Nutanix v aktuálním čtvrtletí očekává zisk na akcii (EPS) ve výši 0,60 USD, což představuje meziroční nárůst o 46,3 %, a tržby ve výši 761,76 milionu USD, meziročně o 13,6 % více.
Nutanix (NTNX - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Shares of this enterprise cloud platform services provider have returned +0.6% over the past month versus the Zacks S&P 500 composite's no change. The Zacks Computers - IT Services industry, to which Nutanix belongs, has gained 8% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Nutanix is expected to post earnings of $0.60 per share for the current quarter, representing a year-over-year change of +46.3%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The consensus earnings estimate of $2.31 for the current fiscal year indicates a year-over-year change of +13.2%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $2.64 indicates a change of +14.2% from what Nutanix is expected to report a year ago. Over the past month, the estimate has changed -0.4%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Nutanix is rated Zacks Rank #2 (Buy).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Nutanix, the consensus sales estimate for the current quarter of $761.76 million indicates a year-over-year change of +13.6%. For the current and next fiscal years, $3.21 billion and $3.63 billion estimates indicate +12.4% and +13.1% changes, respectively.
Last Reported Results and Surprise HistoryNutanix reported revenues of $757.08 million in the last reported quarter, representing a year-over-year change of +15.9%. EPS of $0.6 for the same period compares with $0.37 a year ago.
Compared to the Zacks Consensus Estimate of $737.89 million, the reported revenues represent a surprise of +2.6%. The EPS surprise was +25%.
Over the last four quarters, Nutanix surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Nutanix is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Nutanix. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
Nutanix a Netris spojily síly při vývoji multitenantní infrastruktury pro cloudy pro AI s GPU NVIDIA; technologická ukázka řešení je plánována na začátek roku 2027.
Nutanix and Netris have announced a strategic collaboration to deliver a jointly engineered multitenant infrastructure stack designed specifically for neoclouds and enterprises — combining Nutanix Cloud Platform and its proven capabilities with Netris Network Automation, Abstraction, and Multitenancy (NAAM).The joint solution will enable neoclouds to launch secure, NVIDIA GPU-accelerated IaaS offerings faster, create new revenue opportunities and meet NVIDIA’s technical requirements for delivering multitenant services to neocloud customers.Enterprises will be able to run business-critical AI workloads on multitenant GPU infrastructure with hard isolation (enforced on networking hardware) between tenants.The combined solution will deliver automation and abstraction across compute and networking, enabling infrastructure to be provisioned and consumed through a cloud-like experience. Why It Matters
An offering that integrates Nutanix technology with Netris technology will enable neoclouds and enterprises to bring secure, multitenant GPU services to market faster, expand their service offering, and accelerate time to revenue. By simplifying how AI infrastructure is deployed and consumed across bare-metal and virtualized environments, neoclouds will be able to scale more efficiently and improve margins as their business grows.
BERLIN, Oct. 21, 2026 (GLOBE NEWSWIRE) -- NVIDIA GTC - Nutanix (NASDAQ: NTNX), a hybrid cloud leader and AI platform company, and Netris, the leading provider of Network Automation, Abstraction, and Multitenancy (NAAM) for AI infrastructure, today announced a strategic collaboration to deliver a jointly engineered infrastructure stack designed specifically for neoclouds and enterprises. By combining Nutanix Cloud Platform and Nutanix’s expertise in cloud infrastructure and compute orchestration with the Netris NAAM platform, the joint solution will provide neoclouds and enterprises with a scalable, secure, and multitenant solution across the infrastructure.
As the demand for AI infrastructure accelerates, neoclouds and enterprises are leading the deployment of large GPU clusters to support a broad range of AI workloads. Delivering this infrastructure as a service requires both soft isolation and hard isolation (enforced on networking hardware) that extends across every layer of the infrastructure, from the compute layers and data processing units to the physical switches.
An Automated Multitenant Infrastructure Stack for AI Clouds
Bringing together Nutanix’s cloud infrastructure capabilities with Netris network automation and multitenancy, the joint solution will provide neoclouds and enterprises with a secure, multitenant AI infrastructure stack across bare-metal and virtualized environments, enabling providers to instantly onboard customers, maintain strict isolation between tenants from compute through the physical network, and deliver AI services through a cloud-like self-service experience.
Key highlights of the joint solution for neoclouds and enterprises will include:
Automated Network Fabric Operations: Simplifies AI infrastructure deployment by automatically configuring the physical network as tenant resources are provisioned, reducing manual effort, accelerating time to value, and improving operational consistency.Unified Multitenant Networking: Delivers a consistent networking experience across physical and virtual environments by translating Nutanix tenant requirements into the appropriate underlying network services for bare-metal and virtualized GPU nodes.Self-Service Cloud Networking: Provides cloud-grade networking constructs — VPCs, elastic IPs, NAT, and L4 load balancers — through a web console, REST API, and Terraform, enabling infrastructure to be consumed through a self-service, cloud-like experience.High-Performance AI Factory Networking: Supports the connectivity for demanding AI workloads, enabling efficient edge, East-West, North-South, scale-up, and host-based networking traffic flows.End-to-End Tenant Isolation: Extends secure hard and soft tenant isolation across the entire network — from virtual workloads through the physical switching layer — supporting secure, reliable GPU-as-a-Service offerings on shared infrastructure.
Executive Commentary
"Neoclouds and NVIDIA Cloud Partners are at the forefront of the AI transformation, but building the cloud operating stack required to monetize GPU clusters at scale is remarkably complex," said Ketan Shah, Vice President, Product Management, Nutanix. "By pairing Nutanix’s Agentic AI solution with the Netris NAAM platform, we will provide AI cloud operators with an out-of-the-box solution to accelerate their journey from metals to margins. We chose to partner with Netris, a leader in network automation, abstraction, and multitenancy, to give operators true self-service networking across both bare-metal and virtualized environments. This will enable our partners to deliver secure, multitenant IaaS environments quickly while maintaining the simplicity and enterprise reliability that Nutanix is known for."
“AI infrastructure is scaling incredibly fast, and the network has to scale with it," said Alex Saroyan, CEO and Co-Founder of Netris. "An AI cloud needs two layers working as one — Nutanix's compute orchestration and virtualization, backed by deep operational leadership and experience, and Netris network automation, abstraction, and multitenancy. What makes this collaboration matter is that those layers stay continuously in sync, giving neoclouds and enterprises a single automated stack for secure, multitenant GPU services."
