NTNX

Nutanix, Inc.

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0001618732
$49.31 +0.20% $13.3B
High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits
Vol
Market Cap$13.3B
Cap SizeLarge Cap
Analyst ConsensusBuy (60%)
Inst. Holders50 funds
Inst. Value$6.1B
Inst. Activity34 buys / 16 sells
Insider Activity0B / 2S
Insider Net $-$2.7M
Reddit Sentiment67° Warm
SEC Reports4
Press Releases2
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0001618732·Prev Close $49.21

Recent Activity

Jun 12, 2026 short_volume
Short Volume: NTNX — 55.5% short (0.5M / 0.9M)
Short: 490,936 | Exempt: 1,158 | TRF Vol: 884,906 | Short Ratio: 55.5% | Off-exchange volume (dark p
Jun 1, 2026 Insider
Maner Tarkan sold 30,606 shares
President and CCO @ $55.29 ($1.7M)
May 29, 2026 Insider
Maner Tarkan sold 18,653 shares
President and CCO @ $52.24 ($974.5K)
May 27, 2026 SEC
Nutanix reported a massive Q3 FY2026 earnings beat, with non-GAAP diluted EPS of $0.47 versus $0.35 consensus (34.3% bea
PRESS-RELEASE — Impact 7/10
Apr 7, 2026 SEC
Nutanix announced a $750 million increase to its share repurchase program, bringing the total authorization to approxima
8-K — Impact 4/10
Apr 7, 2026 Press
Nutanix announced a $750 million increase to its share repurchase program, bringing the total authorization to approxima
Impact 3/10
Mar 15, 2026 Insider
RAMASWAMI RAJIV surrendered for taxes 23,428 shares
Chief Executive Officer @ $39.29 ($920.5K)
Feb 28, 2026 SEC
Three major institutions — including quant funds RenTech and Two Sigma, and mega-passive Morgan Stanley — significantly
INST-CLUSTER — Impact 7/10

Price Targets

$57.01 +15.6% upside Buy
Current $49.31 Low $40.17 Median $60.00 High $65.00 15 analysts
$40.17 $65.00

Analyst Ratings

Buy60% buy · 25 analysts
4Strong Buy
11Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 Rosenblatt MAINTAIN Buy → Buy
May 28, 2026 UBS MAINTAIN Buy → Buy
May 28, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 28, 2026 Piper Sandler REITERATE Overweight → Overweight
May 28, 2026 RBC Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.49 ▼ -3.2% $0.42 — $0.52 31% YoY 16
Next Q $0.50 ▲ +1.1% $0.40 — $0.57 21% YoY 16
Current FY $1.92 ▲ +5.5% $1.86 — $1.96 19% YoY 17
Next FY $2.19 ▲ +2.1% $1.95 — $2.33 14% YoY 17

Top Institutional Holders

FundValueMove
NOMURA ASSET MANAGEMENT CO
FMR LLC$1.5B
BlackRock, Inc.$1.0B
VANGUARD PORTFOLIO MANAGEMENT LLC$532.5M
VANGUARD CAPITAL MANAGEMENT LLC$459.2M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Maner TarkanSELL$1.7M
May 29, 2026Maner TarkanSELL$974.5K
Mar 15, 2026RAMASWAMI RAJIVF$920.5K
Mar 15, 2026Maner TarkanF$160.8K
Mar 15, 2026Martin BrianF$71.5K

