NTNX Nutanix, Inc.

bullish track record → $45.16 -0.84 (-1.8%)
Mkt Cap $12B P/E 47.0 fwd 20.0 52wk $34.01 - $83.36 Earnings 2026-05-27 68d ago
Insider selling: $1,280,244,665 sold by 16 insiders (30d)
Est. revisions: +0.0% (1 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -0.9)

Factor Model

net -0.9 3.2 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
-0.6
Analyst Rev.
+0.0
Narrative Gap
-0.5

AMD invests $250M while Q2 beats on revenue and margins

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.

Nutanix crushed Q2 expectations with adjusted EPS of $0.56 versus the $0.44 estimate. Revenue hit $722.8 million, topping the $709.7 million consensus. The company landed a multiyear partnership with AMD that includes a $250 million equity investment. Full-year revenue guidance came in at $2.80 billion to $2.84 billion with non-GAAP operating margins of 21% to 22%.

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.

Evidence

23d ago Advanced Micro Devices Inc. (AMD) to Deepen Collaboration with France to Support AI Strategy yahoo-finance
27d ago From CrowdStrike to Chewy, These Tanking Stocks Are Announcing Buybacks yahoo-finance
29d ago Insider sell by HUMPHREY DAVID W (NTNX): $409,805,000
29d ago Insider sell by DE GROEN MAX PIETER (NTNX): $409,805,000
29d ago Insider sell by DE GROEN MAX PIETER (NTNX): $420,954,670
29d ago Insider sell by RAMASWAMI RAJIV (NTNX): $11,059,201
48d ago Why Nutanix, Inc. (NTNX) Underperformed Despite Gaining Market Share from VMware yahoo-finance
68d ago These Stocks Are Today’s Movers: Novo Nordisk, Lilly, PayPal, Arcellx, CrowdStrike, KKR, Strategy, and More - Barron's google-news-market
7 older signals
70d ago Earnings live: Best Buy stock jumps despite softer holiday demand, Target stock rises
73d ago Stock market today: S&P 500, Nasdaq retreat as Nvidia falls 5% despite stellar earnings
75d ago Stock market today: Dow, S&P 500, Nasdaq futures falter as Wall Street weighs Nvidia's big earnings beat - Yahoo Finance
75d ago Stock market today: Dow, S&P 500, Nasdaq futures falter as Nvidia leaves investors wanting more - Yahoo Finance UK
75d ago Stock market today: Dow, S&P 500, Nasdaq sink as Nvidia leaves investors wanting more - Yahoo Finance
75d ago Stock market today: Dow, S&P 500, Nasdaq sink as Nvidia leaves investors wanting more
75d ago Stock market today: Dow, S&P 500, Nasdaq futures falter as Wall Street weighs Nvidia's big earnings beat - Yahoo Finance
Fundamentals & Data ▾
Nutanix, Inc. Technology · Software - Infrastructure
Mkt Cap
$12B
P/E
47.0 fwd 20.0
Beta
0.54
52w Range
$34.01 - $83.36
Short Interest
10.7M 5.48%
Days to Cover
3.0 -12%
Technicals mixed
vs 20d MA
+8.5%
from 52w Hi
-1.8%
Vol (20d)
42%
1w return
+3.3%
1m return
+31.2%
Vol ratio
1.1x
Insiders
selling 0B / 2S
EPS Estimate
$0.35 +0.0% 30d 1up / 1dn
Est. Dispersion
49% 16 analysts
Analyst Target
$55 $40 - $65
Options P/C
0.04
Insider Cluster
strong sell 0B / 9S
Fund Convergence
strong Renaissance, D.E. Shaw, Citadel, Bridgewater, Two Sigma
Financials
Revenue
$723M +10% YoY
FCF
$191M
Gross Margin
87%
Op Margin
12%
Momentum: accelerating
Top Holders
Renaissance $175M
D.E. Shaw $164M
Citadel $157M
Bridgewater $21M
Two Sigma $2M
Recent Filings & Data
insider trade 74
net selling · $1,280,244,665 sold
16 insiders · 74 transactions (30d)
Recent transactions
MANER TARKAN · other
SIVARAMAN RUKMINI N · other
MARTIN BRIAN M · other
RAMASWAMI RAJIV · other
SIVARAMAN RUKMINI N · other
MARTIN BRIAN M · other
RAMASWAMI RAJIV · other
SHEPPARD TERESA GAYLE · award
DE GROEN MAX PIETER · award
TEMPLETON MARK B · award
LAVENDER ROBERT G · award
CONWAY CRAIG · award
GOMO STEVEN J · award
BRANDT ERIC K · award
GAMBALE VIRGINIA · award
SHEPPARD TERESA GAYLE · sell · $267,691
RAMASWAMI RAJIV · sell · $11,059,201
MARTIN BRIAN M · sell · $783,731
LAVENDER ROBERT G · award
SIVARAMAN RUKMINI N · sell · $892,414
SIVARAMAN RUKMINI N · other
MARTIN BRIAN M · other
RAMASWAMI RAJIV · other
SIVARAMAN RUKMINI N · award
MARTIN BRIAN M · award
RAMASWAMI RAJIV · award
RAMASWAMI RAJIV · sell · $144,375
SIVARAMAN RUKMINI N · sell · $152,738
SIVARAMAN RUKMINI N · other
RAMASWAMI RAJIV · other
DE GROEN MAX PIETER · sell · $420,954,670
GAMBALE VIRGINIA · sell · $546,000
GOMO STEVEN J · sell · $1,126,515
BRANDT ERIC K · award
RAMASWAMI RAJIV · sell · $4,823,503
RAMASWAMI RAJIV · sell · $580,500
SIVARAMAN RUKMINI N · sell · $176,705
RAMASWAMI RAJIV · other
HUMPHREY DAVID W · other
DE GROEN MAX PIETER · sell · $409,805,000
HUMPHREY DAVID W · sell · $409,805,000
GOMO STEVEN J · sell · $533,147
RAMASWAMI RAJIV · sell · $6,709,640
SIVARAMAN RUKMINI N · sell · $18,096
GAMBALE VIRGINIA · sell · $392,279
SIVARAMAN RUKMINI N · sell · $786,871
RAMASWAMI RAJIV · sell · $4,208,026
STEVENS BRIAN MARK · award
SHEPPARD TERESA GAYLE · award
DE GROEN MAX PIETER · award
TEMPLETON MARK B · award
CONWAY CRAIG · award
GOMO STEVEN J · award
GAMBALE VIRGINIA · award
RAMASWAMI RAJIV · other
HUMPHREY DAVID W · award
SIVARAMAN RUKMINI N · sell · $1,430,939
SANGSTER DAVID MAXWELL · sell · $714,968
SIVARAMAN RUKMINI N · other
RAMASWAMI RAJIV · other
SANGSTER DAVID MAXWELL · other
GOMO STEVEN J · sell · $1,801,470
SIVARAMAN RUKMINI N · award
RAMASWAMI RAJIV · award
SANGSTER DAVID MAXWELL · award
DE GROEN MAX PIETER · other
HUMPHREY DAVID W · other
SIVARAMAN RUKMINI N · sell · $668,788
RAMASWAMI RAJIV · sell · $1,299,738
SANGSTER DAVID MAXWELL · sell · $562,660
SIVARAMAN RUKMINI N · other
WALL TYLER · other
RAMASWAMI RAJIV · other
SANGSTER DAVID MAXWELL · other
15 signals · latest 23d ago

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