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Publication Date: 2026-08-26 20:50:00
Investing.com — stock surged more than 10.1% in after-hours trading to reach $72 after the company reported fiscal fourth-quarter 2026 results that handily beat analyst expectations on both the top and bottom lines. Adjusted EPS came in at $0.60 versus the consensus estimate of $0.49, while revenue of $757.1 million surpassed the $738.31 million estimate — representing year-over-year growth of roughly 15.9%. Adjusted operating income of $198 million also exceeded estimates by more than 20%, with the operating margin reaching 26.2%.
The earnings print was supported by broad-based strength across the business. Annual Recurring Revenue reached $2.55 billion, growing 15.8% year-over-year and beating estimates, while billings of $873.5 million were up 18.5% year-on-year. Heading into the report, the bullish setup had already been building: at least five firms raised price targets in the prior two weeks, with UBS and Oppenheimer lifting their targets to $80 and RBC Capital reaching $84. Investors were focused on whether surging demand from VMware migrations could fuel aggressive revenue growth guidance for the year ahead.
The broader market provided little in the way of tailwinds on the day, with the S&P 500 adding just +0.1%, the Nasdaq gaining +0.2%, and the Dow rising +0.3%, meaning the after-hours move is almost entirely attributable to company-specific catalysts. The quarter ended July 31, with Nutanix reporting after the market close on Wednesday, August 26, 2026. The…
