AQR Capital Holdings (NTNX) reports 5.71% stake in Nutanix (NTNX)
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have reported a 5.71% beneficial ownership stake in Nutanix, Inc. (NTNX), totaling 15,155,213 shares of Class A common stock, including convertible notes. This disclosure was made via a Schedule 13G filing, indicating a passive investment strategy without activist intent. The filing details shared voting power of 14,740,803 shares and shared dispositive power over the entire stake.
Number of shareholders of Nutanix, Inc. Class A – BX:0NU
This article provides details on the number of shareholders for Nutanix, Inc. Class A (BX:0NU) as displayed on TradingView. It includes basic financial information and references market data from ICE Data Services and FactSet. The content is primarily a data page with various navigation links.
Nutanix Raises $150 Million Through AMD Equity Investment
Nutanix recently completed a private placement, selling 4.1 million Class A shares to Advanced Micro Devices for approximately $150 million. This transaction strengthens Nutanix's capital position and deepens its strategic ties within the data center ecosystem. TipRanks' AI Analyst, Spark, rates NTNX as Neutral due to improving fundamentals offset by balance sheet risk, technical downtrends, and supply-chain timing headwinds.
Vanguard Capital Management (NASDAQ: NTNX) reports 5.32% stake in Nutanix
Vanguard Capital Management has reported a 5.32% stake in Nutanix Inc., representing beneficial ownership of 14,131,782 shares of Common Stock. This disclosure was made via a Schedule 13G SEC filing, which typically indicates a passive investment rather than activist intent. Vanguard holds sole dispositive power over all these shares and sole voting power over 2,051,457 shares, reflecting holdings managed across its business divisions and funds.
Vanguard Portfolio Management holds 14.07M Nutanix shares (NTNX) in 13G filing
Vanguard Portfolio Management has disclosed its beneficial ownership of 14,066,977 shares of Nutanix common stock, representing 5.3% of the class as of March 31, 2026. This information was reported in a Schedule 13G filing signed on April 29, 2026. The filing indicates Vanguard holds sole dispositive power over all these shares, with limited sole voting power for 57,752 shares, signifying a passive institutional investment.
Is Nutanix’s Automation Deal Quietly Deepening MongoDB’s (MDB) Enterprise and AI Platform Advantage?
Nutanix's recent integration with MongoDB Ops Manager automates infrastructure provisioning for large-scale MongoDB deployments, potentially boosting its appeal for enterprises running critical workloads and AI applications. While this strengthens MongoDB's position in demanding enterprise scenarios, the company balances growth investments and rising competition with the need for profitability, as reflected in its 2027 guidance showing continued operating losses. Investors are presented with contrasting views on MongoDB's future profitability and revenue growth, suggesting a need for thorough individual research.
Nutanix, Inc. Investigated by the Portnoy Law Firm
The Portnoy Law Firm has launched an investigation into potential securities fraud concerning Nutanix, Inc. on behalf of its investors. This investigation follows a significant 17.8% drop in Nutanix's stock price after the company reported lower-than-expected Q1 fiscal year 2026 revenue and a downward revision of its annual financial outlook, attributed to a revenue shift and evolving business models. Investors are encouraged to contact the law firm to discuss their legal rights and potential for recovering losses.
Nutanix, Inc. Investigated by the Portnoy Law Firm
The Portnoy Law Firm has launched an investigation into Nutanix, Inc. (NASDAQ: NTNX) for possible securities fraud, following a significant drop in its stock price. This decline occurred after the company reported Q1 fiscal year 2026 financial results that included lower-than-expected revenue and a downward revision of its annual outlook. Investors are encouraged to contact the firm regarding their legal rights.
Nutanix, Inc. Investigated by the Portnoy Law Firm
The Portnoy Law Firm has launched an investigation into Nutanix, Inc. (NASDAQ: NTNX) for potential securities fraud. This follows a significant 17.8% drop in Nutanix's stock price on November 26, 2025, after the company reported Q1 fiscal year 2026 revenue at the low end of expectations and subsequently lowered its full-year guidance. The firm cites a "revenue shift from Q1 to future periods" and changes in business through OEM partners as reasons for the financial underperformance.
