Piper Jaffray analyst Andrew Nowinski says Nutanix (NTNX) is his top pick with an Overweight rating and $66 price target after hosting an investor call with management. Management addressed all of the primary concerns that have been pressuring the stock since the last earnings call on August 30, Nowinski tells investors in a research note. Management said they investigated the potential breach of components from Super Micro Computer (SMCI) months ago and found no evidence of tampering. Further, more than half of all applications running on Nutanix are classified as business-critical or tier one applications, suggesting Nutanix is now able to address the same, broad storage market demands as the all-flash vendors, the analyst adds. He continues to believe Nutanix is well positioned to generate 40%-plus revenue growth over the next few years.

Notable gainers among liquid option names this morning include Globe Life (GL) $71.33 +4.94, Super Micro (SMCI) $764.85 +47.83, Danaher (DHR) $250.88 +14.79, Kimberly Clark (KMB) $136.87 +7.94, and General Motors (GM) $45.38 +2.17.