+ Watch VMW
on My Watchlist
VMware is a leader in software for virtual computing, allowing companies to integrate and manage their cloud infrastructure.
VMW BP 77 TP 100 5YR EPS growth 16%2015 EPS est. 3.10Credit Suisse has $130 TP (seems hi)
Virtualization is just getting going, and nobody does it better than VMware.
Great products that brings efficiency and energy savings to IT departments
4**** STAR S&P rating:S&P MAINTAINS BUY OPINION ON SHARES OF VMWARE (VMW $80.64) : We raise our '13 operating EPS estimate $0.11 to $3.33 and '14's by $0.09 to $3.82, but keep our target price at $100. Q2 operating EPS of $0.79, vs. $0.68, beat our estimate of $0.75. Revenues rose 11% to $1.24B. License revenue was up 2.6%, and exceeded our expectations, as VMW signed 6 large deals and saw strong Enterprise License Agreement renewal rates. Total deferred revenues increased 22%. We expect license revenue growth to accelerate in the second half of 2013 due to new products. We project further operating margin expansion on cost savings.
With the full initiation of Obama's healthcare plan the medical world is scrabbling. The virtualization industry stands to profit. Also, enterprise level virtualization may provide a great cost cutting economies of scale option to mid to large companies.
I like and use the technology, but the valuation on this is just getting ridiculous. I would highly suggest that anyone currently thumbing up this stock instead thumb up EMC, as its valuation is much more sane, and then you still get exposure to VMW as well.
VMWare's cloud and virtualization technology is the future. Virtualization will extend beyond machines to networks and potential other services.
we run several VM servers... as the advantages to running these VMs become clearer to IT executives they will become even more widely adopted.
IBD EPS, RS, SPROE, Acc ratings plus P/E and div yieldSOFTWARE 97 6 AD+ 25PE
- Margin not sustainable, VMW is now charging a real server's price for a virtual machine- Competitors start to take away customers- Big industry players start to rally behind Openstack
Core virtualization market close to saturation, meeting fierce specialized competition in network virtualization -- growth slowing, stock still priced as a fast grower though it isn't any more -- still a good company, but it's going to face a serious "price reset".
.........over 170 mill in insider buying since november
Leader in the cloud. PIck up after large drop
Oversold for a good growing company in an area of technology still very relevant
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