---
title: "Beware of Nutanix, Li Auto, and Workday"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/268287363.md"
description: "Investors are cautious about Nutanix, Li Auto, and Workday due to recent financial results. Nutanix's Q1 results showed a shift in revenue recognition, causing stock underperformance concerns. Li Auto's stock fell after Q3 vehicle deliveries dropped 39%, with losses reported. Workday's stock is slumping despite a 15.5% subscription revenue growth and strategic acquisitions. Uncertainty surrounds the realization of value from these acquisitions."
datetime: "2025-12-02T15:11:07.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/268287363.md)
  - [en](https://longbridge.com/en/news/268287363.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/268287363.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/268287363.md) | [繁體中文](https://longbridge.com/zh-HK/news/268287363.md)


# Beware of Nutanix, Li Auto, and Workday

Investors dumped shares of Nutanix (NTNX) after the company posted its fiscal Q1 results. On a non-GAAP measure, it earned $0.41 a share. However, the net income (GAAP) was $0.11 a share.

Analysts did not expect that Nutanix would need to shift its revenue recognition to a later quarter. Shareholders will need to see revenue coming from OEM partners like Dell, Cisco (CSCO), and Lenovo, adding to its future quarterly results.

NTNX stock might underperform as uncertainties hurt its sentiment.

In China, Li Auto (LI) closed at $18.39 last week. The stock traded above $30 a few times throughout this year. Sentiment worsened since the summer, after investors anticipated this electric vehicle firm’s losses. In Q3, total deliveries of 93,211 vehicles are down by 39%. Li lost $0.05 in EPADS on revenue of $3.8 billion (-37.7% Y/Y).

Workday (WDAY) continued its yearlong slump. Watch out for the stock trading below its $205.33 low for the year. In Q3, the firm posted a 15.5% subscription revenue growth, to $2.355 billion. Management said that it accelerated its innovation through strategic acquisition. It closed its acquisition of Sana, an AI-native platform, in the quarter. It intends to buy Pipedream, a low-code integration platform for AI agents.

If Workday does not realize value from those acquisitions, it may write them off as goodwill.

### 相关股票

- [Nutanix (NTNX.US)](https://longbridge.com/zh-CN/quote/NTNX.US.md)
- [Workday (WDAY.US)](https://longbridge.com/zh-CN/quote/WDAY.US.md)
- [Li Auto (LI.US)](https://longbridge.com/zh-CN/quote/LI.US.md)
- [LI AUTO-W (02015.HK)](https://longbridge.com/zh-CN/quote/02015.HK.md)

## 相关资讯与研究

- [Li Auto Inc. March 2026 Delivery Update | LI Stock News](https://longbridge.com/zh-CN/news/281329247.md)
- [06:30 ETKasm Workspaces Achieves Nutanix Ready Validation for Nutanix Kubernetes Platform](https://longbridge.com/zh-CN/news/281507176.md)
- [Netflix is raising subscription prices yet again. Is the stock a buy?](https://longbridge.com/zh-CN/news/281545662.md)
- [Leostream Demos Remote Desktop Platform 2025.2 for First Time at Nutanix .NEXT Conference](https://longbridge.com/zh-CN/news/281193098.md)
- [11:16 ETTrintech Named to the 2026 Inc. Regionals List of the Fastest-Growing Private Companies in the Southwest](https://longbridge.com/zh-CN/news/281393159.md)