Core Insights - Nutanix has announced the general availability of the latest version of its Nutanix Enterprise AI (NAI) solution, which integrates with NVIDIA AI Enterprise to enhance the deployment of agentic AI applications in enterprises [1][4][8] Group 1: Product Features and Capabilities - The NAI solution simplifies the building, running, and management of generative AI models across various environments, including edge, data centers, and public clouds [2][5] - The latest release extends a shared model service methodology, streamlining resources and models for deploying multiple applications securely [3][5] - NAI allows customers to reuse existing model endpoints as shared services, reducing the need for critical infrastructure components like GPUs and CPUs [5] - The solution supports a wide array of agentic model services, including NVIDIA's Llama Nemotron and NeMo Guardrails, enabling users to leverage pre-defined workflows for AI application development [5][6] Group 2: Security and Compliance - The new NAI release includes guardrail models that filter user queries and LLM responses to prevent biased or harmful outputs, ensuring compliance with organizational policies [5][7] - The integration with NVIDIA AI Enterprise provides a secure foundation for building and managing AI agents, minimizing the risks associated with complex workflows [7] Group 3: Strategic Partnerships and Market Position - The collaboration between Nutanix and NVIDIA aims to provide enterprises with sophisticated tools for agentic AI development, enhancing operational efficiency and security [4][7] - Nutanix positions itself as a leader in hybrid multicloud environments, offering a comprehensive platform for running applications and managing data [9]

Core Insights - Nutanix and Pure Storage have announced a partnership to create an integrated solution for managing virtual workloads on a scalable infrastructure, addressing the needs of high-demand environments [1][2] - The collaboration comes at a crucial time as organizations are increasingly focused on virtualization and operational effectiveness, with Gartner predicting significant migration of virtual workloads by 2028 [2] Group 1: Partnership Overview - The partnership aims to combine Nutanix Cloud Infrastructure with Pure Storage FlashArray, enhancing customer experience for data-intensive workloads, including AI [2][4] - The solution will be supported by major server hardware partners such as Cisco, Dell, HPE, Lenovo, and Supermicro, facilitating both existing and new deployments [4][5] Group 2: Key Benefits - The integrated solution will provide high-performance, flexible, and efficient infrastructure for mission-critical workloads, enhancing operational agility [5][6] - Built-in cyber resilience features will be included, leveraging Nutanix's capabilities like Flow micro-segmentation and Pure Storage's data-at-rest encryption [5][6] - Customers will benefit from increased freedom of choice, allowing for better control over their mission-critical environments [5][6] Group 3: Market Context - The virtualization market is evolving rapidly, with IT leaders needing to adapt to changing technology landscapes while improving operational effectiveness [2] - The partnership is expected to help both companies reach more customers and modernize their storage-rich environments [4][5]

Core Viewpoint - Nutanix has introduced the Cloud Native AOS solution, which enhances the ability to build portable cloud-native applications with robust data resiliency across various environments, including Kubernetes and bare-metal setups [1][3]. Group 1: Product Features and Benefits - Cloud Native AOS provides a unified data platform that operates across bare-metal, virtualized, and containerized infrastructures, addressing the need for consistent data protection and management [2][3]. - The solution simplifies operations for Kubernetes applications, extending Nutanix's AOS software to stateful Kubernetes clusters, thereby enhancing enterprise resiliency and security [4][5]. - Key benefits include improved application portability, data migration capabilities, and disaster recovery options, particularly for containerized applications [5][6]. Group 2: Market Position and Adoption - Nutanix aims to support enterprises adopting Kubernetes by integrating cloud-native applications into existing workflows while meeting business service level agreements (SLAs) [6]. - The Cloud Native AOS is currently in early access on Amazon EKS, with general availability expected in Summer 2025, and on-premises access anticipated by the end of the calendar year [5][6]. Group 3: Industry Impact - The introduction of Cloud Native AOS is expected to set a new standard for speed, scalability, and reliability in managing demanding workloads, thus unlocking new performance levels for organizations [5][6]. - The solution is designed to facilitate seamless migration of applications and data across various environments, enhancing operational flexibility for enterprises [6][7].

Core Viewpoint - Nutanix, Inc. will report its financial results for the third quarter of fiscal year 2025 on May 28, 2025, after U.S. markets close [1] Group 1: Financial Reporting - The financial results will cover the period ending April 30, 2025 [1] - A conference call and earnings webcast will be held on the same day at 4:30 p.m. EDT / 1:30 p.m. PDT to discuss the results [2] - Interested parties can register for the conference call to receive dial-in details and a unique PIN number [2] Group 2: Investor Relations - The conference call will be webcast live on the Nutanix Investor Relations website [2] - An archived replay of the webcast will be available shortly after the call on the same website [3] Group 3: Company Overview - Nutanix is a global leader in cloud software, providing a single platform for running applications and managing data [4] - The company aims to reduce complexity and simplify operations for organizations, allowing them to focus on business outcomes [4] - Nutanix is recognized for its role as a pioneer in hyperconverged infrastructure and is trusted by companies worldwide for hybrid multicloud environments [4]