Analyst Commentary
"AI infrastructure providers are evolving beyond GPU capacity to deliver trusted inference environments, workload orchestration, agent lifecycle management, and managed AI services. The differentiator will be a cloud-like operating model that combines performance with control, isolation, and security at every layer of the stack.”
Steve McDowell, Principal Analyst, NAND Research Availability
The joint solution is planned to be available in tech preview in early 2027.
About Nutanix
Nutanix is a hybrid cloud leader and AI platform company, offering organizations a unified infrastructure software platform to safely run applications, data, and AI anywhere. Trusted by customers worldwide, Nutanix empowers more than 50% of the Global 2000 to innovate faster with AI, while modernizing infrastructure, simplifying operations, and controlling costs. Learn more at www.nutanix.com or follow us on social media.
About Netris
Netris is the leading provider of network automation and multitenancy for AI infrastructure, purpose-built for neoclouds, sovereign AI operators, and AI factories. The Netris NAAM (Network Automation, Abstraction, and Multitenancy) platform delivers network orchestration for AI clusters, hard multitenancy enforced on networking hardware, and cloud-provider-grade automation across Ethernet, InfiniBand, DPUs, and virtual and edge networking — from Day Zero design and simulation through live operations. Netris enables operators to launch GPU clouds in weeks, provision tenants instantly with isolation configured automatically, and maximize GPU utilization by dynamically reallocating capacity across tenants. Netris is the most widely deployed network automation platform for AI clusters, with 70+ live deployments. Founded in 2018 and backed by Andreessen Horowitz, Netris is headquartered in Santa Clara, California. Learn more at netris.io.
This content may contain express and implied forward-looking statements, including but not limited to statements regarding our plans and expectations relating to new product features and technology under development, the capabilities of such product features and technology, and our plans to release product features and technology. Such statements are not historical facts and are instead based on our current expectations, estimates and beliefs, including statements about The accuracy of such statements involves risks and uncertainties and depends upon future events, including those that may be beyond our control, and actual results may differ materially and adversely from those anticipated or implied by such statements, including, among others: failure to develop, or unexpected difficulties, delays or disruptions in developing, releasing or distributing, new products, services, product features or technology in a timely or cost-effective basis. Any forward-looking statements included speak only as of the date hereof and, except as required by law, we assume no obligation to update or otherwise revise any such forward-looking statements to reflect subsequent events or circumstances. Certain products and features or functionalities described herein remain in varying stages of development and will be offered on a when-and-if-available basis. The development, release, and timing of any such products, features or functionalities are subject to change. Nutanix will not have any liability for any failure to deliver or delay in the delivery of any such products, features or functionalities. Any future product or product feature information is intended to outline general product directions, and is not a commitment, promise, or legal obligation for Nutanix to deliver any functionality. This information should not be used when making a purchasing decision.
Nutanix (NASDAQ:NTNX – Get Free Report) CEO Rajiv Ramaswami sold 75,045 shares of the business’s stock in a transaction on Wednesday, October 7th. The shares were sold at an average price of $74.00, for a total transaction of $5,553,330.00. Following the sale, the chief executive officer directly owned 414,339 shares in the company, valued at approximately $30,661,086. This trade represents a 15.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.
Rajiv Ramaswami also recently made the following trade(s):
On Tuesday, October 6th, Rajiv Ramaswami sold 324,955 shares of Nutanix stock. The shares were sold at an average price of $73.57, for a total value of $23,906,939.35. Nutanix Stock Performance Shares of Nutanix stock opened at $74.63 on Friday. The stock has a market cap of $20.19 billion, a PE ratio of 14.46, a price-to-earnings-growth ratio of 3.70 and a beta of 0.64. The business has a fifty day simple moving average of $67.71 and a 200-day simple moving average of $54.35. The company has a quick ratio of 1.80, a current ratio of 1.80 and a debt-to-equity ratio of 1.92. Nutanix has a 12 month low of $34.01 and a 12 month high of $74.66.
Nutanix (NASDAQ:NTNX – Get Free Report) last issued its quarterly earnings results on Wednesday, August 26th. The technology company reported $0.60 earnings per share for the quarter, beating analysts’ consensus estimates of $0.49 by $0.11. Nutanix had a negative return on equity of 90.13% and a net margin of 52.81%. The business had revenue of $757.08 million for the quarter, compared to the consensus estimate of $738.27 million. During the same quarter in the previous year, the company posted $0.37 earnings per share. Nutanix’s revenue for the quarter was up 15.9% compared to the same quarter last year. On average, sell-side analysts anticipate that Nutanix will post 1.17 EPS for the current fiscal year. Trending Headlines about Nutanix Here are the key news stories impacting Nutanix this week:
Positive Sentiment: AI-focused customer momentum: Bharat Heavy Electricals Limited (BHEL) and SIS Limited highlighted Nutanix technology in initiatives to modernize infrastructure, support core applications and prepare for artificial-intelligence workloads. The reports did not disclose contract values, but they reinforce the company’s positioning in enterprise hybrid-cloud and AI infrastructure. BHEL accelerates innovation and readies for the AI era with Nutanix SIS Limited Modernizes Core Applications and Drives AI Readiness with Nutanix Positive Sentiment: Institutional support and analyst optimism: Several large investment firms increased their Nutanix holdings, while Needham initiated coverage with a Buy rating and a $90 price target. The broader analyst consensus remains “Moderate Buy,” although the consensus target of approximately $73 is close to the current trading range. Positive Sentiment: Solid operating backdrop: Nutanix’s latest quarterly results exceeded expectations, with adjusted EPS of $0.60 versus the $0.49 consensus and revenue of $757.1 million versus $738.3 million expected. Revenue increased 15.9% year over year, supporting the stock’s valuation and growth narrative. Neutral Sentiment: Short-interest data: Reported short interest was zero shares, implying no measurable short-selling pressure. Investors should treat the figure cautiously because it may reflect a reporting or data anomaly. Negative Sentiment: Heavy insider selling: CEO Rajiv Ramaswami sold 324,955 shares for approximately $23.9 million on October 6 and another 75,045 shares for about $5.6 million on October 7, reducing his holdings by roughly 40% across the reported transactions. Director Teresa Sheppard separately sold 3,500 shares worth approximately $257,845. These sales can raise concerns about insider confidence, although they may also reflect personal diversification or scheduled transactions. Nutanix CEO Rajiv Ramaswami sells shares Wall Street Analysts Forecast Growth NTNX has been the subject of a number of research reports. KeyCorp raised their price objective on Nutanix from $65.00 to $75.00 and gave the stock an “overweight” rating in a research report on Monday, August 24th. Oppenheimer lifted their target price on Nutanix from $80.00 to $85.00 and gave the company an “outperform” rating in a research note on Thursday, August 27th. Zacks Research downgraded Nutanix from a “strong-buy” rating to a “hold” rating in a report on Monday, August 31st. Northland Securities set a $70.00 price target on shares of Nutanix in a research report on Thursday, August 27th. Finally, Rosenblatt Securities increased their price target on shares of Nutanix from $60.00 to $75.00 and gave the stock a “buy” rating in a research report on Tuesday, August 25th. Nine analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, Nutanix has a consensus rating of “Moderate Buy” and a consensus target price of $73.07.
