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VMW

VMware

$161.63

1.78 (1.11%)

06:58
11/30/18
11/30
06:58
11/30/18
06:58

VMware price target raised to $199 from $167 at KeyBanc

KeyBanc analyst Alex Kurtz reiterated an Overweight rating on VMware and raised his price target to $199 from $167, citing strong initial FY20 guidance that was $400M above consensus. In a research note to investors, Kurtz says VMware delivered solid upside to license revenue at 17% y/y growth vs. consensus at 14% y/y, while total billings was closer to in line. The general macro discussion was positive on next year's IT spending, he says, adding that VMware is also executing well in growth segments like NSX, vSAN, and a growing pipeline of AWS-partnered hybrid cloud offerings.

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VMW VMware
$161.63

1.78 (1.11%)

11/30/18
JEFF
11/30/18
NO CHANGE
Target $196
JEFF
Buy
VMware price target raised to $196 from $186 at Jefferies
Jefferies analyst John DiFucci raised his price target for VMware to $196 saying the company easily exceeded fiscal Q3 expectations on "strong results across all product areas." Further, guidance for Q4 and fiscal 2019 was above the Street and "considerably ahead" for fiscal 2020, DiFucci tells investors in a post-earnings research note titled "Broad Strength to Continue." He views the results as impressive and keeps a Buy rating on VMware.
11/26/18
MSCO
11/26/18
NO CHANGE
Target $175
MSCO
Overweight
Survey work points to durable growth at VMware, says Morgan Stanley
Morgan Stanley analyst Keith Weiss, in a preview of VMware's Q3 report, noted that his firm's AlphaWise reseller survey pointed to a quarter relatively in line with reseller expectations, but that growth expectations accelerated to 6% this quarter and 9% for next quarter, which are both the highest rates since FY16. His conversations in the field indicate building demand for hybrid cloud solutions and VMware has "built out, acquired and partnered its way to a solution portfolio well positioned" to meet that demand, Weiss tells investors. The analyst, who noted that his estimates in FY19 and FY20 are above consensus, has an Overweight rating and $175 price target on VMware shares, stating that he expects another quarter of high-teens percentage billings growth and double-digit revenue growth in Q3.
11/21/18
OPCO
11/21/18
NO CHANGE
OPCO
AWS has long runway for future growth, says Oppenheimer
Oppenheimer analyst Timothy Horan says that Amazon Web Services (AMZN), AWS, continues to move up the stack improving Security, AI/ML, IoT, Database services and bundling in with infrastructure to maintain prices of legacy services. The analyst expects a number of new features and tools for Lambda, Aurora and Greengrass. He also sees Amazon discussing UC&C, gaming and blockchain. AWS kicked off its hybrid offering with its VMware (VMW) partnership and Kubernetes support, but it still lacks the full stack that Microsoft (MSFT) has for hybrid deployments-which are critical for enterprise customers that want to capture the benefits of the cloud while still maintaining on-premise datacenters for sensitive workloads, he contends. Overall, Horan believes demand remains strong, and thinks only about 25% of total enterprise workloads have moved to the cloud, which gives AWS a long runway for future growth.
11/14/18
CLVD
11/14/18
NO CHANGE
CLVD
Buy
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.

TODAY'S FREE FLY STORIES

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RCEL

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EIDX

Eidos Therapeutics

$46.58

1.33 (2.94%)

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COO

Cooper Companies

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CRM

Salesforce

$163.20

0.18 (0.11%)

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CCMP

Cabot Microelectronics

$155.89

2.68 (1.75%)

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CCMP

Cabot Microelectronics

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2.68 (1.75%)

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CCMP

Cabot Microelectronics

$155.89

2.68 (1.75%)

20:14
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Earnings
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JEF

Jefferies Financial Group

$19.08

0.16 (0.85%)

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NIO

NIO Inc.

$1.82

0.07 (4.01%)

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GOLD

Barrick Gold

$16.57

-0.095 (-0.57%)

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GOLD

Barrick Gold

$16.57

-0.095 (-0.57%)

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ESPR

Esperion

$40.51

0.67 (1.68%)

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PCG

PG&E

$7.41

0.71 (10.60%)

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XRX

Xerox

$38.95

0.295 (0.76%)

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FOX

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LGF.A

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LGF.B

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SNE

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VIA

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T.CA

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$0.00

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CMCSA

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CMCSK

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DIS

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  • 09

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JNJ

Johnson & Johnson

$134.97

3.99 (3.05%)

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BA

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4.25 (1.16%)

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AZN

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LLY

Eli Lilly

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AZN

AstraZeneca

$47.46

0.09 (0.19%)

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BA

Boeing

$371.55

4.25 (1.16%)

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BBIO

BridgeBio

$28.26

0.55 (1.98%)

, EIDX

Eidos Therapeutics

$46.58

1.33 (2.94%)

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$28.26

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EIDX

Eidos Therapeutics

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CLBS

Caladrius

$2.64

-0.06 (-2.22%)

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KNSA

Kiniksa

$6.52

0.1 (1.56%)

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