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Rukmini Sivaraman, Chief Financial Officer, on September 15, 2026, sold 38,139 shares in Nutanix (NTNX) for $2,669,806. Following the Form 4 filing with the SEC, Sivaraman has control over a total of 325,487 Class A common shares of the company, with 325,487 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1618732/000119312526394771/xslF345X05/ownership.xml
Nutanix's (NTNX) solid finish to the fiscal year and strength in the core platform, including cloud native and artificial intelligence offerings, continue to build acceleration heading into fiscal 2027, RBC Capital Markets said in a Thursday note.The investment firm said external storage and Nutanix Cloud Clusters saw a strong uptick in fiscal Q4 and are expected to grow faster than the overall business in fiscal 2027 along with cloud-native offerings.RBC said partnerships continue to track well and should be a good growth driver this fiscal year. The firm noted that Nutanix is in limited availability with NetApp (NTAP), with the partnership resulting in multiple seven-figure deals in Q4.Management expects supply-chain constraints to continue in fiscal 2027, with a moderately higher percentage of orders carrying future start dates than in fiscal 2026, according to the note.RBC Capital Markets maintained its outperform rating on Nutanix and raised its price target to $90 from $84.Shares of the company were 6.4% higher in Thursday trading.Price: $69.56, Change: $+4.17, Percent Change: +6.37%
Nutanix (NTNX), a provider of hybrid-cloud infrastructure software, is seeing a healthier demand backdrop ahead of fiscal Q4 results, with accelerating VMware migration activity and stronger partner pipeline trends, UBS Securities said Monday in a report.Analyst checks indicated Nutanix's pipeline rose 40% to 50% from a year earlier, driven by stronger VMware migrations, higher demand for Nutanix Cloud Clusters and increased interest in external storage, while hardware availability and pricing remained stable headwinds, the report said.Q4 results are due Wednesday. UBS expects Nutanix to potentially deliver a 1% to 2% revenue beat versus the high end of guidance, implying 16% growth from a year earlier. Investors likely will focus on preliminary fiscal 2027 revenue growth guidance, the report said.A 13% fiscal 2027 revenue growth outlook appears reasonable and aligns with Wall Street expectations, though Nutanix's 43% stock gain since late May may have pushed investor expectations toward 14% to 15% or higher, the report said.UBS raised its price target on Nutanix stock to $80 from $62 and maintained its buy rating.Price: $66.83, Change: $+0.15, Percent Change: +0.22%
Nutanix (NTNX) has an average rating of overweight and mean price target of $58.21, according to analysts polled by FactSet.Price: $66.18, Change: $+0.76, Percent Change: +1.16%
Software companies' revenue and earnings beat rates accelerated sequentially in the second quarter, driven by strength in infrastructure, security, and observability, RBC Capital Markets said in a note emailed Wednesday.Among the 54 on-quarter software companies that have reported results in the most recent cycle, the average company topped Wall Street's revenue estimates by 2.6%, up from a 2.4% beat in the first quarter, according to the brokerage. The profitability measure surpassed consensus expectations by 21.2%, compared with the first quarter's 15.7%."The biggest (second-quarter) revenue beats came from infrastructure, security, and observability while the smallest beats came from back Office, (software-as-a-service), and vertical," Matthew Hedberg, RBC's head of global technology, Internet, media, and telecommunications research, said in the note.The annual recurring revenue-to-billings ratio exceeded estimates by 3.4%, reaching the highest level in four years.Palantir Technologies (PLTR), Twilio (TWLO), Cloudflare (NET), and Xometry (XMTR) registered positive stock moves the day after results as they posted accelerated revenue beats, Hedberg said. Other companies that helped buoy sentiment were those with positive commentary on artificial intelligence tailwinds or adoption.Datadog (DDOG) and Varonis Systems (VRNS) logged share price declines post earnings as they "did not clear high bars," while HubSpot's (HUBS) stock traded lower amid reduced guidance, according to the RBC note. Meanwhile, EverCommerce (EVCM), IBM (IBM), N-able (NABL), and Pegasystems (PEGA) seem to be navigating a tough spending environment."While software stock movement has bifurcated through 2026 over perceived AI leaders/laggards, (second-quarter) showed a clear sign of bifurcating fundamentals with numerous companies seeing pressure from AI spending taking away budget or delaying decision-making," RBC analysts said.The brokerage said the full-year 2026 revenue outlook was 0.7% above consensus on average as top-line guides came in better than expected, while full-year profitability guidance topped market expectations by 2.8%.Salesforce (CRM), CrowdStrike (CRWD), Nutanix (NTNX), Okta (OKTA) and Veeva Systems (VEEV) are scheduled to report off-quarter results on Aug. 26."Similar to the (on-quarter) cohort, we expect price action for the (off-quarter) cohort to be volatile with a bifurcation in the AI haves and have not," RBC said.
