Nutanix (NTNX) is up 7.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears to be driven mainly by a strong fiscal fourth-quarter earnings report and upbeat fiscal 2027 guidance. Nutanix posted better-than-expected profitability, continued double-digit recurring revenue growth, and a solid free-cash-flow outlook, which likely reinforced confidence in the company’s subscription software model.
Details:
Sources:
Nutanix, SEC, MarketBeat
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$NTNX Insider Trading Activity
$NTNX insiders have traded $NTNX stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $NTNX stock by insiders over the last 6 months:
- TARKAN MANER (President and CCO) has made 0 purchases and 2 sales selling 49,259 shares for an estimated $2,666,778.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NTNX Hedge Fund Activity
We have seen 332 institutional investors add shares of $NTNX stock to their portfolio, and 349 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 5,094,148 shares (+114.4%) to their portfolio in Q2 2026, for an estimated $259,597,782
- ADVANCED MICRO DEVICES INC added 4,136,789 shares (+inf%) to their portfolio in Q2 2026, for an estimated $210,810,767
- BANK OF NEW YORK MELLON CORP added 3,792,304 shares (+200.1%) to their portfolio in Q2 2026, for an estimated $193,255,811
- PICTET ASSET MANAGEMENT HOLDING SA removed 3,085,811 shares (-98.7%) from their portfolio in Q2 2026, for an estimated $157,252,928
- AQR CAPITAL MANAGEMENT LLC added 2,624,196 shares (+17.3%) to their portfolio in Q2 2026, for an estimated $133,729,028
- ALYESKA INVESTMENT GROUP, L.P. removed 2,049,538 shares (-77.2%) from their portfolio in Q2 2026, for an estimated $104,444,456
- CHAMPLAIN INVESTMENT PARTNERS, LLC removed 1,975,878 shares (-49.3%) from their portfolio in Q2 2026, for an estimated $100,690,742
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$NTNX Price Targets
Multiple analysts have issued price targets for $NTNX recently. We have seen 11 analysts offer price targets for $NTNX in the last 6 months, with a median target of $58.0.
Here are some recent targets:
- Blair Abernethy from Rosenblatt set a target price of $60.0 on 05/29/2026
- Meta Marshall from Morgan Stanley set a target price of $55.0 on 05/28/2026
- Wamsi Mohan from B of A Securities set a target price of $65.0 on 05/28/2026
- Mike Cikos from Needham set a target price of $60.0 on 05/28/2026
- Matthew Hedberg from RBC Capital set a target price of $58.0 on 05/28/2026
- Tim Long from Barclays set a target price of $53.0 on 05/28/2026
- Aaron Rakers from Wells Fargo set a target price of $55.0 on 05/28/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
