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Publication Date: 2026-01-24 00:54:00
Why Nutanix (NTNX) is back in focus after its latest earnings
Nutanix (NTNX) is in the spotlight after reporting Q3 revenue growth of 13.5% year on year, which came in 0.9% below analyst expectations, alongside weaker guidance for the next quarter and full year.
The company also issued the softest revenue outlook versus peers. This has sharpened attention on how its hybrid multicloud and hyperconverged infrastructure business might balance growth ambitions with investor expectations around profitability and consistency.
See our latest analysis for Nutanix.
The softer Q3 revenue print and cautious guidance appear to have fed into Nutanix’s recent share price performance, with the stock now at US$42.81 and a 30 day share price return of 17.67% decline, contributing to a 33.82% decline in one year total shareholder return, but still positive over three and five years.
If this earnings reaction has you reassessing the sector, it could be a useful moment to look across other high growth tech and AI stocks that are drawing attention from investors right now.
With Nutanix shares down sharply over the past year but still well ahead over three and five years, and trading at a sizable discount to analyst targets and some intrinsic estimates, is this a reset creating an entry point, or is the market already baking in future growth?
Most Popular Narrative: 36.9% Undervalued
With Nutanix shares at $42.81 and the most followed narrative pointing to a fair value of about $67.85, the…