11/25/2024, 01:40 PM UTC
Nutanix Q1前瞻：有望从VMware手中夺取市场份额；‘强烈买入’Nutanix Q1 Preview: Likely Gaining Shares From VMware; 'Strong Buy'
1. 由于Broadcom的变动，Nutanix有望从VMware手中夺取显著的市场份额，获得‘强烈买入’评级和90美元的目标价。2. Nutanix强劲的ACV和ARR增长得益于与戴尔、思科和英伟达的合作，以及其在Azure和AWS平台上的解决方案。3. Nutanix对高端市场的关注和新的AI产品预计将加速收入增长，预计有机收入增长将达到18%。1. Nutanix is poised to gain significant market share from VMware due to Broadcom's changes, with a 'Strong Buy' rating and a $90 target price. 2. Nutanix's strong ACV and ARR growth is driven by partnerships with Dell, Cisco, and Nvidia, and its solutions on Azure and AWS platforms. 3. Nutanix's up-market focus and new AI offerings are expected to accelerate revenue growth, with a projected 18% organic revenue increase.
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