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VMW

VMware

$161.63

1.78 (1.11%)

07:17
11/30/18
11/30
07:17
11/30/18
07:17

VMware price target raised to $194 from $165 at JPMorgan

JPMorgan analyst Mark Murphy raised his price target for VMware to $194 saying the company last night delivered a "strong" Q3 and provided preliminary fiscal 2020 revenue guidance calling for 12% growth, "far above" consensus calling for 8.3% growth. This likely provide a "wake-up call about the trajectory of the business," Murphy tells investors in a research note. The analyst keeps an Overweight rating on VMware.

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VMW VMware
$161.63

1.78 (1.11%)

11/30/18
KEYB
11/30/18
NO CHANGE
Target $199
KEYB
Overweight
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.
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.

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NCR

NCR Corp.

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CHEF

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HSBC

HSBC

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0.44 (1.20%)

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PLCE

Children's Place

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CVX

Chevron

$116.22

-1.68 (-1.42%)

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RH

RH

$233.00

0.03 (0.01%)

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CRWD

Crowdstrike

$47.74

0.18 (0.38%)

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GLD

SPDR Gold Shares

$138.94

0.98 (0.71%)

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DIS

Disney

$147.70

1.58 (1.08%)

, GOOG

Alphabet

$1,345.14

0.64 (0.05%)

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GOOGL

Alphabet Class A

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1.61 (0.12%)

AAPL

Apple

$270.71

2.09 (0.78%)

T

AT&T

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NFLX

Netflix

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6.04 (2.06%)

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DLHC

DLH Holdings

$4.58

0.525 (12.96%)

, FORM

FormFactor

$23.77

0.57 (2.46%)

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DLH Holdings

$4.58

0.525 (12.96%)

FORM

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$23.77

0.57 (2.46%)

LULU

Lululemon

$233.31

3.75 (1.63%)

NX

Quanex

$19.72

0.68 (3.57%)

TLRD

Tailored Brands

$4.85

-0.42 (-7.97%)

NDSN

Nordson

$167.44

1.69 (1.02%)

MESA

Mesa Air

$9.25

0.17 (1.87%)

OXM

Oxford Industries

$74.07

-1.89 (-2.49%)

AKTS

Akoustis

$7.60

0.11 (1.47%)

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TTD

Trade Desk

$250.44

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RACE

Ferrari

$165.20

0.37 (0.22%)

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RIBT

RiceBran

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VMW

VMware

$151.00

2.27 (1.53%)

, TSLA

Tesla

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VMW

VMware

$151.00

2.27 (1.53%)

TSLA

Tesla

$352.40

3.58 (1.03%)

DELL

Dell Technologies

$47.73

0.37 (0.78%)

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SMTC

Semtech

$47.36

0.48 (1.02%)

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  • 07

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CS

Credit Suisse

$12.95

-0.115 (-0.88%)

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PANW

Palo Alto Networks

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PBYI

Puma Biotechnology

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GTHX

G1 Therapeutics

$23.06

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NH

NantHealth

$0.86

-0.0225 (-2.54%)

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TWTR

Twitter

$30.56

0.71 (2.38%)

, AAPL

Apple

$270.71

2.09 (0.78%)

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TWTR

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AAPL

Apple

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  • 06

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GVA

Granite Construction

$26.29

0.97 (3.83%)

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MNRL

Brigham Minerals

$18.60

0.4 (2.20%)

17:45
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