Talha Qureshi
Mon, November 24, 2025 astatine 7:58 AM CST 2 min read
Jason Ader from William Blair noted that helium sees the institution successful a favorable presumption to capitalize connected dissatisfied VMware customers, who are facing pricing changes and unfavorable licensing. Ander sees Nutanix, Inc. (NASDAQ:NTNX) arsenic an alternate for these customers.
In summation to this, the institution connected November 18 announced expanding Microsoft’s Azure virtual desktop flexibility crossed its hybrid clouds. Management noted that this integration volition let organizations to tally Azure Virtual Desktop connected Nutanix AHV hypervisor.
For the upcoming fiscal Q1 2026 results, absorption anticipates gross to beryllium successful the scope of $670 cardinal – $690 million, on with a non-GAAP operating borderline successful the scope of 19.5% to 20.5%.
Nutanix, Inc. (NASDAQ:NTNX) provides unreality bundle that allows organizations to tally applications and negociate information seamlessly crossed aggregate unreality environments.
While we admit the imaginable of NTNX arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
READ NEXT: 30 Stocks That Should Double successful 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.

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