By
Publication Date: 2026-08-27 22:38:00
Nutanix stock closed up 6.8% at US$69.84, which indicates sentiment came in hot. The question is whether that enthusiasm lines up with what the earnings actually delivered. The headline is simple: the company reported a cloud software style quarter with US$757 million in Q4 revenue and very high non GAAP gross margin of 87.7%, while free cash flow for the year reached US$841 million.
The market seems to be cheering a profitability story that has turned sharply stronger, not just a one off tax gain, and is pricing in that cash generation more than any single headline metric.
Love the rich software margins and strong free cash flow story at Nutanix but want more stocks that balance high profitability with solid balance sheets? Take a look at our curated list of list of solid balance sheet and fundamentals stocks (51 results).
Q4 2026 Earnings Summary
- Revenue, Q4 2026 vs. Q4 2025: US$757.1 million vs. US$653.3 million (higher year on year)
- Net Income (Excl. Extra Items), Q4 2026 vs. Q4 2025: US$1,269.6 million vs. US$38.7 million (very large increase, aided by a one time tax valuation allowance release in FY26)
- Basic EPS, Q4 2026 vs. Q4 2025: US$4.69 vs. US$0.14 (very large increase, also influenced by the one time tax valuation allowance release)
- Non GAAP Gross Margin, Q4 2026: 87.7% (cloud software style margin profile, as highlighted by Nutanix management)
Prefer clean charts instead of wading through another wall of Nutanix earnings tables and footnotes? Get a full…
