Rosenblatt Securities Comments on Nutanix Q3 Earnings

Nutanix (NASDAQ:NTNX) – Analysts at Rosenblatt Securities issued their Q3 2026 earnings estimates for shares of Nutanix in a research report issued to clients and investors on Wednesday, April 1st. Rosenblatt Securities analyst B. Abernethy anticipates that the technology company will post earnings of $0.07 per share for the quarter. Rosenblatt Securities has a “Strong-Buy” rating on the stock. The consensus estimate for Nutanix’s current full-year earnings is $0.31 per share. Rosenblatt Securities also issued estimates for Nutanix’s Q4 2026 earnings at $0.24 EPS, FY2026 earnings at $0.67 EPS, Q1 2027 earnings at $0.23 EPS, Q2 2027 earnings at $0.40 EPS, Q3 2027 earnings at $0.24 EPS, Q4 2027 earnings at $0.34 EPS, FY2027 earnings at $1.21 EPS, Q1 2028 earnings at $0.31 EPS, Q2 2028 earnings at $0.48 EPS and FY2028 earnings at $1.54 EPS.

A number of other research firms have also recently weighed in on NTNX. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $55.00 price objective on shares of Nutanix in a research report on Wednesday. Wells Fargo & Company cut their price objective on Nutanix from $57.00 to $50.00 and set an “equal weight” rating on the stock in a report on Thursday, February 26th. William Blair reiterated a “market perform” rating on shares of Nutanix in a report on Monday, March 23rd. UBS Group boosted their price objective on Nutanix from $57.00 to $60.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Finally, Morgan Stanley cut their price objective on Nutanix from $62.00 to $56.00 and set an “equal weight” rating on the stock in a report on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $62.27.

Nutanix Stock Performance

NASDAQ:NTNX opened at $39.41 on Wednesday. The stock has a market capitalization of $10.45 billion, a P/E ratio of 42.84, a PEG ratio of 4.40 and a beta of 0.52. The company has a 50 day moving average price of $39.79 and a 200 day moving average price of $52.38. Nutanix has a fifty-two week low of $35.39 and a fifty-two week high of $83.36.

Nutanix (NASDAQ:NTNX) last posted its quarterly earnings data on Wednesday, February 25th. The technology company reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.44 by $0.12. The firm had revenue of $722.83 million during the quarter, compared to analysts’ expectations of $709.83 million. Nutanix had a net margin of 9.95% and a negative return on equity of 37.41%. The firm’s quarterly revenue was up 10.4% on a year-over-year basis. During the same quarter last year, the company posted $0.47 EPS.

Institutional Trading of Nutanix

A number of large investors have recently modified their holdings of NTNX. AQR Capital Management LLC increased its position in shares of Nutanix by 72.8% during the fourth quarter. AQR Capital Management LLC now owns 11,452,714 shares of the technology company’s stock worth $591,991,000 after acquiring an additional 4,826,443 shares during the period. Norges Bank purchased a new stake in shares of Nutanix during the fourth quarter worth $187,169,000. FIL Ltd boosted its stake in shares of Nutanix by 180.1% in the 4th quarter. FIL Ltd now owns 4,333,937 shares of the technology company’s stock valued at $224,021,000 after buying an additional 2,786,929 shares during the period. Alyeska Investment Group L.P. boosted its stake in shares of Nutanix by 926.8% in the 4th quarter. Alyeska Investment Group L.P. now owns 2,687,387 shares of the technology company’s stock valued at $138,911,000 after buying an additional 2,425,665 shares during the period. Finally, Victory Capital Management Inc. boosted its stake in shares of Nutanix by 592.3% in the 4th quarter. Victory Capital Management Inc. now owns 1,601,351 shares of the technology company’s stock valued at $82,774,000 after buying an additional 1,370,047 shares during the period. Hedge funds and other institutional investors own 85.25% of the company’s stock.

Key Nutanix News

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: Board approved a $750 million increase to the share repurchase authorization (total ≈ $779M), a clear capital‑allocation vote of confidence that can support EPS and the stock floor. Article Title
• Positive Sentiment: Multiple product and ecosystem moves position Nutanix for AI and hybrid‑cloud demand — Agentic AI, NCP enhancements, NKP Metal (bare‑metal Kubernetes), unified storage and Data Lens upgrades — improving TAM exposure to AI workloads and sovereign/cloud use cases. (These initiatives can drive share gains if adoption accelerates.) Article Title
• Positive Sentiment: Strategic partnerships and integrations (NetApp, MongoDB, large OEMs and hyperscalers) expand deployment options and reduce vendor lock‑in risk for customers — a potential catalyst for enterprise adoption. Article Title
• Positive Sentiment: Several analysts reiterated bullish views — RBC reaffirmed an Outperform and $55 price target and Rosenblatt published multi‑year EPS ramps with a Strong‑Buy — giving upside to consensus if execution matches guidance. Article Title
• Neutral Sentiment: Product/features are often in early access with general availability slated later in 2026 — this increases optionality but also introduces timing risk for revenue recognition and customer rollouts. Article Title
• Neutral Sentiment: Investor/analyst coverage is active (Investor Day transcript, Zacks momentum write‑ups) — useful for sentiment but not immediate fundamentals. Article Title
• Negative Sentiment: Morgan Stanley and others flag near‑term supply‑chain and macro headwinds; the analyst at Morgan Stanley kept a Hold and noted execution/supply risks that could delay revenue from the new offerings. Article Title
• Negative Sentiment: Shares have pulled back recently amid broader market moves and profit‑taking after the flurry of news; near‑term price action reflects skepticism about rollout timing and near‑term revenue impact. Article Title

Nutanix Company Profile

Nutanix, Inc is an enterprise cloud computing company that develops software to simplify the deployment and management of datacenter infrastructure. Founded in 2009 and headquartered in San Jose, California, Nutanix is best known for pioneering hyperconverged infrastructure (HCI), an approach that integrates compute, storage and virtualization into a single software-defined platform aimed at reducing complexity and operational overhead in private and hybrid cloud environments.

The company’s product portfolio centers on the Nutanix Cloud Platform, which includes its core AOS software for HCI, Prism for infrastructure management and automation, and a suite of additional services such as Calm for application automation, Files and Volumes for file and block services, Karbon for Kubernetes orchestration, and Era for database management.