Report
Mark Cash
EUR 100.00 For Business Accounts Only

VMware Poised to Become the Enterprise Network and Cloud Commonality; Raising FVE to $148

After taking a fresh look at VMware, we are raising our fair value estimate to $148 per share from $107. We are maintaining our narrow-moat rating and increasing our moat trend to stable from negative. With shares trading around our fair value estimate, investor attention is warranted due to our expectation that VMware can capitalize on being the commonality between public cloud, on-premises, and private cloud infrastructures.
Most enterprises can benefit from public cloud services in some capac...
Underlying
VMware Inc. Class A

VMware is engaged in the development and application of technologies with x86 server-based computing, separating application software from the underlying hardware. The company's product and service solutions are organized into three main product groups: Software-Defined Data Center, which is designed to transform the data center into an on-demand service that addresses application requirements; Hybrid Cloud Computing, which is comprised of VMware Cloud Provider Program and VMware Cloud Services; and End-User Computing solution, which consists of VMware Workspace ONE, its digital workspace platform, that includes Unified Endpoint Management and VMware Horizon application and desktop virtualization.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Mark Cash

Other Reports on these Companies
Other Reports from Morningstar

ResearchPool Subscriptions

Get the most out of your insights

Get in touch