Showing posts with label VMWare. Show all posts
Showing posts with label VMWare. Show all posts

Monday, January 9, 2012

VMware (VMW) (VVUS) (RAI) (SAM) (SFSF) (HTLD) Ratings, Price Targets

VMware, Inc. (NYSE: VMW), VIVUS, Inc. (NASDAQ: VVUS), Reynolds American, Inc. (NYSE: RAI), The Boston Beer Company, Inc. (NYSE: SAM), SuccessFactors, Inc. (NASDAQ: SFSF) and Heartland Express, Inc. (NASDAQ: HTLD) ratings and price targets.

VMware, Inc. (VMW) is now covered by Sterne Agee. They placed a “Buy” rating and a price target of $108.00 on the company.

VIVUS, Inc. (VVUS) is now covered by Rodman & Renshaw. They placed a “Market Perform” rating on the company.

Reynolds American, Inc. (RAI) was downgraded by UBS AG (NYSE:UBS) from a “Buy” rating to a “Neutral” rating.

The Boston Beer Company, Inc. (SAM) was downgraded by Goldman Sachs (NYSE:GS) from a “Neutral” rating to a “Sell” rating.

SuccessFactors, Inc. (SFSF) was downgraded by ThinkEquity from a “Buy” rating to a “Hold” rating.

Heartland Express, Inc. (HTLD) was upgraded by RBC Capital from an “Underperform” rating to a “Sector Perform” rating. They have a price target of $16.00 on the company, up from $14.00.

Friday, December 23, 2011

VMware (VMW) (UMPQ) (UTEK) (ARUN) (BBG) (CAP) Upgraded

VMware, Inc. (NYSE: VMW), Umpqua Holdings Co. (NASDAQ: UMPQ), Ultratech, Inc. (NASDAQ: UTEK), Aruba Networks, Inc. (NASDAQ: ARUN), Bill Barrett Corp. (NYSE: BBG) and CAI International Inc. (NYSE: CAP) were upgraded by analysts.

Umpqua Holdings Co. (UMPQ) was upgraded by Zacks Investment Research from a “Neutral” rating to an “Outperform” rating.

Ultratech, Inc. (UTEK) was upgraded by Zacks Investment Research from a “Neutral” rating to an “Outperform” rating.

VMware, Inc. (VMW) was upgraded by Wunderlich from a “Hold” rating to a “Buy” rating. They have a price target of $95.00 on the company.

Aruba Networks, Inc. (ARUN) was upgraded by Zacks Investment Research from an “Underperform” rating to a “Neutral” rating.

Bill Barrett Corp. (BBG) was upgraded by Stifel Nicolaus from a “Hold” rating to a “Buy” rating. They have a price target of $43.00 on the company.

CAI International Inc. (CAP) was upgraded by Zacks Investment Research from a “Neutral” rating to an “Outperform” rating.

VMware (VMW) (TRIP) (VPHM) (ACCL) (AMCC) (BC) Get New Coverage

VMware, Inc. (NYSE: VMW), Travelbyus, Inc. (NASDAQ: TRIP), ViroPharma Incorporated (NASDAQ: VPHM), Accelrys, Inc. (NASDAQ: ACCL), Applied Micro Circuits Corp. (NASDAQ: AMCC) and Brunswick Co. (NYSE: BC) getting new coverage from analysts.

Morgan Stanley (NYSE:MS) initiated coverage on Travelbyus, Inc. (TRIP). They placed an “Underweight” rating and a price target of $25.00 on the company.

Ticonderoga initiated coverage on VMware, Inc. (VMW). They placed a “neutral” rating on the company.

Brean Murray initiated coverage on ViroPharma Incorporated (VPHM). They placed a “Buy” rating and a price target of $37.00 on the company.

Craig Hallum initiated coverage on Accelrys, Inc. (ACCL). They placed a “Buy” rating on the company.

BMO Capital Markets initiated coverage on Applied Micro Circuits Corp. (AMCC). They placed an “Outperform” rating and a price target of $11.00 on the company.

Robert W. Baird initiated coverage on Brunswick Co. (BC). They placed an “Outperform” rating and a price target of $25.00 on the company.

Thursday, December 22, 2011

VMware (VMW) (STL) (UPL) (APH) (CCE) (CHMT) Upgraded

VMware, Inc. (NYSE: VMW), Sterling Bancorp (NYSE: STL), Ultra Petroleum Corp. (NYSE: UPL), Amphenol Co. (NYSE: APH), Coca-Cola Enterprises (NYSE: CCE) and Chemtura (NASDAQ: CHMT) were upgraded by analysts.

