Nutanix (NASDAQ:NTNX) Posts Quarterly Earnings Results, Beats Estimates By $0.11 EPS

Nutanix (NASDAQ:NTNX) issued its quarterly earnings results on Wednesday. The technology company reported $0.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.49 by $0.11, FiscalAI reports. Nutanix had a negative return on equity of 38.96% and a net margin of 10.03%.The firm had revenue of $757.08 million for the quarter, compared to analyst estimates of $738.27 million.

Nutanix Trading Down 1.6%

Nutanix stock traded down $1.05 during midday trading on Wednesday, hitting $65.39. 4,592,685 shares of the stock were exchanged, compared to its average volume of 4,024,139. The stock’s 50-day simple moving average is $56.87 and its 200 day simple moving average is $47.67. Nutanix has a fifty-two week low of $34.01 and a fifty-two week high of $82.42. The stock has a market capitalization of $17.68 billion, a price-to-earnings ratio of 68.83, a PEG ratio of 4.27 and a beta of 0.60.

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Oppenheimer reissued a “buy” rating and issued a $80.00 price objective on shares of Nutanix in a research note on Thursday, August 20th. JPMorgan Chase & Co. upped their target price on shares of Nutanix from $44.00 to $50.00 and gave the stock a “neutral” rating in a report on Thursday, May 28th. Rosenblatt Securities increased their target price on shares of Nutanix from $60.00 to $75.00 and gave the company a “buy” rating in a research report on Tuesday. Barclays raised their price target on shares of Nutanix from $47.00 to $53.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 28th. Finally, Wall Street Zen upgraded shares of Nutanix from a “hold” rating to a “buy” rating in a research report on Saturday, July 4th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Nutanix presently has an average rating of “Moderate Buy” and a consensus target price of $64.21.

Trending Headlines about Nutanix

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: Nutanix reported quarterly EPS of $0.60, exceeding the $0.49 analyst consensus, while revenue of $757.08 million topped estimates of $738.27 million. The company also delivered 16% year-over-year annual recurring revenue growth and strong free cash flow for fiscal 2026. Nutanix Reports Fourth Quarter and Fiscal 2026 Financial Results
• Positive Sentiment: Fiscal first-quarter 2027 revenue guidance of $755 million to $765 million is centered near the $755.4 million consensus estimate, indicating continued demand and a stable near-term outlook.
• Positive Sentiment: Rosenblatt Securities raised its Nutanix price target from $60 to $75 and maintained a Buy rating, reflecting continued analyst confidence in the company’s software-led growth. Rosenblatt Securities Price Target Update
• Neutral Sentiment: Full-year fiscal 2027 revenue guidance of approximately $3.2 billion also matched consensus expectations. While this supports visibility, it does not represent a material forecast upgrade that would typically drive a stronger stock reaction.
• Negative Sentiment: Analyst commentary cautioned that growth could moderate if hardware availability remains tight, even as Cloud Infrastructure software continues to drive product revenue. Nutanix’s elevated valuation—reflected in a reported P/E ratio above 68—also leaves the stock sensitive to any slowdown in growth. Nutanix Growth and Hardware Commentary

Institutional Trading of Nutanix

Several hedge funds have recently made changes to their positions in the company. AQR Capital Management LLC raised its position in shares of Nutanix by 72.8% during the 4th quarter. AQR Capital Management LLC now owns 11,452,714 shares of the technology company’s stock valued at $591,991,000 after buying an additional 4,826,443 shares during the period. FIL Ltd grew its position in Nutanix by 180.1% in the fourth quarter. FIL Ltd now owns 4,333,937 shares of the technology company’s stock worth $224,021,000 after acquiring an additional 2,786,929 shares during the period. First Trust Advisors LP grew its position in Nutanix by 14.0% in the fourth quarter. First Trust Advisors LP now owns 3,647,276 shares of the technology company’s stock worth $188,528,000 after acquiring an additional 447,806 shares during the period. Alyeska Investment Group L.P. increased its stake in Nutanix by 926.8% during the fourth quarter. Alyeska Investment Group L.P. now owns 2,687,387 shares of the technology company’s stock worth $138,911,000 after acquiring an additional 2,425,665 shares during the last quarter. Finally, Northern Trust Corp increased its stake in Nutanix by 48.9% during the third quarter. Northern Trust Corp now owns 2,357,148 shares of the technology company’s stock worth $175,348,000 after acquiring an additional 774,572 shares during the last quarter. Hedge funds and other institutional investors own 85.25% of the company’s stock.

About Nutanix

Nutanix, Inc is an enterprise cloud computing company that develops software to simplify the deployment and management of datacenter infrastructure. Founded in 2009 and headquartered in San Jose, California, Nutanix is best known for pioneering hyperconverged infrastructure (HCI), an approach that integrates compute, storage and virtualization into a single software-defined platform aimed at reducing complexity and operational overhead in private and hybrid cloud environments.

The company’s product portfolio centers on the Nutanix Cloud Platform, which includes its core AOS software for HCI, Prism for infrastructure management and automation, and a suite of additional services such as Calm for application automation, Files and Volumes for file and block services, Karbon for Kubernetes orchestration, and Era for database management.