‘VARs’ Strike Back: Nutanix Stock Has Been Upgraded To ‘Outperform,’ Citing VMware Partner Disruption

‘The disruption in the infrastructure software space stemming from Broadcom’s recent acquisition of VMware is turning out to be more significant than we expected, per our recent round of VAR discussions,’ wrote a William Blair analyst in a research note published Wednesday.

William Blair, the investment adviser, has upgraded VMware rival Nutanix shares from “market…