以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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NTNX
33 atoms · 跨 4 天 · 首见 2026-05-27 · 最近 2026-06-01
三色: 🟦 fact 26 · 🟥 take 7 · stance ▲19/▼0/◆0
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 30 · 卖 3
时态: fresh:30 · stale:3
标签: 好数字:19 · 好信源:9 · 好观点:8 · 好思考:1
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-12 · 默认折叠
NTNX 在最近一个季度表现稳健，分析师 Wamsi 上调了营收与盈利预测
¹。他重申了对该股的 Buy 评级，认为市场应关注自由现金流，并忽略短期的‘建模’噪音，同时看好其从 VMware 手中抢夺份额的长期持续性
¹。Wamsi 维持 NTNX 的买入评级，并同步上调了盈利预测
¹。目前没有明显的看空观点形成分歧。
🟥 多头 takes (bullish) (3)
- <a id="atom-8850675cba925ee7"></a>🟥 2026-06-01
卖·BofA Brian Fenske · 营收/盈利预测上调 · 营收预测
Solid qtr, Wamsi edged up estimates
tags: 好数字 · → daily
value: qty=edged up estimates
- <a id="atom-11feeae05f37ca19"></a>🟥 2026-06-01
卖·BofA Brian Fenske [老旧] · 评级重申 · 评级调整
Wamsi edged up estimates, remains Buy, focus on FCF, 'modeling' noise, VMW share gain longevity
tags: 好观点 · → daily
value: rating=Buy
- <a id="atom-ef98463f49543203"></a>🟥 2026-05-31
卖·BofA Brian Fenske [老旧] · 评级 · 评级调整
Wamsi维持NTNX Buy评级，上调盈利预测
tags: 好观点 · → daily
value: rating=Buy
🟦 新闻流 (squawk · 30)
展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)
- <a id="atom-4bc94cdac573436e"></a>🟦 2026-06-01
X·@wallstengine · 获得 NVIDIA 企业级存储认证 · 产品发布
$NTNX Unified Storage is now NVIDIA-certified at the enterprise level for production AI infrastructure.
tags: 好信源 · → daily
- <a id="atom-5ea2940f83db9644"></a>🟦 2026-06-01
X·@wallstengine · 支持 AI factories 技术架构 · 技术路线
The architecture supports AI factories with GPUDirect Storage over NFS with RDMA, Spectrum-X Ethernet, Spectrum-4 switches, and BlueField-3 DPUs.
tags: 好信源 · → daily
- <a id="atom-eff1769ded26799d"></a>🟦 2026-06-01
X·@wallstengine · 预期 BlueField-4 STX 支持时间 · 产品发布
Nutanix expects planned BlueField-4 STX support in 2H26.
tags: 好数字·好信源 · → daily
value: date=2H26
- <a id="atom-89274b2fd4dc6dfd"></a>🟥 2026-05-28
X·@wallstengine [老旧] · PT raised to $65 · 评级目标价
BofA Securities Maintains $NTNX at Buy, Raises PT to $65 from $60
tags: 好数字 · → daily
value: qty=$65 · date=当前
- <a id="atom-ce77cec5dc33a61b"></a>🟥 2026-05-28
X·@wallstengine · Q quarter demand robust · 订单需求
NTNX delivered a solid quarter and demand remains robust
tags: 好观点 · → daily
- <a id="atom-d8827accfcdec7f1"></a>🟥 2026-05-28
X·@wallstengine · TCV bookings expectations higher vs last earnings call · 业绩指引/订单需求
TCV bookings expectations for the FY are higher relative to the last earnings call
tags: 好思考 · → daily
- <a id="atom-58b1d6c4ac59188f"></a>🟦 2026-05-28
X·@wallstengine · contract duration 3.4 years in the quarter · 订单需求
Contract duration was 3.4 years in the quarter, higher than expected, given a higher mix of larger and longer-duration transactions across land/expand and renewals
tags: 好数字 · → daily
value: qty=3.4 years · date=本季度
- <a id="atom-22268db104268b27"></a>🟦 2026-05-28
X·@wallstengine · renewals performance better · 营收
better renewals performance
tags: 好观点 · → daily
- <a id="atom-f1695c5a68aa3697"></a>🟦 2026-05-28
X·@wallstengine · Raised full-year guidance for revenue, operating margins, and free cash flow · 业绩指引
management raised full-year guidance for revenue, operating margins, and free cash flow
