Compare Nutanix Inc (NTNX) vs Upstart Holdings Inc (UPST) Price & Performance

Nutanix (NTNX) trades at $73.08, down 0.46% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $76.11. The company has consistently beaten earnings estimates in recent quarters, with Q2 2026 EPS of $0.60 surpassing the $0.49 expectation. Revenue growth is robust, projected to rise from $2.54 billion in 2025 to $2.9 billion in 2026, while net income margin expanded significantly to 52.81%.

The outlook remains positive driven by strong execution, external storage partnerships, and AI growth initiatives, though high valuation multiples like EV/EBITDA of 46.22 and negative ROE of -395.76% pose risks. Investor sentiment is buoyed by recent Gartner recognitions and earnings beats, but supply chain pressures and competitive threats require monitoring.

Upstart Holdings trades at $24.19, up 0.71% with bearish technical signals despite recent partnership expansions. The company achieved profitability in 2025 with $1.02B revenue and $53.6M net income, though recent quarters show earnings misses. Valuation ratios remain elevated with P/E of 46.52 and P/S of 2.1, while analyst consensus targets $39.50 with mixed sentiment.

The stock faces near-term pressure from technical weakness and earnings volatility, but long-term potential exists through AI-driven lending expansion and new auto/HELOC partnerships. Key risks include credit market sensitivity, rising debt levels, and competitive fintech landscape. Current price near recent lows presents opportunity for patient investors despite operational cash flow challenges.