Check Out Our Latest Report on NTNX
Hedge Funds Weigh In On Nutanix Hedge funds have recently bought and sold shares of the business. Assenagon Asset Management S.A. increased its position in Nutanix by 1,535.2% during the second quarter. Assenagon Asset Management S.A. now owns 3,262,231 shares of the technology company’s stock worth $166,243,000 after acquiring an additional 3,062,730 shares during the period. Jericho Capital Asset Management L.P. raised its stake in Nutanix by 27.3% in the 4th quarter. Jericho Capital Asset Management L.P. now owns 3,107,481 shares of the technology company’s stock worth $160,626,000 after purchasing an additional 666,000 shares in the last quarter. Dimensional Fund Advisors LP raised its stake in Nutanix by 26.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,589,508 shares of the technology company’s stock worth $60,416,000 after purchasing an additional 331,700 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in Nutanix by 628.8% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,185,120 shares of the technology company’s stock valued at $45,046,000 after purchasing an additional 1,022,516 shares during the period. Finally, Pacer Advisors Inc. boosted its holdings in Nutanix by 308.1% in the 1st quarter. Pacer Advisors Inc. now owns 1,135,857 shares of the technology company’s stock valued at $43,174,000 after purchasing an additional 857,559 shares during the period. 85.25% of the stock is owned by institutional investors.
Nutanix Company Profile (Get Free Report)
Nutanix, Inc develops enterprise cloud software that helps organizations manage applications and data across on-premises infrastructure, public clouds and hybrid multicloud environments. Its platform is designed to simplify the operation of data centers and cloud resources through a unified software experience.
The company’s offerings include hyperconverged infrastructure software, the Nutanix Cloud Infrastructure platform and AHV virtualization. Nutanix also provides services for file and object storage, databases, disaster recovery, Kubernetes and application management, as well as tools that help customers monitor, secure and govern their hybrid and multicloud environments.
Founded in 2009 and headquartered in San Jose, California, Nutanix serves businesses, government organizations and other institutions globally through direct sales and channel partners.
Read More Five stocks we like better than Nutanix 3 Unique ETFs With Strong Momentum for the End of the Year 3 Beaten-Down Biotech Stocks With Triple-Digit Upside and Big Catalysts Ahead Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone? Delta Air Lines Faces a Fuel Crisis—But There’s a Silver Lining Receive News & Ratings for Nutanix Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Nutanix and related companies with MarketBeat.com's FREE daily email newsletter.
It has been about a month since the last earnings report for Nutanix (NTNX - Free Report) . Shares have lost about 1.8% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nutanix due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.
Nutanix Q4 Earnings and Revenues Beat, ARR Growth AcceleratesNutanix reported fourth-quarter fiscal 2026 non-GAAP earnings of 60 cents per share, beating the Zacks Consensus Estimate by 25% and rising from 37 cents in the year-ago quarter.
Nutanix's revenues climbed 16% year over year to $757.1 million, beating the company's guided range of $725-$745 million and representing a significant acceleration from the company's 10% growth rate in the preceding quarters. The figure beat the consensus mark by 2.6%.
The company noted strength across the business, citing broad-based demand for its hybrid multicloud platform through strong uptake of external storage offerings and Nutanix Cloud Clusters, or NC2, which helped customers overcome hardware availability constraints. Management indicated that partnerships with NetApp and others were instrumental in signing several large wins in Q4, including several seven-figure deals. The company added over 3,000 customers in fiscal 2026, demonstrating sustained momentum in customer acquisition.
Top-Line Details of NTNXProduct revenues (51.3% of total revenues) increased to $388.4 million, while support, maintenance & other services revenues (48.7% of total revenues) reached $368.7 million.
Subscription revenues climbed to $719.1 million, while professional services and other revenues reached $37.9 million.
Annual recurring revenues climbed 16% year over year to $2.549 billion, representing acceleration from the prior quarter's growth rate.
NTNX's Operating DetailsIn the fourth quarter, Nutanix's non-GAAP gross margin was 87.7%, down 60 basis points year over year.
Non-GAAP operating expenses increased 2% year over year to $465.6 million.
Non-GAAP operating income was $198 million, up $78.5 million from the year-ago quarter. Non-GAAP operating margin expanded to 26.2%, up 790 basis points compared to the year-ago quarter and well above the company's guidance range of 21-23%. This substantial margin expansion was driven by better-than-expected revenues and operational efficiencies from timing of hiring and strategic investments.
NTNX's Balance Sheet & Cash FlowAs of July 31, 2026, cash and cash equivalents plus short-term investments totaled $2.361 billion.
During the fourth quarter of fiscal 2026, cash generated from operating activities was $315.0 million, and free cash flow was $277.6 million.
For the full fiscal year 2026, free cash flow reached $841 million, representing a 29% free cash flow margin, and the company achieved a Rule of 40 score of 42%, marking its third consecutive year above 40.
Nutanix Offers Q1 and FY27 OutlookFor the first quarter of fiscal 2027, revenues are estimated between $755 million and $765 million.
Non-GAAP operating margin is expected in the band of 26-28%. The company anticipates weighted average shares outstanding (diluted) to be approximately 294 million.
For fiscal 2027, revenues are estimated in the range of $3.180-$3.230 billion. The company expects free cash flow in the range of $850-$950 million.
Non-GAAP operating margin is projected in the 24-25% band.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.
The consensus estimate has shifted 29.78% due to these changes.
VGM ScoresCurrently, Nutanix has a nice Growth Score of B, however its Momentum Score is doing a bit better with an A. However, the stock was allocated a score of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, Nutanix has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Nutanix vidí external storage jako hlavní růstový motor pro fiskální rok 2027, zatímco problémy v dodavatelském řetězci dál brzdí poptávku. Firma zároveň rozšiřuje nabídku o AI, Kubernetes a veřejný cloud.
