9 February 2026 | 5:26AM EST Equity Research AMERICAS TECHNOLOGY: SOFTWARE Addressing AI Disruption Debate Across SMID Coverage Software valuations have reset meaningfully as AI disruption concerns have moved to the center of the investment debate. In this note, we address those concerns directly for MongoDB, Rubrik, Nutanix and Procore – by applying a clear, repeatable AI Impact Framework to assess where AI is most likely to create risk versus opportunity. We evaluate each company across six focus dimensio ...

SAN JOSE, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Nutanix, Inc. (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced that it will report its financial results for the second quarter of fiscal year 2026, which ended January 31, 2026, after U.S. markets close on Wednesday, February 25, 2026. Nutanix will host a conference call and earnings webcast beginning at 4:30 p.m. Eastern Time / 1:30 p.m. Pacific Time on the same day to discuss the company’s financial results. Interested parties ma ...

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 ...

Core Viewpoint - Nutanix Inc (NASDAQ:NTNX) is identified as a promising large-cap stock under $100, with significant upside potential, currently showing a moderately bullish sentiment among analysts [1]. Group 1: Analyst Ratings and Price Targets - As of January 23, Nutanix has a median 1-year price target of $67.83, indicating over 58% upside potential for investors [1]. - Coverage from 14 analysts includes 10 Buy ratings and 4 Hold ratings, reflecting a generally positive outlook [1]. - Morgan Stanley analyst Sanjit Singh downgraded Nutanix from Overweight to Equal Weight, lowering the price target from $82 to $62 [2]. Group 2: Revenue and Growth Prospects - Nutanix's revenues exceeded $2.5 billion, showcasing the company's scalability and long-term attractiveness [3]. - Despite strong revenue figures, Singh anticipates diminishing growth prospects for Nutanix's topline by 2026, contributing to a more cautious sentiment [3]. Group 3: Company Overview - Nutanix is a provider of enterprise cloud computing services, offering solutions that facilitate workload portability and support hybrid multi-cloud infrastructure [4]. - The company's offerings include Nutanix Cloud Infrastructure, Nutanix Cloud Manager, and Unified Storage, primarily through subscription models [4].

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]

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Nutanix, Inc. due to allegations of materially misleading business information issued by the company [1] Company Summary - Nutanix, Inc. is facing scrutiny for potentially misleading business information that may have affected its shareholders [1] - Shareholders who purchased Nutanix securities may be entitled to compensation through a contingency fee arrangement, which does not require any out-of-pocket fees or costs [1]

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]