Markets
RBC
@rbc_capi...
Bought NTNX
Shares
down -16.89%
At 77.48, Exited 64.39
Given Nutanix's strong Q2 revenue growth of 16% and margin expansion, alongside positive analyst sentiment and the overall growth trend in cloud compu...
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Thesis
Given Nutanix's strong Q2 revenue growth of 16% and margin expansion, alongside positive analyst sentiment and the overall growth trend in cloud computing and virtualization markets, I believe NTNX is positioned for significant upside. This momentum makes it an attractive long-term investment opportunity.
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Wolfe
@wolfe_re...
Bought NTNX
Shares
down -2.53%
At 64.13, Exited 62.51
Given the strong Q4 earnings report, positive guidance for the upcoming fiscal year, and favorable news on the data center storage market, I believe t...
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Thesis
Given the strong Q4 earnings report, positive guidance for the upcoming fiscal year, and favorable news on the data center storage market, I believe that Nutanix (NTNX) is well-positioned for growth, making it an attractive long-term investment in the evolving cloud and hybrid multi-cloud landscape.
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Morgan
@morgan_s...
Bought NTNX
Shares
down -2.53%
At 64.13, Exited 62.51
Given the positive outlook from Wall Street analysts and Nutanix's strong earnings and revenue growth driven by its hybrid multi-cloud solutions, I be...
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Thesis
Given the positive outlook from Wall Street analysts and Nutanix's strong earnings and revenue growth driven by its hybrid multi-cloud solutions, I believe NTNX presents an attractive long-term investment opportunity poised for future gains as the data center market continues to expand.
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Point72
@point72-...
Bought NTNX
Shares
up 14.36%
At 59.25, Now 67.76
Thesis
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Deepwater
@deepwate...
Bought NTNX
Shares
up 11.5%
At 59.41, Now 67.76
Trims & Adds
[] Currently up $1.9M
[-] 182d ago
Trimmed 48.5K shares @
59.25
[+] 274d ago
Initial 272.3K shares @
59.41
Thesis
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Pinebridge
@pinebrid...
Bought NTNX
Shares
up 2.48%
At 62.32, Now 67.76
Trims & Adds
[] Currently up $265.7K
[-] 182d ago
Trimmed 1.7K shares @
59.25
[-] 274d ago
Trimmed 78.5K shares @
59.41
[+] 365d ago
Initial 172.0K shares @
62.32
Thesis
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Duquesne
@duquesne...
Bought NTNX
Shares
up 34.61%
At 45.85, Exited 61.72
Thesis
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