http://www.barrons.com/articles/nutanix-vars-like-it-says-wi…
In addition to the William Blair analyst who thinks the price target should be $34, Jefferies analyst James Kisner wrote:
Nutanix believes a key differentiated capability of the inclusion of AHV in its software stack is the ability to balance storage hotspots. Nutanix can observe SSD utilization within a particular node and migrate virtual machines to make use of unused capacity in other nodes. Having an in-house hypervisor also allows Nutanix to able to do rapid prototyping and deploy new features because they aren’t relying on a third party’s hypervisor for updates and bug fixes. For example, NTNX is developing a new storage I/O path that leverages some of the unique properties of NTNX’s storage controller to create “vast improvements” in performance and efficiency. Nutanix is planning to offer a variety of new virtualization features over the next couple years. Nutanix can also more rapidly leverage new hardware innovation as well; the company pointed to being able to leverage offload capabilities on NICs as an example.
Looks like analysts are now starting to recognize that NTNX is undervalued…
Chris