Nutanix
Runs applications and data across private, public and edge environments.
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Profile
Provides subscription software for virtualization, storage, databases, cloud management, desktops and Kubernetes across private, public and edge environments. A unified platform and hardware-neutral OEM model support the portfolio, while renewals, partner execution and interoperability shape the business.
Provides subscription software for running applications and managing data across private, public and edge environments. Nutanix Cloud Platform spans HCI and virtualization, database services, unified storage, cloud management, desktop delivery and Kubernetes operations.
Combines compute, storage, virtualization and management in a unified software layer designed to simplify enterprise infrastructure. The platform runs on qualified systems from Cisco, Dell, Fujitsu, HPE and Lenovo, extending a hardware-neutral model through channel and OEM partners.
Serves customers globally, with most employees based outside the United States. The business is overwhelmingly subscription-based and depends on renewals, partner execution, third-party hardware and cloud interoperability, continued product development and customers' ability to navigate migration complexity and competing architectures.
Company facts
Categories
Key statistics
Year to date +36.6% · Average volume (30d) 2.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 27, 2026 | Northland Securities | Target | $47 | $70 | |
| Aug 27, 2026 | RBC Capital | Target | $84 | $90 | |
| Aug 27, 2026 | UBS | Target | $80 | $85 | |
| Aug 27, 2026 | Needham | Reiterate | Buy | $60 | $85 |
| Aug 27, 2026 | Piper Sandler | Reiterate | Overweight | $60 | $75 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026Q4 FY26 | $0.49 | $0.60 | +22.4% | $738.3M | $757.1M | +2.5% | +6.81% |
| May 27, 2026Q3 FY26 | $0.36 | $0.47 | +32.1% | $686.3M | $703.1M | +2.4% | +4.81% |
| Feb 25, 2026Q2 FY26 | $0.44 | $0.56 | +27.3% | $709.9M | $722.8M | +1.8% | +3.98% |
| Nov 25, 2025Q1 FY26 | $0.41 | $0.41 | +0.1% | $676.6M | $670.6M | −0.9% | −17.75% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $639.0M | $653.3M | $670.6M | $722.8M | $703.1M | $757.1M | |
| Gross profit | $556.0M | $569.4M | $583.1M | $631.7M | $610.8M | $651.4M | |
| Operating income | $48.6M | $31.2M | $49.1M | $86.3M | $73.5M | $65.1M | |
| Net income | $63.4M | $38.7M | $62.1M | $103.0M | $72.1M | $1.27B | |
| Diluted EPS | $0.22 | $0.13 | $0.21 | $0.36 | $0.25 | $4.34 | |
| Gross margin | 87.0% | 87.2% | 87.0% | 87.4% | 86.9% | 86.0% | |
| Operating margin | 7.6% | 4.8% | 7.3% | 11.9% | 10.4% | 8.6% |
Fiscal years (4-quarter sums)FY22 $1.58B · FY23 $1.86B · FY24 $2.15B · FY25 $2.54B · FY26 $2.85B
Revenue by product · Q3 FY26
Revenue by geography · Q3 FY26
Balance sheet, Jul 31, 2026Cash & short-term investments $2.36B · Total debt $1.52B · Total assets $5.07B · Shareholders' equity $702.6M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 270.32M · Float 263.69M · 97.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 39.61M | 14.65% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 27.77M | 10.27% | 13F | Aug 7, 2026 |
| AQR Capital Management LLC | 17.78M | 6.58% | 13F | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 13.40M | 4.96% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 11.52M | 4.26% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 1, 2026 | Tarkan Maner | officer: President and CCO | −30,606 | $55.29 |
| May 29, 2026 | Tarkan Maner | officer: President and CCO | −18,653 | $52.24 |
| Oct 2, 2025 | Rajiv Ramaswami | director, officer: President and CEO | −144,707 | $76.42 |
| Oct 2, 2025 | Teresa Gayle Sheppard | director | −3,500 | $76.48 |
| Sep 30, 2025 | Brian Martin | officer: Chief Legal Officer | −10,241 | $76.53 |
Peers
- Broadcom
VMware rival across virtualization, HCI, private cloud, and Kubernetes
- Microsoft
Hybrid infrastructure rival across HCI, virtualization, and cloud management
- IBM
Virtualization and Kubernetes overlap through Red Hat OpenShift
- Hewlett Packard Enterprise
Alternative HCI, private-cloud, virtualization, and storage stack
- Dell Technologies
Coopetition in private-cloud infrastructure and software-defined storage
- Amazon
Hybrid-cloud overlap through AWS Outposts and native cloud services
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Nutanix | $68.88 | −0.38% | $18.70B | 13.4 | 31.3 | 6.6 | +15.9% |
| Broadcom | $369.12 | +0.12% | $1.75T | 61.5 | 23.5 | 23.2 | +47.9% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| IBM | $235.80 | +0.10% | $221.96B | 20.8 | 18.4 | 3.2 | +1.1% |
| Hewlett Packard Enterprise | $52.56 | +0.50% | $69.26B | 49.8 | 13.4 | 1.8 | +40.0% |
| Dell Technologies | $456.09 | +0.00% | $302.80B | 36.2 | 23.7 | 2.3 | +87.5% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Median | 32.4 | 23.6 | 3.5 | +29.8% |