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
50 institutional holders with $6.1B total value (161,584,469 shares) as of 2026-Q1. Top holders: NOMURA, FMR, BlackRock,. Net buying activity: 34 institutions added/increased vs 16 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1NOMURA ASSET MANAGEMENT CO LTD$0.000.0%
2FMR LLC39,836,018$1.5B24.6%
3BlackRock, Inc.27,310,073$1.0B16.9%
4VANGUARD PORTFOLIO MANAGEMENT LLC14,009,225$532.5M8.7%
5VANGUARD CAPITAL MANAGEMENT LLC12,080,325$459.2M7.5%
6STATE STREET CORP8,099,619$307.9M5.0%
7GENERATION INVESTMENT MANAGEMENT LLP7,503,821$285.2M4.6%DOUBLED +118.8%
8FIL Ltd5,191,602$197.3M3.2%
9GOLDMAN SACHS GROUP INC4,451,419$169.2M2.8%
10NORDEA INVESTMENT MANAGEMENT AB3,324,733$126.2M2.1%
11FIRST TRUST ADVISORS LP3,249,923$123.5M2.0%
12Pictet Asset Management Holding SA3,125,792$118.8M1.9%
13RENAISSANCE TECHNOLOGIES LLC2,724,996$103.6M1.7%
14Alyeska Investment Group, L.P.2,655,816$100.9M1.6%
15MORGAN STANLEY1,953,125$74.2M1.2%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,715,698$65.2M1.1%
17VANGUARD FIDUCIARY TRUST CO1,684,601$64.0M1.0%
18DIMENSIONAL FUND ADVISORS LP1,589,508$60.4M1.0%ADD +26.4%
19BANK OF AMERICA CORP /DE/1,444,680$54.9M0.9%TRIM -47.1%
20Connor, Clark & Lunn Investment Management Ltd.1,247,084$47.4M0.8%ADD +26.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
GENERATION INVESTMENT MANAGEMENT LLPDOUBLED3,429,9227,503,821+118.8%$285.2M2026-Q1
DIMENSIONAL FUND ADVISORS LPADD1,257,8081,589,508+26.4%$60.4M2026-Q1
BANK OF AMERICA CORP /DE/TRIM2,732,5251,444,680-47.1%$54.9M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD988,0421,247,084+26.2%$47.4M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED162,6041,185,120+628.8%$45.0M2026-Q1
Freestone Grove Partners LPDOUBLED362,1511,105,821+205.3%$42.0M2026-Q1
AMERIPRISE FINANCIAL INCTRIM1,369,3571,023,475-25.3%$38.9M2026-Q1
MARSHALL WACE, LLPNEW996,625$37.9M2026-Q1
AmundiTRIM2,164,303947,954-56.2%$36.0M2026-Q1
Gotham Asset Management, LLCDOUBLED82,093616,275+650.7%$23.4M2026-Q1
NOMURA HOLDINGS INCDOUBLED8,425608,870+7126.9%$23.1M2026-Q1
HSBC HOLDINGS PLCDOUBLED124,779592,587+374.9%$22.7M2026-Q1
Nuveen, LLCTRIM978,267529,177-45.9%$20.1M2026-Q1
Trexquant Investment LPDOUBLED25,813412,328+1497.4%$15.7M2026-Q1
Legal & General Group PlcTRIM845,596360,928-57.3%$13.7M2026-Q1
Mariner, LLCDOUBLED155,232325,848+109.9%$12.4M2026-Q1
VICTORY CAPITAL MANAGEMENT INCNEAR_EXIT1,601,351308,112-80.8%$11.7M2026-Q1
ING GROEP NVNEW293,700$11.2M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED92,300281,700+205.2%$10.7M2026-Q1
CWM, LLCDOUBLED72,400277,741+283.6%$10.6M2026-Q1
SEI INVESTMENTS COADD188,012276,210+46.9%$10.5M2026-Q1
ExodusPoint Capital Management, LPDOUBLED5,482241,930+4313.2%$9.2M2026-Q1
DEUTSCHE BANK AG\NEAR_EXIT855,320202,583-76.3%$7.7M2026-Q1
Cerity Partners LLCADD139,627194,266+39.1%$7.4M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD96,504190,021+96.9%$7.1M2026-Q1
4 unique insiders with 10 transactions. Net insider value: -$2.7M ($0.00 bought, $2.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Maner TarkanPresident and CCOSELL30,606$55.29$1.7M
May 29, 2026Maner TarkanPresident and CCOSELL18,653$52.24$974.5K
Mar 15, 2026RAMASWAMI RAJIVChief Executive OfficerTAX W/H23,428$39.29$920.5K
Mar 15, 2026Maner TarkanPresident and CCOTAX W/H4,093$39.29$160.8K
Mar 15, 2026Martin BrianChief Legal OfficerTAX W/H1,819$39.29$71.5K
Mar 15, 2026Martin BrianChief Legal OfficerEXERCISE2,825
Mar 15, 2026Maner TarkanPresident and CCOEXERCISE4,791
Mar 15, 2026RAMASWAMI RAJIVChief Executive OfficerEXERCISE17,207
Mar 15, 2026Sivaraman RukminiChief Financial OfficerTAX W/H8,064$39.29$316.8K
Mar 15, 2026Sivaraman RukminiChief Financial OfficerEXERCISE4,760
Current analyst consensus: Buy (60% buy). Based on 25 analysts: 4 strong buy, 11 buy, 10 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$57.01 mean target +15.6% upside Buy (2.12)
$40.17 Low $65.00 High
MetricValue
Current Price$49.31
Target Low$40.17
Target Mean$57.01
Target Median$60.00
Target High$65.00
# Analysts15
RecommendationBuy (2.12)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.49 $0.42 $0.52 31.2% -3.2% 4↑ 12↓ $0.7B 12.9% 16
Next Q
2026-10-31
$0.50 $0.40 $0.57 21.5% +1.1% 6↑ 5↓ $0.8B 12.6% 16
Current FY
2026-07-31
