异动解读|Nutanix夜盘上涨6.29%,Q4营收超预期叠加FY2027指引乐观

行情直击
Aug 27

8月27日,Nutanix夜盘上涨6.29%,报69.5美元/股,成交额1.2万美元。

消息面上,公司于盘后公布2026财年第四季度业绩:营收7.571亿美元,同比增长约16%,超出市场预期的7.383亿美元;调整后每股收益0.60美元,高于分析师预期的0.49美元;调整后毛利率达87.7%。此外,公司发布2027财年Q1营收指引7.55亿至7.65亿美元,全年营收指引31.8亿至32.3亿美元,均高于市场一致预期。

值得关注的是,公司同步发布Nutanix Enterprise AI 2.8平台升级,强化在企业级Agentic AI领域的布局。此前UBS将目标价由62美元上调至80美元并维持买入评级,指出VMware迁移加速及合作伙伴管线增长40%-50%支撑健康需求。

Nutanix, Inc.提供领先的企业云平台Nutanix Cloud Platform,由软件解决方案和云服务组成,为客户的混合云和多云战略提供动力。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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