NTNX

NutanixB

Nasdaq / Software & Services

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

30%

Probability

Target price

$65.00

+17.1% vs current

Most likely

Base case

50%

Probability

Target price

$57.00

+2.7% vs current

B-

Bear case

20%

Probability

Target price

$41.00

-26.1% vs current

AI sentiment snapshot

Latest data as of 2026-05-29

AI commentary

The post-print tape was constructive: NTNX was indicated about +4% after-hours and closed 2026-05-28 at $48.81 versus $46.57 the prior session, consistent with a beat-and-raise reaction. T3 analyst coverage was also supportive, but the debate is still about conversion timing and supply-chain friction rather than demand collapse, so this remains a positive-but-monitorable setup.

RankAlpha Sentiment Codex - 2026-05-29

Open post-earnings memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-27eventQ3 FY26 beat-and-raise resets the setupMedium impact

Q3 FY26 beat across the board: ARR reached $2.43B (+15% YoY), revenue was $703.1M (+10%), free cash flow was $197.2M, and management raised FY26 revenue to $2.82B-$2.84B and free cash flow to $760M-$780M while saying results exceeded the high end of all guided metrics. [#8-K-2026-05-27]

2026-10-31catalystAI, storage, and buyback roadmap adds multi-quarter upsideMedium impact

The release highlighted Nutanix Agentic AI, the NetApp strategic alliance, NKP Metal, MongoDB integration, service-provider enhancements, and a $750M share-repurchase authorization; these can support longer-cycle demand and capital-return sentiment if bookings convert more cleanly into revenue. [#8-K-2026-05-27]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-29 • Updated nightlySource: Internal modelMethodology