NTNX

Nutanix, Inc. Class A Common Stock (NTNX) | Rumor.io

Nutanix

NTNX

Attention (50-day avg)0.01%

Attention rank (50-day avg)#620

Bullish sentiment (50-day avg)85%

Price to earnings ratio13.4

Market capitalization18.6B

Earnings per share5.17

Dividend yield (TTM)—

Revenue (annual)2.5B

Net income (annual)188.4M

Social

What share of all stock conversation is about NTNX?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% -0.01	0% 0

Aug 27

Nutanix (NTNX) reported a strong Q4 earnings beat, with revenue of $757.1M exceeding estimates by $18.81M and non-GAAP EPS of $0.60 beating by $0.11.
Analysts have raised their price targets for NTNX, with RBC Capital raising its target to $90 from $84, and Needham raising its target to $85 from $60.
NTNX shares have surged in after-hours trading, with the stock spiking 7.2% and adding $1.27 billion in value, driven by the company's strong Q4 results and maintained FY2027 guidance.

Generated by AI

Sentiment

Of the messages about NTNX that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% -37.5	92.8% +14.02	78.12% -9.61
Bearish	—	0% +37.5	7.2% -14.02	21.88% +9.61

Bullish· Jun 1

Nutanix has reported 15% year-over-year ARR growth and performance above guided metrics, reinforcing confidence in the company.
The company has increased its share repurchase authorization by $750 million, indicating strong confidence in its financials.
Nutanix's unified storage solution has earned enterprise certification from NVIDIA, validating its architecture for production AI workloads and sending shares higher.

Bearish· Nov 26

Nutanix's Q1 revenue and outlook missed expectations, leading to a significant stock price drop.
The company's stock price plummeted 16% after disappointing earnings, with the short-term trend under pressure.
Nutanix's Q2 guidance was weak, and the company slashed its full-year revenue outlook, contributing to the stock's decline.

Generated by AI

Topics

Of the messages about NTNX that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	100%	94.59%	18.36%	2.61%
Announcements	0%	2.7%	0.76%	18.16%
Earnings	0%	2.7%	12.43%	5.91%
Analysts	0%	0%	35.37%	7.52%
Macro	0%	0%	33.08%	65.76%
Controversies	0%	0%	0%	0.03%

Earnings· Aug 26

NTNX reported Q4 revenue of $757.1M, beating estimates by $18.9M, with a 15.89% YoY growth.
NTNX's Q4 earnings per share (EPS) of $0.60 missed estimates by $0.11, despite a 389.19% YoY growth.
NTNX provides FY2027 revenue guidance of $3.2B, with Q1 FY27 revenue expected to be $0.8B.

Analysts· May 26

JMP Securities maintained a Buy rating on NTNX with a $35.00 price target.
Multiple analysts have downgraded NTNX, including BoFA Securities, William Blair, B of A Securities, and Needham & Company LLC.
Analyst consensus for NTNX is mildly confident, with 78% of 23 analysts maintaining a Buy rating.

Announcements· Feb 27

Nutanix, Inc. (NTNX) announces a multi-year strategic partnership with AMD, where AMD will invest $150M in Nutanix common stock.
NextNRG (NXXT) achieves a revenue run rate of $60M+, with 253% YoY growth, and expands across 8-quarter catalyst horizon with 253% expansion.
Nutanix delivers strong Q2 results, with EPS beating by 27.27% and overall revenues up 10.4% YoY, driven by 1000 new customers added and boost from OEM partners like CSCO, Dell, and Lenovo.

Macro· Jun 11

The second round of U.S.-China tariff talks may have a significant market effect.
A near-term sharp correction in the market is likely, particularly for stocks like Tesla.
Long-term plays may be better focused on AI stocks tied to U.S.-China dynamics.

Technical Analysis· Aug 28

$NTNX has broken an ascending triangle on massive volume, with a target of 39ish.
The stock has formed a wedge pattern, with a move over $25.75 potentially leading to $29.50 and $30.50.
$NTNX has broken through its May resistance, with a move to retest the broken level and continue extending higher.

Generated by AI

Community

Of the messages about NTNX, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	90%	88.31%	34.39%	33%
Newcomers	10%	11.69%	65.61%	67%

Regulars· Aug 27

Nutanix reported strong Q4 fiscal 2026 results, beating analyst expectations on both earnings and revenue, with adjusted EPS of $0.60 and revenue of $757.1 million.
Analysts have raised their price targets for Nutanix, with UBS and Oppenheimer at $80 and RBC Capital at $84, and the company's stock is trading higher after the report.
Nutanix's strong performance and continued demand for its products are expected to sustain into fiscal 2027, following Broadcom's acquisition of VMware, with the company expecting Q1 revenue of about $760 million at the midpoint.

Newcomers· Aug 26

Newcomers are excited about Nutanix's earnings beat, with revenue up 16% YoY and EPS beating estimates by 21%.
The company's guidance for FY27 revenue of $3.2B is above street estimates, and Q1 FY27 revenue guidance of $800M is strong.
Despite some concerns about the company's margin expansion and workforce reduction, many newcomers see Nutanix as a decent company with strong fundamentals.

