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Nutanix NTNX

Nutanix scores good on business quality (7.1 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$74.63Oct 9, 2026
Business qualityGood
Next earningsNov 23, 2026
Insiders, 90 daysSelling

Why it matters

  1. What Nutanix does

    Nutanix sells enterprise cloud software that unifies private and public data centers. Large organizations pay subscription fees to simplify their IT infrastructure. The firm is shifting its go-to-market structure following recent sales leadership changes while capturing rising hybrid cloud demand.

  2. What it does best

    Nutanix delivers an elite gross margin of 86.9 percent, beating peer ZM at 77.3 percent. This software pricing power stems from deep enterprise software integration that makes migrating workloads off its hyperconverged platform painful and expensive.

  3. The main risk

    Executive turnover presents a near-term execution threat, highlighted by the departure of sales leader Tarkan Maner. If customer acquisition stalls during this leadership reshuffle, annual revenue growth could miss targets.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Gross margin hits 86.9 percent while operating margin stands at 10.7 percent. Profitability is expanding rapidly, showing strong operating leverage as top-line revenue scales.

MoatStrong

Switching costs form a wide moat locking in enterprise developers and IT administrators. Gross margins sit in the top decile of its sector at 96th percentile rank, protecting pricing power.

GrowthSteady

Revenue reached $2.8B, growing at 12.5 percent. Growth is steadily expanding compared to historical periods, driven by strong enterprise adoption of hybrid cloud architectures.

Financial healthFair

With $2.4B in cash and net debt of -$1.0B, the balance sheet is well-supported. Free cash flow reached $841M, pointing to solid cash generation getting stronger.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $4.8M outside pre-planned sales.

Our sealed record on NTNX

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is NTNX a good business?

Nutanix scores good on the Cluenex quality check (7.1 of 10), measured against its own industry. Profitability is fair, moat strong, growth steady and financial health fair.

Are insiders buying NTNX?

In the last 90 days of SEC Form 4 filings: 1 sold $4.8M outside pre-planned sales.

When does NTNX report earnings?

Nov 23, 2026.

For members

See NTNX today

  • Today's verdict on NTNX, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Nutanix (NTNX)”, https://cluenex.com/stocks/ntnx/, data as of Oct 10, 2026.