Sterling Bancorp (STL) was upgraded by Zacks Investment Research from a “Neutral” rating to an “Outperform” rating.

Ultra Petroleum Corp. (UPL) was upgraded by Canaccord Genuity from a “Hold” rating to a “Buy” rating. They have a price target of $53.00 on the company, up from $50.00.

VMware, Inc. (VMW) was upgraded by Zacks Investment Research from a “Neutral” rating to an “Outperform” rating.

Amphenol Co. (APH) was upgraded by RBC Capital to an “Outperform” rating.

Coca-Cola Enterprises (CCE) was upgraded by Argus from a “Hold” rating to a “Buy” rating.

Chemtura (CHMT) was upgraded by Zacks Investment Research from an “Underperform” rating to a “Neutral” rating.

Wednesday, December 21, 2011

VMware (VMW) (NDRO) (XYL) (ZLCS) (CAG) (CVS) Ratings, Price Targets

VMware, Inc. (NYSE: VMW), Enduro Royalty Trust (NASDAQ: NDRO), Xylem (NYSE: XYL), Zalicus Inc. (NASDAQ: ZLCS), ConAgra (NYSE: CAG) and CVS Caremark (NYSE: CVS) ratings and price targets.

VMware, Inc. (VMW) was upgraded by Zacks Investment Research from a “Neutral” rating to an “Outperform” rating.

Enduro Royalty Trust (NDRO) is now covered by Stifel Nicolaus. They have a “Hold” rating on the firm.

Xylem (XYL) is now covered by Ladenburg Thalmann. They have a “Buy” rating on the firm.

Zalicus Inc. (ZLCS) is now covered by McNicoll Lewis & Vlak. They have a “Buy” rating on the firm.

ConAgra (CAG) had its “Hold” rating reiterated by Jefferies (NYSE:JEF).

CVS Caremark (CVS) had its price target raised by Stifel Nicolaus from $44.00 to $46.00. They have a “Buy” rating on the company.

Wednesday, December 7, 2011

VMware (VMW) (WRES) (WTS) (ACO) (ALB) (ALK) Get New Coverage

VMware, Inc. (NYSE: VMW), Warren Resources, Inc. (NASDAQ: WRES), Watts Water Technologies, Inc. (NYSE: WTS), AMCOL International Co. (NYSE: ACO), Albemarle Co. (NYSE: ALB) and Alaska Air (NYSE: ALK) getting new coverage from analysts.

Barclays Capital initiated coverage on VMware, Inc. (VMW). They placed an “Overweight” rating on the company.

Brean Murray initiated coverage on Warren Resources, Inc. (WRES). Theys placed a “Buy” rating and a price target of $4.50 on the company.

Sterne Agee initiated coverage on Watts Water Technologies, Inc. (WTS). They placed a “Buy” rating and a price target of $44.00 on the company.

Sterne Agee initiated coverage on AMCOL International Co. (ACO). They placed a “Neutral” rating on the company.

Sterne Agee initiated coverage on Albemarle Co. (ALB). They placed a “Buy” rating and a price target of $65.00 on the company.

Raymond James (NYSE:RJF) initiated coverage on Alaska Air (ALK). They placed a “Market Perform” rating on the company.

Wednesday, October 19, 2011

VMware (VMW) (CAVM) (VC) (ATML) (VFC) (CROX) Price Targets Changed

VMware, Inc. (NYSE: VMW), Cavium Networks, Inc. (NASDAQ: CAVM), Visteon Co. (NYSE: VC), Atmel (NASDAQ: ATML), V.F. Co. (NYSE: VFC) and Crocs (NASDAQ: CROX) had their price targets adjusted by analysts.

VMware, Inc. (VMW) had its price target raised by Needham & Company from $102.00 to $105.00. They have a “Buy” rating on the company.

Cavium Networks, Inc. (CAVM) had its price target lowered by Barclays Capital from $42.00 to $40.00. They have an “Overweight” rating on the company.

Visteon Co. (VC) had its price target lowered by JPMorgan Chase & Co. (NYSE:JPM) to $71.00.

Atmel (ATML) had its price target lowered by Barclays Capital from $16.00 to $14.00. They have an “Overweight” rating on the company.

V.F. Co. (VFC) had its price target raised by Piper Jaffray (NYSE:PJC) to $129.00.

Crocs (CROX) had its price target lowered by Sterne Agee to $30.00.

Monday, October 17, 2011

VMware (VMW) (RF) (SJM) (WPZ) (XXIA) Get New Coverage

VMware, Inc. (NYSE: VMW), Regions Financial Corp. (NYSE: RF), J.M. Smucker Company (NYSE: SJM), Williams Partners L.P. (NYSE: WPZ) and Ixia (NASDAQ: XXIA) getting new coverage from analysts.

