Added to YB: 2024-10-02
Pitch date: 2024-07-31
NTNX [bullish]
Nutanix, Inc.
+27.78%
current return
Author Info
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Company Info
Nutanix, Inc. provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.
Market Cap
$17.1B
Pitch Price
$50.57
Price Target
N/A
Dividend
N/A
Sector
Software
Category
growth
Generation Investment Management Global Equity Portfolio Holding: Nutanix, Inc.
NTNX: HCI leader w/ 50% market share. New CEO since 2020 driving operational improvements: rev +80%, gross profit +100%, opex +20%. Now FCF positive. VMware acquisition by Broadcom creates opportunity. Proprietary survey shows customer discontent, benefiting Nutanix. Long-term thesis: on-premises tech staying, best solution, improved business model.
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