Analysts Offer Insights on Technology Companies: Strategy (MSTR) and Nutanix (NTNX)
This article highlights bullish sentiments from analysts on two technology companies: Strategy (MSTR) and Nutanix (NTNX). Both companies received "Buy" ratings from multiple analysts with significant price targets, indicating a positive outlook for their stock performance. The article details the specific analysts, their ratings, price targets, and their professional credentials.
Analysts Offer Insights on Technology Companies: Strategy (MSTR) and Nutanix (NTNX)
Bernstein and BTIG maintained Buy ratings on Strategy (MSTR), with price targets of $450.00 and $250.00 respectively, citing a strong buy consensus and potential upside. Piper Sandler reiterated a Buy rating on Nutanix (NTNX) with a $63.00 price target, and Rosenblatt Securities also initiated coverage with a Buy rating and a $60.00 price target, indicating a Moderate Buy consensus for Nutanix.
How Investors Are Reacting To Nutanix (NTNX) Expanding Its Agentic AI And Security Partnerships
Nutanix (NTNX) has expanded its Agentic AI and security partnerships, notably integrating with RapidFort and introducing its Agentic AI solution with NVIDIA. These moves aim to strengthen Nutanix's position in AI infrastructure, Kubernetes, and software supply chain security, potentially increasing its platform's appeal for enterprise customers. The article suggests this could influence the investment narrative around Nutanix's AI-driven growth, though concerns about margin pressure and OEM dependence remain.
Vanguard disaggregation: Nutanix (NTNX) holding shown as 0 shares after realignment
The Vanguard Group filed an Amendment No. 10 to its Schedule 13G/A, reporting 0 shares beneficially owned of Nutanix (NTNX) common stock after an internal realignment on January 12, 2026. This realignment means certain Vanguard subsidiaries and business divisions will now report their holdings separately, leading to the parent entity showing no beneficial ownership. The filing is presented as an administrative disclosure, with subsequent filings by individual subsidiaries expected to detail their actual positions.
Nutanix Traefik Move And Kubernetes Shift Meet Undervalued Share Story
Nutanix has adopted Traefik Proxy as its key ingress and Gateway API provider, following the Kubernetes community's retirement of ingress NGINX. This strategic shift aligns Nutanix with other major cloud vendors and clarifies migration paths for customers using Kubernetes workloads. The company's shares are currently trading below analyst targets and Simply Wall St's estimated fair value, presenting a potentially undervalued opportunity for investors focusing on Nutanix's role in multicloud and open-source infrastructure.
Nutanix RapidFort Deal Puts Secure Kubernetes And Valuation In Focus
Nutanix has partnered with RapidFort to integrate automated software supply chain security into its Kubernetes platform, aiming to provide secure Kubernetes workloads for cloud-native and AI applications amidst growing concerns over supply chain attacks. This move is significant for investors watching Nutanix (NasdaqGS:NTNX) as it underscores the company's focus on security-first Kubernetes deployments. The article also notes Nutanix's recent stock performance, trading at about 28% below analyst targets and 46.8% below estimated fair value, while highlighting its negative shareholder equity and high debt as key considerations for investors.
Nutanix, Inc. Class A Trade Ideas — BIVA:NTNX
This article compiles various trade ideas and analyses for Nutanix, Inc. Class A (BIVA:NTNX) from different traders on TradingView. It includes bullish, bearish, and neutral perspectives based on technical analysis, insider activity, and company fundamentals, along with an earnings highlight from CEO Dheeraj Pandey. The stock experienced significant premarket gains after earnings, leading to speculation about a short squeeze and potential bidders.
Nutanix, Inc. Class A Trade Ideas — BIVA:NTNX
This article compiles various trade ideas and technical analyses for Nutanix, Inc. (NTNX) stock from different traders on TradingView. It features both short-term and long-term perspectives, including a detailed zigzag pattern analysis predicting a target of $66 by July 31, and different bullish and bearish scenarios with specific entry, stop-loss, and target price recommendations. The ideas range from breakout plays and retests to identifying bullish flags and potential C&H patterns.