MarketBeat Week in Review – 08/24 - 08/28Nutanix NASDAQ: NTNX is positioning itself as a broader cloud-platform provider rather than solely a hyperconverged infrastructure, or HCI, company, as it pursues growth through external storage, public cloud, Kubernetes, database management and enterprise artificial intelligence offerings.
Chief Executive Officer Rajiv Ramaswami said the company’s platform now operates on-premises and across multiple public clouds, supports both built-in and third-party storage, and includes capabilities for Kubernetes, databases and AI inference. The broader portfolio allows Nutanix to address infrastructure modernization, hybrid-cloud deployments, modern application development and enterprise AI use cases, he said.
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Fiscal 2027 Outlook Includes Supply-Chain Headwind Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes ShapeChief Financial Officer Rukmini Sivaraman said Nutanix enters fiscal 2027 with growth drivers that include its core hybrid-cloud platform, external storage, cloud-native and AI capabilities, and its partner ecosystem. However, the company expects supply-chain conditions to remain a headwind throughout the fiscal year.
According to Sivaraman, customers that need to procure servers to run Nutanix software are facing higher prices and longer delivery times. Nutanix expects a higher percentage of orders with future start dates in fiscal 2027 than in fiscal 2026. The company also expects its renewals cohort to grow at a slower rate in fiscal 2027 than it did in fiscal 2026.
From CrowdStrike to Chewy, These Tanking Stocks Are Announcing BuybacksRamaswami said server prices have risen to roughly four to five times their levels from a year earlier, pressuring customer budgets. Mission-critical workloads may still require customers to refresh infrastructure, while other projects can be delayed if budget is unavailable, particularly among public-sector customers.
Nutanix is seeking to mitigate those pressures through support for external storage and cloud offerings that can run on bare metal. Sivaraman said an easing in supply conditions or stronger-than-expected adoption of external storage could improve results relative to the company’s current expectations. Ramaswami also cited broader hybrid-cloud and public-cloud adoption as potential upside factors.
External Storage Seen as Near-Term Growth Driver Ramaswami described external-storage support as Nutanix’s largest expected growth driver in fiscal 2027 and for the next several years. He said HCI represents about 20% of the installed base, while the remaining 80% consists of external storage connected to third-party servers.
External-storage capabilities allow customers to deploy Nutanix software without changing their existing hardware architecture, Ramaswami said. That approach can be particularly relevant while hardware costs remain elevated and customers seek to extend the use of existing server and storage investments.
He said HCI adoption has progressed gradually because it requires organizational and operational changes, including consolidating teams that separately manage servers and storage. Nutanix can now “meet” customers in their existing environments through external storage rather than requiring an architectural shift to HCI, he said.
The company also discussed growing use of its NC2 public-cloud offering. Ramaswami said customers are using NC2 for permanent cloud migrations, temporary capacity expansion, disaster recovery and global expansion without owning data centers. He said retention rates have been high once customers begin using the platform, though Nutanix did not provide specific figures.
VMware Migration Opportunity Remains Multi-Year Ramaswami said customers continue to evaluate alternatives to VMware following Broadcom’s acquisition of VMware, though the migration opportunity will unfold over a number of years. Customers are expected to migrate in waves based on renewal timing, hardware refresh cycles and their broader priorities, he said.
Nutanix has focused on making migrations easier by enabling customers in some cases to migrate without replacing their existing hardware. Sivaraman said the company’s VMware-related pipeline remains healthy and that the opportunity should continue to be a core growth driver in coming years.
Beyond VMware, Ramaswami said customers are increasingly looking for platforms that can support AI, modern applications and hybrid cloud. He identified public-cloud providers as both partners and competitors, while also naming Red Hat and, less frequently, Microsoft as competitors in on-premises deployments. He said customer inertia remains Nutanix’s largest competitive obstacle.
AI, Cloud-Native Products and Sales Investment Nutanix is also investing in AI infrastructure and specialist sales resources. Ramaswami said enterprise AI deployments involve running applications and agents near data, consuming intelligence from frontier or open-weight models, and using a gateway or model router to manage access, cost, governance and security.
He said Nutanix invested $20 million in internal clusters running open-weight AI models, expecting them to serve about 80% of the company’s AI needs over roughly five years while relying on frontier models for the remaining 20%. The company expects to recover some of that investment within a year, he said.
Sivaraman said Nutanix expects the share of land-and-expand bookings from products including Kubernetes, database automation, cloud management and AI to rise from the low 20% range two fiscal years ago to about one-third by fiscal 2029. The company is adding salespeople and technical specialists while targeting operating margins of 24% to 25% in the current fiscal year, compared with its longer-term goal of more than 30%.
Ramaswami said Nutanix is partnering with NVIDIA and AMD for AI infrastructure and is working with neocloud providers, including ChronoScale, to help enterprises access AI capacity and deploy Nutanix’s AI stack. He said the company expects to announce additional neocloud partnerships.
About Nutanix (NASDAQ:NTNX)Nutanix, Inc is a cloud computing software company that provides infrastructure and management solutions for enterprise data centers, private clouds, public clouds and hybrid multicloud environments. Its platform is designed to simplify the deployment, operation and management of applications and workloads across on-premises infrastructure and multiple cloud providers.
The company's offerings include the Nutanix Cloud Infrastructure platform, which combines compute, storage and virtualization capabilities; the Nutanix Cloud Manager suite for monitoring, automation, governance and cost management; and Nutanix Unified Storage.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Nutanix byla zařazena mezi lídry v Gartnerově Magic Quadrantu 2026 pro Distributed Hybrid Infrastructure. Firma uvedla, že ocenění odráží sílu její platformy pro hybridní cloud a AI.
Nutanix is recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Distributed Hybrid Infrastructure. Nutanix is recognized for its Ability to Execute and Completeness of Vision. Why it Matters
Enterprise infrastructure is becoming more distributed as organizations balance AI adoption, hybrid cloud expansion, sovereignty requirements, and the need to keep existing applications running efficiently and securely across a growing mix of environments. SAN JOSE, Calif., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Nutanix (NASDAQ: NTNX), a hybrid cloud leader and AI platform company, today announced it has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Distributed Hybrid Infrastructure.
Nutanix Cloud Platform (NCP) gives organizations a unified platform to run and manage AI workloads, applications, and data across on-premises, cloud, and edge environments, while maintaining flexibility in how and where they deploy infrastructure.
