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VMware is a leader in software for virtual computing, allowing companies to integrate and manage their cloud infrastructure.
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.
I see them turning the corner as MU looks to be bought out by Dell.
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.....
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.
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
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