Nutanix, Inc. Class A (NTNX)

Nutanix (NTNX) stock has experienced a significant decline over the past year. Key events impacting the stock price in the past six months include strong Q4 FY25 earnings, Q1 FY26 earnings missing revenue targets and lowering full-year outlook, analyst downgrades due to concerns about slowing growth, a broader sell-off in the software sector, and positive analyst ratings affirming confidence in the company's outlook.

Nutanix has demonstrated strong product demand, driven by the growth of the global cloud computing market and the increasing need for modern IT infrastructure. The company's transition to a software-as-a-service (SaaS) model indicates a strong recurring revenue stream. While there isn't explicit information detailing specific seasonal peaks or troughs, the overall trend points to consistent and growing demand. However, analysts have projected a deceleration in revenue growth over the next 12 months, implying some demand headwinds.

Nutanix, Inc. is an American cloud computing company providing an enterprise cloud platform that simplifies datacenter operations. Its core offerings include hyperconverged infrastructure (HCI) software and the Nutanix Cloud Platform (NCP), designed to enable organizations to build hybrid multicloud infrastructure. Key products and services encompass Nutanix Cloud Infrastructure (NCI), Nutanix Cloud Manager (NCM), Nutanix Unified Storage, Nutanix Kubernetes Platform, Nutanix Database Service, and Nutanix Enterprise AI and GPT-in-a-Box. The company's revenue primarily comes from subscription-based licensing.

Nutanix, Inc. operates internationally across North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. Its corporate headquarters is located in San Jose, California, within Silicon Valley. The company maintains a global presence with offices in numerous countries, including the United States, Australia, India, Europe, Canada, China, Malaysia, Mexico, Morocco, Taiwan, Thailand, and the UAE.

Nutanix has maintained a strong brand reputation over the past year, marked by significant industry recognition and positive internal culture. Nutanix was named a leader in the 2024 Gartner Magic Quadrant for Distributed Hybrid Infrastructure and recognized in other Gartner and Forrester reports. The company undertook a brand identity overhaul to evolve and align with its aspirations. Employee engagement ranked in the top 25% compared to industry peers. However, in late 2025, Akira ransomware actively targeted Nutanix AHV environments, potentially impacting the company's reputation regarding security.

Nutanix, Inc. has a diverse ownership structure, with approximately 49.69% of the company's stock owned by Institutional Investors, 6.45% by Insiders, and 43.86% by Public Companies and Individual Investors. As of February 2, 2026, there are 1037 institutional owners and shareholders holding a total of 271,407,781 shares. Major institutional owners include Fmr Llc, BlackRock, Inc., Vanguard Group Inc, State Street Corp, Aqr Capital Management Llc, Generation Investment Management Llp, Bain Capital Investors Llc, and Geode Capital Management, Llc.