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VMW

VMware

$164.92

-3.665 (-2.17%)

16:23
11/26/19
11/26
16:23
11/26/19
16:23

VMware appoints Jean-Pierre Brulard as EVP worldwide sales

VMware announced the appointment of Jean-Pierre Brulard to executive vice president, worldwide sales, effective Feb. 1, 2020. Maurizio Carli, executive vice president, worldwide sales and services, will transition from his operational role at that time, and will continue formally as a go-to-market strategic advisor, reporting to Sanjay Poonen, chief operating officer, customer operations, VMware. Jean-Pierre Brulard will be appointed executive vice president, worldwide sales, responsible for Americas, APJ and EMEA as well as pre- and post-sales engineering, and all worldwide channels. Brulard most recently led VMware's Europe, Middle East and Africa region overseeing strategic planning, business operations and the management of key functions including sales, channels and services. Prior to the EMEA role, Brulard spent six successful years leading VMware's Southern EMEA Region. Brulard has more than 35 years' experience in working with some of the largest technology companies in the world including Business Objects, SAP, IBM, Sun Microsystems and Unisys. Luigi Freguia will lead the EMEA field organization effective Feb. 1. Freguia most recently led the Central EMEA region for VMware. He joined VMware in 2014, and brings more than 35 years of industry experience, including roles at Oracle, Microsoft, HP and IBM. "With the executive changes we are making today, we anticipate a smooth transition from Maurizio Carli to Jean-Pierre Brulard, who has been groomed through the years, and in whom we have tremendous confidence, as we help our customers with their digital transformations," said Sanjay Poonen.

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    Dec

VMW VMware
$164.92

-3.665 (-2.17%)

10/11/19
OPCO
10/11/19
NO CHANGE
OPCO
Oppenheimer lowers price targets for MongoDB, Twilio, New Relic ahead of reports
Oppenheimer analyst Ittai Kidron said he expects solid results from the Analytics, Collaboration, and Infrastructure software group, though upside may be more constrained given several vendors face tougher year-over year comparisons and it seems investors have become more sensitive to high valuations. While he said MongoDB (MDB), Twilio (TWLO), Smartsheet (SMAR) and Elastic (ESTC) remain top picks, he sees lower near-term upside given tough comps in the second half and sees them as better positioned to deliver bigger upside in calendar 2020, Kidron tells investors in his group preview. Ahead of results from the group, Kidron lowered his price target for MongoDB to $155 from $180, for Twilio to $145 from $160 and for New Relic (NEWR) to $80 from $85. He also noted that he is bullish on Alteryx (AYX), Atlassian (TEAM) and VMware (VMW).
10/16/19
MSCO
10/16/19
NO CHANGE
MSCO
Morgan Stanley trims targets for 'high multiple' software stocks amid pullback
Morgan Stanley analyst Keith Weiss, Stan Zlotsky and others in the firm's Software team noted that software stocks have pulled back 23% on average from their 52-week highs, which they attribute to a combination of high growth software multiples being at historical peaks, a volatile macro environment and sector rotations away from momentum names. Though they think the pullback raises the question of whether it is time to start buying software again, the analysts note that high growth multiples are still well above historical averages and the firm's Q3 CIO survey is suggesting a steep deceleration in software spending growth into 2020. Given those facts, as well as difficult second half comps for numerous companies in the space, they see unfavorable risk/rewards for "a lot of the high fliers," the analysts said. The team has lowered their price targets for Liveramp (RAMP) to $58 from $64, for Workiva (WK) to $42 from $46, for PagerDuty (PD) to $34 from $43, for MongoDB (MDB) to $150 from $160, for Yext (YEXT) to $15 from $16 and for VMware (VMW) to $170 from $188.
11/04/19
PIPR
11/04/19
INITIATION
Target $29
PIPR
Neutral
Nutanix assumed with a Neutral at Piper Jaffray
Piper Jaffray analyst James Fish assumed coverage of Nutanix (NTNX) with a Neutral rating and $29 price target. Competition, particularly from VMware (VMW), is a "major concern," Fish tells investors in a research note. Further, Nutanix's current model of spending more incremental dollars on sales and marketing than the incremental billings/revenue is not sustainable, and does not properly balance growth and margin, says the analyst. He would become more constructive on the shares with a return to "consistent execution."
11/21/19
NOMU
11/21/19
INITIATION
Target $60
NOMU
Neutral
Nomura starts Dell at Neutral, says 'not compelling' without VMware
Nomura Instinet analyst Jeffrey Kvaal initiated coverage of Dell Technologies (DELL) with a Neutral rating and $60 price target. The analyst believes "classic Dell has positives that may fade," threatened by public cloud growth, and notes that Dell is exposed to a softening macro climate. As such, investors may choose to invest in VMware's (VMW) growth directly, Kvaal tells investors in a research note. The analyst says Dell is "not compelling" without VMware.