Nutanix (NTNX) CEO Rajiv Ramaswami nets shares after RSU vesting and tax withholding
Nutanix CEO Rajiv Ramaswami reported the vesting of 50,429 restricted stock units into Class A common stock on March 15, 2026. To cover tax obligations, 23,428 shares were withheld by Nutanix at $39.29 per share. Ramaswami now directly holds 574,879 shares of Nutanix.
Nutanix (NTNX) CLO gains shares from RSU vesting, withholds stock for taxes
Nutanix Chief Legal Officer Brian Martin reported the vesting and settlement of 4,727 Restricted Stock Units (RSUs), converting them into Class A common shares. The company withheld 1,819 shares at $39.29 each to cover tax withholding obligations associated with this vesting event. Following these transactions, Martin directly holds 10,398 shares of Nutanix Class A common stock, with his RSUs vesting over time in quarterly installments.
Nutanix (NTNX) president gains 11,041 shares; 4,093 withheld for taxes
Nutanix, Inc. President and CCO Tarkan Maner acquired 11,041 shares of Class A common stock on March 15, 2026, from the exercise of restricted stock units (RSUs). These RSUs had a zero exercise price and are part of routine equity compensation. Of the acquired shares, 4,093 were withheld by Nutanix to cover tax obligations, leaving Maner with a direct holding of 103,993 Class A common shares.
Nutanix (NASDAQ: NTNX) CFO exercises RSUs, shares withheld for taxes
Nutanix CFO Rukmini Sivaraman reported the vesting of 22,150 Restricted Stock Unit awards on March 15, 2026, which converted into Class A common stock. To cover tax withholding obligations, 8,064 shares were withheld at $39.29 per share. Following these transactions, Sivaraman directly holds 279,622 shares of Nutanix Class A common stock.
How Investors May Respond To Nutanix (NTNX) Investor Day Amid Shifting Institutional Positioning
Nutanix (NTNX) is preparing for its 2026 Investor Day on April 7, where it will discuss strategy and provide a financial update. This event comes amidst shifts in institutional investment, with some funds adjusting their holdings, and ongoing debate about the company's valuation, which some analyses suggest is below its intrinsic worth. Investors will be watching for updated guidance on growth, margins, and capital allocation, which could influence the stock's performance.
AMD Investment Positions Nutanix To Pursue Larger Enterprise AI Infrastructure Deals
AMD has invested in Nutanix to form a multi-year partnership aimed at building an open, full-stack AI infrastructure platform for enterprises. This collaboration combines Nutanix software with AMD's AI-focused hardware, providing Nutanix with capital and technical resources to pursue larger AI infrastructure deals. The partnership is expected to strengthen Nutanix's position in the enterprise AI market, although risks like high debt and potential vendor concentration exist.
Assessing Nutanix (NTNX) Valuation After AMD AI Alliance And Stronger Earnings
Nutanix (NTNX) has garnered increased investor attention following a multi-year AI infrastructure partnership and equity deal with AMD, along with strong quarterly results. The article assesses Nutanix's valuation in light of these developments, noting AMD's equity purchase at $36.26 against Nutanix's current share price of $40.70. Despite a recent share price decline, the company's focus on AI-driven offerings and strong net income suggests it might be undervalued, with a fair value estimated at $63.07.
Nutanix (NTNX) Is Up 7.8% After AMD’s US$250M Agentic AI Partnership Commitment – What’s Changed
Nutanix's stock rose 7.8% following its multi-year partnership announcement with AMD, involving a US$250 million commitment for an open, full-stack AI infrastructure platform. This deal includes AMD's US$150 million equity investment in Nutanix and up to US$100 million for joint engineering and go-to-market efforts, tying Nutanix's hybrid cloud software to AMD's hardware. The partnership positions Nutanix to enhance its AI-focused investment narrative, though near-term fundamentals and potential OEM supply constraints remain considerations.
