- Nutanix (NTNX) is Attracting Investor Attention: Here is What You Should Know
May 14, 2026
Nutanix (NTNX) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this enterprise cloud platform services provider have returned +16.3%, compared to the Zacks S&P 500 composite's +8.6% change. During this period, the Zacks Computers - IT Services industry, which Nutanix falls in, has lost 4.5%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings Estimates
Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Nutanix is expected to post earnings of $0.35 per share for the current quarter, representing a year-over-year change of -16.7%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The consensus earnings estimate of $1.81 for the current fiscal year indicates a year-over-year change of +11.7%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $2.13 indicates a change of +17.6% from what Nutanix is expected to report a year ago. Over the past month, the estimate has changed -1.1%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Nutanix.
Story Continues
Projected Revenue Growth
While earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Nutanix, the consensus sales estimate of $686 million for the current quarter points to a year-over-year change of +7.4%. The $2.82 billion and $3.17 billion estimates for the current and next fiscal years indicate changes of +11% and +12.6%, respectively.
Last Reported Results and Surprise History
Nutanix reported revenues of $722.83 million in the last reported quarter, representing a year-over-year change of +10.4%. EPS of $0.56 for the same period compares with $0.56 a year ago.
Compared to the Zacks Consensus Estimate of $713.73 million, the reported revenues represent a surprise of +1.27%. The EPS surprise was +27.27%.
Over the last four quarters, Nutanix surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
Valuation
Without considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Nutanix is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Conclusion
The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Nutanix. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
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- Nutanix (NTNX) is Attracting Investor Attention: Here is What You Should Know
May 14, 2026 · zacks.com
Nutanix (NTNX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- A Look At Nutanix (NTNX) Valuation As Shares Rebound But Longer Term Returns Remain Mixed
May 14, 2026
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Recent performance and context for Nutanix stock
Nutanix (NTNX) has drawn fresh attention after a period of mixed share performance, with the stock up around 19% over the past month but down about 46% over the past year.
At a recent close of US$44.50 and a market value near US$11.8b, Nutanix sits against a backdrop of annual revenue of US$2.69b and net income of US$267.13m.
See our latest analysis for Nutanix.
For context, Nutanix has combined a 19.3% 1 month share price return with a still weak 1 year total shareholder return that is down 45.6%, although the 3 year total shareholder return of 69.4% and 5 year total shareholder return of 50.5% show a very different longer term picture. This suggests momentum has only recently started to rebuild.
If Nutanix has you thinking about where cloud and enterprise AI might head next, it can be useful to scan a broader set of profitable AI focused stocks using our screener, including 61 profitable AI stocks that aren't just burning cash
With Nutanix trading at US$44.50 alongside an indicated intrinsic discount of about 41%, the key question now is simple: are you looking at an undervalued cloud and AI platform, or has the market already priced in future growth?
Most Popular Narrative: 18.6% Undervalued
The most followed valuation narrative for Nutanix pegs fair value at about $54.68 per share versus the last close at $44.50. This frames Nutanix as materially undervalued based on long term cash flow and earnings assumptions rather than short term sentiment.
Ongoing enterprise digital transformation and demand for scalable solutions, as evidenced by large multi-year deals, major wins like Finanz Informatik, and increasing contributions from Global 2000 customers, provide a robust pipeline for future "land and expand" motions, improving both revenue visibility and opportunities for net new ARR expansion.
Read the complete narrative.
Want to understand why this narrative still reaches a fair value above $50 while the stock trades in the mid $40s? The story hinges on a specific blend of recurring revenue expectations, margin assumptions and where Nutanix might sit on a future earnings multiple curve. Curious which of those levers carries the most weight in the model and how sensitive the fair value is if one of them shifts?
Result: Fair Value of $54.68 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this hinges on Nutanix turning bookings into recognized revenue despite server supply constraints, and on the company avoiding pressure from larger public cloud competitors on pricing and deal flow.
Story Continues
Find out about the key risks to this Nutanix narrative.
Another View: What Earnings Multiples Are Saying
There is a catch. Nutanix trades on a P/E of 44.2x, compared with 28x for the wider US Software sector and a fair ratio of 33.6x, even though it is roughly in line with peer stocks at 46.7x. That gap raises a simple question: is the earnings bar already set quite high?
