Nutanix, Inc. $NTNX reported a strong finish to its fiscal 2026 fourth quarter, with revenue rising 15.9% year over year to $757.1 million. The company also posted gross profit of $651.4 million, while operating profit climbed sharply to $69.9 million.
Profitability improved dramatically on the bottom line. Net income attributable to common shareholders reached $1.27 billion, and diluted earnings per share came in at $4.34, both well above the prior year’s level.
Cash generation remained solid during the quarter, with operating cash flow of $315.0 million. Nutanix ended the period with $777.3 million in cash and cash equivalents.
- Revenue: $757.1 million
- Gross profit: $651.4 million
- Operating profit: $69.9 million
- Net income: $1.27 billion
- Diluted EPS: $4.34
The quarter also came in slightly ahead of expectations, with revenue topping estimates. Shares rose 3.5% after the market close following the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Nutanix, Inc. Insider Trading Activity
Nutanix, Inc. insiders have traded $NTNX stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $NTNX stock by insiders over the last 6 months:
- TARKAN MANER (President and CCO) has made 0 purchases and 2 sales selling 49,259 shares for an estimated $2,666,778.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Nutanix, Inc. Hedge Fund Activity
We have seen 332 institutional investors add shares of Nutanix, Inc. stock to their portfolio, and 349 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 5,094,148 shares (+114.4%) to their portfolio in Q2 2026, for an estimated $259,597,782
- ADVANCED MICRO DEVICES INC added 4,136,789 shares (+inf%) to their portfolio in Q2 2026, for an estimated $210,810,767
- BANK OF NEW YORK MELLON CORP added 3,792,304 shares (+200.1%) to their portfolio in Q2 2026, for an estimated $193,255,811
- PICTET ASSET MANAGEMENT HOLDING SA removed 3,085,811 shares (-98.7%) from their portfolio in Q2 2026, for an estimated $157,252,928
- AQR CAPITAL MANAGEMENT LLC added 2,624,196 shares (+17.3%) to their portfolio in Q2 2026, for an estimated $133,729,028
- ALYESKA INVESTMENT GROUP, L.P. removed 2,049,538 shares (-77.2%) from their portfolio in Q2 2026, for an estimated $104,444,456
- CHAMPLAIN INVESTMENT PARTNERS, LLC removed 1,975,878 shares (-49.3%) from their portfolio in Q2 2026, for an estimated $100,690,742
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Nutanix, Inc. Price Targets
Multiple analysts have issued price targets for $NTNX recently. We have seen 11 analysts offer price targets for $NTNX in the last 6 months, with a median target of $58.0.
Here are some recent targets:
- Blair Abernethy from Rosenblatt set a target price of $60.0 on 05/29/2026
- Meta Marshall from Morgan Stanley set a target price of $55.0 on 05/28/2026
- Wamsi Mohan from B of A Securities set a target price of $65.0 on 05/28/2026
- Mike Cikos from Needham set a target price of $60.0 on 05/28/2026
- Matthew Hedberg from RBC Capital set a target price of $58.0 on 05/28/2026
- Tim Long from Barclays set a target price of $53.0 on 05/28/2026
- Aaron Rakers from Wells Fargo set a target price of $55.0 on 05/28/2026
