Nutanix (NTNX) Q4 Earnings Report Preview: What To Look For

Nutanix (NTNX) Q4 Earnings Report Preview: What To Look For

Jabin Bastian

Tue, February 24, 2026 at 12:13 PM GMT+9 2 min read

In this article:

NTNX

-6.17%

Hybrid multicloud computing company Nutanix (NASDAQ:NTNX) will be announcing earnings results this Wednesday after the bell. Here’s what to expect.

Nutanix missed analysts’ revenue expectations last quarter, reporting revenues of $670.6 million, up 13.5% year on year. It was a softer quarter for the company, with full-year revenue guidance missing analysts’ expectations significantly and revenue guidance for next quarter missing analysts’ expectations significantly.

Is Nutanix a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Nutanix’s revenue to grow 8.4% year on year, slowing from the 15.8% increase it recorded in the same quarter last year.

Nutanix Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Nutanix rarely misses Wall Street’s revenue estimates.

Looking at Nutanix’s peers in the software development segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Dynatrace delivered year-on-year revenue growth of 18.2%, beating analysts’ expectations by 1.9%, and Datadog reported revenues up 29.2%, topping estimates by 3.8%. Dynatrace traded up 9.2% following the results while Datadog was also up 11.7%.

Read our full analysis of Dynatrace’s results here and Datadog’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. Unfortunately, software development stocks have struggled in this environment as share prices are down 22% on average over the last month. Nutanix is down 11.6% during the same time and is heading into earnings with an average analyst price target of $62.40 (compared to the current share price of $38.01).

P.S. STOP buying the AI stocks everyone’s talking about. The real money? It’s in the profitable pick nobody’s watching yet. We’ve identified an AI profit machine that’s flying under Wall Street’s radar—for now. We can’t keep this research public forever—grab your FREE copy before we pull it offline. GO HERE NOW.

Terms and Privacy Policy

Privacy Dashboard

More Info