VMware

Deutsche Bank is out with its report today on VMware (NYSE: VMW), maintaining Buy. In a note to clients, Deutsche Bank writes, "VMware today released vSphere 5. It includes features and enhancements designed to increase the range of applications that can be virtualized. Caps on various resources...

Deutsche Bank is reiterating its Buy rating and $135 PT on shares of VMware (NYSE: VMW). “VMware is hosting a webcast event titled ‘Cloud Infrastructure takes a major step forward; Raising the bar Part V' today at 9 AM Pacific Time,” Deutsche Bank writes. “Although there is no official word from...

Deutsche Bank is out with its report today on VMware (NYSE: VMW), reinstating VMW at Buy. In a note to clients, Deutsche Bank writes, "Server virtualization continues to be a top priority for CIO's driving the penetration of virtual workloads in the enterprise and VMware remains the market leader...

Wunderlich is out with its report today on VMware (NYSE: VMW), raising its PT from $80 to $95. In a note to clients, Wunderlich writes, "Our $95 price target reflects approximately a 1.45x PEG ratio on our upwardly revised estimated FTM earnings. While this target reflects a premium P/E relative...

According to Morgan Keegan, VMware (NYSE: VMW) saw strong 1Q11 results. Morgan Keegan said that yesterday, VMW announced solid 1Q11 results with EPS of $0.48 and $843 million in revenue (+33% Y/Y), compared to the consensus expectation for EPS of $0.42 and $815 million in revenue. “License revenue...

J.P. Morgan, which raised its PT on shares of VMware, Inc. (NYSE: VMW), is providing some color on the stock. “For the JunQ, we increase our non-GAAP EPS estimate to $0.46 (vs. $0.43 prior) on total revenue of $871.6 million (vs. $829.0 million prior),” J.P. Morgan writes. “For 2011, we increase...

JP Morgan has raised the price target on VMware (NYSE: VMW) from $72 to $80 and maintains its Neutral rating.

In a “research tactical idea” report, Morgan Stanley said that it believed the share price of VMware, Inc. (NYSE: VMW) “will rise in absolute terms over the next 60 days.” “This is because the stock has traded off recently, making short term valuation much more compelling,” Morgan Stanley writes...

VMware (NYSE: VMW) reported very strong 4Q results with license that was better than normal seasonality and revenue guidance for the 1Q and 2011 better than consensus, J.P. Morgan reports. “For the MarQ, we increase our non-GAAP EPS estimate to $0.45 (vs. $0.40 prior) on total revenue of $816.6...

Jefferies reports that VMware (NYSE: VMW) nicely beat Q4 and raised revenue guidance for 2011 to 21-24%. “Flat y/y margin guidance seems like an excuse to sell off the stock, given VMware's strong history of beating previous margin guidance,” Jefferies writes. “Revenue growth has far outstripped...

Goldman Sachs introduces 2013E EPS of $3.16 on shares of VMware, Inc. (NYSE: VMW). “VMware reported a strong 4Q and lifted guidance, though conservatism in certain elements of the outlook looks to be weighing on the shares,” Goldman Sachs writes. “We lift our 2011/2012 non-GAAP EPS estimates to $1....

Deutsche Bank has raised the price target on VMware, Inc. (NYSE: VMW) from $78 to $95 and maintains its Hold rating.

Jefferies & Company has raised the price target on VMware, Inc. (NYSE: VMW) from $70 to $80 and maintains its Hold rating.

JP Morgan has raised the price target on VMware, Inc. (NYSE: VMW) from $70 to $72 and maintains its Neutral rating.

VMware, Inc. (NYSE: VMW) reports Monday Jan 24th after the close, and Citigroup says that overall software data points suggest favorable demand backdrop with improving macro and typical seasonal “budget flush.” “Our checks suggest strong business for VMware in both volume and direct channels and as...