The combination of a 34% EPS beat, raised guidance, accelerating ARR growth, and a $750M buyback increase is a strong bullish signal. Consider long exposure ahead of the Q4 print, as FY guidance raise implies Q4 revenue midpoint of $735M, above prior street expectations.
Price Chart
Executive Summary
Nutanix reported a massive Q3 FY2026 earnings beat, with non-GAAP diluted EPS of $0.47 versus $0.35 consensus (34.3% beat) and revenue of $703.1M vs $686.4M consensus (2.4% beat). ARR grew 15% YoY to $2.43B. Management raised full-year revenue guidance to $2.82-2.84B (above prior $2.795-2.845B) and boosted FCF guidance to $760-780M. The combined strong beat and guidance raise signals accelerating hybrid cloud demand.
Key Financial Metrics
Key Facts
- Non-GAAP diluted EPS $0.47 vs consensus $0.35, a 34.3% beat
- Revenue $703.1M vs consensus $686.4M, +10% YoY
- ARR $2.43B, +15% YoY
- GAAP operating income $70.5M (10.0% margin), up from $48.6M (7.6%) YoY
- Non-GAAP operating margin 22.3%, up 80 bps YoY
- Free cash flow $197.2M in the quarter
- Full-year FY2026 revenue guidance raised to $2.82-2.84B
- Full-year FY2026 FCF guidance raised to $760-780M
- Board authorized $750M increase to share repurchase program
- Remaining performance obligations $3.08B, +27% YoY
Financial Impact
Non-GAAP EPS $0.47 beat consensus by $0.12 (34.3%); revenue beat by $16.7M (2.4%); ARR grew 15% YoY to $2.43B
Risk Factors
- Stock-based compensation remains elevated at $82.8M for the quarter
- GAAP gross margin dipped 10 bps YoY to 86.9%
- Operating cash flow declined slightly YoY ($207.5M vs $218.5M)
- Elevated expectations post-strong beat leave less room for error in Q4
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3302359 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 5w ago | 8-K | $69.84 $68.59 | ▼ −1.79% | ▼ −1.28% | $72.29 (+3.51%) |
Aug 4, 2026 8w ago | 8-K | $61.50 $66.69 | ▲ +8.44% | ▲ +9.68% | $72.29 (+17.54%) |
Jun 30, 2026 13w ago | Press Release | $50.96 $56.85 | ▲ +11.56% | ▲ +12.59% | $72.29 (+41.86%) |
May 27, 2026 18w ago | Press Release | $48.81 $49.72 | ▲ +1.86% | ▲ +5.01% | $72.29 (+48.10%) |
Apr 7, 2026 25w ago | 8-K | $39.41 $43.43 | ▲ +10.21% | ▲ +1.67% | $72.29 (+83.45%) |
Apr 7, 2026 25w ago | Press Release | $39.41 $43.43 | ▲ +10.21% | ▲ +1.67% | $72.29 (+83.45%) |
Apr 7, 2026 25w ago | Press Release | $39.49 $43.73 | ▲ +10.75% | ▲ +0.97% | $72.29 (+83.08%) |
Feb 28, 2026 30w ago | Institutional Cluster | $40.11 $37.83 | ▲ +5.69% | ▼ −2.25% | $72.29 (−80.25%) |
Feb 25, 2026 31w ago | 8-K | $38.26 $38.97 | ▲ +1.86% | ▲ +7.09% | $72.29 (+88.97%) |
US Market Status
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