Q1 EPS Estimates for Nutanix Raised by Northland Securities

Nutanix (NASDAQ:NTNX) – Stock analysts at Northland Securities increased their Q1 2027 EPS estimates for Nutanix in a note issued to investors on Thursday, August 27th. Northland Securities analyst N. Chokshi now forecasts that the technology company will post earnings per share of $0.29 for the quarter, up from their previous estimate of $0.24. The consensus estimate for Nutanix’s current full-year earnings is $0.97 per share. Northland Securities also issued estimates for Nutanix’s Q2 2027 earnings at $0.32 EPS, Q3 2027 earnings at $0.18 EPS, FY2027 earnings at $1.01 EPS, Q3 2028 earnings at $0.19 EPS and FY2028 earnings at $1.05 EPS.

A number of other brokerages also recently issued reports on NTNX. Oppenheimer increased their price target on Nutanix from $80.00 to $85.00 and gave the stock an “outperform” rating in a research report on Thursday, August 27th. Rosenblatt Securities boosted their price objective on Nutanix from $60.00 to $75.00 and gave the company a “buy” rating in a research report on Tuesday, August 25th. Keefe, Bruyette & Woods reaffirmed a “market perform” rating on shares of Nutanix in a research note on Tuesday, August 25th. JPMorgan Chase & Co. increased their target price on Nutanix from $44.00 to $50.00 and gave the company a “neutral” rating in a research report on Thursday, May 28th. Finally, Wall Street Zen raised shares of Nutanix from a “hold” rating to a “buy” rating in a research note on Saturday, July 4th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $72.71.

Nutanix Price Performance

NASDAQ:NTNX opened at $68.57 on Tuesday. The company has a quick ratio of 1.78, a current ratio of 1.80 and a debt-to-equity ratio of 1.92. Nutanix has a 52 week low of $34.01 and a 52 week high of $82.42. The stock’s 50-day moving average price is $58.60 and its 200-day moving average price is $48.45. The stock has a market capitalization of $18.54 billion, a PE ratio of 13.29, a price-to-earnings-growth ratio of 4.11 and a beta of 0.60.

Nutanix (NASDAQ:NTNX) last issued its quarterly earnings data on Wednesday, August 26th. The technology company reported $0.60 earnings per share for the quarter, topping analysts’ consensus estimates of $0.49 by $0.11. Nutanix had a net margin of 52.81% and a negative return on equity of 90.13%. The business had revenue of $757.08 million during the quarter, compared to the consensus estimate of $738.27 million. During the same quarter in the prior year, the firm posted $0.37 earnings per share. The company’s revenue was up 15.9% compared to the same quarter last year.

Institutional Trading of Nutanix

A number of hedge funds and other institutional investors have recently modified their holdings of NTNX. Katamaran Capital LLP raised its stake in Nutanix by 270.0% during the fourth quarter. Katamaran Capital LLP now owns 86,094 shares of the technology company’s stock worth $4,450,000 after purchasing an additional 62,825 shares during the period. Generali Asset Management SPA SGR acquired a new stake in shares of Nutanix during the 4th quarter worth approximately $1,800,000. Arrowstreet Capital Limited Partnership raised its position in shares of Nutanix by 628.8% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,185,120 shares of the technology company’s stock valued at $45,046,000 after buying an additional 1,022,516 shares during the period. BW Gestao de Investimentos Ltda. raised its position in shares of Nutanix by 19.1% during the 4th quarter. BW Gestao de Investimentos Ltda. now owns 663,074 shares of the technology company’s stock valued at $34,274,000 after buying an additional 106,420 shares during the period. Finally, Entropy Technologies LP acquired a new position in Nutanix in the first quarter valued at approximately $2,212,000. 85.25% of the stock is owned by institutional investors and hedge funds.

Key Nutanix News

Here are the key news stories impacting Nutanix this week:

• Positive Sentiment: Northland Securities raised its Q1 fiscal 2027 EPS forecast to $0.29 from $0.24 and projected fiscal 2028 EPS of $1.05, suggesting longer-term earnings growth potential. The estimate is above Nutanix’s current-year consensus EPS forecast of $0.97. Equities Analysts Set Expectations for Nutanix Q1 Earnings
• Positive Sentiment: Nutanix highlighted capabilities designed to help organizations deploy production “agentic AI” applications across their preferred environments. The announcement reinforces the company’s effort to position its platform for AI-related infrastructure demand. Nutanix Empowers Organizations to Run Production Agentic AI Their Way
• Neutral Sentiment: Nutanix showcased its “One Platform, One Experience” strategy at LEAP Saudi Arabia 2026, emphasizing unified cloud, data, and infrastructure management. The event may support brand visibility and regional demand, but it does not include a specific financial outlook or contract announcement. Nutanix showcases One Platform, One Experience at LEAP Saudi Arabia 2026
• Negative Sentiment: Northland lowered several forward estimates, including Q2 fiscal 2027 EPS to $0.32 from $0.35, Q3 fiscal 2027 EPS to $0.18 from $0.22, and full-year fiscal 2027 EPS to $1.01 from $1.03. These reductions likely weigh more heavily on sentiment than the isolated Q1 upgrade, contributing to the stock’s decline.

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.