Nutanix Sees 19% Revenue Increase in Fiscal Q4
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 27 2025
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Source: NASDAQ.COM
Strong Financial Performance: Nutanix reported a 19% revenue increase to $653.3 million in Q4 FY2025, surpassing both its guidance and analyst estimates, with non-GAAP operating margin expanding to 18.3%.
Growth in Subscription Revenue: The company's annual recurring revenue (ARR) rose 17% to $2.22 billion, driven primarily by subscription sales, which accounted for approximately 94.4% of total revenue.
Product Innovation and Partnerships: Nutanix launched new products including the Nutanix Kubernetes Platform and expanded partnerships with major tech providers like AWS and NVIDIA, aiming to diversify its offerings beyond traditional hardware.
Future Guidance and Strategic Focus: Management anticipates continued growth with projected Q1 FY2026 revenue between $670 million and $680 million, while also indicating potential changes in ARR calculation methods that could affect future comparability.
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Analyst Views on NTNX
Wall Street analysts forecast NTNX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NTNX is 70.42 USD with a low forecast of 53.00 USD and a high forecast of 90.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 39.460
Low
53.00
Averages
70.42
High
90.00
Current: 39.460
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.
Nutanix Stock Downgraded Amid Growth Concerns
- Rating Downgrade: Barclays analyst Tim Long downgraded Nutanix's stock from Overweight to Equal Weight on January 15, lowering the price target from $64 to $53, which still offers a 26% upside, reflecting cautious market sentiment regarding the company's future performance.
- Market Share Opportunity: The analyst noted that Nutanix is in the 'middle innings' of its opportunity to gain market share from VMware, but slowing growth could limit its ability to sustain rapid momentum, impacting investor confidence.
- Revenue Scale: Morgan Stanley analyst Sanjit Singh also downgraded Nutanix on January 12, reducing the price target from $82 to $62; despite the company achieving over $2.5 billion in revenue, declining visibility into future growth adds short-term uncertainty.
- Long-Term Outlook: Despite short-term challenges, analysts maintain a positive view on Nutanix's long-term growth prospects, believing the company's potential in the enterprise cloud platform space continues to attract investor interest.
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Pomerantz LLP Investigates Nutanix for Securities Fraud
- Securities Fraud Investigation: Pomerantz LLP is investigating Nutanix and its executives for potential securities fraud and other unlawful business practices, aiming to protect investor rights and possibly lead to a class action lawsuit.
- Disappointing Earnings Report: Nutanix's financial results for Q1 FY2026, released on November 25, 2025, revealed revenue near the lower end of prior guidance, indicating a shift in revenue from Q1 to future periods due to increased customer demand for flexible start dates.
- Revenue Projection Downgrade: Following the disappointing performance, Nutanix lowered its full-year revenue forecast from a range of $2.9 billion to $2.94 billion down to $2.82 billion to $2.86 billion, highlighting the challenges and shifts in market demand the company is facing.
- Significant Stock Price Drop: Following the earnings report, Nutanix's stock price plummeted by $10.43, or 17.8%, closing at $48.34 on November 26, 2025, reflecting market concerns regarding the company's future outlook.
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