Список проголосовавших за комментарий " Nutanix: Color on Quarter (31.12)<ul><li>RBC Capital Mkts lowers their NTNX tgt to $34 from $38. Despite upside to most metrics, large NA deals were a tad light due to lower rep productivity. In the big picture they're not overly concerned as they expect productivity to improve and were impressed with the record customer adds and strong G2K wins. Q3 guidance comes down slightly due to conservatism and increasing component costs. Maintain OP but lower target to $34.'</li><li>Maxim: Despite modest beat & in-line guidance, management candidly discusses disappointing sales performance. <strong>Primary concern is that DELL is pushing VMW over NTNX, but data points suggest DELL commitment to NTNX remains as strong as ever.</strong></li><li>Needham notes that it's easy for investors and the Street to be distracted by lower guidance when it involves disruptive hypergrowth cos like Nutanix. However, they believe the issues weighing on F3Q guidance (changes in sales leadership impacting deals >$500K and DRAM pricing) and should not impact the co long term. NTNX remains extremely well run, in their view, and is strategically positioned to continue to innovate their cloud OS platform further into bringing cloud economics and features to the on-prem/hybrid world. Further, NTNX reiterated its plan to achieve SUSTAINED FREE CASH FLOW by the end of C2017, removing a prime concern of investors. They reiterate their Buy and $36 target and believe investors should <strong>use any guidance-driven pullbacks to build or add to positions in the name.</strong></li><li><strong>Morgan Stnaley downgraded to </strong><strong>Underweight</strong></li><li>NTNX -18% premarket.</li></ul>"