Can we count your visit with Google Analytics? No ads, no profiles. Details
NTNX
NASDAQNext earningsNov 24AnalystsBuy15+36%Information Technology · Systems Software
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural read: $NTNX is the largest pure-play Broadcom-VMware refugee beneficiary, paired with a Cisco OEM partnership (Feb 2024) that bundles Nutanix Cloud Platform on Cisco UCS servers - converting Cisco's enterprise channel into a Nutanix distribution arm.
ARR ~$2B, FCF margin inflected to ~25%+, GAAP profitability in sight. Multi-year renewal cycle plays into Nutanix's hands as VMware ELAs come up for re-pricing under Broadcom's consolidation.
It reads our $NTNX data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.