高盛发表研报，首次覆盖混合云服务商Nutanix(NTNX.US)，给予"买入"评级，目标价为95美元。 高盛指出，Nutanix是企业从传统基础设施向现代化转型的核心标的，其超融合基础设施(HCI)平台通过 将计算、存储和网络整合为软件定义堆栈，为本地环境提供类云服务。相较于传统架构，Nutanix解决 方案可降低40%以上的总体拥有成本，实现更快的资源调配和混合部署灵活性。 高盛认为，在博通(AVGO.US)收购威睿导致产品定价、支持服务和软件包变更后，Nutanix有望在未来 四年(2025至2029财年)每年获得3-6亿美元的经常性收入，承接VMware客户迁移需求。 报告还提及Nutanix与戴尔(DELL.US)、思科(CSCO.US)及Pure Storage(PSTG.US)日益扩大的合作伙伴生 态，以及其向混合多云编排平台的演进。该平台正在解决云迁移、基础设施自动化和AI支持等企业IT核 心需求。 近期动态显示，Nutanix2025财年第三季度业绩超预期，每股收益0.42美元(预期0.38美元)，营收6.39亿 美元(预期5.9444亿美元)，同比增长22%。Piper Sandler将其 ...

Nutanix NTNX is currently in Phase 11 of its 18-phase Adhishthana Cycle, and while the long-term bullish structure appears intact, this could be a critical point where protecting your long positions becomes essential. Here's a detailed breakdown through the lens of Adhishthana Principles. Nutanix Weekly Phase 11 (Source: Adhishthana.com Reports) If this level does prove to be the peak, then the descent phase of the Himalayan Formation could follow in the coming intervals and phases. Alternatively, Phase 12 ...

Most financial services leaders believe GenAI solutions help improve levels of productivity, automation, and efficiency. Real value lies beyond chatbots and content tools GenAI Adoption Is Widespread but Not Without Risk: Nearly all industry respondents report using some form of GenAI today, with current use cases focused on customer support, content generation, and automation. However, data privacy and security stand out as the top concerns, with 97% agreeing their organizations must do more to secure GenA ...

Company Performance - Nutanix (NTNX) closed at $73.61, down 3.84% from the previous trading session, underperforming the S&P 500's gain of 0.28% [1] - Over the past month, Nutanix shares gained 3.35%, lagging behind the Computer and Technology sector's gain of 6.2% and the S&P 500's gain of 4.37% [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of $0.31, representing a 14.81% increase year-over-year [2] - Revenue is forecasted to be $642.3 million, indicating a 17.22% growth compared to the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $1.72 per share and revenue at $2.53 billion, reflecting increases of 31.3% and 17.58% respectively from the previous year [3] - Recent analyst estimate revisions are crucial as they indicate near-term business trends and reflect analyst optimism [3] Analyst Ratings and Valuation - The Zacks Rank system currently rates Nutanix at 3 (Hold), with a recent downward shift of 2.23% in the consensus EPS estimate [5] - Nutanix has a Forward P/E ratio of 44.41, significantly higher than the industry average of 20.02, indicating a premium valuation [6] - The PEG ratio for Nutanix stands at 2.19, compared to the industry average of 2.09 [6] Industry Context - The Computers - IT Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Dell Technologies (DELL) and Nutanix (NTNX) are significant players in the cloud infrastructure and hyperconverged infrastructure (HCI) market, with both companies positioned to benefit from the increasing adoption of hybrid cloud solutions [1][2] Dell Technologies - Dell's Infrastructure Solutions Group (ISG) revenues, which include cloud offerings, increased by 12% year over year to $10.31 billion in Q1 FY26 [3][9] - The company is expanding its cloud services through partnerships and infrastructure solutions, including a recent collaboration with Singapore's Institute of Technical Education to launch a hybrid cloud VDI Center [4] - Dell is experiencing strong demand for AI-optimized servers, particularly the PowerEdge XE9680L, driven by digital transformation and interest in generative AI applications [5][9] - Despite a challenging macroeconomic environment, Dell's innovation in AI infrastructure and positive earnings outlook support its long-term strength, with a Zacks Consensus Estimate for fiscal 2026 earnings at $9.44 per share, indicating a 15.97% year-over-year increase [15][16] Nutanix - Nutanix offers software-defined HCI solutions that support multi-hypervisor and multi-cloud environments, gaining traction as a cost-effective alternative for customers [6] - The company added 620 customers in Q3 FY25, bringing its total client count to 27,490, demonstrating strong recurring revenue momentum [7][9] - Nutanix expanded its portfolio with new solutions like Cloud Native AOS and Nutanix Kubernetes Platform, as well as launching Nutanix Enterprise AI to support modern applications [8] - The Zacks Consensus Estimate for Nutanix's fiscal 2025 earnings is $1.74 per share, reflecting a 32.82% year-over-year increase, although its high valuation may limit near-term upside [15][17] Stock Performance and Valuation - Year-to-date, DELL shares have appreciated by 5.7%, while NTNX shares have increased by 22.9%, with Nutanix's outperformance attributed to its expanding partnerships and clientele [10] - DELL shares are currently trading at a forward Price/Sales ratio of 0.77X, indicating a cheaper valuation compared to NTNX's 6.97X, which is considered overvalued [13] - DELL holds a Zacks Rank of 1 (Strong Buy), while NTNX has a Zacks Rank of 2 (Buy), suggesting a stronger investment case for Dell [19]

