Can Leostream Alliance Renewal Hint at New Competitive Advantages for Nutanix (NTNX)?

• Leostream Corporation recently announced the renewal of its alliance with Nutanix, including updated validation for the Leostream Platform on Nutanix AHV 10.3 and its entry into the Nutanix Elevate Technology Alliance Program.
• This collaboration enables both companies to offer enterprises a more scalable, integrated, and secure virtual desktop infrastructure solution for complex, high-demand environments.
• We'll explore how this expanded partnership with Leostream strengthens Nutanix's position in enterprise-scale secure virtual desktop deployments.

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Nutanix Investment Narrative Recap

To be a Nutanix shareholder, you need to believe in the continued enterprise shift toward hybrid and multi-cloud architectures, where integrated solutions like Nutanix's remain essential for complex IT needs. While the renewed partnership with Leostream expands Nutanix's capabilities in secure, scalable VDI, it does not materially change the most important near-term growth catalyst, enterprise modernization deals, or the key risk from accelerating public cloud adoption that could weigh on demand for Nutanix's core hyper-converged offerings.

One recent announcement that ties closely with this news is Nutanix's major agreement with Finanz Informatik, which highlights strong momentum in capturing large-scale enterprise workloads and reinforces confidence in future pipeline opportunities driven by digital transformation.

However, with more enterprises considering pure public cloud solutions, investors should not overlook...

Read the full narrative on Nutanix (it's free!)

Nutanix's narrative projects $3.9 billion in revenue and $513.0 million in earnings by 2028. This requires 15.3% yearly revenue growth and a $324.6 million increase in earnings from $188.4 million today.

Uncover how Nutanix's forecasts yield a $87.03 fair value, a 25% upside to its current price.

Exploring Other Perspectives

Seven fair value estimates from the Simply Wall St Community span a wide range, from US$32.34 to US$118.13 per share, reflecting very different outlooks on Nutanix's prospects. In contrast, continued competition from major public cloud vendors remains a concern for future revenue and business resilience, making it important to weigh multiple viewpoints before forming your own view.

Explore 7 other fair value estimates on Nutanix - why the stock might be worth less than half the current price!

Build Your Own Nutanix Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Nutanix research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Nutanix research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Nutanix's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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