Susquehanna Issues Positive Outlook for Nutanix Earnings

Nutanix (NASDAQ:NTNX) – Analysts at Susquehanna increased their Q3 2026 earnings per share estimates for Nutanix in a report issued on Wednesday, February 18th. Susquehanna analyst M. Hosseini now forecasts that the technology company will post earnings of $0.17 per share for the quarter, up from their previous estimate of $0.13. The consensus estimate for Nutanix’s current full-year earnings is $0.31 per share. Susquehanna also issued estimates for Nutanix’s Q4 2026 earnings at $0.25 EPS, Q1 2027 earnings at $0.27 EPS, Q2 2027 earnings at $0.42 EPS, Q3 2027 earnings at $0.32 EPS, Q4 2027 earnings at $0.36 EPS and FY2027 earnings at $1.36 EPS.

Nutanix (NASDAQ:NTNX) last released its quarterly earnings results on Tuesday, November 25th. The technology company reported $0.41 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.41. Nutanix had a negative return on equity of 32.95% and a net margin of 8.43%.The company had revenue of $670.58 million during the quarter, compared to analysts’ expectations of $677.23 million. During the same period in the previous year, the firm posted $0.42 earnings per share. The business’s revenue for the quarter was up 13.5% compared to the same quarter last year.

A number of other equities research analysts have also issued reports on the company. Zacks Research lowered Nutanix from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 25th. JPMorgan Chase & Co. decreased their price target on Nutanix from $78.00 to $65.00 and set an “overweight” rating for the company in a report on Wednesday, November 26th. Northland Securities dropped their price objective on shares of Nutanix from $76.00 to $53.00 and set a “market perform” rating on the stock in a research note on Wednesday, November 26th. Oppenheimer started coverage on shares of Nutanix in a research report on Monday, November 17th. They set an “outperform” rating and a $90.00 target price on the stock. Finally, KeyCorp decreased their target price on shares of Nutanix from $95.00 to $65.00 and set an “overweight” rating for the company in a research note on Wednesday, November 26th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $66.73.

Nutanix Stock Up 1.3%

NTNX opened at $37.86 on Monday. Nutanix has a 52-week low of $35.39 and a 52-week high of $83.36. The company has a market cap of $10.24 billion, a P/E ratio of 50.48, a P/E/G ratio of 4.06 and a beta of 0.48. The company has a 50 day moving average of $45.83 and a two-hundred day moving average of $59.22.

Institutional Investors Weigh In On Nutanix

A number of institutional investors have recently modified their holdings of NTNX. AQR Capital Management LLC lifted its stake in Nutanix by 72.8% during the fourth quarter. AQR Capital Management LLC now owns 11,452,714 shares of the technology company’s stock worth $591,991,000 after purchasing an additional 4,826,443 shares during the last quarter. Norges Bank acquired a new stake in shares of Nutanix during the fourth quarter worth $187,169,000. FIL Ltd lifted its position in shares of Nutanix by 180.1% in the 4th quarter. FIL Ltd now owns 4,333,937 shares of the technology company’s stock worth $224,021,000 after buying an additional 2,786,929 shares during the last quarter. Alyeska Investment Group L.P. boosted its holdings in shares of Nutanix by 926.8% in the 4th quarter. Alyeska Investment Group L.P. now owns 2,687,387 shares of the technology company’s stock valued at $138,911,000 after buying an additional 2,425,665 shares during the period. Finally, Marshall Wace LLP grew its position in shares of Nutanix by 75.9% during the 2nd quarter. Marshall Wace LLP now owns 3,279,107 shares of the technology company’s stock valued at $250,655,000 after buying an additional 1,415,117 shares during the last quarter. Institutional investors and hedge funds own 85.25% of the company’s stock.

Nutanix Company Profile

Nutanix, Inc is an enterprise cloud computing company that develops software to simplify the deployment and management of datacenter infrastructure. Founded in 2009 and headquartered in San Jose, California, Nutanix is best known for pioneering hyperconverged infrastructure (HCI), an approach that integrates compute, storage and virtualization into a single software-defined platform aimed at reducing complexity and operational overhead in private and hybrid cloud environments.

The company’s product portfolio centers on the Nutanix Cloud Platform, which includes its core AOS software for HCI, Prism for infrastructure management and automation, and a suite of additional services such as Calm for application automation, Files and Volumes for file and block services, Karbon for Kubernetes orchestration, and Era for database management.