Over the past year, Nutanix has expanded NCP with new capabilities for agentic AI, advanced its Kubernetes capabilities with the introduction of NKP Metal, broadened support for external storage and server infrastructure, expanded deployment options for sovereign and regulated environments, and added a slew of new capabilities in a recent release.
“Organizations are rethinking their infrastructure strategies as hybrid cloud environments become more complex and new requirements around AI, application modernization, and sovereignty emerge,” said Thomas Cornely, Executive Vice President of Product Management, Nutanix. “We believe our recognition as a Leader in the Gartner Magic Quadrant for Distributed Hybrid Infrastructure reflects the continued evolution of the Nutanix Cloud Platform, giving customers a consistent cloud operating model with the flexibility and control to run AI workloads, applications, and data across the environments that best meet their needs.”
Nutanix continues to expand NCP to give customers greater flexibility and control in how they deploy, protect, and manage applications and data across distributed hybrid environments. Nutanix Cloud Clusters (NC2) is available across AWS, Google Cloud, and Microsoft Azure, with additional deployment options across sovereign cloud and service provider environments, giving customers more choice in where they run and manage workloads while maintaining a consistent operating model. Combined with flexible licensing and deployment options, these capabilities give customers greater choice in how they adopt and expand NCP across environments while maintaining operational simplicity and consistency.
Nutanix has also expanded infrastructure flexibility to support customer choice and maximize hardware re-use, with broad support for enterprise servers as well as expanded support for external storage, including general availability for Dell PowerStore, new updates for Everpure FlashArray and Dell PowerFlex, and limited availability for NetApp ONTAP.
Nutanix continues to build on its abilities in virtualization while expanding support for cloud native applications through a dual-native architecture that brings virtual machines and containers together under a consistent operating model. Additional innovations include the introduction of NKP Metal, which will extend the Nutanix operating model to bare-metal Kubernetes environments. The NKP Metal deployment option is available for early access by NKP PRO and NKP ULT license users now, and is expected to become generally available in the second half of 2026.
Nutanix further strengthened its platform with new agentic AI capabilities for model governance, security, and agent-driven operations. Nutanix also recently announced a strategic neocloud partnership with ChronoScale to extend its platform capabilities into accelerated compute and AI services.
Together, these advancements continue to broaden the range of workloads and environments NCP can support, from traditional enterprise applications to cloud native and AI workloads, while giving customers a consistent way to operate across them.
Nutanix Customer Commentary
“As a cybersecurity managed service provider delivering Industrial Data Center (IDC) management to our customers, I appreciate that our partnership with Nutanix allows us to co-innovate and deploy Nutanix Cloud Platform in Operational Technology environments. These IDCs support critical production operations across both discrete and process industries, from hosting manufacturing software applications that help food & beverage companies run production or creating the infrastructure that enables energy or refining operations. With the adoption of containers in manufacturing and the rise of AI workloads, we’re excited to explore the Nutanix Kubernetes Platform in our latest IDC platform to support customers running containerized applications.”
Gartner, Inc, Magic Quadrant for Distributed Hybrid Infrastructure, Julia Palmer, Daniel Bowers, Adrian Wong, Elaine Zhang, 7 September 2026
Gartner Disclaimer
Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates.
Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.
About Nutanix
Nutanix is a hybrid cloud leader and AI platform company, offering organizations a unified infrastructure software platform to safely run applications, data, and AI anywhere. Trusted by customers worldwide, Nutanix empowers more than 50% of the Global 2000 to innovate faster with AI, while modernizing infrastructure, simplifying operations, and controlling costs. Learn more at www.nutanix.com or follow us on social media.
Nutanix zakončil srpen s více než 16% růstem akcií po silných výsledcích za čtvrté fiskální čtvrtletí a celý rok. Výnosy dosáhly těsně nad 757 milionů USD a zisk na akcii (EPS) činil 0,60 USD.
Cloud and enterprise software company Nutanix (NTNX -0.16%) probably doesn't want the summer to end, given how well its stock did in August. Boosted by the estimates-trouncing fiscal fourth-quarter and full-year report it posted toward the end of the month and a subsequent wave of analyst price targets, its shares exited August with a more than 16% gain.
A fabulous final frame The month didn't exactly start on a high note for Nutanix. Four days into it, the company divulged in a regulatory filing that it aimed to reduce its workforce by roughly 5%. Stating that this decision was reached after a review of its business structure, Nutanix said the move will cost it roughly $33 million to $43 million. The reductions should be complete by the end of October.
Image source: Getty Images.
The company had better news to impart with that earnings report. The final frame of its 2026 fiscal year saw it book just over $757 million in revenue, up 16% year over year. Annual recurring revenue at the end of the quarter and year was also 16% higher, at $2.55 billion.
Net income not under generally accepted accounting principles (non-GAAP, or adjusted) was more than $175 million, or $0.60 per diluted share. That was a robust 61% higher than the fourth quarter of fiscal 2025 result.
It was also far above the consensus analyst estimate of $0.49. The same could be said for the company's revenue that quarter, which well exceeded the average pundit expectation of slightly more than $738 million.
In its earnings release, Nutanix quoted CEO Rajiv Ramaswami as saying the quarter "was a strong finish to fiscal 2026, a year in which we delivered solid top and bottom line performance and added over 3,000 new customers."
Management clearly doesn't believe that will be the last time the company will outperform.
It proffered strong guidance for both revenue and free cash flow (FCF) for the entirety of fiscal 2027. The top-line is forecast at $3.18 billion to $3.23 billion, while the outlook for FCF is $850 million to $950 million.
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A bunch of bulls For obvious reasons, investors liked what they heard about the quarter and reacted by driving Nutanix's stock higher in the days that followed. Some were probably influenced by the series of analyst price target raises immediately following earnings. The raisers included pundits from top financial companies Bank of America, Morgan Stanley, and Wells Fargo.
I'd be inclined to agree with those prognosticators and the bullish investors buying in at the end of the month. Nutanix continues to have a compelling business proposition with its "hyperconverged infrastructure," which bundles advanced compute, networking, and storage on a single platform. I think this stock has quite a high ceiling these days.
Wells Fargo is an advertising partner of Motley Fool Money. Bank of America is an advertising partner of Motley Fool Money. Eric Volkman has no position in any of the stocks mentioned. The Motley Fool recommends Nutanix. The Motley Fool has a disclosure policy.
