Raymond James raises Nutanix stock target to $83 on strong F2Q25

Published 27/02/2025, 12:08
Raymond James raises Nutanix stock target to $83 on strong F2Q25

On Thursday, Raymond (NSE:RYMD) James increased the price target for Nutanix shares (NASDAQ:NTNX) to $83.00, up from $76.00, while reiterating an Outperform rating. The adjustment follows Nutanix’s financial results for the second quarter of fiscal year 2025, which surpassed expectations, and provided third-quarter guidance that exceeded the consensus. With a current market capitalization of $18.58 billion and the stock trading near $69, InvestingPro analysis suggests the stock is trading above its Fair Value, though analysts maintain targets ranging from $73 to $94.

Nutanix reported billings of $776 million, marking a significant recovery from the previous quarter’s steep drop to $591 million. This decline had been linked to slower federal spending. The recent bounce back in billings is expected to ease investor worries, especially after the new administration’s decisive steps to reduce federal expenditures sparked concerns about companies with federal ties. InvestingPro data reveals impressive gross profit margins of 85.44% and strong revenue growth of 14.86% over the last twelve months, suggesting robust operational efficiency despite federal spending fluctuations.

While acknowledging the potential risks associated with the government’s spending cuts, Raymond James believes it is premature to determine the overall impact on Nutanix. However, the firm remains confident in Nutanix’s ability to capture market share from competitor VMware (NYSE:VMW), supporting their positive outlook on the stock.

The firm’s maintained Outperform rating and increased price target reflect a continued belief in Nutanix’s growth potential and strategic positioning within the industry. The revised target of $83 suggests a favorable view of the company’s financial health and future prospects.

In other recent news, Nutanix Inc . reported its financial results for the second quarter of fiscal year 2025, surpassing revenue expectations. The company achieved $655 million in revenue, exceeding the forecasted $641.5 million, marking a 16% increase year-over-year. However, earnings per share (EPS) were slightly below expectations, coming in at $0.46 compared to the anticipated $0.47. Nutanix also reported a 19% growth in Annual Recurring Revenue (ARR) year-over-year, reaching $2.06 billion. The company launched its Enterprise AI platform during this period, enhancing its product offerings and contributing to over 50% growth in new customer acquisitions. Looking ahead, Nutanix provided an optimistic outlook for fiscal year 2025, projecting revenue between $2.495 billion and $2.515 billion. The company aims for a non-GAAP operating margin of 17.5-18.5% and anticipates free cash flow between $650 million and $700 million. These developments reflect Nutanix’s strategic focus on innovation and expanding market share.

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