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VMW

VMware

$150.55

2.39 (1.61%)

09:31
11/14/18
11/14
09:31
11/14/18
09:31

Cleveland Research encourages investors to own VMware

VMware analyst Ben Bollin's checks indicate an uptick in Buy rated VMware performance with a number of partners exceeding target prior to quarter end. Billing remains favorable on VMware's near-term opportunity with favorable adoption of EUC, storage, compute, and networking and encourages investors to own shares. The analyst also said consensus estimates appear conservative and sees a number of catalysts that support +10.5% upside to FY20 revenue growth assumptions.

  • 06

    Dec

VMW VMware
$150.55

2.39 (1.61%)

11/06/18
JEFF
11/06/18
NO CHANGE
Target $186
JEFF
Buy
VMware acquisition of Heptio makes sense, says Jefferies
Jefferies analyst John DiFucci believes VMware's acquisition of Heptio makes sense, as it "fits squarely into the company's broader Software-Defined Data Center strategy." The analyst believes VMware has adapted to the rising proliferation of container-based environments and he keeps a Buy rating on the shares with a $186 price target.
10/29/18
MSCO
10/29/18
NO CHANGE
MSCO
IBM deal reinforces Morgan Stanley confidence in Hybrid Cloud emergence
After IBM (IBM) announced its intention to acquire Red Hat (RHT) for about $34B in a deal with an over 60% premium to Red Hat's Friday closing price, Morgan Stanley analyst Keith Weiss said the announcement reinforced both his confidence in the emergence of Hybrid Cloud architectures and the strength of IT spending into 2019. Red Hat has been Microsoft's (MSFT) primary competitor within server operating systems, and has generally been taking share, said Weiss, who thinks the longer-term opportunity or threat for Microsoft hinges on the ability of IBM to execute well and maintain the open source enthusiasm around the Red Hat distributions. For VMware (VMW) and Pivotal Software (PVTL), while Weiss sees little near-term impact, he adds that the proposed combination would likely result in a fiercer competitive environment going forward. For New Relic (NEWR), he sees little direct competitive impacts from the proposed merger. Given HortonWorks' (HDP) strong existing ties to IBM, Cloudera (CLDR) could benefit by becoming a preferred data management vendor within the OpenShift ecosystem, Weiss added.
10/19/18
WEDB
10/19/18
INITIATION
Target $185
WEDB
Outperform
VMware initiated with an Outperform at Wedbush, added to Best Ideas List
Wedbush analyst Daniel Ives initiated VMware (VMW) with an Outperform rating and $185 price target and added the stock to the Best Ideas List. In a research note to investors, Ives says he believes VMware has a number of tailwinds heading into FY19 including a healthy ELA renewal cycle, strong customer interest around its vSphere solution as more enterprises aggressively embrace the cloud, and incremental growth from its NSX segment that we believe in particular could be a major growth driver for the coming years. With the current bid for Dell Technologies tracking stock (DVMT) undervaluing the inherent value of this stock, Ives believes an investor showdown is on the horizon as the Street joins forces in its battle vs. Michael Dell/Silver Lake in this path to take Dell public again and thus represents a potential wild card for VMware and its investors looking ahead.
10/18/18
WEDB
10/18/18
INITIATION
WEDB
Outperform
VMware initiated with an Outperform at Wedbush

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MO

Altria Group

$46.57

0.32 (0.69%)

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LB

L Brands

$19.33

-0.72 (-3.59%)

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ORCL

Oracle

$53.18

-0.08 (-0.15%)

06:12
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Oracle sues Ellison, Catz over NetSuite acquisition, Business Insider reports »

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FB

Facebook

$182.08

-1.48 (-0.81%)

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Facebook pushes Instagram to grow ad business, The Information reports »

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    Oct

TSLA

Tesla

$222.07

1.18 (0.53%)

, PCRFY

Panasonic

$0.00

(0.00%)

06:08
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06:08
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Periodicals
Tesla in talks with LG Chem for batteries in China, Reuters reports »

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TSLA

Tesla

$222.07

1.18 (0.53%)

PCRFY

Panasonic

$0.00

(0.00%)

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  • 09

    Sep

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PDS

Precision Drilling

$1.13

-0.02 (-1.74%)

06:06
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06:06
Hot Stocks
Precision Drilling announces approval of normal course issuer bid »

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PVTL

Pivotal Software

$13.69

0.01 (0.07%)

, VMW

VMware

$148.15

0.11 (0.07%)

06:06
08/23/19
08/23
06:06
08/23/19
06:06
Downgrade
Pivotal Software, VMware rating change  »

Pivotal Software…

PVTL

Pivotal Software

$13.69

0.01 (0.07%)

VMW

VMware

$148.15

0.11 (0.07%)

