. Other firms like Piper Sandler and RBC Capital have reiterated their ratings, setting targets of $75.00 and $90.00, respectively, earlier in August 2026. The consensus target price for Nutanix is approximately $77.79 based on 14 analyst opinions.

About Nutanix

Nutanix, Inc. is a technology company based in San Jose, California, that provides cloud and artificial intelligence solutions. Its recent ratings suggest that analysts expect significant growth in the coming months, reflecting confidence in its business model and market position.

Bottom Line

Investors should keep an eye on Nutanix's next earnings report on November 25, 2026, as well as any further updates from analysts regarding their price targets and ratings. Guggenheim's strong Buy rating indicates optimism about the stock's potential performance in the near future.