Nutanix, Inc. Class A (NTNX)

Nutanix, Inc. stock has experienced a notable decline in the past six months. The stock reached its all-time high of $83.36 USD on May 18, 2025. In late November 2025, the stock price saw a significant drop following the release of its first-quarter fiscal 2026 results, which showed revenue falling short of expectations. Nutanix lowered its full-year revenue guidance for fiscal year 2026 and its guidance for second-quarter revenue was also below forecast.

Nutanix experiences some demand seasonality for its products and services. Recent earnings reports indicate that revenue recognition can be impacted by increased customer demand for flexible license start dates and a growing proportion of business coming through third-party OEM partners, which can lead to a shift of revenue from one quarter into future periods.

Nutanix, Inc. is an American cloud computing company specializing in cloud software and a pioneer in hyperconverged infrastructure (HCI) solutions. Its core offering is the Nutanix Cloud Platform, designed to provide a consistent cloud operating model for running applications and managing data across various environments. The Nutanix Cloud Platform (NCP) is a unified software platform for hybrid multicloud infrastructure. Nutanix Cloud Infrastructure (NCI) provides distributed HCI for enterprise IT applications, including Nutanix AOS and Nutanix AHV. The Nutanix Kubernetes Platform (NKP) is an enterprise-grade Kubernetes platform for accelerated app development. Nutanix Unified Storage encompasses software-defined storage solutions. Nutanix Cloud Manager (NCM) is a unified management solution. Nutanix Prism is the unified control plane and user interface. Nutanix Data Lens is a cloud-based cyber resilience service. Nutanix Database Service is a service for managing databases. Nutanix Enterprise AI and GPT-in-a-Box are solutions for centralized inferencing control and consistent data services. Flow Network Security and Flow Virtual Networking provide software-defined networking with multi-tenant isolation.

Nutanix has a significant global presence, with its corporate headquarters in San Jose, California. The company conducts business in the United States, Europe, the Middle East and Africa, Asia Pacific, and other Americas, with a substantial portion of its revenue generated from the United States. Nutanix maintains numerous offices and subsidiaries worldwide, including locations in the United States, Australia, Asia-Pacific, Europe and other regions.

Nutanix maintains a strong brand reputation, consistently achieving high customer satisfaction with an outstanding Net Promoter Score (NPS). Nutanix has received significant industry recognition, being named a leader in the 2024 and 2025 Gartner Magic Quadrant for Distributed Hybrid Infrastructure. Nutanix's commitment to environmental, social, and governance (ESG) efforts also contributes to its reputation.

Institutional investors hold a significant majority of Nutanix, Inc. shares, ranging from approximately 84% to 87.95% of the company. Major institutional shareholders include Fmr Llc, BlackRock, Inc., and Vanguard Group Inc. The general public owns approximately 16% of the company's stock, while insiders own under 1%.