RBC Capital initiated coverage on Regions Financial Corp. (RF). They placed a “Sector Perform” rating and a price target of $4.00 on the company.

Stifel Nicolaus initiated coverage on The J.M. Smucker Company (SJM). They placed a “Hold” rating on the company.

ISI Group initiated coverage on VMware, Inc. (VMW). They placed a “Buy” rating and a price target of $110.00 on the company.

JPMorgan Chase & Co. (NYSE:JPM) initiated coverage on Williams Partners L.P. (WPZ). They placed a “Neutral” rating on the company.

Gabelli initiated coverage on Ixia (XXIA). They placed a “Buy” rating and a price target of $17.00 on the company.

Thursday, September 1, 2011

Apple (AAPL) (CNQR) (SLG) (ORLY) (VMW) Ratings Reiterated

Apple Inc. (NASDAQ:AAPL), Concur Technologies Inc. (NASDAQ:CNQR), Green Realty Corp. (NYSE:SLG), O`Reilly Automotive Inc. (NASDAQ:ORLY) and VMware Inc. (NYSE:VMW) had ratings on them reiterated by analysts.

Barclays Capital reiterated its "Overweight" rating on Apple Inc. (AAPL). They have a price target of $515 on the company.

Robert W. Baird reiterated its "Outperform" rating on Concur Technologies Inc. (CNQR). They have a price target of $48 on the company.

FBR Capital Markets reiterated its "Outperform" rating on Green Realty Corp. (SLG). They lowered their price target on the company from $95 to $88.

Barclays Capital reiterated its "Overweight" rating on O`Reilly Automotive Inc. (ORLY). They have a price target of $71 on the company.

Deutsche Bank (NYSE:DB) reiterated its "Buy" rating on VMware Inc. (VMW). It has a price target of $145 on the company.

Tuesday, August 30, 2011

Citigroup (C) on (MSFT) (VMW) (CRM) (ADBE) (SYMC) and Macroeconomic Effect on Sector

Referencing the upcoming Technology Conference, Citigroup (NYSE:C) software analyst Walter Pritchard said one major concern for the sector is the macroeconomic situation, which is weakening, but not yet showing up in the outlook for software companies such as Microsoft (NASDAQ:MSFT), VMWare (NYSE:VMW), Salesforce.com (NYSE:CRM), Adobe (NASDAQ:ADBE) and Symantec (NASDAQ:SYMC).

Pritchard said, “It may be a matter of time before the backdrop catches up with software companies,” as the probable fallout hasn't hit the estimates for the firms yet.

Among his favorites in the software sector are Taleo (NASDAQ:TLEO), Verisign (NASDAQ:VRSN), Symantec, and Check Point (NASDAQ:CHKP).

Other companies in the Conference will be Autodesk (NASDAQ:ADSK), BMC Software (NASDAQ:BMC), CA (NASDAQ:CA), Citrix Systems (NASDAQ:CTXS), Dassault Systems (OTC:DASTY), Fortinet (NASDAQ:FTNT) and SuccessFactors (NASDAQ:SFSF).

Monday, August 29, 2011

VMware (VMW) (AHONY) (ARB) (RIMM) (ARUN) Upgraded

VMware, Inc. (NYSE: VMW), Koninklijke Ahold (NASDAQ: AHONY), Arbitron Inc. (NYSE: ARB), Research In Motion (NASDAQ: RIMM) and Aruba Networks, Inc. (NASDAQ: ARUN) upgraded by analysts.



VMware, Inc. (VMW) was upgraded by Pacific Crest from a “Sector Perform” rating to an “Outperform” rating.



Koninklijke Ahold (AHONY) was upgraded by Citigroup (NYSE:C) from a “Buy” rating to a “Hold” rating.



Arbitron Inc. (ARB) was upgraded by Gilford Securities to a “Buy” rating.



Research In Motion (RIMM) was upgraded by Sterne Agee from a “Neutral” rating to a “Buy” rating. They have a price target of $35.00 on the company.



Aruba Networks, Inc. (ARUN) was upgraded by BMO Capital Markets to a “Market Perform” rating.

Friday, August 26, 2011

First Solar (FSLR) (ARUN) (CLD) (GEN) (LII) (RIMM) (VMW) (WSO) Upgraded

First Solar (NASDAQ:FSLR), Aruba Networks (NASDAQ:ARUN), Cloud Peak Energy (NYSE:CLD), GenOn Energy (NYSE:GEN), Lennox International (NYSE:LII), Research In Motion (NASDAQ:RIMM), VMware, (NYSE:VMW) and Watsco (NYSE:WSO) upgraded by analysts.