See what the numbers say about this price, See what the numbers say about this price — find out in our valuation breakdown.NasdaqGS:NTNX P/E Ratio as at May 2026
Next Steps
If the mixed signals around Nutanix leave you unsure, now is a good moment to review the full picture yourself and weigh both sides. To see both the potential upsides and the concerns that other investors are focused on, take a closer look at the 4 key rewards and 2 important warning signs
Looking for more investment ideas?
If Nutanix has sharpened your focus, do not stop here. Use targeted stock lists to quickly surface fresh ideas that fit your approach before others move first.
Target reliable income by scanning for companies that match your yield goals and financial strength using the 14 dividend fortresses. Hunt for potential value candidates that combine quality fundamentals with attractive prices via the 47 high quality undervalued stocks. Zero in on financially resilient businesses that may better handle shocks by running a filter through the 68 resilient stocks with low risk scores.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NTNX.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Dynatrace (DT) Beats Q4 Earnings and Revenue Estimates
May 13, 2026
Dynatrace (DT) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.33 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +7.94%. A quarter ago, it was expected that this software intellegence company would post earnings of $0.41 per share when it actually produced earnings of $0.44, delivering a surprise of +7.32%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Dynatrace, which belongs to the Zacks Computers - IT Services industry, posted revenues of $531.72 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.13%. This compares to year-ago revenues of $445.17 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Dynatrace shares have lost about 9.5% since the beginning of the year versus the S&P 500's gain of 8.1%.
What's Next for Dynatrace?
While Dynatrace has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Dynatrace was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.45 on $546.7 million in revenues for the coming quarter and $1.91 on $2.3 billion in revenues for the current fiscal year.
Story Continues
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the bottom 43% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Nutanix (NTNX), another stock in the same industry, has yet to report results for the quarter ended April 2026. The results are expected to be released on May 27.
This enterprise cloud platform services provider is expected to post quarterly earnings of $0.35 per share in its upcoming report, which represents a year-over-year change of -16.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Nutanix's revenues are expected to be $686 million, up 7.4% from the year-ago quarter.
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- Nutanix (NTNX) Stock Drops Despite Market Gains: Important Facts to Note
May 11, 2026
Nutanix (NTNX) closed the most recent trading day at $45.16, moving -1.83% from the previous trading session. The stock fell short of the S&P 500, which registered a gain of 0.19% for the day. Elsewhere, the Dow gained 0.19%, while the tech-heavy Nasdaq added 0.1%.
Prior to today's trading, shares of the enterprise cloud platform services provider had gained 33.68% outpaced the Computer and Technology sector's gain of 19.09% and the S&P 500's gain of 9.13%.
The investment community will be closely monitoring the performance of Nutanix in its forthcoming earnings report. The company is expected to report EPS of $0.35, down 16.67% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $686 million, up 7.36% from the prior-year quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $1.81 per share and revenue of $2.82 billion. These totals would mark changes of +11.73% and +11.05%, respectively, from last year.
Investors should also pay attention to any latest changes in analyst estimates for Nutanix. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 1.12% upward. Nutanix is currently a Zacks Rank #3 (Hold).
Digging into valuation, Nutanix currently has a Forward P/E ratio of 25.43. Its industry sports an average Forward P/E of 13.93, so one might conclude that Nutanix is trading at a premium comparatively.
One should further note that NTNX currently holds a PEG ratio of 1.58. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. As the market closed yesterday, the Computers - IT Services industry was having an average PEG ratio of 1.06.
The Computers - IT Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 105, placing it within the top 44% of over 250 industries.
Story Continues
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
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- Nutanix (NTNX) Stock Drops Despite Market Gains: Important Facts to Note
May 11, 2026 · zacks.com
The latest trading day saw Nutanix (NTNX) settling at $45.16, representing a -1.83% change from its previous close.
- Telos Corporation (TLS) Q1 Earnings and Revenues Top Estimates
May 11, 2026
Telos Corporation (TLS) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to a loss of $0.03 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +242.86%. A quarter ago, it was expected that this company would post earnings of $0.02 per share when it actually produced earnings of $0.06, delivering a surprise of +200%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Telos, which belongs to the Zacks Computers - IT Services industry, posted revenues of $47.74 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 7.29%. This compares to year-ago revenues of $30.62 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Telos shares have lost about 12.2% since the beginning of the year versus the S&P 500's gain of 8.1%.
