Nutanix (NTNX) Is Down 14.5% After Revenue Deferral And Outlook Cut Has The Bull Case Changed?

Simply Wall St.01-19

Nutanix recently faced intensified scrutiny as multiple law firms launched investigations into potential securities law violations following its Q1 2026 results, where the company disclosed a revenue ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2604043469?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8041000-choice1-main-header/1585186668959","is_english":true,"pubTime":"2026-01-19 09:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2604043469","market":"us","top_or_hot":-1,"title":"Nutanix (NTNX) Is Down 14.5% After Revenue Deferral And Outlook Cut Has The Bull Case Changed?","media":"Simply Wall St.","content":"<div>\n<p>Nutanix recently faced intensified scrutiny as multiple law firms launched investigations into potential securities law violations following its Q1 2026 results, where the company disclosed a revenue ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-ntnx/nutanix/news/nutanix-ntnx-is-down-145-after-revenue-deferral-and-outlook\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nutanix (NTNX) Is Down 14.5% After Revenue Deferral And Outlook Cut Has The Bull Case Changed?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNutanix (NTNX) Is Down 14.5% After Revenue Deferral And Outlook Cut Has The Bull Case Changed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-19 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-ntnx/nutanix/news/nutanix-ntnx-is-down-145-after-revenue-deferral-and-outlook><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nutanix recently faced intensified scrutiny as multiple law firms launched investigations into potential securities law violations following its Q1 2026 results, where the company disclosed a revenue ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-ntnx/nutanix/news/nutanix-ntnx-is-down-145-after-revenue-deferral-and-outlook\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NTNX","symbol_name":"Nutanix Inc.","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-ntnx/nutanix/news/nutanix-ntnx-is-down-145-after-revenue-deferral-and-outlook","article_id":"2604043469","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8041000-choice1-main-header/1585186668959"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-ntnx/nutanix/news/nutanix-ntnx-is-down-145-after-revenue-deferral-and-outlook","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2604043469","pubTimestamp":1768785211,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Nutanix recently faced intensified scrutiny as multiple law firms launched investigations into potential securities law violations following its Q1 2026 results, where the company disclosed a revenue shift to future periods and reduced its full-year revenue outlook.\nAt the same time, a wave of analyst rating changes from major banks signaled a reassessment of Nutanix’s prospects just as investors focus on its upcoming conference appearance and earnings report.\nWe’ll now examine how these...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"NTNX":"Nutanix Inc."},"translate_title":"收入推迟和前景下调后，Nutanix(NTNX)下跌14.5%牛市发生变化了吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NTNX":1.5},"content_text":"Nutanix recently faced intensified scrutiny as multiple law firms launched investigations into potential securities law violations following its Q1 2026 results, where the company disclosed a revenue shift to future periods and reduced its full-year revenue outlook. At the same time, a wave of analyst rating changes from major banks signaled a reassessment of Nutanix’s prospects just as investors focus on its upcoming conference appearance and earnings report. We’ll now examine how these investor investigations and cautious analyst reactions could influence Nutanix’s existing investment narrative and long-term appeal. Uncover the next big thing with financially sound penny stocks that balance risk and reward.AdvertisementNutanix Investment Narrative RecapTo own Nutanix, you have to believe its hybrid and multi cloud platform can keep winning enterprise workloads despite pressure from hyperscale public clouds and traditional IT vendors. The recent revenue shift, lowered outlook and stock drop have heightened near term focus on execution and demand visibility, while the biggest immediate risk is that slowing expansion within existing customers and pricing pressure could make Nutanix’s growth and profitability less predictable. The wave of analyst downgrades and price target cuts following Q1 2026, alongside the new law firm investigations, is the most relevant development here because it directly challenges the prior consensus that Nutanix’s recurring revenue model and secular hybrid cloud adoption would be near term supports for the stock. How management addresses these concerns at the upcoming Needham Growth Conference and in future earnings updates may shape how much weight investors put on those earlier catalysts. But even if Nutanix executes on hybrid cloud growth, investors should still be aware of the risk that... Read the full narrative on Nutanix (it's free!)Nutanix's narrative projects $3.9 billion revenue and $513.0 million earnings by 2028. This requires 15.3% yearly revenue growth and about a $324.6 million earnings increase from $188.4 million today.Uncover how Nutanix's forecasts yield a $70.70 fair value, a 55% upside to its current price.Exploring Other PerspectivesNTNX 1-Year Stock Price Chart Eight members of the Simply Wall St Community now value Nutanix between US$32.34 and US$118.13 per share, reflecting very different expectations. You can weigh those views against the risk that slower expansion within existing customers and pricing pressure could make Nutanix’s growth and margins less consistent over time, and explore how that might influence your own expectations for the business.Explore 8 other fair value estimates on Nutanix - why the stock might be worth over 2x more than the current price!Build Your Own Nutanix NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Nutanix research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.Our free Nutanix research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Nutanix's overall financial health at a glance.Curious About Other Options?Our daily scans reveal stocks with breakout potential. Don't miss this chance:We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.Rare earth metals are the new gold rush. Find out which 38 stocks are leading the charge.These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Nutanix might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2604043469","isCrawlerRequest":true}