AMD: The Agentic AI Era Is Coming With Far-Reaching Implications (Upgrade) [Seeking Alpha]
Nutanix, Inc. - Class A (NTNX)
Last nutanix, inc. - class a earnings: 2/26 04:02 pm
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US:NASDAQ Investor Relations:
ir.nutanix.com/company/investors/default.aspx
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Source: Seeking Alpha
AMD's data center revenues surged 39% YoY, now exceeding half of total business, with management targeting 35% CAGR for 3–5 years. Key partnerships with Meta and OpenAI, plus a Nutanix alliance, position AMD to capture inference demand as AI agent adoption rises. At 30x forward earnings and 8x 2030 EPS estimates, AMD offers compelling upside if it delivers on ambitious growth targets. Looking for a portfolio of ideas like this one? Members of Best Of Breed Growth Stocks get exclusive access to our subscriber-only portfolios. Learn More » EvgeniyShkolenko/iStock via Getty Images Advanced Micro Devices ( AMD ) has been a dark horse in the AI chip story, but we now have a greater picture of the company's potential role in the next step of the journey. While the company might struggle to catch up More on my IG service Sign Up For My Premium Service "Best of Breed Growth Stocks" After a historic valuation reset, the growth investing landscape has changed. Get my best resea
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NTNX
News
- Nutanix Announces Investor Day 2026 Details [Yahoo! Finance]Yahoo! Finance
- Nutanix Announces Investor Day 2026 DetailsGlobeNewswire
- Findem AI Hiring Platform Now Available in AWS MarketplacePR Web
- Nutanix Announces 2026 .NEXT Event Lineup: Fueling the Future of Enterprise AI, Virtualized and Cloud Native Apps, and Hybrid Multicloud InnovationGlobeNewswire
- Nutanix (NTNX) was downgraded by <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=NTNX&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> from "buy" to "hold"MarketBeat
NTNX
Earnings
- 2/25/26 - Beat
NTNX
Sec Filings
- 3/2/26 - Form 10-Q
- 2/25/26 - Form 8-K
- 12/22/25 - Form 3
- NTNX's page on the SEC website