Various pulsar timing array (PTA) experiments (NANOGrav, EPTA, PPTA, CPTA, including data from InPTA) very recently reported evidence for excess red common-spectrum signals in their latest datasets, with inter-pulsar correlations following the Hellings-Downs pattern, pointing to a stochastic gravitational wave background (SGWB) origin. Focusing for concreteness on the NANOGrav signal (given that all signals are in good agreement between each other), I inspect whether it supports an inflationary SGWB explanation, finding that such an interpretation calls for an extremely blue tensor spectrum, with spectral index nT≃1.8±0.3, while Big Bang Nucleosynthesis limits require a very low reheating scale, Trh≲10GeV. While not impossible, an inflationary origin for the PTA signal is barely tenable: within well-motivated inflationary models it is hard to achieve such a blue tilt, whereas models who do tend to predict sizeable non-Gaussianities, excluded by observations. Intriguingly, ekpyrotic models naturally predict a SGWB with spectral index nT=2, although with an amplitude too suppressed to be able to explain the signal detected by PTA experiments. Finally, I provide explicit expressions for a bivariate Gaussian approximation to the joint posterior distribution for the intrinsic-noise amplitude and spectral index of the NANOGrav signal, which can facilitate extending similar analyses to different theoretical signals.