$1.92 $1.86 $1.96 18.8% +5.5% 16↑ 0↓ $2.8B 11.7% 17
Next FY
2027-07-31
$2.19 $1.95 $2.33 13.8% +2.1% 9↑ 6↓ $3.2B 12.8% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.485
7d ago$0.485
30d ago$0.501-0.016
60d ago$0.501-0.016
90d ago$0.503-0.018
12 analyst firms have rated this stock: 0 upgrades, 4 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 Rosenblatt MAINTAIN Buy Buy
May 28, 2026 UBS MAINTAIN Buy Buy
May 28, 2026 JP Morgan MAINTAIN Neutral Neutral
May 28, 2026 Piper Sandler REITERATE Overweight Overweight
May 28, 2026 RBC Capital MAINTAIN Outperform Outperform
May 28, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 28, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 28, 2026 B of A Securities MAINTAIN Buy Buy
May 28, 2026 Needham MAINTAIN Buy Buy
May 28, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 22, 2026 Rosenblatt MAINTAIN Buy Buy
Apr 10, 2026 JP Morgan DOWNGRADE Overweight Neutral
Apr 8, 2026 RBC Capital REITERATE Outperform Outperform
Apr 2, 2026 Rosenblatt INITIATE Buy
Mar 23, 2026 William Blair DOWNGRADE Outperform Market Perform
Feb 26, 2026 UBS MAINTAIN Buy Buy
Feb 26, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 26, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 26, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 26, 2026 Needham MAINTAIN Buy Buy
Feb 26, 2026 B of A Securities MAINTAIN Buy Buy
Feb 24, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 9, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 15, 2026 Barclays DOWNGRADE Overweight Equal-Weight
Jan 12, 2026 Morgan Stanley DOWNGRADE Overweight Equal-Weight
Jan 5, 2026 RBC Capital MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026411100060%
May 1, 2026412100062%
Apr 1, 202651370072%
Mar 1, 202651370072%
Feb 1, 202651370072%
Jan 1, 202651460076%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026160° Warm101
Jun 9, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 3d 19h ago
$NTNX an undervalued gem
▲ 1 💬 0 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: NTNX — 55.5% short (0.5M / 0.9M)
Short: 490,936 | Exempt: 1,158 | TRF Vol: 884,906 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: NTNX — 56.4% short (0.6M / 1.1M)
Short: 639,668 | Exempt: 1,390 | TRF Vol: 1,134,459 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: NTNX — 56.4% short (1.0M / 1.9M)
Short: 1,047,035 | Exempt: 924 | TRF Vol: 1,857,160 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: NTNX — 58.8% short (0.7M / 1.3M)
Short: 742,132 | Exempt: 2,068 | TRF Vol: 1,262,636 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
other
Nutanix Unified Storage Achieves NVIDIA Certification as Enterprises Race to Build AI Factories
Nutanix today announced the Nutanix Unified Storage solution is NVIDIA-Certified at the enterprise level.
May 28, 2026
other
Nutanix to Present at Upcoming Investor Conference
<p>SAN JOSE, Calif., May 28, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=N9bdMyCu-nk-UVZbSJfuPxnyaCeHKXIDMXPTJEkcaR
May 27, 2026
earnings
Nutanix Reports Third Quarter Fiscal 2026 Financial Results
Nutanix, Inc. (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced financial results for its third quarter ended April 30, 2026.
May 27, 2026
earnings_calendar
NTNX Q3 2026 Earnings After Market Close — 2026-05-27
May 27, 2026
short_volume
Short Volume: NTNX — 59.7% short (1.6M / 2.6M)
Short: 1,567,748 | Exempt: 70 | TRF Vol: 2,626,050 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: NTNX — 60.5% short (1.0M / 1.6M)
Short: 980,871 | Exempt: 1,435 | TRF Vol: 1,620,280 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: NTNX — 57.6% short (1.0M / 1.7M)
Short: 1,004,235 | Exempt: 19 | TRF Vol: 1,743,348 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: NTNX — 64.0% short (1.3M / 2.0M)
Short: 1,290,512 | Exempt: 2,888 | TRF Vol: 2,016,090 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: NTNX — 68.2% short (1.5M / 2.2M)
Short: 1,521,442 | Exempt: 92 | TRF Vol: 2,232,216 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: NTNX — 70.7% short (1.5M / 2.2M)
Short: 1,541,863 | Exempt: 221 | TRF Vol: 2,181,471 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: NTNX — 7.8M shares, 106,648 trades
Week starting 2026-05-18. Total ATS volume: 7,771,729 shares across 106,648 trades.