Aruba Networks (ARUN) was upgraded by Capital Markets to a "Market Perform" rating.

Cloud Peak Energy (CLD) was upgraded by Dahlman Rose from a "Hold" rating to a "Buy" rating. They placed a price target of $24 on the company.

First Solar (FSLR) was upgraded by Collins Stewart from a "Neutral" rating to a "Buy" rating. They placed a price target of $132 on the company.

GenOn Energy (NYSE:GEN) was upgraded by SunTrust (NYSE:STI) from a "Neutral" rating to a "Buy" rating.

Lennox International (LII) was upgraded by KeyBanc Capital Markets to a "Buy" rating.

Research In Motion (RIMM) was upgraded by Sterne Agee from a "Neutral" rating to a "Buy" rating.

VMware, (VMW) was upgraded by Pacific Crest from a "Sector Perform" rating to an "Outperform" rating.

Watsco (WSO) was upgraded by KeyBanc Capital Markets to a "Buy" rating.

Thursday, August 18, 2011

TiVo (TIVO) (KOS) (LPSN) (MITI) (NFP) (ROVI) (VMW) Get New Coverage

TiVo Inc (NASDAQ: TIVO), Kosmos Energy Ltd (NYSE: KOS), LivePerson Inc (NASDAQ: LPSN), Micromet (NASDAQ: MITI), National Financial Partners Corp. (NYSE: NFP), Rovi Corp (NASDAQ: ROVI) and VMware, Inc. (NYSE: VMW) getting new analyst coverage.

Merriman Curhan Ford initiated coverage on TiVo Inc. (TIVO). They placed a “Buy” rating on the company.

RBC Capital initiated coverage on Kosmos Energy Ltd (KOS). They placed an “Outperform” rating and a price target of $16.00 on the company.

Ladenburg Thalmann initiated coverage on LivePerson Inc. (LPSN). They placed a “buy” rating and a $16.00 price target on the company.

Goldman Sachs (NYSE:GS) initiated coverage on Micromet (MITI). They placed a “Neutral” rating on the company.

Keefe, Bruyette & Woods, Inc. initiated coverage on National Financial Partners Corp. (NYSE: NFP). They placed an “Outperform” rating on the company.

Merriman Curhan Ford initiated coverage on Rovi Corp. (ROVI). They placed a “Buy” rating on the company.

Sanford C. Bernstein initiated coverage on VMware, Inc. (VMW). They placed a “Market Perform” rating on the company.

Tuesday, August 16, 2011

VMware (VMW) (CNI) (VIT) (ECL) (ED) (NUVA) Upgraded

VMware, Inc. (NYSE: VMW), Canadian National Railway (NYSE: CNI), VanceInfo Technologies Inc. (NYSE: VIT), Ecolab Inc. (NYSE: ECL), Consolidated Edison, Inc. (NYSE: ED) and NuVasive (NASDAQ: NUVA) upgraded by analysts.

VMware, Inc. (VMW) was upgraded by Credit Suisse (NYSE:CS) from a “Neutral” rating to an “Outperform” rating. They have a price target of $115.00 on the company.

Canadian National Railway (CNI) was upgraded by Raymond James (NYSE:RJF) from a “Market Perform” rating to an “Outperform” rating.

VanceInfo Technologies Inc. (VIT) was upgraded by Kaufman Brothers from a “Hold” rating to a “Buy” rating. They have a price target of $25.00 on the company.

Ecolab Inc. (ECL) was upgraded by Jefferies (NYSE:JEF) from a “Hold” rating to a “Buy” rating. They have a price target of $58.00 on the company, up from $53.00.

Consolidated Edison, Inc. (ED) was upgraded by ISI Group from a “Sell” rating to a “Hold” rating.

NuVasive (NUVA) was upgraded by Rodman & Renshaw from a “Market Perform” rating to an “Outperform” rating. They have a price target of $33.00 on the company.

Thursday, August 11, 2011

First Solar (FSLR) (VMW) (WLK) (BEXP) (MOS) (CHKP) Upgraded

First Solar, Inc. (NASDAQ: FSLR), VMware, Inc. (NYSE: VMW), Westlake Chemical Corp (NYSE: WLK), Brigham Exploration (NASDAQ: BEXP), The Mosaic Company (NYSE: MOS) and Check Point Software (NASDAQ: CHKP) upgraded by analysts.

First Solar, Inc. (FSLR) was upgraded by Jefferies (NYSE:JEF) from a “Hold” rating to a “Buy” rating. They have a price target of $132.00 on the company.