Nutanix (NTNX) and ChronoScale (CHRN) have agreed on a partnership to jointly deliver enterprise-ready artificial intelligence infrastructure intended to accelerate the adoption of AI services, the companies said Tuesday.The partnership will combine Nutanix's agentic AI solutions with ChronoScale's accelerated compute, AI services, and Enterprise AI Foundry, according to the statement. The partners plan to deliver a platform built on Nvidia (NVDA) AI economics, they said.No financial details were disclosed.Price: $66.41, Change: $+0.75, Percent Change: +1.13%
Nutanix (NTNX) delivered solid Q3 results with outperformance across the board as fiscal 2026 guidance moved higher, RBC Capital Markets said in a Wednesday note.The note said annual recurring revenue accelerated in Q3 and bookings grew over 20% along with good traction across their product portfolio and partnerships.Even as the macros remained challenged on continued supply chain constraints, the company noted that customers have gotten better at navigating the challenges, the report added."We feel guidance remains achievable with opportunities for upside as company-specific growth drivers materialize over time," the report said.RBC raised its price target to $58 from $55 on higher estimates and reaffirmed its outperform rating.Price: $49.35, Change: $+2.78, Percent Change: +5.97%
Nutanix's (NTNX) guidance remains achievable with potential for upside as growth drivers materialize over time, RBC Capital Markets said in a research report emailed Thursday.The macroeconomic conditions remain challenged amid supply chain constraints, but the company highlighted that clients have got better at executing in this dynamic environment, analysts wrote.The company's 2026 guidance has factored in supply chain roadblocks, which could keep weighing on revenue timing on a quarterly basis, the firm noted. Management expects hardware prices to remain elevated heading into 2027, according to the note.The current geopolitical environment has created a more difficult setup for new logo additions, RBC stated.The brokerage reiterated its outperform rating on the stock and boosted its price target to $58 per share from $55.Price: $49.56, Change: $+2.99, Percent Change: +6.42%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price to $53, from $45, on a forward P/E of 24x our FY 27 EPS projection of $2.19, below its three-year average. We raise our FY 26 EPS forecast to $1.93 from $1.84, and raise our FY 27 EPS estimate to $2.19 from $2.15. NTNX reported solid Q3 results, with revenue of $703M fueled by over-20% TCV bookings growth, though supply chain headwinds persist. ARR grew 15% Y/Y to $2.435B. While hardware lead times are starting to normalize for some vendors, others are extending as long as six months, reducing revenue conversion visibility in the short term. That said, we believe underlying demand remains healthy, and we note traction with external storage solutions as customers increasingly book ahead to navigate hardware shortages, a partial offset to revenue pressures. Net dollar retention declined 100 bps from 107% in Q2, impacted by delayed revenue recognition due to the server supply constraints. Margins outperformed as non-GAAP operating margin rose 80 bps Y/Y.
Nutanix (NTNX) reported a fiscal Q3 beat but issued a softer-than-expected Q4 outlook, suggesting supply chain issues and macroeconomic pressures, Morgan Stanley said in a note Thursday.The company set Q4 revenue guidance of $725 million to $745 million, which came in slightly below expectations at the midpoint, Morgan Stanley said. Nutanix also guided for a non-GAAP operating margin of 21% to 23%, lower than Street estimates after its Q3 margin beat.Management said ongoing server hardware shortages, higher hardware costs, and longer delivery times continue to impact the business. The company also expects weaker new business activity in the Middle East, which represents about 5% of its exposure, the firm added.Morgan Stanley said callback commentary reinforced that supply issues vary by vendor and product configuration, with delivery times ranging from a few weeks to six months. Mission-critical workloads have remained more resilient than less urgent deployments."Over the long term, with an expanding solution platform Nutanix has an attractive opportunity to sustain double-digit growth for several years into the future," the bank said, adding that for now, it remains equal-weight until factors affecting revenue timing and visibility become clearer.Morgan Stanley raised its price target on Nutanix from $53 to $55.Price: $48.83, Change: $+2.26, Percent Change: +4.85%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NTNX delivered Q3 FY 26 beats, with revenue of $703.1M (+10% Y/Y) exceeding consensus by $16.7M, due to subscription traction and healthy demand. Annual recurring revenue grew 14% Y/Y to $2.43B, though sequential growth decelerated. Strong operating leverage drove GAAP margin expansion of 240 bps to 10.0% and non-GAAP margin growth of 80 bps to 22.3%. The company launched strategic AI initiatives including Nutanix Agentic AI solution, NetApp alliance, and NKP Metal for Kubernetes, positioning NTNX to capitalize on AI infrastructure demand beyond traditional virtualization. Management raised FY 26 revenue guidance to $2.82B-$2.84B and non-GAAP operating margin to 22.5%, while increasing FCF expectations to $760M-$780M, though Q4 revenue guidance of $725M-$745M came below estimates. We believe the margin and FCF guidance increases suggest moderation in supply chain challenges, while AI initiatives expand NTNX's addressable market opportunities in hybrid cloud and enterprise AI adoption.
Nutanix (NTNX) reported fiscal Q3 adjusted earnings late Wednesday of $0.47 per diluted share, up from $0.42 a year earlier.Analysts polled by FactSet expected $0.36.Revenue for the three months ended April 30 was $703.1 million, up from $639 million a year earlier.Analysts surveyed by FactSet expected $686.3 million.For Q4, the company expects revenue of $725 million to $745 million. Analysts expect $742.2 million.For the full-year 2026, the company now expects revenue of $2.82 billion to $2.84 billion. Analysts expect $2.82 billion.
Nutanix's (NTNX) shares were down nearly 7% in Friday trading after JPMorgan downgraded the enterprise cloud software company's stock to neutral from overweight and adjusted its price target to $44 from $55.Trading volume stood at over 3.1 million shares, versus the daily average of roughly 4.9 million.Price: $34.51, Change: $-2.43, Percent Change: -6.58%
Nutanix (NTNX) has an average rating of overweight and mean price target of $55.71, according to analysts polled by FactSet.