Movado a Nutanix mají před zveřejněním výsledků hospodaření Zacks Rank #1 (Strong Buy) a výsledky oznámí ve středu. Movado čeká ve 2. čtvrtletí EPS 0,36 USD a tržby 164,18 mil. USD, Nutanix ve 4. čtvrtletí EPS 0,48 USD a tržby 737,89 mil. USD.
With earnings season winding down, Movado Group (MOV - Free Report) ) and Nutanix (NTNX - Free Report) ) stand out as two highly ranked stocks worth watching ahead of their quarterly reports this week.
Both stocks currently sport a Zacks Rank #1 (Strong Buy), reflecting favorable earnings estimate revisions, and are scheduled to report on Wednesday, August 26.
Movado's Earnings Rebound and Lofty DividendMovado, one of the world’s premier watchmakers, will report its Q2 results before the market opens on Wednesday. The Zacks Consensus is calling for quarterly EPS of $0.36, which would be an impressive 56% year-over-year increase, with Q2 revenue expected to be up over 1% to $164.18 million.
The luxury watchmaker is coming off an encouraging Q1 in which sales increased 8% YoY to $142.4 million, adjusted EPS surged to $0.32 from $0.08 a year ago, and gross margin expanded 320 basis points to 57.3%. Movado also finished Q1 with $225.3 million in cash and no long-term debt, giving the company considerable financial flexibility.
Reflecting its strong Q1 results and improving outlook, MOV has been one of the market’s better performers, with shares surging more than 60% year to date.
Image Source: Zacks Investment Research
Income investors have another reason to take notice. Movado recently raised its quarterly dividend 14% to $0.40 per share, or $1.60 annually. That equates to a lofty dividend yield of roughly 4.6%, with MOV trading at around $34 a share and at a reasonable 18X forward earnings multiple.
Image Source: Zacks Investment Research
Nutanix's Double-Digit Cloud GrowthNutanix will release results for its fiscal fourth quarter after the closing bell on Wednesday. The innovative tech company provides an enterprise cloud platform that combines compute, storage, virtualization, and networking into one integrated solution.
Q4 EPS is expected at $0.48, representing nearly 30% growth from the prior-year quarter, while revenue is projected to rise roughly 13% to $737.89 million. The Zacks Consensus also calls for full-year EPS of $1.93, up 19%, on more than 11% revenue growth to $2.83 billion.
Image Source: Zacks Investment Research
Nutanix's recurring-revenue momentum remains particularly attractive. Fiscal Q3 annual recurring revenue (ARR) climbed 15% YoY to $2.43 billion, while quarterly revenue rose 10% and non-GAAP operating margin expanded to 22.3% from 21.5%. Management subsequently raised its fiscal 2026 outlook to $2.82-$2.84 billion in revenue and $760-$780 million in free cash flow.
Wall Street will be looking for more of the same Wednesday, as Q4 ARR is expected to reach roughly $2.51 billion, compared with $2.22 billion a year ago.
Adding to Nutanix’s growth story is rising enterprise AI spending, with its hybrid-cloud infrastructure increasingly being used to deploy and manage GPU-powered generative and agentic AI workloads.
That expanding opportunity is helping justify NTNX’s 30X forward earnings multiple, with shares trading above $60 and up around 30% YTD to handily outperform many of its IT-services peers.
Image Source: Zacks Investment Research
Bottom LineMovado and Nutanix offer two different but attractive growth stories heading into earnings. NTNX provides exposure to durable hybrid-cloud and recurring-revenue growth, while MOV combines a sharp earnings recovery with a compelling dividend yield and a virtually debt-free balance sheet.
Nutanix (NTNX - Free Report) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.37 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +25.00%. A quarter ago, it was expected that this enterprise cloud platform services provider would post earnings of $0.35 per share when it actually produced earnings of $0.47, delivering a surprise of +34.29%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Nutanix, which belongs to the Zacks Computers - IT Services industry, posted revenues of $757.08 million for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 2.60%. This compares to year-ago revenues of $653.27 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Nutanix shares have added about 28.5% since the beginning of the year versus the S&P 500's gain of 12.2%.
What's Next for Nutanix?While Nutanix has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Nutanix was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.50 on $753.24 million in revenues for the coming quarter and $2.18 on $3.19 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the top 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, SAIC (SAIC - Free Report) , has yet to report results for the quarter ended July 2026. The results are expected to be released on August 31.
This information technology company is expected to post quarterly earnings of $2.25 per share in its upcoming report, which represents a year-over-year change of -38%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
SAIC's revenues are expected to be $1.75 billion, down 1.2% from the year-ago quarter.
Nutanix a ChronoScale oznámily strategické partnerství pro společné poskytování podnikové AI infrastruktury a zrychlení zavádění AI služeb. Cílem je propojit jejich platformy pro GPU-as-a-Service, inferenční tokeny i lokálně nasazené agentní workflow.
Nutanix and ChronoScale plan to integrate their platforms so enterprises can extend into ChronoScale GPU-as-a-Service, pre-paid inference tokens through ChronoScale Token Factory, and a locally-deployed ChronoScale Foundry for enterprise agentic AI workflowsChronoScale to leverage Nutanix Agentic AI software solution for neoclouds to deliver broad portfolio of accelerated compute and AI servicesCollaboration extends to go-to-market, joint solution development, technical integration, and customer engagement programs SAN JOSE, Calif. and Menlo Park, Calif., Aug. 18, 2026 (GLOBE NEWSWIRE) -- Nutanix (NASDAQ: NTNX), a hybrid cloud leader and AI innovator, and ChronoScale Holdings Corporation (NASDAQ: CHRN), an accelerated compute platform purpose-built to support demanding artificial intelligence workloads, today announced a strategic partnership to jointly deliver enterprise-ready AI infrastructure and help accelerate adoption of AI services across global markets.
The partnership brings together complementary capabilities enterprise customers have historically had to assemble themselves — combining Nutanix's full portfolio of agentic AI solutions with ChronoScale's accelerated compute, enterprise AI foundry, and outcome-driven delivery model.
ChronoScale and Nutanix Platform Integration
ChronoScale plans to leverage Nutanix software within its AI infrastructure platform to help deliver a broad portfolio of accelerated compute and AI services. The parties expect Nutanix software to help support customer onboarding, tenant management, service automation, virtualized infrastructure, managed Kubernetes environments, and advanced AI service offerings. ChronoScale's platform is designed to support a broad ecosystem of technology partners. The companies also intend to jointly maintain demonstration and proof-of-concept environments to support customer evaluations and accelerate adoption of agentic AI solutions in the enterprise.
