Nutanix: Mid-Teens Growth Is Easily Achievable
NTNXNutanix(NTNX) Seeking Alpha·2024-09-10 23:24
Just_Super Investment summary My previous investment thought on Nutanix (NASDAQ:NTNX) (published on the 4th of June) was a buy rating because I believed the demand momentum was still strong and that it was sustainable given NTNX's streak of winning large deals. My recommendation is still a buy rating for NTNX as the growth outlook remains robust, especially with NTNX now showing signs of it capturing share from VMware. 4Q24 results update NTNX reported 4Q24 adj revenue of $548 million (11% y/y growth),  ...