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Nutanix, Inc.(NTNX)Earnings, Financials & Key Ratios
NTNX•NASDAQ
$53.76
82.7× P/E·Price updated Jul 7, 2026
AboutNutanix, Inc. provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. The company offers Acropolis converges virtualization, enterprise storage services, and networking visualization and security services; Acropolis Hypervisor, an enterprise-grade virtualization solution; Nutanix Karbon for automated deployment and management of Kubernetes clusters to simplify the provisioning, operations, and lifecycle management of cloud-native environments; and Nutanix Clusters solution. It also offers Prism Pro; Nutanix Beam, a cloud governance; and Nutanix Calm, an application marketplace, which provides automation services that streamline application lifecycle management and deliver powerful hybrid cloud orchestration. In addition, the company provides Nutanix Files, an enterprise-grade NFS and SMB files services; Nutanix Objects, a S3-compatible object services; Nutanix Era, a database automation and database-as-a-service solution; and Nutanix Frame, a desktop-as-a-service product to deliver virtual apps or desktops to users from multiple public cloud environments and/or an enterprises private cloud datacenter. Further, it offers products support, and consulting and implementation services. It serves customers in a range of industries, including automotive, consumer goods, education, energy, financial services, healthcare, manufacturing, media, public sector, retail, technology, and telecommunications, as well as service providers. The company was incorporated in 2009 and is headquartered in San Jose, California.Show more
- Revenue$2.54B+18.1%
- EBITDA$245M+203.7%
- Net Income$188M+251.0%
- EPS (Diluted)0.65+227.5%
- Gross Margin86.81%+2.2%
- EBITDA Margin9.66%+157.1%
- Operating Margin6.8%+1831.4%
- Net Margin7.42%+227.8%
NTNX Price & Volume
Nutanix, Inc. (NTNX) stock price & volume — 10-year historical chart
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Subscription Transition Drives Stable Software Margin Expansion
Investment Thesis • Updated 2026Q3
VerdictNeutral
Growth:Decelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Robust
Primary Risk:High Stock-Based Compensation Dilution
Key Thesis Takeaways
- Nutanix has successfully pivoted to a subscription-based model, evidenced by a robust $2.3B deferred revenue balance as of 2026Q3 that provides significant forward visibility.
- While the company has achieved consistent gross margins above 86%, investors should monitor the persistent $77M+ quarterly stock-based compensation expense which continues to weigh on GAAP net income quality.
- Future performance depends on the firm's ability to scale operating margins beyond the 10.4% reported in 2026Q3 while managing competitive pressures in the hybrid-cloud infrastructure market.
Verdict Logic
while the company demonstrates strong cash generation with a 28.0% FCF margin in 2026Q3, the high valuation multiple of 76.49x TTM P/E and persistent stock-based compensation dilution warrant a cautious entry.
NTNX Growth Metrics
Nutanix, Inc. (NTNX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years26.52%
5 Years14.18%
3 Years17.09%
TTM13.04%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM1068.13%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-
Return on Capital
10 Years-43.44%
5 Years-18.98%
3 Years-0.95%
Last Year12.46%
NTNX Recent Earnings
Nutanix, Inc. (NTNX) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 27, 2026Metric
Actual
Est
EPS
$0.47+32.1%
$0.36
Rev
$703M+2.4%
$686M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$0.56+27.3%
$0.44
Rev
$723M+1.8%
$710M
Q4 2025
Nov 25, 2025Metric
Actual
Est
EPS
$0.41+0.1%
$0.41
Rev
$671M-0.9%
$677M
Q3 2025
Aug 27, 2025Metric
Actual
Est
EPS
$0.37+13.4%
$0.33
Rev
$653M+1.7%
$642M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 27, 2026 | $0.47vs $0.36+32.1% | $703Mvs $686M+2.4% |
| Q1 2026 | Feb 25, 2026 | $0.56vs $0.44+27.3% | $723Mvs $710M+1.8% |
| Q4 2025 | Nov 25, 2025 | $0.41vs $0.41+0.1% | $671Mvs $677M-0.9% |
| Q3 2025 | Aug 27, 2025 | $0.37vs $0.33+13.4% | $653Mvs $642M+1.7% |
Based on last 12 quarters of dataView full earnings history →
Latest NTNX News
Recent stock market news and headlines for Nutanix, Inc. (NTNX)
Zacks Investment Research·1 day ago
Nutanix (NTNX) Surpasses Market Returns: Some Facts Worth KnowingNutanix (NTNX) closed at $52.42 in the latest trading session, marking a +2.22% move from the prior day.
GlobeNewsWire·Jun 30, 2026
Nutanix and the North Carolina School of Science and Mathematics Partner to Expand Computer Science Access Across North CarolinaSAN JOSE, Calif., and DURHAM, N.C.
Zacks Investment Research·Jun 26, 2026
Why Is Nutanix (NTNX) Down 3.8% Since Last Earnings Report?Nutanix (NTNX) reported earnings 30 days ago. What's next for the stock?
Seeking Alpha·Jun 23, 2026
Nutanix: The Beaten-Down Private-Cloud WinnerNutanix is positioned for multi-year growth, benefiting from VMware customer migrations, expanded storage partnerships, and emerging AI inference opportunities. Q3 FY2026 results exceeded guidance across all metrics, with revenue of $703.1M (+10% YoY), 15% ARR growth, and non-GAAP operating margin of 22.3%. NTNX authorized a $750M share buyback, signifying management's confidence, while trading at a reasonable ~24x non-GAAP P/E and a rule-of-40 score of 42.
Peers Comparison
Key metrics vs top competitors for Nutanix, Inc. (NTNX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $53.76 | $14.53B | 82.71 | 18.11% | 7.42% | — | — | |
| $153.72 | $6.76B | 97.29 | 18.89% | 5.97% | 35.35% | — | |
| $51.53 | $1.05B | 17.18 | -6.72% | 2.38% | 8.07% | — | |
| $86.22 | $28.49B | 183.45 | — | 5.89% | 17.22% | — | |
| $43.45 | $57.53B | -974.10 | 14.06% | 3.9% | 6.11% | — | |
| $165.78 | $32.83B | 26.07 | 5.37% | 18.43% | 114.18% | — |
Compare NTNX vs Peers
Nutanix, Inc. (NTNX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
NTNX SEC Filings & Documents
Nutanix, Inc. (NTNX) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 27, 2026·SEC
Material company update
May 5, 2026·SEC
Material company update
Apr 7, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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NTNX Frequently Asked Questions
Nutanix, Inc. (NTNX) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Nutanix, Inc.'s revenue?
Nutanix, Inc. (NTNX) reported $2.75B in revenue for fiscal year 2025. This represents a 8906% increase from $30.5M in 2013.
How fast is Nutanix, Inc. growing?
Nutanix, Inc. (NTNX) grew revenue by 18.1% over the past year. This is strong growth.
Is NTNX profitable?
Yes, Nutanix, Inc. (NTNX) is profitable, generating $275.9M in net income for fiscal year 2025 (7.4% net margin).
Dividend & Returns
What is Nutanix, Inc.'s free cash flow?
Nutanix, Inc. (NTNX) generated $770.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.