Nutanix, Inc. · Software

NTNX

Low riskNext report: Around Nov 24 (est.)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 16% in the latest quarter vs a year ago
Profitable
Sales up 18% last year

Watch out for

Share count growing 10.1% a year (dilution)

Money moves

Insiders sold $47.1M in the last 30 days, all through pre-planned sales
Institutions added 12% to their holdings in the quarter ending June 2026 (314 bought, 255 sold)
Held by Ray Dalio (Bridgewater), Terry Smith (Fundsmith)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$72.71+3.0% that day

Company value: $19.7B; Share price times all shares
Price vs profit (P/E): 14.1x; You pay about $14 for each $1 of yearly profit
Price vs sales: 6.9x; Company value is 6.9 times a year of sales
Cash vs value: 4%; Cash as a share of company value

From NTNX's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26 (worked out from yearly totals)

$757.1M+16% vs a year earlier

Oct '23Tap a barJul '26

Last 12 months: $2.9B, up 12% from the 12 months before. Over 5 years, sales grew about 14% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of NTNX. Starting points are the company's recent numbers.

Sales growth+12% a yearRecently: +12% a yearProfit margin50%Last 12 months: 52.8%P/E at the end14xToday: 14.1x. Many steady companies trade at 12x to 25xShare count change+10% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$5.0B

Profit in 5 years$2.5B

Price these guesses point to$80.78+11% vs $72.71 todayAbout +2.1% a year, before dividends

What today's price needs: with a 50% margin and a 14x P/E, sales would have to grow about 9.7% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/6Weak

MissDebt under half of equityNot relying on borrowed money.Owes more than it owns
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.7.4%
MissProfitable every yearSteady profits, not one good year.1 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$750.2M
MissShare count not growingNot diluting owners. Falling means buybacks.+33.4% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.86.8%

Revenue: $2.5B; +18.1% vs prior year
5-year growth: +14.2%/yr; revenue, per year
Current ratio: 1.65x; short-term assets / bills due
Free cash flow: $750.2M; 29.6% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jul 31, 2026

Reported Aug 26

Revenue: $757.1M; +15.9% YoY
EPS: $4.35; vs $0.13
Op. margin: 9.2%; +4.4 pts
Gross margin: 86.0%; -1.2 pts
Free cash flow: $277.6M
Share count: +0.7%; vs a year ago

Some values are worked out from year-to-date totals in the annual report.

Insider rating

Last 90 days

22Selling

1 insider sold $4.8M (not pre-planned)
Pre-planned sales of $47.1M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 2.1
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+12.0%

Institutions added 12.0% to their holdings. 314 bought, 255 sold.

Shares held by institutions265.8M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+4.1%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

Owes more than it owns

Shares outstandingLatest reported

271M

Why low risk

1 offering filing in 6 months (may sell new shares)

Earnings reports

Last 12

Next reportAround Nov 24 (est.)Estimated from the same quarter last year

Results filedAug 26
Results filedMay 27
Results filedFeb 25
Results filedNov 25, 2025
Results filedAug 27, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Jul 31 · View filing ↗Big holder Unregistered share saleMay 5 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$51.8M4 insiders, 3 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Rukmini SivaramanChief Financial Officer	Sell	233K	$74.55	$17.3M	93K	Oct 12Filing ↗
-71.5% of their holdings $74.33 to $75.33 across 2 trades Pre-planned sale (10b5-1) Filed 1 day after
Teresa Gayle SheppardDirector	Sell	4K	$73.67	$258K	23K	Oct 9Filing ↗
-13% of their holdings $73.56 to $74.15 across 2 trades Pre-planned sale (10b5-1) Filed same day
Rajiv RamaswamiChief Executive Officer	Sell	400K	$73.65	$29.5M	414K	Oct 7Filing ↗
-49.1% of their holdings $73.35 to $74.00 across 3 trades Traded Oct 6 to Oct 7 Pre-planned sale (10b5-1) Also Director Filed 1 day after
Tarkan ManerPresident and CCO	Sell	70K	$68.23	$4.8M	34K	Sep 24Filing ↗
-67.5% of their holdings Not a pre-planned sale Filed 1 day after