It has been about a month since the last earnings report for Nutanix (NTNX) . Shares have added about 15.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Nutanix due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.Nutanix Q3 Earnings Surpass Estimates, Revenues Increase Y ...

Core Insights - C3.ai, Inc. (AI) reported a weak start to fiscal 2026 with first-quarter revenues of $70.3 million, a decline of 19% year over year, primarily due to softer demand for demonstration licenses and disruptions from organizational changes [1][8] Revenue Breakdown - Subscription revenues were $60.3 million, making up 86% of total sales, indicating the stickiness of long-term contracts [2] - Demonstration licenses saw a significant decline of $15.9 million sequentially, which pressured overall revenue [2][8] - Professional services contributed $10 million, mainly from prioritized engineering services, but this was not enough to offset the revenue decline [3] Customer and Partner Activity - The company signed 28 new initial production deployments (IPDs) in the quarter, totaling 374, with 266 still active [4] - Approximately 90% of deals were partner-led, highlighting the importance of alliances with major cloud providers like Microsoft Azure, AWS, and Google Cloud [4] - Notable enterprise-scale wins with companies such as Nucor, Qemetica, and HII demonstrate the platform's applicability across various sectors [4] Future Guidance - Management expects fiscal second-quarter revenues to range from $72 million to $80 million, indicating a modest sequential improvement [5] - Despite near-term pressures from execution missteps and reliance on pilot-phase deployments, strong partner momentum and a growing pipeline of IPDs could stabilize revenue as fiscal 2026 progresses [5] Stock Performance and Valuation - C3.ai shares have declined 27.6% over the past three months, while the industry average fell by 7.4% [6] - The stock is currently trading at a forward 12-month price-to-sales (P/S) multiple of 7.50, significantly below the industry average of 17.10, suggesting an attractive investment opportunity [9] Earnings Estimates - The Zacks Consensus Estimate for C3.ai's fiscal 2026 loss per share has widened from 37 cents to $1.33 over the past 60 days [10] - Projections indicate a 224.4% fall in fiscal 2026 earnings, contrasting with expected growth for industry peers like Leidos, Vertiv, and Draganfly [13]

Core Insights - Braze, Inc. reported revenue of $180.11 million for the quarter ended July 2025, marking a year-over-year increase of 23.8% and exceeding the Zacks Consensus Estimate of $171.6 million by 4.96% [1] - The company achieved an EPS of $0.15, significantly higher than the $0.09 reported a year ago, and surpassed the consensus EPS estimate of $0.03 by 400% [1] Financial Performance Metrics - Dollar Based Net Retention (TTM) stood at 108%, closely aligning with the average estimate of 108.1% from two analysts [4] - Total Customers reached 2,422, slightly above the average estimate of 2,394 from two analysts [4] - Revenue from Professional Services and Other was reported at $8.3 million, exceeding the average estimate of $6.73 million from five analysts, representing a year-over-year increase of 50.9% [4] - Subscription Revenue amounted to $171.8 million, surpassing the average estimate of $164.76 million from five analysts, with a year-over-year growth of 22.7% [4] Stock Performance - Over the past month, Braze's shares have returned -1.1%, contrasting with the Zacks S&P 500 composite's increase of 3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - ServiceTitan Inc. reported revenue of $242.12 million for the quarter ended July 2025, showing no change compared to the same period last year, with an EPS of $0.33 compared to $0 in the year-ago quarter [1] - The reported revenue exceeded the Zacks Consensus Estimate of $229.41 million by +5.54%, and the EPS surpassed the consensus estimate of $0.18 by +83.33% [1] Financial Performance Metrics - Gross Transaction Volume reached $22.90 billion, exceeding the average estimate of $21.89 billion from three analysts [4] - Revenue from the Platform segment was $232.73 million, surpassing the five-analyst average estimate of $221.22 million [4] - Revenue from Professional Services and Other was $9.4 million, exceeding the five-analyst average estimate of $8.23 million [4] - Subscription revenue from the Platform was $174.75 million, compared to the four-analyst average estimate of $166.77 million [4] - Usage revenue from the Platform was $57.97 million, exceeding the average estimate of $54.35 million based on four analysts [4] - Non-GAAP gross profit for Professional Services and Other was -$7.69 million, better than the average estimate of -$8.03 million from six analysts [4] - Non-GAAP gross profit for the Platform was $187.75 million, exceeding the average estimate of $175.81 million from six analysts [4] Stock Performance - Over the past month, shares of ServiceTitan Inc. have returned -9%, while the Zacks S&P 500 composite has changed by +3.6% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance against the broader market in the near term [3]

Key Takeaways C3.ai posted a Q1 loss of 37 cents per share, wider than last year despite a narrow consensus beat.Revenues fell 19.4% year over year to $70.3M, with subscriptions and professional services both declining.Q2 FY26 guidance signals a 15-24% revenue drop and wider adjusted losses, pressuring investor sentiment.C3.ai, Inc. (AI) reported a loss per share in the first quarter of fiscal 2026 (ended July 31, 2025), which was marginally narrower than the Zacks Consensus Estimate but wider than the year ...

