异动解读｜Nutanix盘中上涨10.49%，Q4营收超预期叠加FY2027指引乐观

行情直击08-27

8月27日，Nutanix盘中上涨10.49%，报72.15美元/股，成交额1455.42万美元。

消息面上，公司公布FY2026第四财季业绩，营收7.571亿美元，超出市场预期的7.383亿美元，同比增长约16%；调整后毛利率达87.7%。同时公司发布FY2027 Q1营收指引7.55亿至7.65亿美元，全年营收指引31.8亿至32.3亿美元，均高于华尔街一致预期的32亿美元。

多家投行上调目标价，RBC将目标价从84美元上调至90美元，维持跑赢大盘评级；UBS将目标价从62美元大幅上调至80美元，维持买入评级，并指出VMware迁移活动加速、合作伙伴管线增长40%-50%。公司同步发布Nutanix Enterprise AI 2.8平台升级，强化企业级Agentic AI布局。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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