William Blair analyst Jason Ader upgraded Nutanix (NTNX) to Outperform from Market Perform. The analyst says the disruption in the infrastructure software space stemming from Broadcom’s (AVGO) recent acquisition of VMware is turning out to be more significant than expected. The reseller community sees a multiyear runway for the Nutanix Cloud Platform and Nutanix AHV to take market share from VMware, the analyst tells investors in a research note. The firm views Nutanix as top beneficiary from the disruption in the infrastructure software space.
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