Nutanix Set to Announce Q4 Earnings on May 27
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 26 2026
0mins
Source: seekingalpha
- Earnings Announcement: Nutanix is set to release its Q4 earnings on May 27 after market close, with consensus EPS estimate at $0.35, reflecting a 5.4% year-over-year decline, while revenue is expected to reach $686.37 million, marking a 5.1% increase year-over-year.
- Historical Performance: Over the past two years, Nutanix has surpassed EPS and revenue estimates 88% of the time, demonstrating strong performance in managing market expectations, although it faces recent downward pressure.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates, with 15 downward adjustments, while revenue estimates also saw no upward revisions and 13 downward adjustments, indicating market concerns regarding short-term growth.
- Increased Buyback Program: Nutanix has boosted its buyback program by $750 million, bringing total authorization to $779 million, reflecting the company's confidence in its value and aiming to enhance shareholder returns through stock repurchases.
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Analyst Views on NTNX
Wall Street analysts forecast NTNX stock price to rise
14 Analyst Rating
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 49.210
Low
53.00
Averages
70.42
High
90.00
Current: 49.210
Low
53.00
Averages
70.42
High
90.00
About NTNX
Nutanix, Inc. is engaged in cloud software, offering organizations a single platform for running apps and data across clouds. The Company’s Nutanix Cloud Platform is designed to enable organizations to build a hybrid multicloud infrastructure, providing a consistent cloud operating model with a single platform for running applications and managing data in core data centers, at the edge, and on public clouds, all while supporting a variety of hypervisors and container platforms. Nutanix Cloud Platform supports a variety of workloads with varied compute, storage, and network requirements, including business-critical applications, data platforms, general-purpose workloads, end user computing and virtual desktop infrastructure services, enterprise artificial intelligence (AI) workloads, and cloud native applications. Its solutions are primarily sold through its channel partners or original equipment manufacturers (OEMs) and delivered directly to its end customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Ongoing Business Expansion: Datametrex continues to expand its infrastructure business by delivering Nutanix-based hyperconverged infrastructure solutions that simplify data center operations while improving reliability and resource utilization, supporting customers' future business growth.
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See More
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- Strong Financial Performance: Nutanix reported Q3 revenue of $703 million, exceeding guidance, with annual recurring revenue (ARR) growing 15% year-over-year to $2.435 billion, indicating robust market performance and sustained growth potential.
- Share Repurchase Plan: The board approved a $750 million increase in share repurchase authorization, having repurchased $50 million worth of common stock in Q3, demonstrating the company's confidence in its value and commitment to shareholder returns.
- Optimistic Future Outlook: CFO guided Q4 revenue expectations between $725 million and $745 million, raising FY 2026 revenue guidance to $2.82 billion to $2.84 billion, reflecting strong confidence in future growth.
- Ongoing Supply Chain Challenges: Despite onboarding over 700 new customers, CEO highlighted that supply chain issues continue to impact server hardware prices and lead times, which may affect future revenue conversion, necessitating close monitoring of market dynamics.
See More
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- Earnings Beat: Nutanix reported strong Q3 earnings that exceeded analyst expectations, showcasing the company's ongoing growth potential in the cloud computing market and bolstering investor confidence.
- Guidance Increase: The company raised its FY2026 sales guidance, reflecting an optimistic outlook for future revenue growth, which is likely to attract more investor interest in its long-term prospects.
- Positive Market Reaction: Following the earnings report, Nutanix's stock gained 0.6% in pre-market trading, indicating market recognition of its performance and outlook, potentially leading to further stock price appreciation.
- Strategic Growth Indicator: The combination of exceeding earnings expectations and raising guidance signals Nutanix's strengthening competitiveness in the cloud infrastructure sector, which may attract more enterprise clients and enhance its market share.
See More
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- Dollar Tree Earnings Beat: Dollar Tree reported adjusted earnings of $1.74 per share for Q1, exceeding analyst expectations of $1.53, leading to an over 11% stock surge, while the partnership with DoorDash enhances its competitive edge through on-demand delivery.
- Salesforce Guidance Adjustment: Salesforce guided for current-quarter revenue between $11.27 billion and $11.35 billion, falling short of the $11.36 billion expected by analysts, resulting in a 1% stock decline; however, the raised full-year earnings guidance indicates confidence in future growth.
- Agilent Raises Earnings Outlook: Agilent Technologies increased its full-year adjusted earnings guidance to between $6 and $6.10 per share, surpassing previous estimates of $5.90 to $6.04, causing a 9% stock increase that reflects strong performance in the healthcare equipment sector.
- Snowflake Soars: Snowflake plans to invest $6 billion in Amazon Web Services over five years and reported Q1 adjusted earnings of $0.39 per share and revenue of $1.39 billion, both exceeding market expectations, resulting in a nearly 37% stock increase.
See More
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- Quarterly Revenue Beat: Nutanix reported third-quarter revenue of $703 million, exceeding the guidance range of $680 million to $690 million, indicating strong performance amid robust market demand.
- Annual Recurring Revenue Growth: The company achieved a 15% year-over-year growth in Annual Recurring Revenue (ARR), reaching $2.435 billion, which highlights significant progress in expanding its customer base and enhances revenue predictability for the future.
- Strong Cash Flow Performance: Nutanix generated $197 million in free cash flow, resulting in a free cash flow margin of 28%, which not only supports future investments but also reflects ongoing improvements in operational efficiency.
- Market Challenges and Opportunities: Despite facing supply chain challenges and geopolitical issues in the Middle East, Nutanix raised its full-year revenue guidance to $2.82 billion to $2.84 billion, demonstrating confidence in continued market demand and growth prospects.
See More
