智通财经网·2025-11-18 03:44Group 1: Nutanix - Oppenheimer initiates coverage on Nutanix with an "Outperform" rating and a target price of $90, citing benefits from the industry's shift towards hyper-converged infrastructure (HCI) [1] - Nutanix is positioned to gain market share as VMware faces customer resistance due to price increases, allowing Nutanix to capitalize on this opportunity [1] - The company has strong capabilities to build and deliver AI applications, leveraging the growing demand for unstructured data, which supports its business expansion in the AI era [1] Group 2: Pure Storage - Oppenheimer initiates coverage on Pure Storage with an "Outperform" rating and a target price of $120, highlighting the company's advantage in the all-flash array (AFA) market [2] - The growth in demand for unstructured data storage driven by AI applications is expected to benefit Pure Storage, allowing it to capture market share from traditional HDD and other flash vendors [2] - The expansion of its customer base to include tier-one and tier-two hyperscale data centers is anticipated to drive strong new customer growth and improve operating margins [2] Group 3: Rubrik - Oppenheimer assigns a "Market Perform" rating to Rubrik, indicating that its valuation reasonably reflects its growth prospects [3] - The increasing importance of data is expected to expand the total addressable market (TAM) for backup storage, benefiting Rubrik [3] - The rise in data security vulnerabilities and ransomware attacks aligns with Rubrik's security-first strategy, although competition in the network resilience space is intensifying [3]