Nutanix, Inc. Class A Common Stock NTNX

Nutanix, Inc. es una empresa de computación híbrida en la nube multicloud. La empresa proporciona una plataforma de nube empresarial, Nutanix Cloud Platform, que consta de soluciones de software y servicios en la nube que alimentan la infraestructura empresarial de sus clientes. La plataforma de nube Nutanix ofrece un conjunto de productos, soluciones y servicios para permitir a sus clientes gestionar de manera sencilla su nube privada y, cada vez más, sus entornos multicloud públicos e híbridos. Su cartera de productos incluye Nutanix Cloud Infrastructure (NCI), Nutanix Cloud Management (NCM), Nutanix Unified Storage (NUS), Nutanix Database Service (NDB) y Desktop-as-a-Service. Sus ofertas de NCI combinan su pila de software de infraestructura hiperconvergente (HCI) central (AOS) y su hipervisor nativo de grado empresarial (AHV), y también agregan soporte para redes virtuales, recuperación ante desastres, seguridad de red y datos y tiempo de ejecución de contenedores Kubernetes. NCM ofrece un plano de control que proporciona gestión y análisis en toda la plataforma de nube Nutanix.

• Zacks Investment Research 1 oct

  Nutanix (NTNX) Laps the Stock Market: Here's Why

  Nutanix (NTNX) closed at $71.52, up 1.58%, outperforming the S&P 500. The company holds a Zacks Rank #2 (Buy) with projected EPS growth of 46.34% and revenue growth of 13.6% for the upcoming quarter. However, the stock trades at a Forward P/E of 30.5, significantly above its industry average of 12.53, indicating premium valuation.

  

• Zacks Investment Research 30 sept

  SAIC (SAIC) Up 1.1% Since Last Earnings Report: Can It Continue?

  Science Applications International Corporation (SAIC) reported Q2 FY2027 adjusted EPS of $3.01, beating consensus by 33.78%, with revenues rising 6.3% to $1.88 billion. The company raised FY2027 guidance for revenue, EBITDA, and earnings, supported by strong contract growth and the SilverEdge acquisition. However, net bookings remained weak at 0.6x quarterly book-to-bill ratio, and estimates have trended downward over the past month, earning SAIC a Zacks Rank #3 (Hold).

  

• GlobeNewswire Inc. 29 sept

  Desktop Virtualization Market Report 2026: Capitalize on the $29.51 Billion Market by 2030 as DaaS, Zero Trust and Hybrid Work Disrupt IT — Benchmark Citrix, VMware, Microsoft, AWS and Nutanix to Secure Share at 13% CAGR

  The global desktop virtualization market is projected to grow from $15.92 billion in 2025 to $29.51 billion by 2030 at a 13% CAGR, driven by hybrid work adoption, cloud migration, zero-trust security, and DaaS platforms. Key growth factors include remote work expansion, e-learning demand, and technology innovations in AI and automation. North America leads the market while Asia-Pacific shows fastest growth potential.

  

• Zacks Investment Research 29 sept

  Wall Street Bulls Look Optimistic About Nutanix (NTNX): Should You Buy?

  Wall Street analysts maintain a Buy-equivalent average brokerage recommendation (ABR) of 2.00 for Nutanix, with 7 Strong Buy and 2 Buy ratings among 16 firms. The company's Zacks Consensus Estimate for current year earnings increased 2.3% to $2.31 over the past month, earning it a Zacks Rank #2 (Buy) rating. However, the article cautions that brokerage recommendations alone should not drive investment decisions due to analyst bias, and suggests using earnings estimate revisions as a more reliable indicator of near-term stock performance.

  

• Zacks Investment Research 14 sept

  Should You Invest in the First Trust Cloud Computing ETF (SKYY)?

  The First Trust Cloud Computing ETF (SKYY) is a passively managed fund with $3.29 billion in assets, tracking the ISE Cloud Computing Index. With a 0.6% expense ratio and 86.1% allocation to Information Technology, SKYY has gained 21.83% year-to-date and 17.1% over the past year. The fund carries a Zacks ETF Rank of 3 (Hold) and offers medium risk with a beta of 1.26, making it a sufficient option for cloud computing exposure alongside alternatives like WCLD and CLOU.