Nutanix Shares Drop as Q1 Revenue and Q2 Forecast Disappoint Investors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 25 2025
0mins
Should l Buy NTNX?
Source: SeekingAlpha
Financial Results: Nutanix reported Q1 fiscal 2026 earnings with adjusted EPS of $0.41, matching estimates, but revenue of $670.6M fell short of the $676.65M expectation.
Outlook and Guidance: The company projected Q2 revenue between $705M and $715M, significantly below the $749M estimate, and lowered its full-year revenue guidance to $2.82B-$2.86B from a previous $2.9B-$2.94B.
Market Reaction: Following the earnings report, Nutanix shares dropped 13% in after-hours trading due to the disappointing revenue and outlook.
Management Commentary: CFO Rukmini Sivaraman noted that while bookings were slightly higher than expected, there was a revenue shift from Q1 to future periods, but underlying demand and business fundamentals remain strong.
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Analyst Views on NTNX
Wall Street analysts forecast NTNX stock price to rise
14 Analyst Rating
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 40.290
Low
53.00
Averages
70.42
High
90.00
Current: 40.290
Low
53.00
Averages
70.42
High
90.00
About NTNX
Nutanix, Inc. is engaged in cloud software, offering organizations a single platform for running apps and data across clouds. The Company’s Nutanix Cloud Platform is designed to enable organizations to build a hybrid multicloud infrastructure, providing a consistent cloud operating model with a single platform for running applications and managing data in core data centers, at the edge, and on public clouds, all while supporting a variety of hypervisors and container platforms. Nutanix Cloud Platform supports a variety of workloads with varied compute, storage, and network requirements, including business-critical applications, data platforms, general-purpose workloads, end user computing and virtual desktop infrastructure services, enterprise artificial intelligence (AI) workloads, and cloud native applications. Its solutions are primarily sold through its channel partners or original equipment manufacturers (OEMs) and delivered directly to its end customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Market Opening: U.S. stock markets are set to open in two hours.
Nutanix Inc. Performance: Nutanix Inc. (NTNX) saw a 19.1% increase in pre-market trading.
IonQ Inc. Performance: IonQ Inc. (IONQ) experienced a 13.4% rise in pre-market trading.
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- Paramount Skydance Optimistic Guidance: The media company anticipates adjusted EBITDA of $900 million for Q1 2026, surpassing analyst expectations of $744.1 million, resulting in a nearly 10% stock price increase, reflecting market confidence in its future performance.
- Walker & Dunlop Poor Guidance: The real estate finance company projected adjusted core earnings of $4.50 to $5 per share, below the FactSet consensus of $5.43, causing a nearly 20% stock price drop, highlighting market concerns about its future profitability.
- Vital Farms Revenue Downgrade: Vital Farms revised its 2026 revenue guidance to a range of $900 million to $920 million, down from $930 million to $950 million, leading to a 19% stock price decline, reflecting market disappointment in its performance outlook.
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- Revenue Beats Expectations: Nutanix reported fiscal Q2 revenue of approximately $723 million, exceeding Wall Street forecasts, although adjusted earnings of 36 cents per share fell short of consensus, indicating potential for growth but also short-term pressures.
- AMD Invests $150 Million: Under a multi-year agreement, AMD will invest $150 million in Nutanix to co-develop an open AI infrastructure platform based on AMD EPYC CPUs and Instinct GPUs, marking a significant push in enterprise AI strategy.
- Supply Chain Constraints Impact Guidance: Despite revenue growth, Nutanix trimmed its Q3 revenue forecast to $680 million to $690 million, below analyst estimates, with management acknowledging that longer server lead times may delay some sales.
- Weak Stock Performance: Nutanix shares have traded between $36.86 and $83.07 over the past year, currently at $38.52, well below its 20-, 50-, and 200-day moving averages, indicating sustained downside momentum.
See More
Nutanix Reports Strong Q2 Earnings and Signs AI Partnership with AMD
- Earnings Beat: Nutanix reported Q2 earnings of $0.56 per share, surpassing analyst expectations of $0.45, indicating strong market performance and boosting investor confidence.
- Sales Growth: The company achieved quarterly sales of $722.825 million, exceeding the analyst consensus of $709.947 million, reflecting healthy market demand despite supply chain constraints.
- Supply Chain Challenges: CFO Rukmini Sivaraman noted that supply chain issues are causing longer server lead times for customers, which is expected to impact near-term revenue and free cash flow, warranting close monitoring of future financial performance.
- Stock Price Reaction: Nutanix shares rose 11.2% to $42.80 in pre-market trading, demonstrating a positive market response to the company's earnings and future outlook.
See More
Nutanix Stock Rises 1.2% Following Strong Q2 Earnings Report
- Nutanix Share Performance: Nutanix shares increased by 1.2% following the release of their Q2 results.
- Earnings Beat Expectations: The company's Q2 results surpassed analysts' estimates, contributing to the rise in share value.
See More
Mixed Earnings Reports Drive Stock Movements
- Smucker Earnings Beat: J.M. Smucker reported third-quarter earnings of $2.38 per share, exceeding the $2.27 expected by analysts, with revenue of $2.34 billion, resulting in a 7% stock price increase, indicating strong performance in the food sector.
- Nutanix Partnership Investment: Nutanix shares surged 19% following a multi-year partnership with AMD, which will invest $150 million in Nutanix to jointly develop an AI infrastructure platform, enhancing competitive positioning in the market.
- IonQ Optimistic Sales Projections: IonQ's stock jumped 12% after projecting first-quarter revenues between $48 million and $51 million, surpassing analysts' expectations of $36 million, showcasing strong growth potential in the quantum computing sector.
- Trade Desk Earnings Miss: Trade Desk's stock plummeted 16% as it forecasted first-quarter adjusted EBITDA of approximately $195 million, significantly below the $223 million expected by analysts, reflecting challenges in the advertising technology industry.
See More
S&P 500 Futures Hold Steady Before Market Open; Nutanix and IonQ Take the Lead
Market Opening: U.S. stock markets are set to open in two hours.
Nutanix Inc. Performance: Nutanix Inc. (NTNX) saw a 19.1% increase in pre-market trading.
IonQ Inc. Performance: IonQ Inc. (IONQ) experienced a 13.4% rise in pre-market trading.
Overall Market Sentiment: The significant gains in these stocks indicate positive market sentiment ahead of the opening.
See More
