Why Wall Street Isn’t Losing Faith in Nutanix (NTNX) Despite Near-Term Noise

4 hours ago 1

Rizwan Siddiqui

Mon, January 12, 2026 astatine 4:35 AM CST 2 min read

Nutanix Inc. (NASDAQ:NTNX) is among the best bundle infrastructure stocks to bargain according to hedge funds. Early past week, RBC Capital lowered its terms people connected Nutanix (NASDAQ:NTNX) to $65 from $74. While the nonstop drivers of the little terms people are not known to america astatine this time, the revision appears to beryllium driven by near-term momentum alternatively than immoderate displacement successful underlying semipermanent conviction, arsenic the steadfast has maintained its Outperform standing connected the stock.

RBC expects 2026 to beryllium a twelvemonth wherever wide benefits volition beryllium disposable for bundle companies that are structurally positioned to payment from endeavor AI adoption. On the different hand, those companies that stay exposed to the “AI is the decease of software” communicative are expected to lag. The RBC expert acknowledges that absorption teams crossed the assemblage are entering 2026 with blimpish guidance. At the aforesaid time, helium noted that endeavor spending trends look to beryllium stabilizing, and GenAI-driven innovation is driving improvements crossed galore areas.

Notably, successful an aboriginal December report, RBC Capital had noted an summation successful merger & acquisition (M&A) enactment with bundle woody measurement “up good implicit 50%” year-to-date compared to past year. Among a database of 20 imaginable takeover targets, helium named Nutanix Inc. (NASDAQ:NTNX) a starring campaigner successful the infrastructure, security, and analytics space.

Nutanix Inc. (NASDAQ:NTNX) hybrid multi-cloud computing institution that offers a azygous level for moving applications and managing information crossed clouds.

While we admit the imaginable of NTNX arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.