Q1 EPS Estimates for Nutanix Boosted by Northland Securities

Nutanix (NASDAQ:NTNX) – Analysts at Northland Securities lifted their Q1 2027 earnings estimates for shares of Nutanix in a research report issued to clients and investors on Thursday, August 27th. Northland Securities analyst N. Chokshi now anticipates that the technology company will post earnings of $0.29 per share for the quarter, up from their previous estimate of $0.24. The consensus estimate for Nutanix’s current full-year earnings is $0.97 per share. Northland Securities also issued estimates for Nutanix’s Q2 2027 earnings at $0.32 EPS, Q3 2027 earnings at $0.18 EPS, FY2027 earnings at $1.01 EPS, Q3 2028 earnings at $0.19 EPS and FY2028 earnings at $1.05 EPS.

A number of other brokerages have also issued reports on NTNX. Wells Fargo & Company boosted their target price on Nutanix from $55.00 to $65.00 and gave the company an “equal weight” rating in a research report on Thursday. Bank of America restated a “buy” rating on shares of Nutanix in a research report on Thursday. JPMorgan Chase & Co. lifted their price objective on Nutanix from $44.00 to $50.00 and gave the company a “neutral” rating in a research note on Thursday, May 28th. Keefe, Bruyette & Woods reiterated a “market perform” rating on shares of Nutanix in a report on Tuesday, August 25th. Finally, Rosenblatt Securities increased their target price on Nutanix from $60.00 to $75.00 and gave the stock a “buy” rating in a research note on Tuesday, August 25th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $72.71.

Nutanix Stock Performance

Shares of NTNX stock opened at $68.57 on Tuesday. The firm’s 50 day moving average price is $58.60 and its 200-day moving average price is $48.45. The company has a debt-to-equity ratio of 1.92, a quick ratio of 1.78 and a current ratio of 1.80. Nutanix has a one year low of $34.01 and a one year high of $82.42. The firm has a market cap of $18.54 billion, a P/E ratio of 13.29, a P/E/G ratio of 4.11 and a beta of 0.60.

Nutanix (NASDAQ:NTNX) last announced its earnings results on Wednesday, August 26th. The technology company reported $0.60 earnings per share for the quarter, topping the consensus estimate of $0.49 by $0.11. Nutanix had a net margin of 52.81% and a negative return on equity of 90.13%. The company had revenue of $757.08 million during the quarter, compared to analyst estimates of $738.27 million. During the same quarter last year, the firm posted $0.37 earnings per share. Nutanix’s revenue was up 15.9% compared to the same quarter last year.

Institutional Trading of Nutanix

Large investors have recently made changes to their positions in the company. CW Advisors LLC purchased a new stake in shares of Nutanix in the 2nd quarter valued at approximately $273,000. Cerity Partners LLC lifted its position in shares of Nutanix by 15.2% during the 2nd quarter. Cerity Partners LLC now owns 83,073 shares of the technology company’s stock worth $6,350,000 after purchasing an additional 10,967 shares during the last quarter. Bank of Nova Scotia lifted its position in shares of Nutanix by 296.5% during the 2nd quarter. Bank of Nova Scotia now owns 41,616 shares of the technology company’s stock worth $3,181,000 after purchasing an additional 31,119 shares during the last quarter. Daiwa Securities Group Inc. grew its stake in shares of Nutanix by 94.7% during the second quarter. Daiwa Securities Group Inc. now owns 48,263 shares of the technology company’s stock worth $3,690,000 after purchasing an additional 23,479 shares in the last quarter. Finally, NewEdge Advisors LLC grew its stake in shares of Nutanix by 164.4% during the second quarter. NewEdge Advisors LLC now owns 8,622 shares of the technology company’s stock worth $659,000 after purchasing an additional 5,361 shares in the last quarter. 85.25% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Nutanix

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: Northland Securities raised its Q1 fiscal 2027 EPS forecast to $0.29 from $0.24 and projected fiscal 2028 EPS of $1.05, suggesting longer-term earnings growth potential. The estimate is above Nutanix’s current-year consensus EPS forecast of $0.97. Equities Analysts Set Expectations for Nutanix Q1 Earnings
• Positive Sentiment: Nutanix highlighted capabilities designed to help organizations deploy production “agentic AI” applications across their preferred environments. The announcement reinforces the company’s effort to position its platform for AI-related infrastructure demand. Nutanix Empowers Organizations to Run Production Agentic AI Their Way
• Neutral Sentiment: Nutanix showcased its “One Platform, One Experience” strategy at LEAP Saudi Arabia 2026, emphasizing unified cloud, data, and infrastructure management. The event may support brand visibility and regional demand, but it does not include a specific financial outlook or contract announcement. Nutanix showcases One Platform, One Experience at LEAP Saudi Arabia 2026
• Negative Sentiment: Northland lowered several forward estimates, including Q2 fiscal 2027 EPS to $0.32 from $0.35, Q3 fiscal 2027 EPS to $0.18 from $0.22, and full-year fiscal 2027 EPS to $1.01 from $1.03. These reductions likely weigh more heavily on sentiment than the isolated Q1 upgrade, contributing to the stock’s decline.

About Nutanix

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.