Posts on VMW

Latest ideas and analyses related to Vmware Inc. Common stock Class A

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ATVI , GOOGL , AMZN , AAPL , BR , CDW , GIB , CSCO , GLW , DELL , EBAY , EA , EFX , FDS , FIS , FISV , GPN , HPE , HPQ , IBM , MSFT , MCO , MSI , ORCL , PYPL , CRM , NOW , SPGI , VRSK , VMW

+36 pts



A summary of credit analyst recommendations in the Technology (ex-Semiconductors) sector

By realjoe on July 6, 2022, 10:39 a.m.
Tagged topics: credit research

Views: 21, Votes: 3, Responses: 0, Attachments: 1
VMW

+34 pts



F1Q23: Slight Sales Miss Overshadowed by Leaked Broadcom Deal

By potato on May 29, 2022, 11:12 p.m.
Tagged topics: Data infrastructure

Views: 19, Votes: 4, Responses: 0, Attachments: 1
AVGO , VMW

+34 pts



$AVGO $VMW: Kind of a Big Deal

By josiebe on May 27, 2022, 10:25 a.m.
Tagged topics: earnings results

Views: 18, Votes: 4, Responses: 0, Attachments: 1
VMW , AVGO , CSCO , NTNX

+33 pts



$VMW - $CSCO most likely to offer competing bid; RedHat and $NTNX most likely to benefit post M&A

By junkfoodlover on May 26, 2022, 11:42 a.m.
Tagged topics: mergers and acquisitions

Views: 163, Votes: 3, Responses: 0, Attachments: 1
SNOW , SPLK , ESTC , SUMO , VMW

+33 pts



Infrastructure Preview: $SNOW, $SPLK, $ESTC, $SUMO, $VMW

By josiebe on May 25, 2022, 12:55 p.m.
Tagged topics: earnings preview

Views: 19, Votes: 3, Responses: 0, Attachments: 1
CRM , SPLK , VMW , ESTC , PATH , PLAN

+32 pts



The Q4 Off-Cycle Earnings Guide - Demand is not the issue

By realjoe on Feb. 22, 2022, 3:18 p.m.
Tagged topics: earnings preview , Barclays

Views: 29, Votes: 2, Responses: 0, Attachments: 1
CTXS , VMW , FFIV

+33 pts



$CTXS acquisition most favorable for $VMW and $FFIV, could be a sign of "tech wreck" coming to a close

By labjordan on Jan. 31, 2022, 11:16 a.m.
Tagged topics: valuations , mergers and acquisitions

Views: 144, Votes: 2, Responses: 0, Attachments: 1
MSFT , AMZN , CSCO , VMW , DELL , IBM , GOOGL , CRM , ORCL , NOW

+45 pts



CIO spending intentions for 2022 is strong and improving; security remains priority

By ethonomics on Jan. 17, 2022, 12:10 p.m.
Tagged topics: analyst checks

Views: 295, Votes: 6, Responses: 0, Attachments: 1
AVGO , HPE , OMC , LRCX , MRVL , QCOM , VOD , DELL , FOXA , VMW , CDW , WDC , MCHP

+49 pts



22 Themes and 46 Trades for 2022 in Investment Grade TMT across US and EU

By mooreideas on Dec. 13, 2021, 12:32 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 92, Votes: 6, Responses: 0, Attachments: 1
OKTA , MSFT , PING , SAIL , CRWD , ZS , PANW , NET , VRNS , VMW , RPD

+53 pts



Bullish on Cyber Security as it's set to gain prominence in a post-COVID world, and expand beyond the traditional on-prem datacenter

By josiebe on Nov. 8, 2021, 12:14 p.m.
Tagged topics: post-COVID , secular growth , deep dive , security software

Views: 513, Votes: 7, Responses: 1, Attachments: 2
CSCO , NTNX , TEAM , BAND , AKAM , NET , CVLT , ANET , FFIV , JNPR , NTCT , VMW , ZM , JCOM , RNG

+31 pts



Piper Sandler data indicate job postings for infrastructure & communication software above pre-pandemic levels

By josiebe on Sept. 9, 2021, 10:47 a.m.
Tagged topics: analyst checks , job postings , Piper Sandler , strong demand

Views: 185, Votes: 2, Responses: 0, Attachments: 2
VMW

+37 pts



$VMW - Dell’s Agreement to Spin Off its 81% Ownership Interest in VMW is Positive for VMW

By beat_the_street on April 15, 2021, 10:08 p.m.
Tagged topics: analyst checks , technology , VMware spin

Views: 82, Votes: 4, Responses: 2, Attachments: 4
DELL , VMW

+31 pts



$DELL, $VMW - Morgan Stanley raises Dell target to $117, says VMware spin unlocks Dell equity and accelerates deleveraging

By ethonomics on April 15, 2021, 11:35 a.m.
Tagged topics: deleverage , spin-off , IT spending , analyst raises target , Goldman Sachs , Morgan Stanley , VMware spin , investment grade , special dividend , debt upgrade

Views: 562, Votes: 2, Responses: 0, Attachments: 12
TWLO , ESTC , SMAR , MDB , AYX , ASAN , TEAM , BOX , DDOG , FROG , NEWR , NTNX , SNOW , VMW , ZM

+34 pts



$TWLO, $ESTC, $SMAR - Oppenheimer says street expectations for software's Mar/Apr quarter look conservative, see potential for beat and raise, 3 stocks best positioned

By mooreideas on April 8, 2021, 2 p.m.
Tagged topics: low expectations , positive catalyst , software , earnings preview , beat and raise , Oppenheimer , buy the dip

Views: 250, Votes: 4, Responses: 0, Attachments: 30