智通财经APP获悉，高盛发表研报，首次覆盖混合云服务商Nutanix(NTNX.US)，给予“买入”评级，目标价为95美元。
高盛指出，Nutanix是企业从传统基础设施向现代化转型的核心标的，其超融合基础设施(HCI)平台通过将计算、存储和网络整合为软件定义堆栈，为本地环境提供类云服务。相较于传统架构，Nutanix解决方案可降低40%以上的总体拥有成本，实现更快的资源调配和混合部署灵活性。
高盛认为，在博通(AVGO.US)收购威睿导致产品定价、支持服务和软件包变更后，Nutanix有望在未来四年(2025至2029财年)每年获得3-6亿美元的经常性收入，承接VMware客户迁移需求。
报告还提及Nutanix与戴尔(DELL.US)、思科(CSCO.US)及Pure Storage(PSTG.US)日益扩大的合作伙伴生态，以及其向混合多云编排平台的演进。该平台正在解决云迁移、基础设施自动化和AI支持等企业IT核心需求。
近期动态显示，Nutanix 2025财年第三季度业绩超预期，每股收益0.42美元(预期0.38美元)，营收6.39亿美元(预期5.9444亿美元)，同比增长22%。Piper Sandler将其目标价从76美元上调至88美元，理由是其增长稳定且新客户获取势头强劲。KeyBanc首予“增持”评级及95美元目标价，强调其在混合多云环境中的战略地位以及两位数的营收增长前景。
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