On November 25, 2025, Nutanix filed a Current Report with the SEC on Form 8-K in which Nutanix reported its financial results for the first quarter of fiscal year 2026, including revenue near the bottom end of the Company’s prior guidance. Nutanix attributed the results to a late quarter “revenue shift from Q1 to future periods” caused by increased customer demand for flexible start dates and the growth of Nutanix’s business through third-party original equipment manufacturer partners. As a result, Nutanix lowered its full-year revenue projection from a range of $2.9 billion to $2.94 billion to a range of $2.82 billion to $2.86 billion.
On this news, Nutanix’s stock price fell $10.43 per share, or 17.8%, to close at $48.34 per share on November 26, 2025.