Nutanix AMD AI Pact Puts Valuation And Debt Profile In Focus
Nutanix announced a multi-year partnership with AMD, including a $150 million equity investment and up to $100 million in joint R&D to develop an open AI infrastructure platform. This collaboration positions Nutanix at the forefront of enterprise AI spending, but investors should monitor how AI products translate to revenue and consider the company's high debt levels. Shares are currently trading significantly below analyst targets and estimated fair value.
Nutanix, AMD Forge Strategic AI Infrastructure Partnership Deal
Nutanix (NTNX) and AMD have announced a strategic partnership focused on AI infrastructure. This includes AMD purchasing $150 million worth of Nutanix Class A shares and committing up to $100 million to support Nutanix's R&D and go-to-market efforts for integrated AI solutions. This deal aims to strengthen Nutanix's position in the enterprise AI and hybrid cloud markets, following Nutanix's recent financial results which exceeded guidance despite emerging supply chain constraints.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Nutanix, Inc. - NTNX
Pomerantz LLP is investigating potential securities fraud claims against Nutanix, Inc. (NASDAQ: NTNX) on behalf of investors. The investigation follows Nutanix's recent financial results for Q1 fiscal year 2026, where the company reported revenue at the lower end of guidance and subsequently lowered its full-year revenue projection due to a "revenue shift" and increased demand for flexible start dates. This news led to a significant drop in Nutanix's stock price, prompting the law firm's inquiry into potential unlawful business practices by the company's officers and/or directors.
Nutanix (NTNX) Edges Higher After AMD AI Equity Deal
Nutanix shares are trading higher following its Q2 earnings report, which included mixed results but a significant new artificial intelligence partnership and a $150 million equity investment from Advanced Micro Devices (AMD). The collaboration aims to co-develop an open, full-stack "agentic AI" infrastructure platform. Despite the positive investment news, Nutanix trimmed its future revenue guidance due to ongoing server supply constraints.
Nutanix (NTNX) Profitability Run With US$103 Million Q2 Net Income Tests Bearish Narratives
Nutanix (NTNX) recently reported strong Q2 2026 results with a net income of US$103 million, challenging bearish narratives. The company has shifted from net losses to significant profitability, with trailing twelve-month revenue of US$2.7 billion and basic EPS of US$0.99. Despite a high P/E ratio compared to the industry and negative shareholders' equity, bulls argue the company's projected growth and DCF valuation suggest undervaluation, while bears focus on balance sheet risks.
Nutanix, Inc. Class A Trade Ideas — MUN:0NU
This article compiles several trading ideas for Nutanix, Inc. Class A (MUN:0NU) from various traders on TradingView. The ideas range from identifying potential bottoming patterns and long positions based on market conditions, IPO quiet period ending, and Fibonacci levels, to short-term intra-day trades. Some analysts highlight the stock's performance since its IPO and suggest a potential pullback.
These Analysts Cut Their Forecasts On Nutanix After Q2 Results
Nutanix (NASDAQ: NTNX) reported better-than-expected Q2 sales and announced a multi-year AI infrastructure platform agreement with AMD. Despite strong results and an initial pre-market stock gain, analysts from Bank of America Securities and Needham lowered their price targets for Nutanix due to supply chain constraints impacting near-term revenue and free cash flow.
Nutanix Stock Rips Higher After $150 Million AMD Equity Investment
Nutanix (NTNX) shares surged in after-hours trading following a strategic partnership announcement with AMD, which includes a $150 million equity investment from AMD in Nutanix common stock. This deal overshadowed mixed second-quarter results and a lowered fiscal year 2026 revenue outlook due to supply chain constraints. The collaboration aims to develop an open, full-stack AI infrastructure platform.
NTNX Stock Price, Forecast & Analysis | NUTANIX INC - A (NASDAQ:NTNX)
The article provides a detailed analysis of Nutanix Inc. (NASDAQ:NTNX) stock, covering its price performance, technical and fundamental ratings, financial highlights, and analyst forecasts. As of February 27, 2026, NTNX stock closed at $38.28, with analysts projecting a 71.34% price increase over the next year. The company specializes in a hybrid multicloud infrastructure platform.
