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G vs. NTNX: Which Stock Is the Better Value Option?

Ryax’s technology will be integrated into Nutanix’s NKP and NAI platforms, aiming to optimise GPU use and streamline AI deployments.

Software is rapidly reducing operating expenses for businesses. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry’s 39.7% return has topped the S&P 500 by 21.7 percentage points.

The Ryax deal gives Nutanix new tools to automatically determine where AI workloads should run, potentially helping enterprises use scarce, expensive computing resources more effectively.

Nutanix has delivered a 3 year return of 103.6%, putting a lot of weight on the question of whether the current share price is properly backed by the cash the business is expected to generate. With Nutanix now trading at US$68.70 after a mixed shorter term track record, investors are increasingly asking how much of the recent story is already reflected in its cash flows. A 103.6% gain over the past 3 years means long term holders have seen meaningful value creation at the share-price level...

In early September 2026, Parallels announced an expanded collaboration with Nutanix, adding support for Nutanix Prism in Parallels RAS to streamline virtual application and desktop delivery on Nutanix infrastructure. The recognition of Nutanix as a Leader in the 2026 Gartner Magic Quadrant for Server Virtualization Platforms further underscores its position in hybrid cloud and AI-ready infrastructure. Next, we’ll examine how Nutanix’s Gartner leadership in server virtualization and hybrid...

Nutanix (NTNX) stock is drawing fresh attention after the company was named a Leader in the 2026 Gartner Magic Quadrant for Server Virtualization Platforms and rolled out new AI focused platform partnerships. These AI focused partnerships and the Gartner recognition come after a strong 90 day share price return of 46.48% and a year to date share price return of 35.77%. However, the 1 year total shareholder return declined 11.54%, so momentum appears short term rather than broad based. Seize...

Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays. We dug deeper into billionaire Ray Dalio’s Bridgewater Associates Q2 13F filings to see what new AI stocks the fund was buying. ServiceNow, Inc. (NYSE:NOW) was one of them. Bridgewater opened a position of about 635,000 shares worth roughly […]

Nutanix (NASDAQ:NTNX) is positioning itself as a broader cloud-platform provider rather than solely a hyperconverged infrastructure, or HCI, company, as it pursues growth through external storage, public cloud, Kubernetes, database management and enterprise artificial intelligence offerings. Chief

It ended its latest fiscal year quite impressively.

EXLS vs. NTNX: Which Stock Is the Better Value Option?

AVGO's VMware AI push gains traction with VCF 9.1, while NTNX and MSFT intensify competition across enterprise AI and hybrid cloud.

CEO highlights external storage and cloud solutions amid supply constraints.

Nutanix (NasdaqGS: NTNX) announced the general availability of Nutanix Enterprise AI 2.8, introducing new tools to manage and govern agentic AI workloads at scale. The company outlined plans for Nutanix Kubernetes Platform 2.19, adding deeper Kubernetes management for cloud native applications across hybrid environments. New enterprise wide governance features, service provider programs, and validated GPU integrations aim to support secure and compliant production AI deployments. Consider...

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

Nutanix, Inc. (NASDAQ:NTNX) ended fiscal 2026 with a strong quarter, but its reported free cash flow guidance midpoint points to a more measured year ahead. Fourth-quarter revenue rose 16% to $757.1 million, while annual recurring revenue, or ARR, also increased 16% to $2.55 billion. Revenue exceeded Nutanix, Inc. (NASDAQ:NTNX)’s $725 million-$745 million guidance range and […]

Companies in The News Are: DG,OKTA,NTNX,CRWD

Shares of hybrid multicloud computing company Nutanix (NASDAQ:NTNX) jumped 8.3% in the afternoon session after the company reported second-quarter CY2026 financial results that beat Wall Street expectations and issued strong revenue guidance.

Hybrid multicloud computing company Nutanix (NASDAQ:NTNX) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 15.9% year on year to $757.1 million. Guidance for next quarter’s revenue was better than expected at $760 million at the midpoint, 0.7% above analysts’ estimates. Its non-GAAP profit of $0.60 per share was 23.6% above analysts’ consensus estimates.

AMD's equity investment and joint development deal with Nutanix, alongside rising analyst price targets and strong institutional buying, underpin the case for NTNX stock's continued rally.

A surprisingly good end to fiscal 2026 is just one reason shares are flying higher today.

Nutanix's (NTNX) solid finish to the fiscal year and strength in the core platform, including cloud

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Bookings are growing fast and it’s only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.

Nvidia, Salesforce, and CrowdStrike prove it pays to bet on the AI veterans, stock futures jump, and AMD partner Nutanix’s earnings beat.

Moby summary of Nutanix, Inc.'s Q4 2026 earnings call

Bookings are growing fast and it’s only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.

Nutanix Inc (NTNX) beats Q4 guidance with $757 million in revenue, achieving a 42% Rule of 40 score and unveiling key AI partnerships despite persistent hardware constraints.

Nutanix (NASDAQ:NTNX) reported fourth-quarter fiscal 2026 results above its guided ranges, citing broad-based demand for its hybrid multicloud platform, external storage support, public-cloud offering and portfolio products despite continued server supply constraints. Fourth-quarter revenue reached