Nutanix Tops Estimates in Q4, Shares Jump

Nutanix Inc (NASDAQ:NTNX) reported better-than-expected results for the fourth quarter of fiscal 2026 after the close on Wednesday, sending shares soaring. Here’s what you need to know from the print.

• Nutanix stock is among today’s top performers. What’s fueling NTNX momentum?

Nutanix Q4 Highlights

• Q4 Revenue: $757.08 million, versus estimates of $738.08 million
• Q4 Adjusted EPS: 60 cents, versus estimates of 49 cents

Nutanix said total revenue increased 16% year-over-year, with adjusted gross margin coming in at 88.3%, up 60 basis points year-over-year. Annual recurring revenue increased 16% year-over-year to $2.55 billion.

“Our fourth quarter was a strong finish to fiscal 2026, a year in which we delivered solid top and bottom line performance and added over 3,000 new customers,” said Rajiv Ramaswami, CEO of Nutanix. 

Cash flow from operations came in at $315 million and free cash flow totaled $277.6 million in the fourth quarter.

Nutanix guided for fiscal first-quarter revenue of $755 million to $765 million versus estimates of $754.72 million. The company further guided for fiscal 2027 revenue of $3.18 billion to $3.23 billion versus estimates of $3.19 billion.

NTNX Shares Climb After Earnings

NTNX Price Action: Nutanix shares were up 6.50% in after-hours, trading at $69.64 at the time of publication on Wednesday, according to Benzinga Pro.

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