Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Nutanix, Inc.
Next earnings Aug 25, 2026 (after close) · consensus $0.50 EPS, $753M rev
Last earnings +0.0% on 2026-05-27
Hybrid-cloud software leader just inflected to GAAP profit with 87% gross margins and $821M cash flow — growth at a rich price.
Sources: SEC EDGAR (CIK 0001618732, latest 10-Q filed 2026-05-29) · EODHD · analysis by claude-code · as of 6/21/2026, 8:46:04 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~48% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Nutanix has reached a genuine profitability inflection. After years of heavy losses (-$1.04B in FY2021, -$125M as recently as FY2024), the company posted FY2025 net income of $188M (+251%) and operating income of $173M (+2181%), on revenue of $2.54B (+18.1%). With 86.8% gross margins, a subscription model, and over 29,000 end customers, this is a high-quality software franchise whose model is now scaling profitably — and it stands to benefit from disruption following 'Broadcom's acquisition of VMware,' which its own risk factors flag as an opportunity.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.39B | $1.58B | $1.86B | $2.15B | $2.54B |
| Gross profit | $1.10B | $1.26B | $1.53B | $1.82B | $2.20B |
| Operating income | -$662M | -$459M | -$207M | $7.56M | $173M |
| Net income | -$1.04B | -$799M | -$255M | -$125M | $188M |
| Diluted EPS | -$5.02 | -$3.62 | -$1.09 | -$0.51 | $0.65 |
| Net margin | -74.3% | -50.5% | -13.7% | -5.8% | 7.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 2 sales
| 2026-06-15 | Sivaraman Rukmini Chief Financial Officer | Exercise | 4.76K | |
| 2026-06-15 | Sivaraman Rukmini Chief Financial Officer | Exercise | 6.25K | |
| 2026-06-15 | Sivaraman Rukmini Chief Financial Officer | Exercise | 4.76K | |
| 2026-06-15 | Sivaraman Rukmini Chief Financial Officer | Exercise | 2.98K | |
| 2026-06-15 | Sivaraman Rukmini Chief Financial Officer | Exercise | 3.40K | |
| 2026-06-15 | Sivaraman Rukmini Chief Financial Officer | Tax | 10.9K @ $49.40 | $537K |
| 2026-06-15 | Maner Tarkan President and CCO | Exercise | 4.79K | |
| 2026-06-15 | Maner Tarkan President and CCO | Exercise | 2.65K | |
| 2026-06-15 | Maner Tarkan President and CCO | Exercise | 1.70K | |
| 2026-06-15 | Maner Tarkan President and CCO | Exercise | 1.90K | |
| 2026-06-15 | Maner Tarkan President and CCO | Tax | 3.96K @ $49.40 | $196K |
| 2026-06-15 | RAMASWAMI RAJIV Chief Executive Officer | Exercise | 17.2K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.