tags: 好数字 · → daily
- <a id="atom-93d60ce355608b13"></a>🟥 2026-05-28
X·@wallstengine · Expects further share gain against VMware · 市场份额/竞争格局
We continue to see further share gain against VMware
tags: 好观点 · → daily
- <a id="atom-1f7970823d1cb9bf"></a>🟦 2026-05-27
X·@wallstengine · Q3 2026 revenue · 营收
🔹 Revenue: $703.1M (Est. $686.34M) 🟢; +10% YoY
tags: 好数字 · → daily
value: qty=$703.1M · date=Q3 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-4ff2b96516b2c9e0"></a>🟦 2026-05-27
X·@wallstengine · Q3 2026 adjusted EPS · 盈利能力
🔹 Adj. EPS: $0.47 (Est. $0.36) 🟢
tags: 好数字 · → daily
value: qty=$0.47 · date=Q3 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-755e7903c6a2a89b"></a>🟦 2026-05-27
X·@wallstengine · ARR · 营收
🔹 ARR: $2.43B; +15% YoY
tags: 好数字 · → daily
value: qty=$2.43B · date=Q3 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-857f84df31c4c4c2"></a>🟦 2026-05-27
X·@wallstengine · Q3 2026 free cash flow · 现金流
🔹 FCF: $197.2M
tags: 好数字 · → daily
value: qty=$197.2M · date=Q3 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-ac63ad2635356ad0"></a>🟦 2026-05-27
X·@wallstengine · Q3 2026 adjusted gross margin · 毛利率
🔹 Adj Gross Margin: 87.8%
tags: 好数字 · → daily
value: qty=87.8% · date=Q3 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-52223dae09b192e9"></a>🟦 2026-05-27
X·@wallstengine · Q4 2026 revenue guidance · 业绩指引/营收
🔹 Revenue: $725M-$745M (Est. $660M) 🟢
tags: 好数字 · → daily
value: qty=$725M-$745M · date=Q4 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-28626ee61efd09e8"></a>🟦 2026-05-27
X·@wallstengine · Q4 2026 non-GAAP operating margin guidance · 业绩指引/盈利能力
🔹 Non-GAAP Operating Margin: 21% to 23%
tags: 好数字 · → daily
value: qty=21% to 23% · date=Q4 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-43859fc30c3ec2a2"></a>🟦 2026-05-27
X·@wallstengine · FY 2026 revenue guidance raised · 业绩指引/营收
🔹 Revenue: $2.82B-$2.84B (Est. $2.8B) 🟢
tags: 好数字 · → daily
value: qty=$2.82B-$2.84B · date=FY 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-54e1dbb42dba68e6"></a>🟦 2026-05-27
X·@wallstengine · FY 2026 non-GAAP operating margin guidance · 业绩指引/盈利能力
🔹 Non-GAAP Operating Margin: ~22.5%
tags: 好数字 · → daily
value: qty=~22.5% · date=FY 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-8355614caa05a3f0"></a>🟦 2026-05-27
X·@wallstengine · FY 2026 free cash flow guidance · 业绩指引/现金流
🔹 FCF: $760M-$780M
tags: 好数字 · → daily
value: qty=$760M-$780M · date=FY 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-aafe440ae74845a0"></a>🟦 2026-05-27
X·@wallstengine · Q3 2026 non-GAAP operating margin · 盈利能力
🔹 Non-GAAP Operating Margin: 22.3%
tags: 好数字 · → daily
value: qty=22.3% · date=Q3 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-840d3ba73f160ebe"></a>🟦 2026-05-27
X·@wallstengine · average contract duration · 客户粘性
🔹 Average Contract Duration: 3.4 years vs 3.1 years YoY
tags: 好数字 · → daily
value: qty=3.4 years · date=Q3 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-8b918ac78033e065"></a>🟦 2026-05-27
X·@wallstengine · net cash provided by operating activities · 现金流
🔹 Net Cash Provided by Operating Activities: $207.5M
tags: 好数字 · → daily
value: qty=$207.5M · date=Q3 2026
