SimpliVity

A strong market for cloud computing services, solid business model and effective sales mechanism mean Nutanix Inc (NASDAQ: NTNX) could outrun the consensus. Credit Suisse’s projections for the San Jose tech firm are already above consensus, but those estimates “could prove conservative...

BTIG analyst Edward Parker believes the acquisition of Nutanix Inc (NASDAQ: NTNX)-rival SimpliVity by Hewlett Packard Enterprise Co (NYSE: HPE) would intensify competition in the hyper-converged space. Privately-held SimpliVity, second only to Nutanix in the pure-play hyper-converged market, has...

Hewlett Packard Enterprise Co (NYSE: HPE) has announced that it is acquiring Nutanix Inc (NASDAQ: NTNX)'s largest privately held competitor, SimpliVity, for $650 million. JMP Securities’ John Lucia maintains a Market Outperform rating on Nutanix, with a price target of $38, following this...

Oppenheimer sees Arista Networks Inc (NYSE: ANET), Pure Storage Inc (NYSE: PSTG) and A10 Networks Inc (NYSE: ATEN) as potential takeover targets for Hewlett Packard Enterprise Co (NYSE: HPE). The comments came as investors question HPE's next steps as a hardware-centric company amid two pending...

Wall Street's concerns for NetApp Inc. (NASDAQ: NTAP) are escalating, as Sterne Agee downgraded the stock to Underperform and Longbow sees more sales disappointments from the storage vendor. Legacy vendors such as Sunnyvale, California-based NetApp, EMC Corporation (NYSE: EMC) and Dell are losing...

For the first time in 11 quarters, Hewlett Packard (NYSE: HPQ) reported positive revenue growth when the company reported its third quarter results and a strong free cash flow with a $5 billion net cash position. The question investors are now asking is: Who might Hewlett Packard buy, and why...