Nutanix stock jumps 22% premarket after AMD takes $150 million stake in AI partnership
Nutanix (NTNX) shares surged 22% premarket following an announcement that AMD would acquire a $150 million stake in the company and partner for a joint enterprise AI platform initiative. Nutanix also reported strong second-quarter revenues of $722.8 million and annual recurring revenue of $2.36 billion. The collaboration aims to develop an open AI infrastructure platform, with the first iteration expected in late 2026, though supply chain issues and regulatory approvals for AMD's investment pose potential hurdles.
Nutanix tops all Q2 targets but sees revenue delayed by supply strains
Nutanix (NASDAQ: NTNX) reported strong Q2 fiscal 2026 results, exceeding all guided metrics with ARR at $2.36 billion and revenue of $722.8 million. The company's non-GAAP operating margin improved to 26.2%, and it completed a $300 million accelerated share repurchase. However, supply chain constraints leading to longer server lead times are expected to delay some near-term revenue recognition and free cash flow timing, impacting the updated Q3 and full-year guidance.
Nutanix Q2 2026 Results: Earnings Beat Forecasts, Revenue Guidance - News and Statistics
Nutanix Inc. exceeded financial analysts' expectations for its fiscal second quarter of 2026, reporting a net income of $103 million and adjusted earnings of 56 cents per share, surpassing the anticipated 44 cents. The company also reported quarterly revenue of $722.8 million and provided strong revenue guidance for the current quarter ($680 million to $690 million) and the full fiscal year ($2.8 billion to $2.84 billion).
Earnings Flash (NTNX) Nutanix, Inc. Posts Q2 Adjusted EPS $0.56 per Share, vs. FactSet Est of $0.44
Nutanix, Inc. (NTNX) reported Q2 adjusted earnings per share of $0.56, significantly surpassing the FactSet estimate of $0.44. The company's financials indicate stronger performance than anticipated by analysts. This comes amidst recent market activity, including a downgrade from JPMorgan, but also positive news regarding AI and hybrid cloud opportunities, and an expansion of its share buyback program.
Analysts Offer Insights on Technology Companies: Palo Alto Networks (PANW), Cadence Design (CDNS) and Nutanix (NTNX)
Three analysts have issued bullish sentiments on technology companies Palo Alto Networks (PANW), Cadence Design (CDNS), and Nutanix (NTNX). Barclays maintained a Buy rating on Palo Alto Networks with a $200 price target, while KeyBanc maintained a Buy rating on Cadence Design with a $405 price target and reiterated a Buy rating on Nutanix. These ratings suggest significant upside potential for all three stocks based on analyst consensus.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Nutanix, Inc. - NTNX
Pomerantz LLP is investigating potential securities fraud claims against Nutanix, Inc. (NTNX) following a significant drop in its stock price. The investigation stems from Nutanix's revised full-year revenue projection after its Q1 fiscal year 2026 results fell short of guidance, attributed to a "revenue shift" and increased customer demand for flexible start dates. Investors who purchased Nutanix stock are advised to contact the law firm regarding their rights.
Rosen Law Firm Encourages Nutanix, Inc. Investors to Inquire About Securities Class Action Investigation – NTNX
The Rosen Law Firm is investigating potential securities claims on behalf of Nutanix, Inc. (NASDAQ: NTNX) shareholders. This investigation stems from allegations that Nutanix may have issued materially misleading business information, particularly after lowering its full-year revenue projection following Q1 fiscal year 2026 financial results, which caused a significant stock price drop. Investors who purchased Nutanix securities are encouraged to contact the Rosen Law Firm for information on joining a prospective class action to recover losses.
Some Confidence Is Lacking In Nutanix, Inc. (NASDAQ:NTNX) As Shares Slide 26%
Nutanix, Inc. (NASDAQ:NTNX) shares have dropped 26% in the last month, contributing to a 46% loss over the past year. Despite this, its price-to-sales (P/S) ratio of 4x is similar to the industry median of 3.7x. Analysts predict a lower revenue growth of 13% per annum for Nutanix compared to the industry's 33%, suggesting that the current P/S might be unsustainable if slower growth impacts investor sentiment.
