Nutanix Inc Stock Price, News & Analysis

Nutanix (NASDAQ: NTNX) has announced a significant expansion of its share repurchase program, with its Board of Directors authorizing an additional $350 million for common stock buybacks. Combined with the remaining $111 million from the previous authorization as of July 31, 2025, the total repurchase authorization now amounts to $461 million.

The company maintains flexibility in executing the buybacks through various means, including open market purchases and private transactions. The program has no expiration date, and the timing and volume of repurchases will be determined by factors including stock price, market conditions, and alternative investment opportunities.

Nutanix (NASDAQ: NTNX) has secured a significant strategic partnership with Finanz Informatik (FI), Germany's leading IT service provider for the Savings Banks Finance Group. FI, which generated revenues of €2.6 billion in 2024, will migrate its Windows and Linux workloads to the Nutanix platform over the next two years.

The agreement represents one of Nutanix's largest customer deals in Germany. FI will transition its data center virtual machines to Nutanix's AHV hypervisor while implementing a hyperconverged architecture. The decision was based on Nutanix's security, availability, and cost-effectiveness, with FI joining Nutanix's Executive Customer Advisory Board.

Nutanix (NASDAQ: NTNX) reported strong financial results for Q4 and fiscal year 2025. The company achieved revenue of $653.3 million in Q4 (19% YoY growth) and $2.54 billion for FY2025 (18% YoY growth). Annual Recurring Revenue (ARR) reached $2.22 billion, up 17% YoY.

Key highlights include a non-GAAP operating margin of 18.3% in Q4, improved from 12.9% year-over-year, and strong free cash flow of $750.2 million for FY2025. The company added over 2,700 new customers and announced enhanced partnerships with AWS, Pure Storage, NVIDIA, and Google.

Looking ahead, Nutanix provided FY2026 guidance with revenue between $2.90-2.94 billion and free cash flow of $790-830 million. The Board also authorized a $350 million increase to the existing share repurchase program.

Nutanix (NASDAQ: NTNX) has achieved recognition as a Challenger in the 2025 Gartner Magic Quadrant for Container Management, marking its first appearance in this category. This milestone follows the launch of Nutanix Kubernetes Platform (NKP), developed after integrating D2iQ's Kubernetes Platform.

The NKP solution enables customers to manage cloud native applications across multiple environments, including datacenters, edge computing, and public clouds. Notable implementations include a leading North American financial services firm and Karnataka Bank in India, which uses NKP for critical applications including mobile banking and digital currency solutions.

Additionally, Nutanix has launched its Cloud Native AOS solution, extending enterprise storage and advanced data services to hyperscaler Kubernetes services without requiring a hypervisor.

Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, has scheduled its fiscal fourth quarter and fiscal year 2025 earnings release for August 27, 2025, after U.S. markets close. The company will host a conference call and earnings webcast at 4:30 p.m. EDT / 1:30 p.m. PDT on the same day.

Investors can access the conference call by registering online to receive dial-in details and a unique PIN. The webcast will be available live and archived on the Nutanix Investor Relations website at ir.nutanix.com.

Nutanix (NASDAQ: NTNX) has been named a Leader in The Forrester Wave™: Multicloud Container Platforms evaluation for Q3 2025. This recognition follows the company's launch of Nutanix Kubernetes Platform (NKP), developed after acquiring D2iQ's Kubernetes Platform.

The company has strengthened its container capabilities with the introduction of Cloud Native AOS, which provides enterprise storage and advanced data services to hyperscaler Kubernetes services without requiring a hypervisor. According to Forrester's report, Nutanix has successfully integrated D2iQ's technology to create a unified enterprise platform for data center, cloud, and edge environments.

Nutanix (NASDAQ: NTNX) has released its seventh annual Financial Services Enterprise Cloud Index survey, revealing widespread adoption of Generative AI in the financial services sector. The study highlights that while nearly all financial organizations are using GenAI, primarily for customer support and content development, significant challenges remain.

Key findings show that 97% of respondents need to improve their GenAI security measures, while 92% require infrastructure improvements to support cloud-native applications. The talent gap is critical, with 98% facing challenges in scaling GenAI from development to production. Regarding ROI, 39% expect potential losses in the next year, while 58% anticipate gains within 1-3 years.

Nutanix (NASDAQ: NTNX) has released its seventh annual Healthcare Enterprise Cloud Index survey, revealing significant trends in healthcare technology adoption. The study found that 99% of healthcare organizations are currently using GenAI applications, leading all other industries in adoption rate.

However, the research highlighted critical challenges, with 96% of respondents indicating their current data security and governance measures are insufficient for full GenAI implementation at scale. The top challenges identified include integration with existing IT infrastructure (79%), healthcare data silos (65%), and development challenges with cloud native applications and containers (59%).

The study also revealed that 99% of healthcare organizations are in the process of containerizing applications, with 92% reporting benefits from adopting cloud native applications. Despite high adoption rates of GenAI, organizations face significant challenges in scaling these workloads from development to production, primarily due to infrastructure integration issues.

[ "99% of healthcare organizations are already leveraging GenAI applications/workloads", "92% of healthcare respondents report benefits from adopting cloud native applications/containers", "99% of healthcare organizations are implementing application containerization", "High adoption of GenAI-based customer support and code generation solutions" ]

Nutanix (NTNX) released its seventh annual Public Sector Enterprise Cloud Index survey revealing strong Generative AI adoption in the public sector, with 83% of organizations having a GenAI strategy (54% actively implementing, 29% preparing). The study highlights that 76% of organizations need infrastructure improvements to support modern cloud applications. Key findings show 94% of public sector organizations are currently using GenAI applications, with expected ROI within one year. However, significant challenges remain: 92% of respondents indicate a need for better GenAI security measures, and 96% report security and privacy becoming higher priorities. The research also reveals strong container adoption, with 96% of organizations in the process of containerizing applications, and 91% reporting benefits from cloud native applications.