$NTNX

Nutanix was named a Leader in two Gartner Magic Quadrant reports for Distributed Hybrid Infrastructure and Server Virtualisation, and a Challenger in Container Management. The company cited demand for managing complex hybrid cloud estates and AI projects. Nutanix Cloud Platform and Nutanix Kubernetes Platform were highlighted for their capabilities.

Nutanix (NTNX) is focusing on external storage and AI growth to offset supply-chain pressures. External storage is expected to be a key growth driver, with HCI representing 20% of the installed base. The company is also investing in AI infrastructure and sales resources, targeting operating margins of 24-25% this fiscal year. Nutanix sees opportunities in VMware migrations and hybrid-cloud adoption.

Needham analyst Mike Cikos identified infrastructure software companies poised to benefit from enterprise AI adoption, including Dynatrace (Hold), Elastic (Hold), MongoDB (Buy), GitLab (Buy), ServiceNow (Buy), and Nutanix (Buy). Key developments: Dynatrace upgraded by Morgan Stanley, Elastic's Q1 revenue growth at 15%, MongoDB's Atlas platform grew 29% YoY, GitLab's Q2 results beat expectations, ServiceNow secured federal contracts, and Nutanix projected 11-13% revenue growth for FY2027.

Nutanix now supports Azure Virtual Desktop (AVD) Hybrid on its AHV hypervisor, allowing organizations to run AVD session hosts on-premises while using Microsoft's cloud-based control plane. This hybrid model caters to regulated industries with data residency and security needs. Nutanix and Microsoft highlight the flexibility and control it offers.

Parallels integrated Nutanix Prism Central into its RAS software, allowing centralized management of virtual desktops and apps. Nutanix will end Prism Element support in October 2026, pushing users to Prism Central. Nutanix reported FY26 revenue of $2.85B, up 12%, with 3,000+ new customers, many migrating from VMware. Parallels aims to simplify infrastructure management for enterprises.

Salam and Nutanix formed a 3-year partnership to offer Private Cloud Infrastructure as a Service in Saudi Arabia. Salam will leverage Nutanix's cloud tech to meet B2B demand for secure, scalable solutions, supporting digital transformation in the region.

Nutanix (NTNX) stock rose over 16% in August, driven by strong fiscal Q4 and full-year earnings that exceeded estimates. The company reported $757M in Q4 revenue, up 16% YoY, and raised guidance for fiscal 2027. Despite announcing a 5% workforce reduction, analysts from Bank of America, Morgan Stanley, and Wells Fargo raised price targets post-earnings.

Nutanix and Saudi Arabia's Ministry of Environment, Water and Agriculture (MEWA) signed an MoU to advance MEWA's digital infrastructure using hybrid multi-cloud technologies. The partnership aims to improve business continuity, cybersecurity, and national technical skills. Nutanix's platform will support AI adoption and seamless application mobility across environments. Both parties emphasized knowledge transfer and local expertise development.

Nutanix (NTNX) announced support for Microsoft Azure Virtual Desktop (AVD) Hybrid on Nutanix AHV, enabling on-premises virtual desktops with Azure's cloud-based control plane. This hybrid model offers flexibility for data residency, security, and cost, with management options via Nutanix APIs or Nerdio Manager. Microsoft and Nutanix highlighted benefits for modernisation and operational control.

Nutanix has added support for Microsoft Azure Virtual Desktop Hybrid on its AHV hypervisor, allowing organizations to run session hosts on-premises while using Azure's cloud control plane. This enables companies to keep desktop workloads and data in their own data centers while using Azure services for identity and session management. Nutanix and Microsoft collaborated on this initiative, with Azure Arc connecting session hosts to the Azure environment. The hybrid model is positioned for sectors