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8-K ·Filed Oct 7, 2026

NTNX

Nutanix, Inc.
NEUTRAL
Impact 2/10
Horizonmonths Processed25d 8h ago SEC0001193125-26-417007
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor the 2026 annual meeting for any further board composition changes and the upcoming 10-Q for the full text of the Advisory Agreement. No immediate trading catalyst from this filing.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled: T+5d ⚠ clustered
NTNX ▼ -4.28% at T+5d
NEUTRAL call -4.28% · α vs SPY -4.00% · entry $73.11 → $69.98
Next anchor: T+20d in 2d
Latest observation: T+14 -7.51% FF3 residual α
Entry = T+0 close
Oct 7, 2026
via day close
T+1d
+2.08%
call +2.08% · α +1.48%
$74.63
settled 25d ago
T+5d
-4.28%
call -4.28% · α -4.00%
$69.98
settled 19d ago
T+20d
Pending
in 2d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Nutanix filed an 8-K reporting that board member Craig Conway will not stand for re-election at the 2026 annual meeting, and that former President and CCO Tarkan Maner has entered into a 12-month Transition Advisory Services Agreement with a monthly fee of $37,500. Both events are routine governance transitions with no financial materiality or operational disagreement disclosed.

Key Facts

  • Craig Conway notified the company on October 5, 2026, that he will not stand for re-election to the Board at the 2026 annual meeting; his departure is not due to any disagreement with the company.
  • Tarkan Maner, who previously stepped down as President and Chief Commercial Officer, entered into a Transition Advisory Services Agreement on October 7, 2026, for a 12-month term.
  • The Advisory Agreement provides a monthly advisory fee of $37,500 with no severance, make-whole payments, new equity awards, or accelerated vesting.
  • The Advisory Agreement may be terminated for cause or by either party upon 30 days' notice.

Financial Impact

No material financial impact disclosed. The advisory fee is $37,500 per month for 12 months.

Risk Factors

  • Loss of board experience with Conway's departure, though no disagreement was cited.
  • Potential key-personnel risk if Maner's transition advisory role does not effectively transfer customer and partner relationships.

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-417007
Document: 0001193125-26-417007-index-headers.html0001193125-26-417007
Document: 0001193125-26-417007-index.html0001193125-26-417007
Document: 0001193125-26-417007.txt0001193125-26-417007
18 reports for NTNX
Performance horizon
71% Hit rate @ T+5 5 of 7 directional calls Went positive at some point 5 of 7 best @ T+60▲ +38.58%May 27, 2026
Filters
Rows
Reports for NTNX, sortable and filterable
TypeNow
Oct 29, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 2/10
$70.71awaiting T+5awaiting T+5$67.21 (−4.95%)
Oct 20, 2026
12d ago
DEFA14A
NEUTRAL ★ 2/10
$70.11 $72.74▲ +3.75%▲ +4.19%$67.21 (−4.14%)
Oct 20, 2026
12d ago
DEF 14A
NEUTRAL ★ 4/10
$70.11 $72.74▲ +3.75%▲ +4.19%$67.21 (−4.14%)
Oct 9, 2026
23d ago
144
NEUTRAL ★ 2/10
$74.14 $67.53▼ −8.92%▼ −7.42%$67.21 (−9.35%)
Oct 7, 2026
25d ago
8-K
NEUTRAL ★ 2/10
$73.11 $69.98▼ −4.28%▼ −4.00%$67.21 (−8.07%)
Oct 7, 2026
25d ago
144
BEARISH ★ 5/10
$73.11 $69.98▲ +4.28%▲ +4.00%$67.21 (+8.07%)
Oct 6, 2026
26d ago
144
BEARISH ★ 5/10
$73.42 $69.85▲ +4.86%▲ +3.88%$67.21 (+8.46%)
Sep 25, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$68.70 $73.41▼ −6.86%▼ −5.65%$67.21 (+2.17%)
Sep 24, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$68.59 $71.52▲ +4.27%▲ +4.69%$67.21 (−2.01%)
Aug 26, 2026
9w ago
8-K
BULLISH ★ 6/10
$69.84 $68.08▼ −2.52%▼ −2.79%$67.21 (−3.77%)
Showing 10 of 18

US Market Status

Market Closed · Opens Tue (9h 56m)

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Report published Oct 7, 2026