Track record · closed signal

Nutanix Inc. (NTNX) — closed signal from April 15, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on July 14, 2026 — +45.6% at the close.

Predicted vs. what happened

NTNX price · publication thesis → realized outcomesplit-adjusted
$38.11 Published $41.92 Target $55.47 Window close $58.65 Peak
$37.00 – $38.50Entry zone — fair-value band
$38.11Published — price the day we called it
$41.92Target — the price the thesis aimed for
$58.65Peak — highest point inside the window, not a realized return
$55.47Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 13 days.

At window close
+45.6%
realized, from the publication price to the last close inside the window
Peak gain
+53.9%
peak, from the publication price — not a realized return
S&P 500, same window
+7.7%
SPY over the identical days, dividend-adjusted
Window close
$55.47
last close inside the window, ended July 14, 2026
Peak price
$58.65
peak on July 10, 2026 — not a realized return
Days to target
13

The thesis — published April 15, 2026

Predicted growth
+10%
over the measurement window
Target price
$41.92
the price the thesis aimed for
Entry zone
$37.00 – $38.50
the fair-value band we waited for
Price at publication
$38.11
published April 15, 2026
Confidence
64%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Nutanix looks better than before but is still an early-stage rebound. Positive broker commentary and the MongoDB tie-in improve the product story, but trading has been weak and not many shares are changing hands. There is upside if leadership execution widens, yet the risk-versus-reward is less attractive than bigger software names.

Primary drivers

  • Company is doing a better job running its infrastructure software
  • Positive broker notes and the MongoDB tie-in lift the product story
  • Financial position is reasonable for a mid-sized software company
  • Stock sits near a support area, but recovery is not fully confirmed

How it played out

NTNX: target reached in 13 days

Lyra published a short-term rebound thesis with expected growth of 10%. The thesis pointed to better execution in infrastructure software, positive broker notes, the MongoDB tie-in, a reasonable financial position, and support near the trading range. It also said the recovery was not fully confirmed.

The stock reached the $41.92 target in 13 days. It later peaked at $58.65 on July 10, a gain of 53.9%, and ended the window at $55.47. The thesis played out and exceeded its stated price objective.

What happened during the window

On May 27, 2026, Nutanix reported 15% year-over-year growth in annual recurring revenue and results above its guidance across all reported metrics.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.