By Simply Wall St
Publication Date: 2026-03-04 00:31:00
Investor focus on Nutanix (NTNX) has intensified after the company combined a multi-year AI infrastructure partnership and equity deal with AMD with new quarterly results showing higher revenue and net income compared to the previous year.
See our latest analysis for Nutanix.
The AMD stock deal at a purchase price of US$36.26 is now trading below the last share price of US$40.70, following a 7-day share price return of 7.5% and a 90-day share price performance drop of 14.23%. The 47.2% drop in 1-year total shareholder returns contrasts with double-digit 3- and 5-year total shareholder returns, pointing to long-term gains but a fading of recent momentum and a reset of risk expectations around Nutanix’s earnings and AI story.
If Nutanix’s AI push catches your eye, it might be worth scanning other infrastructure names using our list of 34 AI Infrastructure Stocks as a starting point for new ideas.
With AMD buying at $36.26, Nutanix posted $267.1 million in net income on $2.69 billion in…