Core Viewpoint - Nutanix is set to report earnings with positive projections, indicating potential growth in both earnings per share (EPS) and revenue compared to the previous year [3][4]. Company Performance - Nutanix's stock closed at $68.67, reflecting a slight increase of +0.21% from the previous trading day, outperforming the S&P 500 which gained 0.15% [1]. - Over the past month, Nutanix shares have decreased by 1.83%, underperforming the Computer and Technology sector's gain of 1.15% and the S&P 500's loss of 0.21% [2]. Earnings Projections - The upcoming EPS for Nutanix is projected at $0.38, representing a 35.71% increase year-over-year [3]. - Revenue is expected to reach $625.73 million, marking a 19.28% increase from the same quarter last year [3]. - For the annual period, earnings are anticipated to be $1.62 per share and revenue is projected at $2.51 billion, reflecting increases of +23.66% and +16.82% respectively [4]. Analyst Estimates and Rankings - Recent changes in analyst estimates for Nutanix are crucial as they indicate short-term business trends and analyst sentiment [4]. - The Zacks Rank system currently rates Nutanix at 3 (Hold), with no changes in the consensus EPS estimate over the last 30 days [6]. Valuation Metrics - Nutanix has a Forward P/E ratio of 42.38, which is significantly higher than the industry average of 16.78 [7]. - The company also has a PEG ratio of 2.09, compared to the industry average PEG ratio of 1.8 [7]. Industry Context - The Computers - IT Services industry, which includes Nutanix, ranks in the bottom 39% of all industries according to the Zacks Industry Rank [8]. - The top 50% rated industries tend to outperform the bottom half by a factor of 2 to 1 [8].

Nutanix (NTNX) shares have lost 11.6% in the past month, underperforming the Zacks Computer and Technology sector, the S&P 500 index and the Zacks Computers - IT Services industry’s decline of 6.6%, 4.7% and 8.4%, respectively.Nutanix is considered a pioneer of the hyper converged infrastructure (HCI) market, which is projected to grow rapidly in the long term, but faces significant competition in most of the markets it operates, from the likes of Hewlett Packard Enterprise (HPE) , Cisco Systems (CSCO) and ...

Summary of Insider Transactions Analysis Industry Overview - The analysis covers insider transactions across various companies in the enterprise software sector, particularly focusing on small to mid-cap (SMID Cap) firms. Key Insights - **March 2025 Insider Transactions**: The total insider transaction value was over $900 million, with 97% being sell transactions and only 3% buy transactions, excluding transactions by >10% external shareholders [5][7] - **Sell Transactions**: 95% of sell transactions were not executed under Rule 10b5-1, which allows for pre-scheduled trades. This percentage drops to 94% when excluding sales made to satisfy tax obligations. After adjusting for Nutanix's share sales by Bain Capital, the percentage of non-10b5-1 sell transactions falls to 4% and 3% respectively [5][7] - **Buy Transactions**: All buy transactions in March were executed under Rule 10b5-1, indicating a structured approach to buying shares by insiders [5][7] Notable Transactions - **Asana (ASAN)**: CEO Dustin Moskovitz purchased 1.8 million shares worth $25.6 million, holding 37.23% of total shares outstanding [5][7] - **C3.ai (AI)**: CEO Tom Siebel sold 639,000 shares valued at $13.9 million, owning 5.5% of total shares outstanding [5][7] - **Elastic (ESTC)**: CEO Ashutosh Kulkarni sold approximately 24,000 shares for $2.2 million, while co-founder Shay Banon sold around 203,000 shares for $21.9 million, with most sales not under 10b5-1 [5][7] - **GitLab (GTLB)**: Director Matthew Jacobson sold 153,000 shares worth $8 million, not under 10b5-1 [5][7] - **Nutanix (NTNX)**: Bain Capital sold 11 million shares valued at $819.6 million, not under 10b5-1, related to the conversion of convertible notes [5][7] - **Sprinklr (CXM)**: Director Neeraj Agrawal sold 26,000 shares for $242,000, not under 10b5-1 [5][7] Year-to-Date (YTD) Insights for 2025 - **Total Transactions**: The aggregate insider transaction value for the year was $1.1 billion, with 98% being sell transactions and 2% buy transactions [7] - **Sell Transactions**: 77% of sell transactions were not executed under 10b5-1, dropping to 76% when excluding tax-related sales. Adjusting for Nutanix's sales, this number falls to 3% [7] - **Buy Transactions**: All buy transactions executed in 2025 were under 10b5-1 [7] Additional Noteworthy Transactions - **Asana (ASAN)**: Co-founder Justin Rosenstein sold 1.35 million shares for $27.9 million, with ownership declining from 1.53% to 0.57% [7] - **Elastic (ESTC)**: Similar patterns of non-10b5-1 sales were observed among executives [7] - **Nutanix (NTNX)**: Continued significant sales by Bain Capital [7] - **Sprinklr (CXM)**: Multiple executives sold shares not under 10b5-1 [7] Conclusion - The analysis indicates a trend of significant insider selling across the covered companies, with a notable lack of buy transactions, suggesting potential caution among insiders regarding future performance. The structured nature of buy transactions under Rule 10b5-1 may reflect strategic planning by insiders amidst market uncertainties.

Taking place May 7-9, 2025, in Washington, D.C., the event will feature executive keynotes, company news, customer and partner insights, hands-on labs, and sessions that explore the hybrid multicloud landscapeSAN JOSE, Calif., April 03, 2025 (GLOBE NEWSWIRE) -- Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced the programming for its .NEXT 2025 event, set to take place in Washington, D.C., from May 7-9, 2025. As artificial intelligence and cloud native applications continue to ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Nutanix (NTNX) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Nutanix currently has an average brokerage ...

It has been about a month since the last earnings report for Nutanix (NTNX) . Shares have lost about 6% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Nutanix due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, f ...