Investor Insights

This summary was created by AI, based on 1 opinions in the last 12 months.

VMware Inc. has recently reported strong quarterly results, reflecting a positive momentum in its operations. The company has shown a significant improvement, with its stock price surging by 19% in the past month, indicating strong investor sentiment. However, with such a substantial increase in stock value, there is speculation that the stock may take a breather before making further gains. Experts also mention that VMware's performance is resonant with trends seen in other tech companies, such as Zoom, which similarly enjoyed a good quarter. Consequently, while the current outlook appears optimistic, some caution is advised regarding potential fluctuations in the short term.

Consensus
Positive
Valuation
Fair Value
Similar
RMD, RMD
BUY ON WEAKNESS

They delivered a good quarter. So did Zoom. Note that is has jumped 19% in the past month, so it could a little for a bit.

computer software / processing
BUY
Bought this earlier this year. Earnings are coming. Wants to hear what they say about how much companies are switching to cloud computing and how many are staying in hybrid work.
computer software / processing
PAST TOP PICK
(A Top Pick May 06/21, Down 21%) He profited on a trade out. Software solutions in cloud management and infrastructure. 12-month target of $148.
computer software / processing
BUY
Are moving from core server more to a subscription-based service. Hybrid work is here to stay.
computer software / processing
PAST TOP PICK
(A Top Pick May 06/21, Down 16%) Luckily, he sold it earlier at $175 after the spin-off. They used to be part of Dell then spun out. VM is in software solutions and cloud managing. The software is agnostic. He targets $175. At $108 now, you can buy it, stopping at $92-93. Has a decent runway ahead.
computer software / processing
TOP PICK

Cloud and network solutions, and visualizations. Mostly owned by Dell, but will be spun off this year. Consistent earnings growth. Driven by reopening of data centres and inclusion in various indices. By in thirds here at $160-161, 145, and, if you're lucky, down at 130. No dividend. (Analysts’ price target is $172.43)

computer software / processing
COMMENT
Could catch it up the rest of the cloud stocks which rallied big last year. VMW is the leader in virtualization software, which makes cloud computing possible. This fell 7%. It's still on track to beat its full-year forecast, guidance which was issued pre-Covid. It's a value stock trading under 20x earnings. Will its parent company, Dell (which he likes) spin off VMware, which investors want? It's down 10% in the past year.
computer software / processing
BUY

The leading maker of virtualization software which makes the cloud possible by allowing you to run several multiple virtual machines on a single physical server. VMW also has a strong cloud onboarding business. That said, VMW is still below pre-Covid levels. Investors are worried what parent-owner Dell will do with VMW. They reported an excellent quarter in late-August and recently unveiled a multi-cloud strategy, announced new partnerships with Nvidia and an acquisition.

computer software / processing
TOP PICK

Private clouds will take off. If they do then this is in an incredibly good position because they own it.

computer software / processing
BUY

Virtualization which allows you to access your computer remotely. They reduce the number of servers that a company needs, which is very important. Has had a very good track record of surprising on the upside. A bit weak right now but most stocks in tech are weak. It’s the sector that is really the problem for tech right now. Great growth and strong management.

computer software / processing
COMMENT
Virtual technology primarily in the IT space. Microsoft (MSFT-Q) is coming out with their version this fall. This space will get a lot more competitive.
computer software / processing
SELL
Virtualization making your hardware look like whatever you need to serve your organization. A much more efficient way to deploy your IT assets. Prefers Citrix (CTXS-Q) valuation. Overvalued.
computer software / processing
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VMware Inc.(VMW-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for VMware Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

VMware Inc.(VMW-N) Frequently Asked Questions

What is VMware Inc. stock symbol?

VMware Inc. is a American stock, trading under the symbol VMW-N on the New York Stock Exchange (VMW). It is usually referred to as NYSE:VMW or VMW-N

Is VMware Inc. a buy or a sell?

In the last year, 1 stock analyst published opinions about VMW-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for VMware Inc..

Is VMware Inc. a good investment or a top pick?

VMware Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for VMware Inc..

Why is VMware Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is VMware Inc. worth watching?

1 stock analyst on Stockchase covered VMware Inc. In the last year. It is a trending stock that is worth watching.

What is VMware Inc. stock price?

On 2023-11-22, VMware Inc. (VMW-N) stock closed at a price of $142.48.