NTNX PRESS-RELEASE SEC Filing Analysis

Latest settled — T+5d ⚠ clustered

NTNX ▲ +12.12% at T+5d

LONG call ✓ call won +12.12% · α vs SPY +11.80% · entry $48.81 → $54.73

Next anchor: T+20d in 12d

Currently $49.31 · +1.02% from $48.81 entry

Entry anchored
May 27, 2026
via day open

T+1d

+6.68%

call +6.68% · α +6.44%

$52.07

settled 16d ago

T+5d

+12.12%

call +12.12% · α +11.80%

$54.73

settled 10d ago

T+20d

—

call — · α —

—

in 12d

T+60d

—

call — · α —

—

in 2mo

Price Chart

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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

Guidance

$2.82B - $2.84B

raised

Free Cash Flow

$197.2M

Gross Margin

86.9%

Actionable Insight

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.

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

epsrevenuearroperating marginfree cash flow

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

Exchange

Nasdaq

Sector

Services-Prepackaged Software

Analyst Consensus

62% bullish (26 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3302359

6 reports for NTNX

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for NTNX — sortable, filterable
	Type				Now
May 27, 2026 16d ago	Press Release BULLISH ★ 7/10	$48.81 $54.73	▲ +12.12%	▲ +11.80%	$49.31 (+1.02%)
Apr 7, 2026 9w ago	8-K NEUTRAL ★ 4/10	$39.41 $38.11	▼ −3.30%	▼ −6.82%	$49.31 (+25.14%)
Apr 7, 2026 9w ago	Press Release NEUTRAL ★ 3/10	$39.41 $38.11	▼ −3.30%	▼ −6.82%	$49.31 (+25.14%)
Apr 7, 2026 9w ago	Press Release NEUTRAL ★ 3/10	$39.49 $36.82	▼ −6.76%	▼ −12.09%	$49.31 (+24.88%)
Feb 28, 2026 15w ago	Institutional Cluster BEARISH ★ 7/10	$40.11 $39.54	▲ +1.42%	▲ +0.21%	$49.31 (−22.95%)
Feb 25, 2026 15w ago	8-K BULLISH ★ 8/10	$38.26 $40.20	▲ +5.07%	▲ +6.17%	$49.31 (+28.90%)

US Market Status

Market Closed — Opens Mon (48h 13m)

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