Generated by AI

News

Needham raises Nutanix stock price target to $90 on hybrid cloud

2d agoInvesting.com

Nutanix president and CCO Tarkan Maner sells $4.76m in stock

4d agoInvesting.com

Nutanix acquires France-based AI orchestration firm Ryax Technologies

Ryax’s technology will be integrated into Nutanix’s NKP and NAI platforms, aiming to optimise GPU use and streamline AI deployments.

7d agoYahoo Finance

Nutanix Acquires Ryax Technologies To Tackle GPU Bottlenecks In Agentic AI — Plans Integration Across Enterprise AI Platforms

The Ryax deal gives Nutanix new tools to automatically determine where AI workloads should run, potentially helping enterprises use scarce, expensive computing resources more effectively.

7d agoYahoo Finance

Nutanix Acquires Ryax Technologies to Help Customers Accelerate Agentic AI Initiatives

Ryax platform provides smart scheduling and performance optimization, with planned integration into Nutanix Kubernetes Platform and Nutanix Enterprise AINews Summary Nutanix is announcing its acquisition of Ryax Technologies, an AI-driven compute orchestration and management platform company based in France.Nutanix plans to integrate the Ryax platform’s advanced GPU utilization and smart scheduling capabilities into Nutanix Kubernetes Platform and Nutanix Enterprise AI. SAN JOSE, Calif., Sept. 2

7d agoYahoo Finance

Nexcess Expands Service Offerings with Managed Cloud Powered by Nutanix

Nexcess, a cloud service provider which operates more than 100,000 servers for 185,000 customers worldwide, today announced the expansion of its portfolio with Nutanix-powered managed cloud. Built on Nutanix's hyperconverged infrastructure, the new offering gives customers a single, software-defined platform for compute, storage, and networking, managed by the Nexcess team.

7d agoYahoo! Finance Canada

Also Discussed

Investors talking about NTNX also mention

#	Name	Attention
1	COUP - Coupa Software Incorporated	——
2	VMW - VMware, Inc.	——
3	PSTG - Pure Storage, Inc.	——
4	NetApp Inc.NTAP	0.03%+0.03
5	Twilio Inc. Class A Common StockTWLO	0%-0.06
6	Okta Inc. Class A Common StockOKTA	0.01%+0
7	SPLK - Splunk Inc.	——
8	NEWR - New Relic, Inc.	——
9	EVBG - Everbridge, Inc.	——
10	Elastic N.V.ESTC	0%-0.01

Nutanix, Inc. Class A Common Stock

Technology
Software - Infrastructure

Nutanix, Inc. Class A Common Stock represents ownership in Nutanix, a cloud software company focused on helping enterprises run applications and manage data across hybrid multicloud environments. Nutanix’s core platform combines virtualization, storage, networking, and infrastructure management into a unified software layer designed for use in private data centers, public clouds, and edge locations. The company serves organizations that need consistent cloud operations across different environments, including large enterprises and technology-driven businesses. Its products and services are used to simplify infrastructure management, support application deployment, and improve control over distributed data workloads. Nutanix operates in the infrastructure software segment of the broader enterprise technology market, where it plays a significant role in modernizing IT operations for customers seeking flexible cloud architecture and centralized management capabilities.

Website

Location

1740 Technology Drive

San Jose, CA, 95110

United States

Social

What share of all stock conversation is about NTNX?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% -0.01	0% 0

Aug 27

Nutanix (NTNX) reported a strong Q4 earnings beat, with revenue of $757.1M exceeding estimates by $18.81M and non-GAAP EPS of $0.60 beating by $0.11.
Analysts have raised their price targets for NTNX, with RBC Capital raising its target to $90 from $84, and Needham raising its target to $85 from $60.
NTNX shares have surged in after-hours trading, with the stock spiking 7.2% and adding $1.27 billion in value, driven by the company's strong Q4 results and maintained FY2027 guidance.

Generated by AI

Sentiment

Of the messages about NTNX that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% -37.5	92.8% +14.02	78.12% -9.61
Bearish	—	0% +37.5	7.2% -14.02	21.88% +9.61

Bullish· Jun 1

Nutanix has reported 15% year-over-year ARR growth and performance above guided metrics, reinforcing confidence in the company.
The company has increased its share repurchase authorization by $750 million, indicating strong confidence in its financials.
Nutanix's unified storage solution has earned enterprise certification from NVIDIA, validating its architecture for production AI workloads and sending shares higher.

Bearish· Nov 26

Nutanix's Q1 revenue and outlook missed expectations, leading to a significant stock price drop.
The company's stock price plummeted 16% after disappointing earnings, with the short-term trend under pressure.
Nutanix's Q2 guidance was weak, and the company slashed its full-year revenue outlook, contributing to the stock's decline.

