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VMW

VMware

$161.63

1.78 (1.11%)

07:32
11/30/18
11/30
07:32
11/30/18
07:32

VMware price target raised to $200 from $185 at Wedbush

Wedbush analyst Daniel Ives maintained an Outperform rating on VMware following the company's "solid" Q3 results, which beat the Street on the heels of solid license growth. The analyst, who raises his price target to $200, says that Q3 ultimately takes a back seat to the company's initial FY20 guidance which was handily above the Street, which he calls a "major step in the right direction." While now it's about execution as the Dell overhang is in the rear view mirror, Ives says VMware is heading into year-end and FY20 with major tailwinds on both its existing core platform as well as new cloud products, "a key 1-2 punch" that should move the stock markedly higher.

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VMW VMware
$161.63

1.78 (1.11%)

11/30/18
JPMS
11/30/18
NO CHANGE
Target $194
JPMS
Overweight
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.
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.

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CLDR

Cloudera

$8.47

-0.195 (-2.25%)

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DIS

Disney

$145.75

7.19 (5.19%)

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DIS

Disney

$145.31

6.75 (4.87%)

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General news
Fedspeak continues Thursday, headlined by Chair Powell »

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LANC

Lancaster Colony

$154.41

0.11 (0.07%)

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LANC

Lancaster Colony

$154.13

-0.17 (-0.11%)

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AXAS

Abraxas Petroleum

$0.29

-0.027 (-8.57%)

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AXAS

Abraxas Petroleum

$0.29

-0.027 (-8.57%)

14:26
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Earnings
Abraxas reports Q3 adjusted EPS 2c, consensus 3c »

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DBX

Dropbox

$19.14

0.24 (1.27%)

14:25
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Dropbox call volume above normal and directionally bullish »

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EBS

Emergent BioSolutions

$55.00

-0.31 (-0.56%)

14:25
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Conference/Events
Emergent BioSolutions participates in a conference call with JPMorgan »

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TTWO

Take-Two

$119.84

0.84 (0.71%)

, NVDA

Nvidia

$206.44

-3.11 (-1.48%)

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Take-Two

$119.84

0.84 (0.71%)

NVDA

Nvidia

$206.44

-3.11 (-1.48%)

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I

Intelsat

$14.71

-5.68 (-27.86%)

14:20
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Intelsat analyst commentary  »

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SQM

SQM

$23.75

-1.15 (-4.62%)

, ALB

Albemarle

$64.60

-0.68 (-1.04%)

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$23.75

-1.15 (-4.62%)

ALB

Albemarle

$64.60

-0.68 (-1.04%)

LTHM

Livent

$7.50

-0.325 (-4.15%)

FMC

FMC Corporation

$96.16

-2.175 (-2.21%)

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
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11/13
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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
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NYSE market internals summary »

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TEVA

Teva

$9.75

0.145 (1.51%)

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134K contract put spread in Teva rolls puts into put spread »

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Treasury Budget data reported »

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SPX

S&P 500

$0.00

(0.00%)

, SPY

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0.44 (0.14%)

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$309.38

0.44 (0.14%)

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Archer Daniels

$42.85

-0.4 (-0.92%)

AGU

Agrium

$0.00

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CF

CF Industries

$46.61

-1.28 (-2.67%)

POT

Potash

$0.00

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ANDE

Andersons

$22.85

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SYT

Syngenta

$0.00

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BG

Bunge

$54.77

-0.99 (-1.78%)

IPI

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$2.24

-0.105 (-4.48%)

CMP

Compass Minerals

$55.53

-1.3 (-2.29%)

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KNX

Knight-Swift

$37.45

-0.445 (-1.17%)

14:00
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Options
Calls lead puts 50:1 in Knight Swift Transportation »

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$309.35

0.41 (0.13%)

13:59
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Periodicals
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$0.00

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$309.35

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MLM

Martin Marietta

$256.47

1.18 (0.46%)

13:55
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Conference/Events
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13:55
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Conference/Events
House Judiciary Committee to hold a hearing »

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DBX

Dropbox

$18.52

-0.38 (-2.01%)

13:52
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13:45
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General news
Treasury Budget to be reported at 14:00 »

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V

Visa

$179.40

-0.39 (-0.22%)

, MA

MasterCard

$277.91

0.8 (0.29%)

13:39
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Visa, MasterCard analyst commentary  »

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V

Visa

$179.40

-0.39 (-0.22%)

MA

MasterCard

$277.91

0.8 (0.29%)

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