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VMware is a leader in software for virtual computing, allowing companies to integrate and manage their cloud infrastructure.
The cloud is getting more and more. Virtual servers are awesome. I think this is a great company and will be a player in this area. Buy.
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.
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
It's a trap!It's at its 52 week low, and my own trend analysis on stocks shows a good chance of bouncing back in a significant way when a stock plummets more than 15% in a day (unless there's significantly negative news). Especially when strong, blue chip stocks are involved. "Institutions can't repel great deals on this magnitude!" VMWare is losing market share to some competitors, but it is still a major player in its business. I don't believe it's prospects have diminished to a point where this price accurately represents its market value. Some important figures (IMO):P/E: 45.28 and 92% approval from Motley Fool All-Star Players show strong, positive sentiment towards this stock.EPS: 1.72ROA: 6.60 (Industrial Average: 7.90)ROE: 10.50 (IA: 11.70)Accounts Recievable Turnover: 6.80 (above IA)Asset Turnover: 0.50 (IA: 0.80)PEG Ratio: 45.28/28.40 = 1.59The statistics aren't the best I've seen, but they're also above average.
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