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Publication Date: 2025-11-26 05:37:00
Retail traders turned upbeat about Nutanix, focusing on stronger bookings and accelerating ARR growth.
- Nutanix blamed some of the revenue shift from the quarter into the future periods for the shortfall.
- The company said underlying demand and its view of business fundamentals remain unchanged.
- Year-to-date, Nutanix stock has lost about 4%.
Nutanix, Inc. (NTNX) shares plunged more than 16% in Tuesday’s extended session after the enterprise cloud platform provider reported mixed results and issued a downbeat forecast, citing a shift in revenue recognition to future periods.
If the after-hours losses are sustained in Wednesday’s regular session, Nutanix stock is on track to break below $50 for the first time since August 2024 and record its biggest single-day loss since May 2024.
Nutanix Q1 Earnings Snapshot
San Jose, California-based Nutanix said its adjusted earnings per share (EPS) for the first quarter of fiscal year 2026 rose to $0.41 from $0.36 a year ago. The result aligned with the Fiscal.ai-compiled consensus estimate.
Revenue grew 13% year over year (YoY) to $670.6 million, slowing from the 19% reported in the previous quarter. The topline missed the consensus estimate of $676.65 million and came in line with the lower end of the company’s forecast issued in late August. The company blamed some of the revenue shift from the quarter into the future periods for the shortfall.
Among key metrics, the annual recurring revenue (ARR) rose 18% YoY to $2.28 billion,…