Extended GPU capacity, on-premises and beyond
ChronoScale plans to extend the Nutanix on-premises cloud footprint with elastic access to modern GPU capacity. Customers are expected to be able to procure reserved capacity through ChronoScale GPU-as-a-Service (GPUaaS) for predictable workloads, or draw on ChronoScale Token Factory — pre-paid inference tokens backed by leading open-source models — for burst and experimental workloads. The parties intend to integrate both offerings with the Nutanix enterprise AI offerings, including Agent Gateway and Private Inferencing, with the goal of providing customers a single control plane across their on-premises environment and ChronoScale capacity.
ChronoScale Foundry, delivered through Nutanix
Nutanix will enable the deployment of ChronoScale Foundry, an enterprise AI foundry, inside the customer's own environment, giving enterprises a managed platform to build, run, and govern agentic workflows locally. Agents, enterprise data, and workflow state remain within the customer's boundary. Enterprise customers are expected to be able to deploy Foundry directly through the Nutanix Kubernetes Platform Catalog, extending Nutanix's AI portfolio into managed agentic workloads.
The partnership is designed to help enterprises globally deploy production-scale AI environments faster, with greater operational simplicity, sovereignty, security, and scalability.
The partnership being announced today is underpinned by the strategic relationship and technology partnership that both ChronoScale and Nutanix have with NVIDIA. Chronoscale is an NVIDIA Cloud Partner (NCP), delivering an accelerated computing platform, built and optimized using NVIDIA-validated reference designs to deliver consistent performance at scale. Nutanix is an NVIDIA technology partner and ISV that has a suite of NVIDIA validated software to operate enterprise AI factories.
Together, ChronoScale and Nutanix intend to deliver an integrated platform built on NVIDIA AI economics that is designed to reduce operational complexity and accelerate time-to-value for enterprises adopting AI at scale. ChronoScale plans to deploy NVIDIA HGX B300 systems interconnected via NVIDIA Spectrum-X networking and NVIDIA AI Enterprise software, including NVIDIA NIM microservices and NVIDIA NeMo to deliver a production-ready stack.
Executive Commentary
"The next phase of AI is about making enterprise-grade infrastructure easier to consume and faster to deploy. This partnership with Nutanix brings together two complementary strengths — Nutanix's proven cloud platform and ChronoScale's accelerated compute, AI services, and Enterprise AI Foundry — to give customers a shorter, more sovereign path to production AI. It is an important milestone in our mission to become the platform where the global AI ecosystem converges."
"Organizations are looking for a simpler path to deploying AI at scale. ChronoScale is building an impressive global AI infrastructure platform designed for the demands of modern AI workloads. Together, we will help enterprises accelerate their AI transformation by combining high-performance infrastructure with the operational simplicity, flexibility, and security that Nutanix delivers."
— Tarkan Maner, President and Chief Commercial Officer, Nutanix
The partnership also establishes a framework that includes joint marketing activities, sales enablement, technical collaboration, joint solution development, and customer engagement programs. Nutanix and ChronoScale intend to work together to target Global 2000 organizations and other enterprise customers seeking scalable AI infrastructure and sovereign AI services. The companies intend to jointly maintain demonstration and proof-of-concept environments to support customer evaluations and accelerate enterprise adoption of Agentic AI solutions. The partnership is expected to be implemented through one or more definitive agreements.
About ChronoScale
ChronoScale Holdings Corporation (NASDAQ: CHRN) is an accelerated compute platform purpose-built to support demanding artificial intelligence workloads. Focused on large-scale deployments, ChronoScale delivers dedicated compute environments — including GPU-as-a-Service, Token Factory, and the ChronoScale Foundry for enterprise agentic AI — optimized for performance, sovereignty, and long-term operational execution, with the ability to scale capacity alongside accelerating AI demand.
About Nutanix
Nutanix is a hybrid cloud leader and AI innovator, offering organizations a unified infrastructure software platform to safely run applications, data, and AI anywhere. Trusted by customers worldwide, Nutanix empowers more than 50% of the Global 2000 to innovate faster with AI, while modernizing infrastructure, simplifying operations, and controlling costs. Learn more at www.nutanix.com or follow us on social media.
ChronoScale Forward-Looking Statements
Statements in this Press Release about future expectations, plans, and prospects, as well as any other statements regarding matters that are not historical facts, may constitute "forward-looking statements" within the meaning of The Private Securities Litigation Reform Act of 1995. The words "anticipate," "believe," "continue," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "should," "target," "will," "would," and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including, but not limited to: statements regarding the Company, its plans and objectives and anticipated future economic performance; statements about the cloud compute industry; statements regarding the Company's ability to expand capacity and meet accelerating demand; statements regarding future leadership of the Company; and statements of assumptions underlying other statements and statements about the Company or its business. You are cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events and thus are inherently subject to uncertainty. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from the Company's expectations. These risks, uncertainties, and other factors include: limitations on the Company's ability to attract and retain key personnel, including executive officers and Board members of the Company; customer concentration, and an inability to renew existing customer agreements; the success of the Company's risk management activities, including any failure by the Company to implement and maintain effective internal controls; litigation, including the potential litigation concerning the business combination; cash flow and access to capital; conditions in the debt and equity capital markets; slower than anticipated growth in the cloud compute industry; uncertainties related to market conditions, and other factors discussed in the "Risk Factors" section of the Company's Annual Report on Form 10-K filed with the SEC on February 23, 2026, as amended on April 10, 2026, subsequently filed Quarterly Reports on Form 10-Q, the definitive Information Statement on Schedule 14C filed with the SEC on April 3, 2026, and the risks described in other filings that the Company may make from time to time with the SEC. Any forward-looking statements contained in this press release speak only as of the date hereof, and the Company specifically disclaims any obligation to update any forward-looking statement, whether as a result of new information, future events, or otherwise, except to the extent required by applicable law.