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LULU

Lululemon

$231.08

1.58 (0.69%)

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GOLD

Barrick Gold

$16.85

-0.045 (-0.27%)

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SAGE

Sage Therapeutics

$62.68

-1.77 (-2.75%)

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RH

RH

$237.33

-4.62 (-1.91%)

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WCC

Wesco

$54.92

-0.32 (-0.58%)

, AXE

Anixter

$88.88

-0.18 (-0.20%)

07:39
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Upgrade
Wesco, Anixter rating change  »

Wesco upgraded to Strong…

WCC

Wesco

$54.92

-0.32 (-0.58%)

AXE

Anixter

$88.88

-0.18 (-0.20%)

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NFLX

Netflix

$302.48

-4.88 (-1.59%)

07:39
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Conference/Events
Netflix management to meet with UBS »

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SGEN

Seattle Genetics

$114.26

-3.26 (-2.77%)

07:38
12/10/19
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07:38
Initiation
Seattle Genetics initiated  »

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SYBT

S.Y. Bancorp

$41.02

-0.03 (-0.07%)

07:38
12/10/19
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Conference/Events
S.Y. Bancorp management to meet with Stephens »

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DG

Dollar General

$154.81

0.075 (0.05%)

07:37
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Dollar General announces availability of CBD products in select states »

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HROW

Harrow Health

$6.53

0.04 (0.62%)

07:37
12/10/19
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Hot Stocks
Harrow Health subsidiary announces outsourcing facility ships to California »

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TENB

Tenable Holdings

$24.81

-0.46 (-1.82%)

07:36
12/10/19
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07:36
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07:36
Recommendations
Tenable Holdings analyst commentary  »

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TROW

T. Rowe Price

$124.48

0.59 (0.48%)

07:35
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T. Rowe Price reports preliminary AUM $1.18T at November 30 »

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FTSV

Forty Seven

$30.44

16.04 (111.39%)

07:35
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ZS

Zscaler

$47.34

0.62 (1.33%)

, TPR

Tapestry

$25.80

0.26 (1.02%)

07:35
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Options
Unusual call flow in option market yesterday »

Notable call activity was…

ZS

Zscaler

$47.34

0.62 (1.33%)

TPR

Tapestry

$25.80

0.26 (1.02%)

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FRAN

Francesca's

$19.83

1.29 (6.96%)

07:34
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Earnings
Francesca's reports Q3 adj. EPS ($1.12) vs. ($2.08) last year »

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WH

Wyndham Hotels & Resorts

$57.94

-0.1 (-0.17%)

07:34
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Conference/Events
Wyndham Hotels & Resorts management to meet with Wolfe Research »

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CNST

Constellation Pharmaceuticals

$36.15

-7.95 (-18.03%)

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AMGN

Amgen

$232.74

-1 (-0.43%)

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NVTA

Invitae

$17.10

-0.59 (-3.34%)

, BMRN

BioMarin

$78.87

-1.03 (-1.29%)

07:32
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Invitae launches Discover Dysplasias initiative with BioMarin »

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NVTA

Invitae

$17.10

-0.59 (-3.34%)

BMRN

BioMarin

$78.87

-1.03 (-1.29%)

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ATI

Allegheny Technologies

$23.76

0.1 (0.42%)

, GE

General Electric

$10.99

-0.105 (-0.95%)

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Allegheny Technologies extends long-term purchase agreements with GE Aviation »

Allegheny Technologies…

ATI

Allegheny Technologies

$23.76

0.1 (0.42%)

GE

General Electric

$10.99

-0.105 (-0.95%)

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PTON

Peloton

$34.78

2.215 (6.80%)

07:31
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07:31
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Peloton analyst commentary  »

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VVV

Valvoline

$22.21

-0.17 (-0.76%)

07:31
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Conference/Events
Valvoline management to meet with Buckingham »

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PCG

PG&E

$11.05

1.4 (14.51%)

07:30
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Options
Unusual put flow in option market yesterday »

Notable put activity was…

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  • 07

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LEG

Leggett & Platt

$52.17

-0.91 (-1.71%)

07:29
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07:29
Downgrade
Leggett & Platt rating change  »

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ADUS

Addus HomeCare

$93.83

-1.6 (-1.68%)

07:29
12/10/19
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07:29
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Addus HomeCare analyst commentary  »

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