Core Insights - GitLab Inc. reported revenue of $235.96 million for the quarter ended July 2025, reflecting a year-over-year increase of 29.2% and exceeding the Zacks Consensus Estimate of $226.57 million by 4.14% [1] - The company's EPS for the quarter was $0.24, up from $0.15 in the same quarter last year, representing a surprise of 50% compared to the consensus estimate of $0.16 [1] Revenue Breakdown - Revenue from License-self-managed and other was $23.28 million, surpassing the average estimate of $21.89 million by analysts, marking a year-over-year increase of 20% [4] - Subscription revenue from self-managed and SaaS totaled $212.68 million, exceeding the average estimate of $204.64 million, with a year-over-year growth of 30.3% [4] - Subscription revenue from SaaS was reported at $72.03 million, compared to the estimated $68.85 million [4] - License revenue from self-managed was $18.14 million, above the average estimate of $17.17 million [4] - Subscription revenue from self-managed was $140.65 million, exceeding the estimated $135.95 million [4] - License revenue from professional services and other was $5.13 million, surpassing the average estimate of $4.78 million [4] Stock Performance - GitLab's shares have returned +7.2% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Workday reported $2.35 billion in revenue for the quarter ended July 2025, marking a year-over-year increase of 12.6% and exceeding the Zacks Consensus Estimate by 0.35% [1] - The earnings per share (EPS) for the same period was $2.21, up from $1.75 a year ago, representing a surprise of 5.74% over the consensus estimate of $2.09 [1] Financial Performance Metrics - Subscription revenue backlog stood at $25.37 billion, below the average estimate of $26.48 billion [4] - Subscription services revenue was reported at $2.17 billion, slightly above the average estimate of $2.16 billion, reflecting a year-over-year increase of 14% [4] - Professional services revenue was $179 million, slightly below the average estimate of $180.17 million, indicating a year-over-year decline of 1.7% [4] Stock Performance - Workday's shares have returned -5.6% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1.7% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Okta (OKTA) is expected to report quarterly earnings of $0.84 per share, a 16.7% increase year-over-year, with revenues projected at $711.04 million, reflecting a 10.1% year-over-year growth [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' projections [1] Revenue Projections - Analysts forecast 'Revenue- Subscription' to be $696.61 million, representing a 10.2% increase from the same quarter last year [3] - 'Revenue- Professional services and other' is estimated at $14.49 million, indicating a 3.5% year-over-year growth [4] Performance Obligations - Current remaining performance obligations (cRPO) are expected to reach $2.20 billion, up from $2.00 billion reported in the same quarter last year [4] - Remaining performance obligations are projected to be $4.10 billion, compared to $3.51 billion a year ago [5] Gross Margin and Customer Metrics - Analysts predict 'Gross margin- Subscription' to be 83.6%, an increase from 78.0% in the same quarter last year [5] - Total Customers are expected to reach 20,426, up from 19,300 a year ago [5] Stock Performance - Okta shares have decreased by 4.8% in the past month, contrasting with a 1.7% increase in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market [6]

Core Viewpoint - Workday (WDAY) is expected to report quarterly earnings of $2.09 per share, a 19.4% increase year-over-year, with revenues projected at $2.34 billion, reflecting a 12.2% year-over-year growth [1]. Financial Projections - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts have not revised their initial projections [2]. - The consensus estimate for 'Revenues- Subscription services' is $2.16 billion, suggesting a year-over-year increase of 13.5% [5]. - Analysts predict 'Revenues- Professional services' to be $180.17 million, indicating a decrease of 1% from the prior-year quarter [5]. - The 'Subscription Revenue Backlog' is expected to reach $26.48 billion, up from $21.58 billion reported in the same quarter last year [5]. Market Performance - Workday shares have decreased by 3% over the past month, contrasting with a 3.5% increase in the Zacks S&P 500 composite [6]. - Workday holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [6].

Core Insights - Health Catalyst reported revenue of $80.72 million for the quarter ended June 2025, reflecting a 6.4% increase year-over-year, and an EPS of $0.04, down from $0.12 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $80.53 million by 0.24%, while the EPS surpassed the consensus estimate of $0.03 by 33.33% [1] Revenue Breakdown - Professional services revenue was $27.85 million, slightly below the average estimate of $27.86 million, representing a year-over-year decline of 1.5% [4] - Technology revenue reached $52.88 million, exceeding the estimated $52.67 million, and showing an 11% increase compared to the previous year [4] Profitability Metrics - Adjusted Gross Profit for Professional Services was reported at $5.11 million, surpassing the average estimate of $4.09 million [4] - Adjusted Gross Profit for Technology was $34.85 million, slightly below the average estimate of $35.35 million [4] Stock Performance - Over the past month, Health Catalyst shares have returned -5.2%, contrasting with a +1.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]