Nutanix Forward-Looking Statements
This press release contains express and implied forward-looking statements, including but not limited to statements regarding the referenced partnership; planned technical integrations; future products, services, and offerings; anticipated customer benefits; joint go-to-market activities; referral arrangements; customer adoption; the timing and availability of future solutions; and the parties' ability to successfully negotiate, execute, and implement definitive agreements relating to the contemplated collaboration. These forward-looking statements are based on Nutanix's current expectations, estimates, assumptions and projections and involve risks and uncertainties that could cause actual results to differ materially. Actual results may differ materially due to a number of factors, including the parties' ability to negotiate and enter into definitive agreements, complete anticipated integration efforts, develop and deliver contemplated functionality, successfully execute go-to-market activities, achieve customer adoption, and realize the anticipated benefits of the collaboration, and other risks and uncertainties described in Nutanix’s filings with the Securities and Exchange Commission, including its Annual Report on Form 10‑K for the fiscal year ended July 31, 2025 and subsequent Quarterly Reports on Form 10‑Q and other filings. These forward‑looking statements speak only as of the date of this press release, and Nutanix undertakes no obligation to update or revise any forward‑looking statements, whether as a result of new information, future events, or otherwise, except as required by law. Many of the anticipated products, services, integrations, offerings, features and functionalities described herein remain in various stages of planning, development, testing and implementation and will be offered on a when-and-if-available basis. The development, release, and timing of any such products, features or functionalities are subject to change. Nutanix will not have any liability arising from reliance on this press release for any failure to deliver, or delay in the delivery of, any such products, features or functionalities. Any future product or product feature information is intended to outline general product directions, and is not a commitment, promise or legal obligation for Nutanix to deliver any functionality. This information should not be used when making a purchasing decision.
ChronoScale Investor Relations & Media Contacts
Matt Glover or Ralf Esper
Gateway Group, Inc.
+1 949 574 3860 [email protected]
Nutanix zakončil poslední obchodní seanci na 60,12 USD, což znamenalo denní pokles o 1,38 %. Před výsledky se čeká EPS 0,48 USD a tržby 737,46 mil. USD.
Nutanix (NTNX - Free Report) ended the recent trading session at $60.12, demonstrating a -1.38% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 0.18%. Elsewhere, the Dow lost 0.85%, while the tech-heavy Nasdaq lost 0.06%.
Shares of the enterprise cloud platform services provider have appreciated by 13.03% over the course of the past month, outperforming the Computer and Technology sector's gain of 1.48%, and the S&P 500's gain of 3.33%.
Investors will be eagerly watching for the performance of Nutanix in its upcoming earnings disclosure. The company is expected to report EPS of $0.48, up 29.73% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $737.46 million, showing a 12.89% escalation compared to the year-ago quarter.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.91 per share and revenue of $2.83 billion, indicating changes of +17.9% and +11.57%, respectively, compared to the previous year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Nutanix. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.41% higher. Right now, Nutanix possesses a Zacks Rank of #2 (Buy).
From a valuation perspective, Nutanix is currently exchanging hands at a Forward P/E ratio of 28.25. This denotes a premium relative to the industry average Forward P/E of 14.29.
Meanwhile, NTNX's PEG ratio is currently 1.76. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As of the close of trade yesterday, the Computers - IT Services industry held an average PEG ratio of 1.15.
The Computers - IT Services industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 148, putting it in the bottom 40% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Nutanix ve 3. fiskálním čtvrtletí překonal odhady zisku i tržeb a zároveň zvýšil výhled na celý fiskální rok 2026. Akcie ale za měsíc po výsledcích klesly asi o 3,8 %.
It has been about a month since the last earnings report for Nutanix (NTNX - Free Report) . Shares have lost about 3.8% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nutanix due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.
Nutanix Q2 Earnings and Revenues Beat Estimates, Sales Rise Y/YNutanix delivered third-quarter fiscal 2026 non-GAAP earnings of 47 cents per share, which topped the Zacks Consensus Estimate by 34.29% and improved 11.9% year over year.
Revenues rose 10% year over year to $703.1 million, beating the consensus mark by 2.53%.
The average contract duration increased to 3.4 years from 3.1 years in the year-ago quarter. Longer contract duration can help improve revenue visibility for a subscription-heavy model while reflecting customers’ willingness to commit to longer-term platform deployments.
NTNX’s Top-Line Details for Q3Product revenues (51.9% of total revenues) increased 5.6% year over year to $364.9 million. Support, maintenance & other services revenues (48.1% of total revenues) rose 15.2% to $338.1 million.
Subscription revenues (94.6% of total revenues) climbed 9% to $664.8 million from the year-ago quarter’s figure. Professional services and other revenues (5.4% of total revenues) improved 30.5% to $38.3 million.
Annual recurring revenues (ARR) grew 15% year over year to $2.43 billion, reflecting continued momentum in the company’s subscription model.
Nutanix added 730 new logos, up 18% year over year, signaling continued customer acquisition despite what management described as a dynamic environment. The company’s cumulative customer count rose to 31,710 by the end of the quarter, reflecting the steady expansion of its installed base
NTNX’s Operating Details for Q3In the fiscal third quarter, Nutanix’s non-GAAP gross margin contracted 40 basis points year over year to 87.8%.
Non-GAAP operating expenses increased 8% year over year to $460.5 million.
Non-GAAP operating income totaled $156.5 million, up 14.2% from the year-ago quarter.
Non-GAAP operating margin was 22.3%, up 80 bps from the year-ago quarter. The company highlighted that operating income expanded from the prior-year period, driven by improved operating leverage alongside revenue growth.
NTNX’s Balance Sheet & Cash FlowAs of April 30, 2026, cash and cash equivalents plus short-term investments totaled $2.01 billion, up from $1.87 billion as of Jan. 31, 2026.
During the third quarter of fiscal 2026, cash generated from operating activities was $207.5 million and free cash flow was $197.2 million, underscoring the company’s ability to translate operating execution into cash even as it continues investing in growth initiatives.
Shareholder returns also received an incremental lift. Nutanix announced that its board authorized an additional $750 million of common stock under the company’s existing share repurchase program, expanding capacity for potential buybacks going forward.
NTNX Raises FY26 GuidanceNTNX raised its fiscal 2026 guidance across metrics, reflecting confidence in business momentum. For the fourth quarter of fiscal 2026, the company guided revenues to $725-$745 million and non-GAAP operating margin to 21-23%, with diluted weighted average shares outstanding expected to be approximately 292 million.
For fiscal 2026, NTNX now expects revenues of $2.82-$2.84 billion, non-GAAP operating margin of approximately 22.5% and free cash flow of $760-$780 million. Management noted that server hardware shortages and partner pricing increases continue to affect the timing of converting bookings into revenues, an impact that the updated outlook incorporates into expectations for the fiscal fourth quarter and into fiscal 2027.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates revision.
The consensus estimate has shifted 6.42% due to these changes.
VGM ScoresAt this time, Nutanix has a strong Growth Score of A, though it is lagging a lot on the Momentum Score front with a C. Charting a somewhat similar path, the stock has a grade of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Nutanix has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