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  • 04

    Sep

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    Oct

PACW

PacWest Bancorp

$33.83

0.56 (1.68%)

06:05
08/23/19
08/23
06:05
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06:05
Initiation
PacWest Bancorp initiated  »

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  • 23

    Sep

CAAP

Corporacion America Airport

$5.81

0.295 (5.35%)

06:04
08/23/19
08/23
06:04
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06:04
Hot Stocks
Corporacion America Airport reports Q2 passenger traffic up 3.8% y/y »

Cargo volume increased…

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  • 23

    Aug

NVS

Novartis

$88.97

-1.23 (-1.36%)

06:04
08/23/19
08/23
06:04
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06:04
Periodicals
FDA zeroes in on Novartis delay in reporting data manipulation, WSJ reports »

Regulators examining test…

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  • 03

    Sep

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    Sep

  • 19

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    Sep

CAAP

Corporacion America Airport

$5.81

0.295 (5.35%)

06:03
08/23/19
08/23
06:03
08/23/19
06:03
Earnings
Corporacion America Airport reports Q2 EPS 31c, may not compare consensus (10c) »

Reports Q2 revenue…

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  • 23

    Aug

QFIN

360 Finance

$10.65

0.05 (0.47%)

06:03
08/23/19
08/23
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06:03
Hot Stocks
360 Finance CEO Jun Xu resigns, Haisheng Wu named successor »

360 Finance announced…

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  • 23

    Aug

TGI

Triumph Group

$22.70

0.19 (0.84%)

06:00
08/23/19
08/23
06:00
08/23/19
06:00
Downgrade
Triumph Group rating change  »

Triumph Group downgraded…

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DB

Deutsche Bank

$7.17

0.155 (2.21%)

, BNPQY

BNP Paribas

$0.00

(0.00%)

06:00
08/23/19
08/23
06:00
08/23/19
06:00
Periodicals
Deutsche Bank to move up to 800 staff members to BNP Paribas, FT reports »

Deutsche Bank (DB) plans…

DB

Deutsche Bank

$7.17

0.155 (2.21%)

BNPQY

BNP Paribas

$0.00

(0.00%)

03/08/13
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MO

Altria Group

$46.57

0.32 (0.69%)

05:57
08/23/19
08/23
05:57
08/23/19
05:57
Upgrade
Altria Group rating change  »

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AMZN

Amazon.com

$1,804.00

-19.19 (-1.05%)

05:52
08/23/19
08/23
05:52
08/23/19
05:52
Periodicals
Amazon to stop using tips to cover wages for Flex drivers, LA Times reports »

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  • 27

    Oct

OXY

Occidental Petroleum

$44.69

-0.35 (-0.78%)

05:49
08/23/19
08/23
05:49
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05:49
Initiation
Occidental Petroleum initiated at Jefferies »

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  • 27

    Aug

LZB

La-Z-Boy

$31.52

1.48 (4.93%)

05:45
08/23/19
08/23
05:45
08/23/19
05:45
Upgrade
La-Z-Boy rating change  »

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  • 27

    Aug

HPQ

HP Inc.

$18.91

-0.04 (-0.21%)

05:45
08/23/19
08/23
05:45
08/23/19
05:45
Downgrade
HP Inc. rating change at Evercore ISI »

HP Inc. downgraded In…

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  • 10

    Sep

HCM

Hutchison China MediTech

$20.53

0.13 (0.64%)

05:34
08/23/19
08/23
05:34
08/23/19
05:34
Hot Stocks
Chi-Med initiates Phase I study of HMPL-523 »

Hutchison China MediTech…

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  • 09

    Sep

SMSEY

Samsonite International

$0.00

(0.00%)

04:55
08/23/19
08/23
04:55
08/23/19
04:55
Conference/Events
Samsonite International management to meet with JPMorgan »

Meetings to be held in…

03/08/13
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  • 23

    Aug

SERV

ServiceMaster

$58.21

0.37 (0.64%)

04:55
08/23/19
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04:55
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Conference/Events
ServiceMaster management to meet with Buckingham »

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  • 23

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    Nov

04:55
08/23/19
08/23
04:55
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04:55
General news
Breaking General news story  »

Federal Reserve Chairman…

URBN

Urban Outfitters

$23.91

1.53 (6.84%)

04:55
08/23/19
08/23
04:55
08/23/19
04:55
Conference/Events
Urban Outfitters management to meet with MKM Partners »

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  • 25

    Sep

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    Nov

GLOB

Globant

$96.92

3.21 (3.43%)

04:55
08/23/19
08/23
04:55
08/23/19
04:55
Conference/Events
Globant management to meet with William Blair »

Meetings to be held in…

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  • 23

    Aug

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