NTNX Earnings
Wednesday, May 27 2026
EPS Estimate
$0.35
$0.23 – $0.40
Revenue Estimate
$686M
Current Price
$45.16
Our Position
bullishAMD invests $250M while Q2 beats on revenue and margins
structured data
est. revisions rising
(+18.4pp / 30d)
The AMD partnership brings both strategic validation and a substantial cash infusion as Nutanix scales its hybrid cloud platform. Operating margins hitting 21-22% signal the business is reaching profitability inflection while maintaining growth momentum.
Watch: Track how Nutanix deploys the AMD capital — whether toward R&D integration, go-to-market expansion, or M&A. Any disclosure on the partnership's technical scope will clarify whether this is a product integration play or a broader AI infrastructure bet.
Data Signal Summary
1 bullish
1 bearish
Insider selling cluster
Put/call 0.0 (bullish skew)
Key Context
Insider Activity
selling
Price Trend
mixed
1-Month Return
+31.2%
From 52w High
-1.8%
P/E Ratio
47.0
Est. Revisions (30d)
+0.0% 1up/1dn
Analyst Target (mean)
$55 $40–$65 +21%
Options P/C Ratio
0.04
Est. Dispersion
49% 16 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, D.E. Shaw, Citadel, Bridgewater, Two Sigma
Recent Activity
insider trades
74 transactions
Other
·
MANER TARKAN (President)
·11,041 shares
Other
·
SIVARAMAN RUKMINI N (Chief Financial Officer)
·22,150 shares
Other
·
MARTIN BRIAN M (Officer)
·4,727 shares
Other
·
RAMASWAMI RAJIV (Chief Executive Officer)
·50,429 shares
Other
·
SIVARAMAN RUKMINI N (Chief Financial Officer)
·22,148 shares
69 more
Other
·
MARTIN BRIAN M
·4,725 shr
Other
·
RAMASWAMI RAJIV
·50,427 shr
Award
·
SHEPPARD TERESA GAYLE
·4,588 shr
Award
·
DE GROEN MAX PIETER
·4,588 shr
Award
·
TEMPLETON MARK B
·4,588 shr
Award
·
LAVENDER ROBERT G
·4,588 shr
Award
·
CONWAY CRAIG
·4,588 shr
Award
·
GOMO STEVEN J
·4,588 shr
Award
·
BRANDT ERIC K
·4,588 shr
Award
·
GAMBALE VIRGINIA
·4,588 shr
Sell
·
SHEPPARD TERESA GAYLE
·3,500 shr
·$267,691
Sell
·
RAMASWAMI RAJIV
·144,707 shr
·$11,059,201
Sell
·
MARTIN BRIAN M
·10,241 shr
·$783,731
Award
·
LAVENDER ROBERT G
·843 shr
Sell
·
SIVARAMAN RUKMINI N
·11,391 shr
·$892,414
Other
·
SIVARAMAN RUKMINI N
·21,342 shr
Other
·
MARTIN BRIAN M
·11,300 shr
Other
·
RAMASWAMI RAJIV
·50,226 shr
Award
·
SIVARAMAN RUKMINI N
·94,386 shr
Award
·
MARTIN BRIAN M
·15,124 shr
Award
·
RAMASWAMI RAJIV
·276,249 shr
Sell
·
RAMASWAMI RAJIV
·1,925 shr
·$144,375
Sell
·
SIVARAMAN RUKMINI N
·2,100 shr
·$152,738
Other
·
SIVARAMAN RUKMINI N
·21,341 shr
Other
·
RAMASWAMI RAJIV
·50,227 shr
Sell
·
DE GROEN MAX PIETER
·5,480,467 shr
·$420,954,670
Sell
·
GAMBALE VIRGINIA
·7,000 shr
·$546,000
Sell
·
GOMO STEVEN J
·15,000 shr
·$1,126,515
Award
·
BRANDT ERIC K
·2,110 shr
Sell
·
RAMASWAMI RAJIV
·61,057 shr
·$4,823,503
Sell
·
RAMASWAMI RAJIV
·7,740 shr
·$580,500
Sell
·
SIVARAMAN RUKMINI N
·2,521 shr
·$176,705
Other
·
RAMASWAMI RAJIV
·50,225 shr
Other
·
HUMPHREY DAVID W
·25,489 shr
Sell
·
DE GROEN MAX PIETER
·5,500,000 shr
·$409,805,000
Sell
·
HUMPHREY DAVID W
·5,500,000 shr
·$409,805,000
Sell
·
GOMO STEVEN J
·7,000 shr
·$533,147
Sell
·
RAMASWAMI RAJIV
·95,852 shr
·$6,709,640
Sell
·
SIVARAMAN RUKMINI N
·294 shr
·$18,096
Sell
·
GAMBALE VIRGINIA
·6,060 shr
·$392,279
Sell
·
SIVARAMAN RUKMINI N
·11,810 shr
·$786,871
Sell
·
RAMASWAMI RAJIV
·63,901 shr
·$4,208,026
Award
·
STEVENS BRIAN MARK
·3,646 shr
Award
·
SHEPPARD TERESA GAYLE
·3,646 shr
Award
·
DE GROEN MAX PIETER
·3,646 shr
Award
·
TEMPLETON MARK B
·3,646 shr
Award
·
CONWAY CRAIG
·3,646 shr
Award
·
GOMO STEVEN J
·3,646 shr
Award
·
GAMBALE VIRGINIA
·3,646 shr
Other
·
RAMASWAMI RAJIV
·132,336 shr
Award
·
HUMPHREY DAVID W
·3,646 shr
Sell
·
SIVARAMAN RUKMINI N
·24,316 shr
·$1,430,939
Sell
·
SANGSTER DAVID MAXWELL
·11,950 shr
·$714,968
Other
·
SIVARAMAN RUKMINI N
·26,026 shr
Other
·
RAMASWAMI RAJIV
·123,828 shr
Other
·
SANGSTER DAVID MAXWELL
·24,235 shr
Sell
·
GOMO STEVEN J
·30,000 shr
·$1,801,470
Award
·
SIVARAMAN RUKMINI N
·119,124 shr
Award
·
RAMASWAMI RAJIV
·377,736 shr
Award
·
SANGSTER DAVID MAXWELL
·120,715 shr
Other
·
DE GROEN MAX PIETER
·16,854,032 shr
Other
·
HUMPHREY DAVID W
·16,854,032 shr
Sell
·
SIVARAMAN RUKMINI N
·12,566 shr
·$668,788
Sell
·
RAMASWAMI RAJIV
·23,986 shr
·$1,299,738
Sell
·
SANGSTER DAVID MAXWELL
·10,384 shr
·$562,660
Other
·
SIVARAMAN RUKMINI N
·26,025 shr
Other
·
WALL TYLER
·16,826 shr
Other
·
RAMASWAMI RAJIV
·123,827 shr
Other
·
SANGSTER DAVID MAXWELL
·24,234 shr
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