Modernization of legacy IT systems remains critical to meeting data security, privacy, and scalability demands for healthcare organizationsSAN JOSE, Calif., July 01, 2025 (GLOBE NEWSWIRE) -- Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, announced the findings of its seventh annual global Healthcare Enterprise Cloud Index (ECI) survey and research report, which measures enterprise progress with cloud adoption in the industry. The research showed that 99% of healthcare organizations surveye ...

Core Viewpoint - Nutanix shares have underperformed the S&P 500 by approximately 0.8% since the last earnings report, raising questions about future performance leading up to the next earnings release [1] Group 1: Earnings Estimates - Estimates for Nutanix have trended upward over the past month, with the consensus estimate shifting by 176.19% [2] - The stock has a Zacks Rank of 2 (Buy), indicating expectations for above-average returns in the coming months [4] Group 2: VGM Scores - Nutanix has a Growth Score of A, but a lower Momentum Score of C, and a Value Score of F, placing it in the fifth quintile for value investment strategy [3] - The aggregate VGM Score for Nutanix is C, which is relevant for investors not focused on a single strategy [3] Group 3: Industry Performance - Nutanix is part of the Zacks Computers - IT Services industry, where Wix.com has seen a 5.5% increase in share price over the past month [5] - Wix.com reported revenues of $473.65 million for the last quarter, reflecting a year-over-year increase of 12.8% [5] - Wix.com is expected to post earnings of $1.75 per share for the current quarter, with a year-over-year change of 4.8% [6]

Group 1: Company Performance - Grindr Inc. has achieved a year-to-date return of approximately 22.7%, significantly outperforming the average gain of 1.8% in the Computer and Technology sector [4] - The Zacks Consensus Estimate for Grindr's full-year earnings has increased by 17.5% over the past three months, indicating a positive earnings outlook [3] - Grindr Inc. currently holds a Zacks Rank of 2 (Buy), suggesting strong potential for future performance [3] Group 2: Industry Comparison - Grindr belongs to the Internet - Software industry, which has seen an average gain of 13% this year, further highlighting Grindr's superior performance [5] - In contrast, Nutanix, another stock in the Computer and Technology sector, has a year-to-date return of 19.8% and also holds a Zacks Rank of 2 (Buy) [4][5] - The Computers - IT Services industry, which includes Nutanix, has experienced a decline of 9% since the beginning of the year, showcasing the relative strength of Grindr's performance [6]

Dan Ciruli Head of PM, Cloud Native Nutanix Confidential 1 One Platform For All Apps, Data and AI, Anywhere Thomas Cornely SVP, Product Management Nutanix Confidential One Platform to Modernize and Accelerate 3 Virtual Machines on External Storage Enterprise AI Cloud Native Apps Hybrid Multicloud Nutanix Confidential 15 Years of Innovation NCI, NCM NUS, NDB Biz Critical Apps Databases Modern Infrastructure AOS VDI Web-Scale Hyperconverged Infrastructure NC2 Nutanix Central Elastic DR Cloud Hybrid Multicloud ...

GenAI is expected to improve productivity, efficiency, and automation, with long-term ROI for Public Sector organizationsSAN JOSE, Calif., June 17, 2025 (GLOBE NEWSWIRE) -- Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, announced the findings of its seventh annual global Public Sector Enterprise Cloud Index (ECI) survey and research report, which measures enterprise progress with cloud adoption in the industry. The research showed that 83% of public sector organizations have a GenAI strate ...