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Stock impact report

Why Wall Street Isn't Losing Faith in Nutanix (NTNX) Despite Near-Term Noise [Yahoo! Finance]

Nutanix, Inc. - Class A (NTNX) 
Last nutanix, inc. - class a earnings: 2/26 04:02 pm Check Earnings Report
Company Research Source: Yahoo! Finance
While the exact drivers of the lower price target are not known to us at this time, the revision appears to be driven by near-term momentum rather than any shift in underlying long-term conviction, as the firm has maintained its Outperform rating on the stock. Copyright: welcomia / 123RF Stock Photo RBC expects 2026 to be a year where clear benefits will be visible for software companies that are structurally positioned to benefit from enterprise AI adoption. On the other hand, those companies that remain exposed to the “AI is the death of software” narrative are expected to lag. The RBC analyst acknowledges that management teams across the sector are entering 2026 with conservative guidance. At the same time, he noted that enterprise spending trends appear to be stabilizing, and GenAI-driven innovation is driving improvements across many areas. Notably, in an early December report, RBC Capital had noted an increase in merger & acquisition (M&A) activity with software deal volum Show less Read more
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