Generated by AI

Topics

Of the messages about NTNX that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	100%	94.59%	18.36%	2.61%
Announcements	0%	2.7%	0.76%	18.16%
Earnings	0%	2.7%	12.43%	5.91%
Analysts	0%	0%	35.37%	7.52%
Macro	0%	0%	33.08%	65.76%
Controversies	0%	0%	0%	0.03%

Earnings· Aug 26

NTNX reported Q4 revenue of $757.1M, beating estimates by $18.9M, with a 15.89% YoY growth.
NTNX's Q4 earnings per share (EPS) of $0.60 missed estimates by $0.11, despite a 389.19% YoY growth.
NTNX provides FY2027 revenue guidance of $3.2B, with Q1 FY27 revenue expected to be $0.8B.

Analysts· May 26

JMP Securities maintained a Buy rating on NTNX with a $35.00 price target.
Multiple analysts have downgraded NTNX, including BoFA Securities, William Blair, B of A Securities, and Needham & Company LLC.
Analyst consensus for NTNX is mildly confident, with 78% of 23 analysts maintaining a Buy rating.

Announcements· Feb 27

Nutanix, Inc. (NTNX) announces a multi-year strategic partnership with AMD, where AMD will invest $150M in Nutanix common stock.
NextNRG (NXXT) achieves a revenue run rate of $60M+, with 253% YoY growth, and expands across 8-quarter catalyst horizon with 253% expansion.
Nutanix delivers strong Q2 results, with EPS beating by 27.27% and overall revenues up 10.4% YoY, driven by 1000 new customers added and boost from OEM partners like CSCO, Dell, and Lenovo.

Macro· Jun 11

The second round of U.S.-China tariff talks may have a significant market effect.
A near-term sharp correction in the market is likely, particularly for stocks like Tesla.
Long-term plays may be better focused on AI stocks tied to U.S.-China dynamics.

Technical Analysis· Aug 28

$NTNX has broken an ascending triangle on massive volume, with a target of 39ish.
The stock has formed a wedge pattern, with a move over $25.75 potentially leading to $29.50 and $30.50.
$NTNX has broken through its May resistance, with a move to retest the broken level and continue extending higher.

Generated by AI

Community

Of the messages about NTNX, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	90%	88.31%	34.39%	33%
Newcomers	10%	11.69%	65.61%	67%

Regulars· Aug 27

Nutanix reported strong Q4 fiscal 2026 results, beating analyst expectations on both earnings and revenue, with adjusted EPS of $0.60 and revenue of $757.1 million.
Analysts have raised their price targets for Nutanix, with UBS and Oppenheimer at $80 and RBC Capital at $84, and the company's stock is trading higher after the report.
Nutanix's strong performance and continued demand for its products are expected to sustain into fiscal 2027, following Broadcom's acquisition of VMware, with the company expecting Q1 revenue of about $760 million at the midpoint.

Newcomers· Aug 26

Newcomers are excited about Nutanix's earnings beat, with revenue up 16% YoY and EPS beating estimates by 21%.
The company's guidance for FY27 revenue of $3.2B is above street estimates, and Q1 FY27 revenue guidance of $800M is strong.
Despite some concerns about the company's margin expansion and workforce reduction, many newcomers see Nutanix as a decent company with strong fundamentals.

Generated by AI

Nutanix

Social

Aug 27

Bullish· Jun 1

Bearish· Nov 26

Earnings· Aug 26

Analysts· May 26

Announcements· Feb 27

Macro· Jun 11

Technical Analysis· Aug 28

Regulars· Aug 27

Newcomers· Aug 26

Needham raises Nutanix stock price target to $90 on hybrid cloud

Nutanix president and CCO Tarkan Maner sells $4.76m in stock

Nutanix acquires France-based AI orchestration firm Ryax Technologies

Nutanix Acquires Ryax Technologies To Tackle GPU Bottlenecks In Agentic AI — Plans Integration Across Enterprise AI Platforms

Nutanix Acquires Ryax Technologies to Help Customers Accelerate Agentic AI Initiatives

Nexcess Expands Service Offerings with Managed Cloud Powered by Nutanix

Also Discussed

Nutanix, Inc. Class A Common Stock

Company Information

Location

Needham raises Nutanix stock price target to $90 on hybrid cloud

Nutanix president and CCO Tarkan Maner sells $4.76m in stock

Nutanix acquires France-based AI orchestration firm Ryax Technologies

Nutanix Acquires Ryax Technologies To Tackle GPU Bottlenecks In Agentic AI — Plans Integration Across Enterprise AI Platforms

Nutanix Acquires Ryax Technologies to Help Customers Accelerate Agentic AI Initiatives

Nexcess Expands Service Offerings with Managed Cloud Powered by Nutanix

Also Discussed

Social

Aug 27

Bullish· Jun 1

Bearish· Nov 26

Earnings· Aug 26

Analysts· May 26

Announcements· Feb 27

Macro· Jun 11

Technical Analysis· Aug 28

Regulars· Aug 27

Newcomers· Aug 26