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Nutanix: The Great VMware Exodus and Possibly an Explosion of Operating Leverage

Nutanix: The Great VMware Exodus and Possibly an Explosion of Operating Leverage

vm_adminApril 15, 2026

By Elina Selianska
Publication Date: 2026-04-15 13:46:00

Nutanix is at an inflection point as VMware customers migrate; SaaS growth, earnings growth, buybacks, and AI upside support the stock. Read here for more.

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Nutanix

Tagged exodus, Explosion, great, Leverage, Nutanix, operating, Possibly, VMware

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