Nutanix

Nutanix increased revenue by 11% year on year to $548 million and recorded ARR growth of 22%. Strong results in the fourth fiscal quarter and a positive annual outlook boosted the stock. Headwinds for VMware could provide the multi-cloud specialist with tailwinds going forward. » Mere på finanzen.net

Bridgewater Associates bought about 999,000 shares of Nutanix (~$51 million, 0.21% portfolio weight) and also opened a position in ServiceNow. Nutanix ended fiscal 2026 with $2.55 billion recurring revenue (up 16%) and added over 3,000 customers, helped by new external storage support and displacement of VMware customers after Broadcom’s changes. Revenue growth has slowed (18% in fiscal 2025 to 12% in fiscal 2026, guided 12% for fiscal 2027), server shortages are expected to persist, and the stock trades at a premium (~29x forward earnings, EV/sales ~5.3). » Mere på finance.yahoo.com

At the Goldman Sachs conference Nutanix presented a shift from an HCI vendor to a broad cloud platform company and sees external storage, public cloud, Kubernetes, database tools and AI as its main growth drivers. Management expects operating margins of 24–25% for fiscal 2027 and targets over 30% long term, but warned of near‑term headwinds from higher server prices and supply‑chain bottlenecks. Nutanix is investing in NC2 (public cloud), Kubernetes and database products, putting $20 million into its own GPU clusters for AI and planning additional sales and AI specialists to accelerate expansion. » Mere på de.investing.com

Nutanix reported significantly better-than-expected revenue and EPS for Q4 2026 and increased full-year free cash flow to $841 million with a 29% margin. Analysts including Needham and Oppenheimer subsequently raised their price targets, in some cases to as much as $85. The results underscore the profitable scaling of the software provider for hyperconverged infrastructure and hybrid multicloud solutions. » Mere på finanzen.net

In the fourth fiscal quarter, Nutanix reported a non-GAAP earnings of $0.60 per share on revenue of $757.1 million, beating consensus estimates. Annual recurring revenue rose 16% to $2.549 billion, total fiscal-year revenue grew 12% to $2.854 billion, and free cash flow reached $841 million. Management forecasts fiscal 2027 revenue of $3.18–3.23 billion and a non-GAAP operating margin of 24–25%, while expecting ongoing supply-chain pressures. In after-hours trading the stock rose 6.9% to $69.90 after having fallen slightly during the regular session. » Mere på de.investing.com