NTNX Earnings

NTNX reported its earnings on 2026-02-25, showcasing a revenue of against an estimate of 709.67M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.44 by 0%. The stock experienced a 3.98% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following NTNX's earnings announcement on 2026-02-25, the stock price moved by 3.98% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, NTNX's stock price tends to shift by an average of 1.74% in the 10 days leading up to earnings and -0.01% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate NTNX's annual revenue to reach 701.75M, while the EPS is projected at 0.44. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between NTNX's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, NTNX's stock price typically moves by 1.74% in the 10 days before its earnings and -0.01% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 0.44 and revenue of 701.75M.

The earnings call presents mixed signals: strong gross margins and a solid cash position are positive, but increased operating expenses and widening net losses are concerning. The Q&A reveals positive early indications for new platforms, yet lacks detailed guidance, which may worry investors. The reduced revenue guidance, despite strong cash flow guidance, adds uncertainty. Overall, the mixed financial performance and cautious guidance suggest a neutral stock price movement.