Nutanix, Inc. (NTNX) AI Stock Analysis

Nutanix, Inc. provides enterprise cloud solutions across North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. The company specializes in a hyperconverged infrastructure software stack that integrates virtualization, storage, and networking into a single solution. Core products include the Acropolis Hypervisor for virtualization and the Nutanix Kubernetes Engine for deploying Kubernetes clusters in cloud-native environments. It also offers Nutanix Cloud Clusters, the Nutanix Cloud Platform, Nutanix Files, Nutanix Objects, Nutanix Data Lens, and managed database services across industries including financial services, healthcare, and telecommunications.

Nutanix grew annual revenue from $1.58B in FY2022 to $2.85B in FY2026, representing a 5-year revenue CAGR of 15.4%. Revenue rose 12.4% in FY2026 after expanding 18.1% in FY2025. Gross margin reached 86.8% in FY2026, matching FY2025 and up from 79.7% in FY2022. Operating margin reached 9.8% in FY2026, improving from -29.0% in FY2022. Annual net income climbed to $1.51B in FY2026, compared to -$797.5M in FY2022, resulting in a net margin of 52.8%. In the latest quarter ended July 31, 2026, quarterly revenue increased 15.9% year-over-year while quarterly earnings grew 3148.5%.

As of July 31, 2026, Nutanix held $2.36B in cash and short-term investments against $1.52B in total debt, yielding a net cash position of $842.7M. Total assets stood at $5.07B and shareholders' equity was $702.6M, resulting in a current ratio of 1.80 and a debt-to-equity ratio of 2.16. In FY2026, operating cash flow reached $916.7M and capital expenditures were $76.0M, generating $840.7M in free cash flow. The company allocated $483.5M toward share buybacks during FY2026.

At $66.94 per share, Nutanix carries a market capitalization of $18.11B and an enterprise value of $18.01B. The stock trades at a trailing price-to-earnings multiple of 12.9x, which is below the 28.1x median of its US-listed Technology peers. However, its forward P/E of 29.9x and price-to-sales of 6.3x trade above peer medians of 18.8x and 2.8x, respectively. The company holds an EV-to-EBITDA ratio of 44.0x compared to the peer median of 16.6x. Over the past year, NTNX gained 0.3%, trailing the S&P 500 return of 16.8%, while its 5-year return of 91.0% outpaced the benchmark return of 83.0%.

Wall Street coverage includes 6 Strong Buy, 3 Buy, and 7 Hold recommendations, with no Sell or Strong Sell ratings. The mean price target is $77.79, implying 16.2% upside from the last closing price of $66.94. For the fiscal year ending July 31, 2027, consensus estimates project revenue of $3.22B and EPS of $2.32, reflecting 13.9% earnings growth. Over the last 4 quarters, Nutanix beat consensus EPS estimates 3 times. The next earnings release is scheduled for November 24, 2026.

This page is an AI-written research summary of Nutanix, Inc. (NTNX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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