Core Viewpoint - Nutanix, Inc. (NASDAQ:NTNX) is viewed positively by Wall Street ahead of its fiscal Q1 2026 results, with analysts maintaining Buy ratings and setting a price target of $90 [1][2][3] Group 1: Analyst Ratings - Jason Ader from William Blair reiterated a Buy rating on Nutanix without disclosing price targets [1] - Param Singh from Oppenheimer also maintained a Buy rating with a price target of $90 [1] Group 2: Market Position - Nutanix is positioned to attract dissatisfied VMware customers due to pricing changes and unfavorable licensing, presenting itself as a viable alternative [2] Group 3: Financial Expectations - For fiscal Q1 2026, Nutanix anticipates revenue between $670 million and $690 million, with a non-GAAP operating margin projected between 19.5% and 20.5% [3] Group 4: Product Development - The company announced an expansion of Microsoft's Azure virtual desktop flexibility across its hybrid clouds, allowing Azure Virtual Desktop to run on Nutanix AHV hypervisor [3]

Core Insights - The article discusses the potential of AI and the cloud computing sector, highlighting the transformative nature of AI while cautioning about the possibility of an AI bubble, drawing parallels to the dotcom era [2][3] - A list of the 13 best cloud stocks to buy is provided, based on a methodology that includes analysis of hedge fund sentiment and market capitalization [5][7] AI Market Insights - Kim Posnett from Goldman Sachs emphasizes that it is too early to determine if there is an AI bubble, noting that 75% of major technology innovations over the last 175 years led to equity price bubbles [2] - Despite similarities to previous bubbles, current research indicates that there is not yet an AI bubble [2] Cloud Stocks Methodology - The list of cloud stocks was curated from the top holdings of three ETFs, sorted by market capitalization, and focused on pureplay cloud computing stocks with positive analyst upside potential [5] - Hedge fund sentiment was also considered, as research shows that imitating top hedge fund stock picks can lead to market outperformance [7] Akamai Technologies, Inc. (NASDAQ:AKAM) - Akamai has a market capitalization of $12.57 billion and an analyst upside potential of 3.00% with 42 hedge fund holders [8][9] - The company reported Q3 2025 earnings with a revenue increase of 4.97% year-over-year to $1.05 billion, exceeding estimates by $10.74 million [10] - Cloud Infrastructure revenue grew 39% year-over-year to $81 million, and management anticipates Q4 2025 revenue between $1.065 billion and $1.085 billion [10][11] Nutanix, Inc. (NASDAQ:NTNX) - Nutanix has a market capitalization of $15.87 billion and an analyst upside potential of 51.90% with 58 hedge fund holders [12] - The company is positioned to attract dissatisfied VMware customers and has received bullish ratings from analysts ahead of its fiscal Q1 2026 results [12][13] - Management expects revenue for Q1 2026 to be in the range of $670 million to $690 million, with a non-GAAP operating margin of 19.5% to 20.5% [14][15]

Core Insights - Nutanix announced its Nutanix Cloud Platform will support Microsoft Azure Virtual Desktop for hybrid environments, enhancing flexibility in virtual desktop deployment and management [1][3] - The collaboration aims to address the needs of distributed workforces, providing IT teams with more infrastructure choices while optimizing control, performance, security, and cost efficiency [2][3] Company Developments - The Nutanix Cloud Platform is designed to deliver a performant, resilient, cost-efficient, and secure infrastructure for virtual desktop infrastructure (VDI) workloads, empowering customers with more options for virtual desktops [3][4] - The support for Azure Virtual Desktop will allow customers to run it locally on Nutanix AHV while utilizing Azure's management stack for secure connections to Azure [3][4] Industry Implications - The integration of Azure Virtual Desktop for hybrid environments on Nutanix AHV addresses critical compliance and regulatory requirements in sectors like financial services, healthcare, and government, where data residency is crucial [3][4] - Key benefits include hybrid flexibility, native support for Microsoft applications, optimized performance for latency-sensitive workloads, and cost efficiency through existing Microsoft licensing [9]

Core Insights - Nerdio announced support for Microsoft Azure Virtual Desktop for hybrid environments, enhancing its automated end-user computing platform [1][2] - The collaboration with Microsoft emphasizes Nerdio's role in delivering innovative virtualization solutions that integrate cloud and on-premises environments [2][3] Company Developments - Nerdio is dedicating significant development resources to integrate Azure Virtual Desktop with various on-premises hypervisors, allowing organizations to utilize existing investments while transitioning to cloud-native environments [2][4] - The CEO of Nerdio highlighted the commitment to modernizing legacy VDI solutions, providing IT teams with a single automated platform to manage virtual desktops across cloud and on-premises [3][8] Product Features - Key benefits of the new offering include rapid deployment of Azure Virtual Desktop, consistent policies across environments, and automation of the virtual desktop lifecycle without scripting [5][6] - The integration with Nerdio Manager for Enterprise will support industries with strict data sovereignty requirements, ensuring compliance while leveraging Azure's scalability and automation [7][8] Market Impact - The expansion of Azure Virtual Desktop for hybrid environments is expected to empower IT leaders to modernize on-premises VDI deployments, optimizing costs and user experiences [8][9] - Microsoft emphasizes the importance of partnerships like Nerdio in bridging on-premises and cloud environments, providing the necessary simplicity and flexibility for IT teams [9]

Core Insights - Nerdio has surpassed $100 million in annual recurring revenue (ARR) within just over five years, highlighting its rapid growth in the cloud management sector [1] - The company recently completed a $500 million Series C funding round, increasing its valuation to over $1 billion [1] Company Overview - Nerdio specializes in automated end-user computing (EUC) management, focusing on Microsoft Cloud technologies such as Azure, Windows 365, and Intune [1][5] - The company serves over 15,000 organizations across more than 50 countries, including notable clients like Chevron and Kraft Heinz [2] Product and Services - Nerdio automates the deployment and management of Azure Virtual Desktop, Windows 365, and Intune, reducing manual tasks and optimizing cloud usage [3] - The platform includes AI capabilities for recommendations, issue detection, and scripting support, enhancing operational efficiency [4] Recent Achievements - In the past year, Nerdio has added over 400 new enterprise customers and launched more than 20 product releases, integrating AI into all offerings [2][7] - The company was awarded the 2024 Microsoft Americas Partner of the Year and has influenced over $350 million in Microsoft revenue [7]