Why Did Nuix Shares Jump Nearly 17% After Its Latest Results?
Source: Kapitales Research
Highlights:
Strong Earnings Turnaround: Nuix (ASX: NXL) posted revenue of AU$121.2 million and returned to a statutory net profit of AU$11.1 million at the time of writing, marking a sharp improvement from last year’s loss.
Nuix Neo Driving Growth: Annualised Contract Value rose to AU$234.4 million at the time of writing, with Nuix Neo ACV surging 148%, highlighting strong platform adoption.
Improved Cash Position: Underlying cash flow increased to AU$28.4 million, with a closing cash balance of AU$57.8 million at the time of writing, supporting future growth initiatives.
Strong Profit Comeback Sparks Investor Optimism
Nuix Limited (ASX: NXL) saw its share price climb sharply to a CMP of AU$1.595, marking a surge of nearly 17% at the time of writing, after the company released its half-year results for the period ended 31 December 2025. The sharp rise in the share price signals renewed investor trust in the company’s business recovery and the momentum building behind its evolving platform strategy.
Revenue and Profitability Rebound
The investigative analytics software provider reported revenue of AU$121.2 million at the time of writing, up 15.2% compared to the previous corresponding period. The improvement was largely supported by multi-year contract renewals and stronger new customer additions.
Annualised Contract Value (ACV) reached AU$234.4 million at the time of writing, representing an 8.4% increase year-on-year. A standout contributor was Nuix Neo, with ACV rising 148% to AU$46.8 million at the time of writing.
Adjusted Management EBITDA climbed to AU$19.1 million at the time of writing, up 42.6%, while statutory EBITDA increased 72.7% to AU$26.5 million at the time of writing. Importantly, Nuix returned to profitability, posting a statutory net profit after tax of AU$11.1 million at the time of writing, compared to a loss in the prior period.
Cash Flow Strength and Outlook
Underlying cash flow strengthened significantly to AU$28.4 million at the time of writing, and the company closed the period with a cash balance of AU$57.8 million at the time of writing.
Looking ahead, management maintained its full-year ACV guidance range of AU$240 million to AU$260 million at the time of writing, signaling continued confidence in growth momentum.
With expanding operating leverage, stronger recurring revenue, and rapid adoption of its AI-enabled Nuix Neo platform, investors appear to be betting that the company’s transformation strategy is gaining real traction.
Disclaimer for Kapitales Research
The materials provided by Kapitales Research, including articles, news, data, reports, opinions, images, charts, and videos ("Content"), are intended for personal, non-commercial use only. The primary goal of this Content is to educate and inform readers. This Content is not meant to offer financial advice, nor does it include any recommendation or opinion that should be relied upon for making financial decisions. Certain Content on this platform may be sponsored or unsponsored, but it does not serve as a solicitation or endorsement to buy, sell, or hold any securities, nor does it encourage any specific investment activities. Kapitales Research is not authorized to provide investment advice, and we strongly advise users to seek guidance from a qualified financial professional, such as a financial advisor or stockbroker, before making any investment choices. Kapitales Research disclaims all liability for any direct, indirect, incidental, or consequential damages arising from the use of the Content, which is provided without any warranties. The opinions expressed by contributors or guests are their own and do not necessarily reflect the views of Kapitales Research. Media such as images or music used on this platform are either owned by Kapitales Research, sourced through paid subscriptions, or believed to be in the public domain. We have made reasonable efforts to credit sources where appropriate. Kapitales Research does not claim ownership of any third-party media unless explicitly stated otherwise.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au
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Why Did Nuix Shares Jump Nearly 17% After Its Latest Results?
Highlights:
Strong Profit Comeback Sparks Investor Optimism
Nuix Limited (ASX: NXL) saw its share price climb sharply to a CMP of AU$1.595, marking a surge of nearly 17% at the time of writing, after the company released its half-year results for the period ended 31 December 2025. The sharp rise in the share price signals renewed investor trust in the company’s business recovery and the momentum building behind its evolving platform strategy.
Revenue and Profitability Rebound
The investigative analytics software provider reported revenue of AU$121.2 million at the time of writing, up 15.2% compared to the previous corresponding period. The improvement was largely supported by multi-year contract renewals and stronger new customer additions.
Annualised Contract Value (ACV) reached AU$234.4 million at the time of writing, representing an 8.4% increase year-on-year. A standout contributor was Nuix Neo, with ACV rising 148% to AU$46.8 million at the time of writing.
Adjusted Management EBITDA climbed to AU$19.1 million at the time of writing, up 42.6%, while statutory EBITDA increased 72.7% to AU$26.5 million at the time of writing. Importantly, Nuix returned to profitability, posting a statutory net profit after tax of AU$11.1 million at the time of writing, compared to a loss in the prior period.
Cash Flow Strength and Outlook
Underlying cash flow strengthened significantly to AU$28.4 million at the time of writing, and the company closed the period with a cash balance of AU$57.8 million at the time of writing.
Looking ahead, management maintained its full-year ACV guidance range of AU$240 million to AU$260 million at the time of writing, signaling continued confidence in growth momentum.
With expanding operating leverage, stronger recurring revenue, and rapid adoption of its AI-enabled Nuix Neo platform, investors appear to be betting that the company’s transformation strategy is gaining real traction.
Disclaimer for Kapitales Research
The materials provided by Kapitales Research, including articles, news, data, reports, opinions, images, charts, and videos ("Content"), are intended for personal, non-commercial use only. The primary goal of this Content is to educate and inform readers. This Content is not meant to offer financial advice, nor does it include any recommendation or opinion that should be relied upon for making financial decisions. Certain Content on this platform may be sponsored or unsponsored, but it does not serve as a solicitation or endorsement to buy, sell, or hold any securities, nor does it encourage any specific investment activities. Kapitales Research is not authorized to provide investment advice, and we strongly advise users to seek guidance from a qualified financial professional, such as a financial advisor or stockbroker, before making any investment choices. Kapitales Research disclaims all liability for any direct, indirect, incidental, or consequential damages arising from the use of the Content, which is provided without any warranties. The opinions expressed by contributors or guests are their own and do not necessarily reflect the views of Kapitales Research. Media such as images or music used on this platform are either owned by Kapitales Research, sourced through paid subscriptions, or believed to be in the public domain. We have made reasonable efforts to credit sources where appropriate. Kapitales Research does not claim ownership of any third-party media unless explicitly stated otherwise.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au