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-7a3fa500c4039993"></a>🟦 2026-05-27
X·@wallstengine · announced Nutanix Agentic AI · 产品发布/技术路线
🔹 Announced: Nutanix Agentic AI
tags: 好信源 · → daily
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-0e58e3bd6e3e3805"></a>🟦 2026-05-27
X·@wallstengine · announced NKP Metal · 产品发布/技术路线
🔹 Announced: NKP Metal
tags: 好信源 · → daily
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-78ad20e74abd1ef6"></a>🟦 2026-05-27
X·@wallstengine · certified integration with MongoDB Ops Manager · 合作客户/技术路线
🔹 Certified Integration: Nutanix Database Platform and MongoDB Ops Manager
tags: 好信源 · → daily
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-3909b132b4fb85b6"></a>🟦 2026-05-27
X·@wallstengine · share repurchase authorization increase · 回购分红
🔹 Authorization: $750M increase to share repurchase program
tags: 好数字 · → daily
value: qty=$750M
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-371e81caff84c370"></a>🟦 2026-05-27
X·@wallstengine · CEO statement on solid demand · 管理层表态/订单需求
🔸 “We saw solid demand in the third quarter, including strong bookings, healthy new logo additions, and good free cash flow performance.”
tags: 好信源·好观点 · → daily
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-54a57a4c27370a7b"></a>🟦 2026-05-27
X·@wallstengine · CEO statement on results exceeding guidance · 管理层表态/财报
🔸 “Our business performed well in our third quarter, as reflected in results that exceeded the high end of the range for all of our guided metrics.”
tags: 好信源·好观点 · → daily
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
- <a id="atom-c002046a56a4f98e"></a>🟦 2026-05-27
X·@wallstengine · CEO statement on raising full year guidance · 管理层表态/业绩指引
🔸 “We are pleased to raise our full year guidance and remain focused on driving sustainable growth and improving profitability.”
tags: 好信源·好观点 · → daily
[图: Nutanix (NTNX) 的股价日内走势及盘后大涨的图表 — 收盘价: $46.57; 盘后价: $50.00; 盘后涨幅: +7.37%; 前收盘价: $46.55]
📷 原图
⏱ 时间轴 (近 20)
- 🟥 2026-06-01 ·
position · 评级重申 · → daily
- 🟥 2026-06-01 ·
forecast · 营收/盈利预测上调 · → daily
- 🟦 2026-06-01 ·
fact · 获得 NVIDIA 企业级存储认证 · → daily
- 🟦 2026-06-01 ·
fact · 支持 AI factories 技术架构 · → daily
- 🟦 2026-06-01 ·
forecast · 预期 BlueField-4 STX 支持时间 · → daily
- 🟥 2026-05-31 ·
position · 评级 · → daily
- 🟥 2026-05-28 ·
position · PT raised to $65 · → daily
- 🟥 2026-05-28 ·
narrative · Q quarter demand robust · → daily
- 🟥 2026-05-28 ·
forecast · TCV bookings expectations higher vs last earnings call · → daily
- 🟦 2026-05-28 ·
fact · contract duration 3.4 years in the quarter · → daily
- 🟦 2026-05-28 ·
fact · renewals performance better · → daily
- 🟦 2026-05-28 ·
fact · Raised full-year guidance for revenue, operating margins, an · → daily
- 🟥 2026-05-28 ·
forecast · Expects further share gain against VMware · → daily
- 🟦 2026-05-27 ·
fact · Q3 2026 revenue · → daily
- 🟦 2026-05-27 ·
fact · Q3 2026 adjusted EPS · → daily
- 🟦 2026-05-27 ·
fact · ARR · → daily
- 🟦 2026-05-27 ·
fact · Q3 2026 free cash flow · → daily
- 🟦 2026-05-27 ·
fact · Q3 2026 adjusted gross margin · → daily
- 🟦 2026-05-27 ·
fact · Q4 2026 revenue guidance · → daily
- 🟦 2026-05-27 ·
fact · Q4 2026 non-GAAP operating margin guidance · → daily
← 实体目录 · 系统日志