What's Next for Telos?
While Telos has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Telos was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.01 on $44.63 million in revenues for the coming quarter and $0.12 on $193.87 million in revenues for the current fiscal year.
Story Continues
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Nutanix (NTNX), has yet to report results for the quarter ended April 2026.
This enterprise cloud platform services provider is expected to post quarterly earnings of $0.35 per share in its upcoming report, which represents a year-over-year change of -16.7%. The consensus EPS estimate for the quarter has been revised 6.3% higher over the last 30 days to the current level.
Nutanix's revenues are expected to be $686 million, up 7.4% from the year-ago quarter.
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- Genpact (G) Beats Q1 Earnings and Revenue Estimates
May 7, 2026
Genpact (G) came out with quarterly earnings of $0.98 per share, beating the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $0.84 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.83%. A quarter ago, it was expected that this business process management services provider would post earnings of $0.93 per share when it actually produced earnings of $0.97, delivering a surprise of +4.3%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Genpact, which belongs to the Zacks Computers - IT Services industry, posted revenues of $1.3 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.47%. This compares to year-ago revenues of $1.21 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Genpact shares have lost about 27.8% since the beginning of the year versus the S&P 500's gain of 7.6%.
What's Next for Genpact?
While Genpact has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Genpact was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.97 on $1.34 billion in revenues for the coming quarter and $4.01 on $5.44 billion in revenues for the current fiscal year.
Story Continues
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the top 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Nutanix (NTNX), is yet to report results for the quarter ended April 2026.
This enterprise cloud platform services provider is expected to post quarterly earnings of $0.35 per share in its upcoming report, which represents a year-over-year change of -16.7%. The consensus EPS estimate for the quarter has been revised 6.4% lower over the last 30 days to the current level.
Nutanix's revenues are expected to be $686 million, up 7.4% from the year-ago quarter.
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- Nutanix Announces Date and Conference Call Information for Third Quarter Fiscal Year 2026 Financial Results
May 7, 2026
Nutanix, Inc.
SAN JOSE, Calif., May 07, 2026 (GLOBE NEWSWIRE) -- Nutanix, Inc. (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced that it will report its financial results for the third quarter of fiscal year 2026, which ended April 30, 2026, after U.S. markets close on Wednesday, May 27, 2026.
Nutanix will host a conference call and earnings webcast beginning at 4:30 p.m. Eastern Time / 1:30 p.m. Pacific Time on the same day to discuss the company’s financial results. Interested parties may access the conference call by registering at this link to receive dial in details and a unique PIN number. The conference call will also be webcast live on the Nutanix Investor Relations website at ir.nutanix.com.
An archived replay of the webcast will be available on the Nutanix Investor Relations website at ir.nutanix.com shortly after the call.
About Nutanix
Nutanix is a hybrid multicloud computing leader, offering organizations a unified software platform for running applications, deploying enterprise AI workloads and managing data anywhere. With Nutanix, organizations can simplify operations for traditional and modern applications, freeing them to focus on business goals. Trusted by more than 30,000 customers worldwide, Nutanix helps empower organizations to transform digitally and power hybrid multicloud environments consistently, simply, and cost-effectively. Learn more at www.nutanix.com or follow us on social media.
© 2026 Nutanix, Inc. All rights reserved. Nutanix, the Nutanix logo, and all Nutanix product and service names mentioned herein are registered trademarks or unregistered trademarks of Nutanix, Inc. (“Nutanix”) in the United States and other countries. Other brand names and marks mentioned herein are for identification purposes only and may be the trademarks of their respective holder(s). This press release contains links to external websites that are not part of Nutanix.com. Nutanix does not control these sites and disclaims all responsibility for the content or accuracy of any external site. Our decision to link to an external site should not be considered an endorsement of any content on such a site.
Investor Contact
Richard Valera
ir@nutanix.com
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- Nutanix Announces Date and Conference Call Information for Third Quarter Fiscal Year 2026 Financial Results
May 7, 2026 · globenewswire.com
SAN JOSE, Calif., May 07, 2026 (GLOBE NEWSWIRE) -- Nutanix , Inc. (NASDAQ: NTNX ), a leader in hybrid multicloud computing, today announced that it will report its financial results for the third quarter of fiscal year 2026, which ended April 30, 2026, after U.S. markets close on Wednesday, May 27, 2026.
