Market Cap
$19.1B
NTNX
Nutanix, Inc.
$72.29 ▲ +1.08%
Prev close $71.52Market cap$19.1B
ConsensusBuy
12-mo target$76.76 (+6.2%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)40 New Institutional Positions10 Institutional Exits Software & IT
Snapshot
The big-picture read on NTNX right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (60%)
Inst. Holders
50 funds
Inst. Value
$10.6B
Inst. Activity
40 buys / 10 sells
Insider Activity
$0.00 buy / $7.4M sell
Insider Net $
-$7.4M
Social Sentiment
67° Warm
SEC Reports
6
Press Releases
3
Price chart 30d +6.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: NTNX — 55.8% short (0.4M / 0.7M)
Short: 365,995 | Exempt: 479 | TRF Vol: 656,429 | Short Ratio: 55.8% | Off-exchange volume (dark poo
Sep 24, 2026 Insider
Maner Tarkan sold 69,778 shares
President and CCO @ $68.23 ($4.8M)
Sep 17, 2026 Insider
Sivaraman Rukmini sold 38,139 shares
Chief Financial Officer @ $70.00 ($2.7M)
Sep 15, 2026 Insider
Aug 26, 2026 SEC Maner Tarkan acquired via exercise 4,792 shares
President and CCO
Nutanix reported Q4 FY2026 (July 31, 2026) revenue of $757.1M (+16% YoY) and GAAP EPS of $4.34, but the Street-tracked n
8-K — Impact 6/10
Nutanix announced a ~5% global workforce reduction on August 4, 2026, with estimated pre-tax charges of $33M-$43M for se
8-K — Impact 4/10
Nutanix announced a $250,000 grant to establish an endowed professorship in computer science at the North Carolina Schoo
Impact 1/10
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — DOUBLED
9,545,567 shares ($486.4M)
Analyst ratings buy % -21.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
60% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 28, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 27, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Aug 27, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 27, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 27, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 27, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 27, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 27, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 25, 2026 | UBS | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 10 | 0 | 0 | 60% | |
| Aug 1, 2026 | 4 | 11 | 10 | 0 | 0 | 60% | |
| Jul 1, 2026 | 4 | 11 | 10 | 0 | 0 | 60% | |
| Jun 1, 2026 | 4 | 11 | 10 | 0 | 0 | 60% | |
| May 1, 2026 | 4 | 12 | 10 | 0 | 0 | 62% | |
| Apr 1, 2026 | 5 | 13 | 7 | 0 | 0 | 72% | |
| Mar 1, 2026 | 5 | 13 | 7 | 0 | 0 | 72% | |
| Feb 1, 2026 | 5 | 13 | 7 | 0 | 0 | 72% |
Price targets
Where 14 covering analysts think NTNX trades over the next 12 months.
$76.76 +6.2% upside Buy
Current$72.29 Low$59.68 Median$76.50 High$90.00 14 analysts
$59.68$90.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 2 neutral · avg impact 6.0/10.Plus 3 press releases.
MIXED8-K6/10
Nutanix reported Q4 FY2026 (July 31, 2026) revenue of $757.1M (+16% YoY) and GAAP EPS of $4.34, but
Aug 26, 2026
NEUTRAL8-K4/10
Nutanix announced a ~5% global workforce reduction on August 4, 2026, with estimated pre-tax charges
Aug 4, 2026
BULLISHPRESS-RELEASE7/10
Nutanix reported a massive Q3 FY2026 earnings beat, with non-GAAP diluted EPS of $0.47 versus $0.35
May 27, 2026
NEUTRAL8-K4/10
Nutanix announced a $750 million increase to its share repurchase program, bringing the total author
Apr 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: NTNX — 55.8% short (0.4M / 0.7M)
Short: 365,995 | Exempt: 479 | TRF Vol: 656,429 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: NTNX — 57.8% short (0.5M / 0.8M)
Short: 469,953 | Exempt: 438 | TRF Vol: 813,517 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: NTNX — 55.7% short (0.5M / 0.9M)
Short: 500,353 | Exempt: 1,025 | TRF Vol: 898,740 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
other
Nutanix Recognized as a Leader in the Gartner® Magic Quadrant™ for Server Virtualization Platforms
Nutanix is recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Server Virtualization Platforms.
