US · Technology · Software - Infrastructure
EPS came in at 0.34 against a street estimate of 0.19 — a beat of 78.9%.
Analysts rate Nutanix Inc a buy (9 buy, 7 hold, 0 sell out of 16) with an average price target of $77.79.
CONFIDENT Nutanix delivered Q4 FY26 above guidance across all metrics with $757M revenue (+15.9% YoY). ARR grew 16% to $2.55B. External storage and NC2 adoption accelerated. FY27 guidance projects 12% revenue growth despite persistent supply chain headwinds. Q4 FY26 Specific regional breakdowns not provided. Mentions of APJ (financial services win), North America (financial services, healthcare), and EMEA (automotive) wins noted but no revenue or growth metrics by geography. Analysts pressed confidence in FY27 guidance amid supply headwinds, future start dates, and slowing renewal growth. Management emphasized momentum in external storage, NC2, and portfolio products as accelerants. Questions on storage partnership prioritization and payment flexibility quantification highlighted customer optionality and cash flow trade-offs, which management acknowledged but did not fully detail. 2026-0…
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| Fund | Stake |
|---|---|
| FMR Inc | 14.64% |
| BlackRock Inc | 10.26% |
| AQR Capital Management LLC | 6.57% |
| Vanguard Portfolio Management, LLC | 4.95% |
| Vanguard Capital Management, LLC | 4.26% |
| The Goldman Sachs Group Inc | 3.53% |
| State Street Corp | 3.03% |
| Generation Investment Management LLP | 2.48% |
| Document | Date |
|---|---|
| Board / officer change · Q1 FY2027 HEADLINE NUMBERS • Nutanix reported leadership and board changes; the filing contains no financial results, operating metrics, or revised forecasts. | 2026-10-07 |
| Board / officer change · Q1 FY2027 NUTANIX, INC. - 8-K SUMMARY HEADLINE NUMBERS • No financial metrics provided in this filing BUSINESS & SEGMENT HIGHLIGHTS • Tarkan Maner, Presiden | 2026-09-24 |
| Annual report FY2026 NUTANIX, INC. - 10-K SUMMARY FOR RETAIL INVESTORS Fiscal Year Ended July 31, 2026 --- HEADLINE NUMBERS • Market Capitalization: $10.4 billion (as o | 2026-09-18 |
| Results announced · Q1 FY2027 NUTANIX, INC. – FISCAL 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Annual Recurring Revenue (ARR): $2.55 billion, up 16% year-over-year • Tota | 2026-08-26 |
| Current report · Q1 FY2027 NUTANIX, INC. - 8-K SUMMARY HEADLINE NUMBERS • Workforce reduction of approximately 5% of global workforce announced August 4, 2026 • Estimated pre- | 2026-08-04 |
| Quarterly report · Q3 FY2026 NUTANIX, INC. — 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (9 months ended April 30, 2026): $2,096.5 million vs. $1,884.7 million | 2026-05-29 |
| Results announced · Q4 FY2026 NUTANIX Q3 FY2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Annual Recurring Revenue (ARR): $2.43 billion, up 15% year-over-year from $2.12 billi | 2026-05-27 |
| Current report · Q4 FY2026 NUTANIX, INC. - 8-K FILING SUMMARY HEADLINE NUMBERS • Stock sale completed May 4, 2026: Nutanix sold 4,136,789 shares of Class A common stock to Adv | 2026-05-05 |
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| Announcement | Date |
|---|---|
| Raises full year guidance; Q3 results exceed all guided metrics Nutanix reported strong Q3 fiscal 2026 results that exceeded all guidance metrics. Key highlights: Annual Recurring Revenue (ARR) grew 15% year-over-year to $2.43 billion, showing healthy bu | 2026-05-27 |
| $750 million share repurchase authorization increase announced Nutanix announced that its Board of Directors authorized an additional $750 million for share repurchases, bringing the total repurchase authorization to approximately $779 million (includin | 2026-04-07 |
| Q2 FY2026 results exceed guidance; Q3 and full-year guidance updated Nutanix reported strong Q2 fiscal 2026 results, beating all guidance metrics. Key highlights: Annual Recurring Revenue (ARR) grew 16% year-over-year to $2.36 billion, revenue increased 10% t | 2026-02-25 |
| $300 million accelerated share repurchase program announced Nutanix announced a $300 million accelerated share repurchase (ASR) program with Bank of America, to be completed by January 2026. Combined with $82.5 million already repurchased in fiscal y | 2025-12-17 |
| Q2 and full-year revenue guidance updated; free cash flow guidance raised Nutanix reported strong Q1 FY2026 results with 18% year-over-year ARR growth to $2.28 billion and 13% revenue growth to $670.6 million. The company exceeded booking expectations and added ne | 2025-11-25 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.