VMware (NYSE:VMW)

CAPS Rating: 4 out of 5

VMware is a leader in software for virtual computing, allowing companies to integrate and manage their cloud infrastructure.

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Member Avatar wstanislaw (20.47) Submitted: 11/3/2015 6:21:22 PM : Outperform Start Price: $59.36 VMW Score: -12.73

Bargain pricing due confusion around the dell emc merge. Solid company with solid growth forecast, good valuation due to low price. Has to overcome growing competition in the virtualization market, and is pushing hard on its cloud identity.

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Member Avatar JF125780 (< 20) Submitted: 10/21/2015 1:14:32 PM : Outperform Start Price: $54.13 VMW Score: -9.45

I see them turning the corner as MU looks to be bought out by Dell.

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Member Avatar TSIF (99.96) Submitted: 10/16/2015 3:03:34 PM : Outperform Start Price: $67.71 VMW Score: -26.96

Few understand the DELL- EMC deal, and VMWARE as a tracking stock.
Unlike many think, it's NOT DILUTIVE. Voting stock float will NOT increase.
Just a side distraction of the "tracking stock" that will sell at a DISCOUNT.
The additional sells force, (especially DELL who was none too cooperative with EMC, VMWARE at ARMS LENGTH or NOT) will incrementally add accounts. Overall, growth has slowed for VMWARE, but the 10-15% haircut on the EMC / DELL news was too much based on the 10% YoY Growth on the preliminary report. Lots of cash, if held truly ARMS LENGTH again by DELL there is still room to invest here.

Deal falls through - VMware goes up.
Another suitor arrives - may want VMware private....stock goes up.
Things go as planned, more sales force, some dynamics from recent purchases - stock goes up.
Market stays in moronic flunk - stock stalls
VMware fails to deliver - stock drops (nothing new here).

Target - Buy and HOLD and watch and wait.....

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Member Avatar itainvestor (70.86) Submitted: 10/10/2014 1:21:06 PM : Outperform Start Price: $94.47 VMW Score: -45.22

g

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Member Avatar beanboyrjs (49.85) Submitted: 8/28/2014 1:35:31 PM : Outperform Start Price: $97.57 VMW Score: -46.97

Virtualization is just getting going, and nobody does it better than VMware.

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Member Avatar SqwiiTrader (< 20) Submitted: 11/4/2013 6:47:00 PM : Outperform Start Price: $80.58 VMW Score: -49.98

Cow

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Member Avatar dcranage (< 20) Submitted: 8/10/2013 9:47:50 AM : Outperform Start Price: $84.35 VMW Score: -57.25

Great products that brings efficiency and energy savings to IT departments

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Member Avatar ROEoutshinesGOLD (99.16) Submitted: 7/24/2013 2:04:07 PM : Outperform Start Price: $70.34 VMW Score: -52.80

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.

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Member Avatar AaronSmothers (43.86) Submitted: 7/1/2013 8:50:18 PM : Outperform Start Price: $66.72 VMW Score: -48.32

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.

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Member Avatar lorenzo404 (< 20) Submitted: 6/24/2013 11:27:30 AM : Underperform Start Price: $65.56 VMW Score: +50.79

vmw

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Member Avatar TheArchivist (35.32) Submitted: 4/12/2013 6:41:22 PM : Outperform Start Price: $76.21 VMW Score: -58.89

VMWare's cloud and virtualization technology is the future. Virtualization will extend beyond machines to networks and potential other services.

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Member Avatar blushark (< 20) Submitted: 3/28/2013 1:56:40 AM : Outperform Start Price: $78.06 VMW Score: -61.71

we run several VM servers... as the advantages to running these VMs become clearer to IT executives they will become even more widely adopted.

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Member Avatar JackDanny (55.54) Submitted: 3/7/2013 12:05:36 AM : Outperform Start Price: $74.56 VMW Score: -60.10

outperform

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Member Avatar IBDContrarian (61.30) Submitted: 3/2/2013 4:36:05 PM : Outperform Start Price: $73.29 VMW Score: -61.39

IBD EPS, RS, SPROE, Acc ratings plus P/E and div yield
SOFTWARE 97 6 AD+ 25PE

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Member Avatar iniesta13 (43.05) Submitted: 2/14/2013 1:11:23 PM : Underperform Start Price: $79.00 VMW Score: +66.05

- 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

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Member Avatar aleax (53.07) Submitted: 2/11/2013 10:20:05 AM : Underperform Start Price: $78.13 VMW Score: +65.38

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".

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Member Avatar superdealsonly (33.90) Submitted: 2/6/2013 11:52:48 PM : Outperform Start Price: $78.92 VMW Score: -66.17

.........over 170 mill in insider buying since november

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Member Avatar Treborn822 (42.56) Submitted: 2/3/2013 5:57:07 AM : Outperform Start Price: $78.35 VMW Score: -66.48

Valuation

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Member Avatar udyr (< 20) Submitted: 2/2/2013 6:34:50 PM : Outperform Start Price: $78.35 VMW Score: -66.48

Leader in the cloud. PIck up after large drop

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Member Avatar GenFrogKing (56.76) Submitted: 1/30/2013 12:34:27 AM : Outperform Start Price: $78.66 VMW Score: -66.44

looks cheap

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