Sep 14, 2026
short_volume
Short Volume: NTNX — 64.0% short (0.5M / 0.8M)
Short: 520,409 | Exempt: 2,528 | TRF Vol: 813,764 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.60 | $0.56–$0.63 | 47.0% | +1.1% | 13↑ 0↓ | $0.8B | 15 |
| Next Q | $0.63 | $0.55–$0.73 | 12.6% | +0.4% | 6↑ 5↓ | $0.8B | 15 |
| Current FY | $2.31 | $2.13–$2.42 | 13.4% | +0.4% | 13↑ 0↓ | $3.2B | 16 |
| Next FY | $2.66 | $2.35–$2.90 | 14.9% | +0.3% | 8↑ 3↓ | $3.7B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.603 | — |
| 7d ago | $0.603 | — |
| 30d ago | $0.596 | +0.006 |
| 60d ago | $0.498 | +0.105 |
| 90d ago | $0.498 | +0.105 |
Institutional ownership
Which big funds own NTNX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.6B total value (207,197,541 shares) as of 2026-Q2. Top holders: NOMURA, FMR, BlackRock,. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 39,607,144 | $2.0B | 19.1% | — |
| BlackRock, Inc. | 27,768,774 | $1.4B | 13.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 17,778,710 | $901.2M | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,400,084 | $682.9M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,524,693 | $587.3M | 5.6% | — |
| GOLDMAN SACHS GROUP INC | 9,545,567 | $486.4M | 4.6% | DOUBLED +114.4% |
| STATE STREET CORP | 8,201,648 | $418.0M | 4.0% | — |
| Bank of New York Mellon Corp | 5,687,665 | $289.8M | 2.7% | DOUBLED +200.1% |
| Jericho Capital Asset Management L.P. | 5,668,014 | $288.8M | 2.7% | ADD +44.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | DOUBLED | 4,451,419 | 9,545,567 | +114.4% | $486.4M |
| Bank of New York Mellon Corp | DOUBLED | 1,895,361 | 5,687,665 | +200.1% | $289.8M |
| Jericho Capital Asset Management L.P. | ADD | 3,920,496 | 5,668,014 | +44.6% | $288.8M |
| NORGES BANK | NEW | — | 4,067,109 | — | $207.3M |
| Assenagon Asset Management S.A. | DOUBLED | 199,501 | 3,262,231 | +1535.2% | $166.2M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,444,680 | 2,151,091 | +48.9% | $109.6M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 1,247,084 | 1,896,397 | +52.1% | $96.6M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 239,109 | 1,631,366 | +582.3% | $83.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,185,120 | 1,494,714 | +26.1% | $76.2M |
| DEUTSCHE BANK AG\ | DOUBLED | 202,583 | 1,231,263 | +507.8% | $62.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 50 transactions. Net -$7.4M — $0.00 bought, $7.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Maner Tarkan | President and CCO | SELL | 69,778 | $68.23 | $4.8M |
| Sep 17, 2026 | Sivaraman Rukmini | Chief Financial Officer | SELL | 38,139 | $70.00 | $2.7M |
| Sep 15, 2026 | Maner Tarkan | President and CCO | EXERCISE | 4,792 | — | — |
| Sep 15, 2026 | RAMASWAMI RAJIV | Chief Executive Officer | EXERCISE | 17,207 | — | — |
| Sep 15, 2026 | RAMASWAMI RAJIV | Chief Executive Officer | TAX W/H | 252,956 | $67.99 | $17.2M |
| Sep 15, 2026 | Maner Tarkan | President and CCO | EXERCISE | 2,647 | — | — |
| Sep 15, 2026 | RAMASWAMI RAJIV | Chief Executive Officer | EXERCISE | 15,885 | — | — |
| Sep 15, 2026 | Maner Tarkan | President and CCO | EXERCISE | 1,701 | — | — |
| Sep 15, 2026 | RAMASWAMI RAJIV | Chief Executive Officer | EXERCISE | 8,508 | — | — |
| Sep 15, 2026 | Maner Tarkan | President and CCO | EXERCISE | 1,902 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NTNX.
Shares short
11,355,595
Settlement Sep 15, 2026
Change vs prior
-2.0%
Semi-monthly cycle
Days to cover
6.0
At avg daily volume
Of shares outstanding
≈4.2%
Estimate — not % of float
All NTNX filing & press-release reports (9)
- 8-K reportAug 26, 2026
- 8-K reportAug 4, 2026
- PRESS-RELEASE reportJun 30, 2026
- PRESS-RELEASE reportMay 27, 2026
- 8-K reportApr 7, 2026
- PRESS-RELEASE reportApr 7, 2026
- PRESS-RELEASE reportApr 7, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 25, 2026