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VMware, Inc. (VMW)

NYSE - Nasdaq Echtzeitpreis. Währung in USD
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161,25-2,41 (-1,47%)
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  • s
    stocktargetadvisor
    $VMW conversation
    $VMW
    Target Raised by Mizuho Securities Neutral USD 147 » USD 160
    Reiterated by Piper Sandler Overweight USD 158 » USD 180
  • I
    InvestmentFreak
    $NTNX bull case:
    1) Accelerating growth in hyperconverged infrastructure / hyperconverged cloud
    2) Accelerating ARR from TCV to ACV transition that incentives sales of new products
    3) Subcription business at 88% of total revenue and growing
    4) Seeing renewals flow through at more efficient cost for the first time ever reducing S&M spend over the next couple of years
    5) Growing market share as biggest competitor’s CEO is leaving, which underlines the problems $VMW is facing. Customers might want to join $NTNX instead.
    6) New $NTNX CEO coming from $VMW where he was in charge of products. Given oligopoly who better to have to know how to win against $VMW than that?!
    7) New $NTNX CEO looking to cut bloated costs, will be done this year according to last investor conference
    8) Bain involvement with board seats and financing future growth
  • n
    nutanix
    $NTNX conversation
    As software eats hardware phenomena continues to take hold, next 10 years will be very interesting to watch. The need for beefy and custom hardware for specific workloads doesn't arise as software becomes more capable and intelligent.
    Dell, HPE and other server vendors shrink going forward and their margins shrinking much faster. What HPE and Dell are doing right now is to move into subscription model and convert their existing customers into monthly subscribers based on beefy and expensive hardware. Eventually, they will use software and replace expensive hardware beneath with cheap commodity servers. But they will still get paid higher for their hardware. Smart move, if they actually do it. In this next 10 years journey Dell, HPE, VMware and Nutanix will have bright future assuming they can put brakes to big 5 AWS, azure, Google, Oracle and Alibaba.

    In this journey HPE and Nutanix seems far ahead and Dell/VMware has few hurdles to cross.
    This is a very simplistic take, but I am positive that every enterprise will take advantage of innovation already at play with AWS, google, Facebook etc.
    What $csco will do here, I have no idea.
    $dell, $hpe, $vmw
  • s
    spacebee
    $CTXS conversation
    This and $VMW are the only two cloud stocks worth it to buy and reasonably priced IMO (aside from Google and MSFT), everything else is just massive hype and way over-extended.
  • M
    Michael
    Advanced Micro Devices, Inc.
    Rosenblatt blames VMware for AMD dip https://seekingalpha.com/news/3539312?source=ansh $AMD, $VMW
    AMD (NASDAQ:AMD) shares are down 1.4%, and Rosenblatt analyst Hans Mosesmann blames VMware's (VMW +2.8%) new pricing that doubles CPU licenses for those with over 32 cores.The analyst notes that AMD's
    AMD (NASDAQ:AMD) shares are down 1.4%, and Rosenblatt analyst Hans Mosesmann blames VMware's (VMW +2.8%) new pricing that doubles CPU licenses for those with over 32 cores.The analyst notes that AMD's
    seekingalpha.com
  • s
    stocktargetadvisor
    $VMW conversation
    $VMW
    Initiated by Bank of America Neutral
  • Y
    Ymipvy
    $VMW conversation
    #VMW A break of 162.58 could move it up to 202.44. Buy rating: 6 at 9trading.
  • b
    blackoutbuzz
    $PVTL conversation
    I recently reduced my $VMW holdings and thought about buying some $NTNX, but given the uncertainty raised by management stumbles, I decided to throw the cash at $PVTL instead.
  • C
    CRWE
    $VMW conversation
  • s
    stocktargetadvisor
    $VMW conversation
    $VMW
    Target Lowered by Barclays Overweight USD 187 » USD 180
    Maintains Morgan Stanley Equal-Weight USD 149 » USD 156
    Maintains UBS Neutral USD 155 » USD 152
    Target Raised by Piper Sandler Neutral USD 170 » USD 179
  • J
    Justin H
    $VMW conversation
    What is going on with this thing? Beat expectations, heavily shorted, and yet...
  • O
    Oz
    $VMW conversation
    VMware beats by $0.03, beats on revs. Raises Full-Year Outlook.
  • i
    i Stock Stocks
    VMware, Inc.
    they present next week, just wait until Tues
  • H
    HeyGRIZZLY
    $TSNP conversation
    $TSNP merger to HUMBL to become the UNICORN 🦄 of the market. PayPal BLOCKCHAIN CRYPTO at 17 cents

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  • p
    praveen
    $TWLO conversation
    what happened to all CLOUD stocks ? $NFLX $ROKU $VMW $CRM
  • j
    james
    VMware, Inc.
    they beat
  • J
    Jason
    $VMW conversation
    increased guidance!!
  • O
    Oz
    $VMW conversation
    I smell a Short Squeeze coming. 27.55 % Short Percent of Float. hehe.
  • b
    blackoutbuzz
    $VMW conversation