Overview

* Nutanix ( NTNX ) reports Q4 revenue of $653.3 mln, beating analysts' expectations, per LSEG data

* Adjusted operating income for Q4 exceeds estimates

* Co increases share repurchase authorization by $350 mln

Outlook

* Nutanix ( NTNX ) sees Q1 fiscal 2026 revenue between $670 mln and $680 mln

* Company expects Q1 non-GAAP operating margin of 19.5% to 20.5%

* Nutanix ( NTNX ) forecasts fiscal 2026 revenue between $2.90 bln and $2.94 bln

* Company anticipates fiscal 2026 free cash flow of $790 mln to $830 mln

Result Drivers

* CUSTOMER GROWTH - Added over 2,700 new customers in fiscal 2025, contributing to revenue growth, per CEO Rajiv Ramaswami

* INNOVATION - Continued innovation in cloud platform, including modern applications and AI, supported revenue growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $653.30 $641.50

Revenue mln mln (11

Analysts

)

Q4 Gross 87.2%

Margin

Q4 Beat $119.50 $102.10

Adjusted mln mln (12

Operatin Analysts

g Income )

Q4 88.3%

Adjusted

Gross

Margin

Q4 18.3%

Adjusted

Operatin

g Margin

Q4 $2.22

Annual bln

Recurrin

g

Revenue

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the it services & consulting peer group is "buy"

* Wall Street's median 12-month price target for Nutanix Inc ( NTNX ) is $94.00, about 27.6% above its August 26 closing price of $68.10

* The stock recently traded at 36 times the next 12-month earnings vs. a P/E of 38 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)