路坦力下调财年收入指引后股价波动，市场关注下季财报

Core Viewpoint - Nutanix (NTNX.OQ) has lowered its fiscal year revenue guidance for 2026, which has raised concerns among investors regarding short-term performance following the release of its Q1 2026 earnings report [1] Group 1: Recent Developments - On November 25, 2025, Nutanix reported Q1 2026 revenue of $671 million, reflecting a year-over-year growth of 13.47% [1] - The company has adjusted its full-year revenue guidance to a range of $2.82 billion to $2.86 billion, leading to significant stock price volatility [1] - As of February 11, 2026, there have been no new major disclosures, but investors are closely monitoring the execution progress following the guidance adjustment [1] Group 2: Stock Performance - Over the past week (February 6 to 11, 2026), Nutanix's stock price has shown volatility, with a cumulative increase of 7.66% and a price range fluctuation of 10.24% [2] - The stock experienced a single-day increase of 4.87% on February 6, closing at $40.26, and a decrease of 1.31% on February 11, closing at $41.33 [2] - Year-to-date, the stock has declined by 20.04%, while the software services sector has only decreased by 2.44% during the same period [2] Group 3: Financial Analysis - The next earnings report for Q2 2026 is expected to be released on February 25, 2026, with investors focusing on whether there are signs of improvement following the revenue guidance cut [3] - The net profit for Q1 2026 has shown a significant year-over-year increase of 107.50% [3] - Current valuation metrics include a price-to-earnings ratio (TTM) of 54.38 and a price-to-book ratio of -16.71, indicating pressure on the company's valuation [3]