• In March 2026, RapidFort announced a partnership to integrate its automated software supply chain security with the Nutanix Kubernetes Platform, while Nutanix also introduced its Nutanix Agentic AI solution built with NVIDIA to help enterprises run Agentic AI workloads securely at scale.
• Together, these moves deepen Nutanix’s role at the intersection of AI infrastructure, Kubernetes, and software supply chain security, potentially increasing the stickiness and breadth of its hybrid multicloud platform for enterprise customers.
• Next, we’ll examine how Nutanix’s Agentic AI stack with NVIDIA may influence the existing investment narrative around its AI-driven growth.

Find 62 companies with promising cash flow potential yet trading below their fair value.

Nutanix Investment Narrative Recap

To own Nutanix today, you need to believe its hybrid multicloud and AI platform can keep winning enterprise workloads even as hyperscale clouds and traditional vendors compete aggressively. The key near term catalyst is whether Nutanix can convert growing AI and Kubernetes interest into visible ARR and revenue growth, while the biggest risk remains margin pressure and slowing net retention. The RapidFort and Agentic AI announcements reinforce the AI narrative, but do not yet change those core tensions in a material way.

Among the recent announcements, the Nutanix Agentic AI solution built with NVIDIA looks most relevant. It ties Nutanix’s hypervisor, Kubernetes, storage, and new AI Gateway into a single stack that is designed to support enterprise Agentic AI at scale. If customers adopt this in meaningful numbers, it could help offset concerns about slower workload growth in traditional hyper converged infrastructure and support the thesis that AI centric use cases can deepen Nutanix’s role in hybrid multicloud.

Yet even with these AI wins, investors should be aware of the risk that growing OEM dependence and hardware lead times could still...

Nutanix's narrative projects $3.9 billion revenue and $544.9 million earnings by 2029. This requires 12.8% yearly revenue growth and an earnings increase of about $277.8 million from $267.1 million today.

Uncover how Nutanix's forecasts yield a $56.29 fair value, a 50% upside to its current price.

Exploring Other Perspectives

Some of the lowest estimate analysts were already assuming only about 9.7% annual revenue growth and US$622.8 million of earnings by 2028, and they worry that slower VMware migrations and OEM bottlenecks could keep reported growth subdued even if demand for offerings like Agentic AI and the RapidFort tie up is healthy.

Explore 4 other fair value estimates on Nutanix - why the stock might be worth over 2x more than the current price!

Decide For Yourself

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your Nutanix research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Nutanix research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Nutanix's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.