Application Software

Nutanix

Nutanix Unified Storage Solution Receives NVIDIA Certification to Accelerate Enterprise AI Factory Deployment

Nutanix 在 2026 年 5 月 27 日盘后 (美东时间) 发布了 FY2026 前 9 个月业绩，实际营收 20.96 亿 USD，实际 EPS 0.8244 USD

Nutanix released FY2026 Q3 earnings on May 27 After-Market EST, actual revenue USD 703.07 M (forecast USD 686.37 M), actual EPS USD 0.25 (forecast USD 0.1)

Morgan Stanley Maintains Buy Rating on Nutanix with $53 Price Target

Nutanix to Release FY2026 Q3 Earnings on May 27 After-Market EST, Forecast Revenue USD 686.37 M, EPS USD 0.1

Pictet Asset Management Reduced Holdings in Nutanix in Q4

Robeco reduces holdings in Nutanix to 245,886 shares

Nutanix Announces Certified Integration of NDB with MongoDB

Western Union Migrating from VMware to Nutanix

Nutanix's target price forecast revised downward by analysts

Nutanix Expands Hardware Compatibility List and Supports Kubernetes Platform on Bare Metal

Nutanix Launches Certified Integration with MongoDB Ops Manager

Rosenblatt initiates coverage of Nutanix with a buy rating and a $60 price target

Multiple Platforms Choose Traefik Proxy as the Main Kubernetes Ingress Controller

Nutanix released FY2026 Q2 earnings on February 25 After-Market EST, actual revenue USD 722.83 M (forecast USD 709.7 M), actual EPS USD 0.3566 (forecast USD 0.189)

Nutanix released FY2026 Semi-Annual earnings on February 25 After-Market EST, actual revenue USD 1.393 B, actual EPS USD 0.57

Nutanix and AMD Form Strategic Partnership for Enterprise AI and Investment

Nutanix's Q4 Earnings Preview

Nutanix to Release FY2026 Q2 Earnings on February 25 After-Market EST, Forecast Revenue USD 709.7 M, EPS USD 0.189

Ark Data Center Obtains Nutanix Service Provider Partnership Status

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As the demand for AI computation pushes the boundaries of physical infrastructure in 2026, the US tech sector is undergoing a profound unbundling. We analyze the strategic moat of semiconductor, cloud, and infrastructure players.

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Rebundling the Tech Stack: How Hardware and AI Reshape the Value Chain

NTT DATA and Nutanix have established a strategic partnership in the Middle East and Africa to accelerate hybrid multicloud adoption, infrastructure modernization, and AI readiness. The collaboration combines NTT DATA's systems integration expertise with Nutanix's hyperconverged infrastructure software to help enterprises build secure, scalable, and cost-efficient cloud environments. This alliance supports organizations in addressing data sovereignty, compliance, and innovation challenges while expanding NTT DATA's full-stack offerings in the region.

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ZAWYA: NTT DATA and Nutanix partner across Middle East and Africa

A Nutanix study reveals that while financial services firms are accelerating AI adoption, governance shortcomings and infrastructure constraints hinder scaling. Key obstacles include process complexity (38%), organizational issues like skills gaps (34%), and technical limitations (28%). Additionally, 'shadow AI' usage by employees is a major concern for 86% of IT executives. Data sovereignty tensions persist as many organizations run public cloud workloads despite prioritizing local data retention. Infrastructure readiness remains low, with 68% of firms lacking on-premises capacity for AI workloads.

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AI Adoption: Governance and Infrastructure Gaps Hinder Scale

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Simply Wall St identifies Extreme Networks, Nutanix, and Unity Software as potentially undervalued US stocks based on cash flow estimates. Despite market growth, these companies trade below their estimated fair value, with discounts ranging from 10.5% to 45.8%. The analysis highlights forecasted earnings growth outpacing the broader market for Extreme Networks and Nutanix, while Unity Software shows potential for revenue growth despite recent losses. This investment research suggests opportunities for diversification and long-term growth.

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Extreme Networks

Extreme Networks And 2 Other Stocks That Could Be Trading Below Their Estimated Value

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Nutanix announced that its Unified Storage (NUS) solution has achieved NVIDIA-Certified status at the enterprise level. This certification validates full-stack interoperability with NVIDIA AI infrastructure, aiming to reduce I/O bottlenecks and maximize GPU utilization for large-scale production AI workloads. The solution supports linear scalability and low-latency data paths. Additionally, Nutanix plans to support NVIDIA BlueField-4 STX in the second half of 2026.

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ZAWYA: Nutanix Unified Storage achieves NVIDIA certification as enterprises race to build AI factories

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Nutanix Unified Storage Achieves NVIDIA Certification as Enterprises Race to Build AI Factories | NTNX Stock News

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Nutanix Unified Storage Achieves NVIDIA Certification as Enterprises Race to Build AI Factories | NTNX Stock News

Nutanix reported Q3 2026 revenue of $703.1M, up 10% YoY, and diluted EPS of $0.25, up from $0.22. Net income rose 13.8% to $72.1M. Growth was driven by subscription momentum, with ARR reaching $2.435B and end customers growing 11%. The company continues shifting to software-only subscriptions via channel partners to mitigate supply delays while investing in AI and multicloud initiatives.

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Nutanix, Inc. Q3 2026: Revenue $703.1M, EPS $0.25— 10-Q Summary

Nutanix (NASDAQ:NTNX) shares rose 7.6% following JPMorgan Chase's upgrade of its price target from $44 to $50, maintaining a neutral rating. Other firms like Piper Sandler and Rosenblatt also adjusted targets or reaffirmed ratings. The stock gained momentum after Nutanix reported strong Q3 earnings, beating estimates on EPS and revenue, with raised FY2026 guidance. Institutional investors including Vanguard and AQR increased their positions in the fourth quarter.

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Nutanix (NASDAQ:NTNX) Stock Price Up 7.6% Following Analyst Upgrade

JPMorgan Chase & Co. raised Nutanix's price target from $44.00 to $50.00, maintaining a 'neutral' rating. Other analysts have also adjusted their targets, with Barclays setting it at $53.00. Nutanix's stock has shown a 6.5% increase, reaching $49.60, following positive earnings results that exceeded expectations. The company reported $0.47 EPS and $703.07 million in revenue, up 10% year-over-year.

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Nutanix (NASDAQ:NTNX) Price Target Raised to $50.00 at JPMorgan Chase & Co.

Nutanix(NTNX.US)

Rebundling the Tech Stack: How Hardware and AI Reshape the Value Chain

ZAWYA: NTT DATA and Nutanix partner across Middle East and Africa

AI Adoption: Governance and Infrastructure Gaps Hinder Scale

Extreme Networks And 2 Other Stocks That Could Be Trading Below Their Estimated Value

ZAWYA: Nutanix Unified Storage achieves NVIDIA certification as enterprises race to build AI factories

Nutanix Unified Storage Achieves NVIDIA Certification as Enterprises Race to Build AI Factories | NTNX Stock News

Nutanix, Inc. Q3 2026: Revenue $703.1M, EPS $0.25— 10-Q Summary

Nutanix (NASDAQ:NTNX) Stock Price Up 7.6% Following Analyst Upgrade

Nutanix (NASDAQ:NTNX) Price Target Raised to $50.00 at JPMorgan Chase & Co.