Nutanix (NTNX) to Release Earnings on Wednesday

Nutanix (NASDAQ:NTNX) is expected to post its Q2 2026 results after the market closes on Wednesday, February 25th. Analysts expect Nutanix to post earnings of $0.44 per share and revenue of $709.8250 million for the quarter. Interested persons may review the information on the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Wednesday, February 25, 2026 at 4:30 PM ET.

Nutanix (NASDAQ:NTNX) last posted its earnings results on Tuesday, November 25th. The technology company reported $0.41 earnings per share for the quarter, hitting the consensus estimate of $0.41. Nutanix had a negative return on equity of 32.95% and a net margin of 8.43%.The firm had revenue of $670.58 million for the quarter, compared to analyst estimates of $677.23 million. During the same period in the previous year, the company posted $0.42 earnings per share. The company’s revenue for the quarter was up 13.5% on a year-over-year basis. On average, analysts expect Nutanix to post $0 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Nutanix Trading Down 3.6%

Shares of NTNX opened at $39.84 on Monday. The firm has a fifty day simple moving average of $46.25 and a 200 day simple moving average of $59.70. The stock has a market capitalization of $10.77 billion, a price-to-earnings ratio of 53.12, a PEG ratio of 4.28 and a beta of 0.48. Nutanix has a 12 month low of $35.39 and a 12 month high of $83.36.

Hedge Funds Weigh In On Nutanix

Several hedge funds have recently made changes to their positions in NTNX. GW&K Investment Management LLC boosted its holdings in shares of Nutanix by 78.7% during the 4th quarter. GW&K Investment Management LLC now owns 981 shares of the technology company’s stock valued at $51,000 after buying an additional 432 shares in the last quarter. Wilmington Savings Fund Society FSB boosted its holdings in shares of Nutanix by 135.3% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,059 shares of the technology company’s stock valued at $79,000 after acquiring an additional 609 shares during the last quarter. Itau Unibanco Holding S.A. grew its position in Nutanix by 52.5% in the 4th quarter. Itau Unibanco Holding S.A. now owns 1,142 shares of the technology company’s stock worth $59,000 after purchasing an additional 393 shares during the period. Summit Securities Group LLC increased its position in Nutanix by 26.4% during the fourth quarter. Summit Securities Group LLC now owns 1,356 shares of the technology company’s stock valued at $70,000 after acquiring an additional 283 shares during the last quarter. Finally, CIBC Private Wealth Group LLC lifted its stake in shares of Nutanix by 26.9% in the 4th quarter. CIBC Private Wealth Group LLC now owns 1,556 shares of the technology company’s stock worth $80,000 after purchasing an additional 330 shares during the period. 85.25% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Nutanix

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: KeyCorp raised Nutanix’s multi‑year earnings outlook — the firm increased FY2026–FY2030 EPS forecasts (notably FY2028–FY2030 upgrades) and reiterated an Overweight rating with a $65 price target, signaling stronger long‑term growth expectations that can support the stock. KeyCorp analyst note / MarketBeat
• Neutral Sentiment: Zacks published an earnings preview (“Countdown to Nutanix Q2”) that compiles Wall Street estimates and key metric forecasts ahead of the quarter — this increases focus on guidance and could boost volatility around the report but does not itself change fundamentals. Countdown to Nutanix (NTNX) Q2 Earnings: Wall Street Forecasts for Key Metrics
• Negative Sentiment: KeyCorp trimmed its Q3 2026 EPS estimate slightly (from $0.24 to $0.23), a nearer‑term downgrade that may weigh on short‑term sentiment despite the longer‑term boosts. KeyCorp analyst note / MarketBeat
• Negative Sentiment: Seeking Alpha’s recent writeup frames Nutanix as having solid free cash flow but otherwise “not very compelling,” which could reinforce cautious narratives around valuation (NTNX trades at a high P/E vs. near‑term EPS consensus) and pressure momentum investors. Nutanix: Solid FCF Subplot, But Not Very Compelling Otherwise

Analyst Upgrades and Downgrades

Several analysts recently commented on NTNX shares. JPMorgan Chase & Co. reduced their target price on shares of Nutanix from $78.00 to $65.00 and set an “overweight” rating for the company in a report on Wednesday, November 26th. The Goldman Sachs Group decreased their price target on Nutanix from $75.00 to $60.00 and set a “buy” rating on the stock in a research report on Monday, February 9th. Needham & Company LLC cut their target price on Nutanix from $80.00 to $65.00 and set a “buy” rating for the company in a research note on Wednesday, November 26th. Wells Fargo & Company lowered their price objective on shares of Nutanix from $71.00 to $57.00 and set an “equal weight” rating for the company in a research report on Wednesday, November 26th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $72.00 target price (down from $88.00) on shares of Nutanix in a research report on Wednesday, November 26th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $67.13.

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.