Why Nutanix (NTNX) Is Down 7.5% After Analyst Downgrades On Growth Visibility Concerns And What's Next
Nutanix (NTNX) recently experienced a 7.5% drop after multiple analysts downgraded the stock, citing concerns about near-term growth visibility. While these downgrades reinforce existing investor anxieties regarding revenue and subscription momentum, they also highlight a tension with longer-term positive assessments of Nutanix's transition to a profitable infrastructure software platform. The company's high leverage and negative equity remain watchpoints, especially as its shares may still be trading significantly above fair value according to some estimates.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Nutanix, Inc. - NTNX
Pomerantz LLP is investigating potential securities fraud claims against Nutanix, Inc. (NTNX) following a significant drop in its stock price. The investigation comes after Nutanix reported lower-than-expected Q1 2026 financial results, which the company attributed to revenue shifts and increased demand for flexible start dates, leading to a lowered full-year revenue projection. Investors are advised to contact the firm regarding their claims.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Nutanix, Inc. - NTNX
Pomerantz LLP is investigating Nutanix, Inc. (NASDAQ: NTNX) on behalf of investors for potential securities fraud or unlawful business practices. This investigation follows Nutanix's reported Q1 fiscal year 2026 financial results, which were at the low end of guidance, and a subsequent lowering of its full-year revenue projection, causing the stock price to fall significantly. Investors are encouraged to contact Pomerantz LLP for information regarding the class action.
Nutanix Probes Put Revenue Shift Guidance Cut And Valuation In Focus
Several law firms have launched investigations into Nutanix (NasdaqGS:NTNX) following the company's disclosure of a revenue shift and a subsequent cut to its full-year revenue guidance. This legal scrutiny, combined with recent stock declines of 4.6% (7-day) and 22.0% (30-day), is pressuring Nutanix's shares, which are currently trading at $41.24. The situation raises questions for investors regarding the company's disclosure practices and governance, urging them to monitor how Nutanix addresses these challenges.
Nutanix (NTNX) Is Down 6.4% After Revenue Cut And Legal Scrutiny Of Investor Disclosures
Nutanix (NTNX) shares fell 6.4% after the company disclosed first-quarter fiscal 2026 revenue near the low end of its guidance and subsequently cut its revenue forecast due to shifts in market demand. This revenue cut and the ensuing legal investigations by firms like Kaplan Fox & Kilsheimer and Rosen Law Firm have complicated Nutanix's investment narrative, raising questions about its disclosure practices and potential misleading communications to investors. The article highlights how these events impact investor confidence in Nutanix's growth trajectory and the trust in its disclosures, despite a broad range of fair value estimates from analysts.
Assessing Nutanix (NTNX) Valuation After Soft Earnings And Weaker Forward Guidance
Nutanix (NTNX) is under scrutiny after its Q3 revenue growth fell short of analyst expectations, coupled with weaker forward guidance, causing a significant share price decline recently. Despite a perceived undervaluation based on analyst narratives predicting substantial future growth and expanding profit margins, its current P/E ratio suggests a cautious outlook compared to industry averages. Investors are reassessing the stock's future potential amidst execution risks and high valuation expectations.
NUTANIX INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is
Bragar Eagel & Squire, P.C. is investigating potential claims against Nutanix, Inc. (NASDAQ: NTNX) following a significant drop in its stock price. The investigation stems from Nutanix's revised full-year revenue projection after its Q1 fiscal 2026 results fell short of guidance, which led to an approximate 17.8% decline in share value. The law firm is encouraging Nutanix stockholders who suffered losses to contact them to discuss legal options.
Rosen Law Firm Encourages Nutanix, Inc. Investors to Inquire About Securities Class Action Investigation – NTNX
The Rosen Law Firm is investigating potential securities claims against Nutanix, Inc. on behalf of its investors. This investigation stems from allegations that Nutanix may have provided misleading business information, which led to a significant drop in its stock price after a lowered revenue projection for the fiscal year 2026. Investors who purchased Nutanix securities are encouraged to contact the law firm to learn about joining a prospective class action to recover losses.