VMware, Inc. (VMW) was upgraded by FBR Capital from a “Market Perform” rating to an “Outperform” rating.

Westlake Chemical Corp. (WLK) was upgraded by UBS AG (NYSE:UBS) from a “Sell” rating to a “Neutral” rating. They have a price target of $41.00 on the company, down from $50.00. They cited valuation as the catalyst behind the call.

Brigham Exploration (BEXP) was upgraded by FBR Capital from a “Market Perform” rating to an “Outperform” rating. They have a price target of $40.00 on the company.

The Mosaic Company (MOS) was upgraded by Ticonderoga from a “Neutral” rating to a “Buy” rating. They have a price target of $80.00 on the company.

Check Point Software (CHKP) was upgraded by Macquarie from a “Neutral” rating to an “Outperform” rating. They have a price target of $59.00 on the company.

Monday, August 8, 2011

Cogent (CCOI) (XOXO) (NOA) (ACLS) (CNI) (VMW) Upgraded

Cogent Communications (NASDAQ: CCOI), XO Group Inc (NASDAQ: XOXO), North American Energy Partners Inc (NYSE: NOA), Axcelis Technologies Inc (NASDAQ: ACLS), Canadian National Railway (NYSE: CNI) and VMWare, Inc. (NYSE: VMW) upgraded by analysts.

Cogent Communications (CCOI) was upgraded by Collins Stewart from a “Neutral” rating to a “Buy” rating. They have a price target of $18.00 on the company.

XO Group Inc. (XOXO) was upgraded by ThinkEquity from a “Hold” rating to a “Buy” rating.

North American Energy Partners Inc. (NOA) was upgraded by BMO Capital Markets to a “Market Perform” rating.

Axcelis Technologies Inc. (ACLS) was upgraded by Pacific Crest to a “Sector Perform” rating.

Canadian National Railway (CNI) was upgraded by Stifel Nicolaus from a “Hold” rating to a “Buy” rating. They have a price target of $88.00 on the company.

VMWare, Inc. (VMW) was upgraded by Wells Fargo & Co. (NYSE:WFC) from a “Market Perform” rating to an “Outperform” rating.

Monday, July 18, 2011

Mattel (MAT) (PM) (QCOM) (RECN) (VMW) Ratings Reiterated

Mattel, Inc. (NYSE: MAT), Philip Morris (NYSE: PM), QUALCOMM, Inc. (NASDAQ: QCOM), Resources Connection, Inc. (NASDAQ: RECN) and VMware, Inc. (NYSE: VMW) have ratings reiterated by analysts.

Mattel, Inc. (MAT) ratings were reiterated a “buy” by Jefferies (NYSE: JEF).

Philip Morris (PM) ratings were reiterated “buy” by Goldman Sachs (NYSE: GS). They have a price target of $74.00 on the company.

QUALCOMM, Inc. (QCOM) ratings were reiterated “overweight” by analysts at Morgan Stanley (NYSE: MS).

Resources Connection, Inc. (RECN) ratings were reiterated “market perform” by Oppenheimer.

VMware, Inc. (VMW) ratings were reiterated “buy” by Bank of America (NYSE: BAC).

Thursday, July 14, 2011

News Corp. (NWS) (IBM) (EMC) (FRX) (VMW) Have Ratings Reiterated

News Corporation (NYSE: NWS), IBM (NYSE: IBM), EMC Corp. (NYSE: EMC), Forest Laboratories, Inc. (NYSE: FRX) and VMware, Inc. (NYSE: VMW) had ratings reiterated on them by analysts.

Stifel Nicolaus reiterated a "Buy" rating on EMC Corp. (EMC).

Stifel Nicolaus maintains a "Buy" rating on IBM (IBM).

Citigroup (NYSE:C) reiterated a "Buy" rating on News Corporation (NYSE: NWS). They have a price target of $21.00 on the company.

Wunderlich reiterated a "Hold" rating on VMware, Inc. (VMW).

Citigroup maintains a "Hold" rating on Forest Laboratories, Inc. (FRX). They have a price target of $35.00 on the company.

EMC closed Wednesday at $27.00, gaining $0.07, or 0.26 percent. IBM ended the day at $174.32, rising $0.27, or 0.16 percent. News Corp. closed at $16.36, climbing $0.28, or 1.74 percent. VMware, Inc. closed at $100.28, falling $0.12, or 0.12 percent. Forest Laboratories, Inc. closed at $39.02, up $0.41, or 1.06 percent.

Monday, May 9, 2011

Biggest Winners (CMI) (VECO) (VMW) (KMR) (PWE) on May 6

Among the winners on Friday, May 6, as measured by share price increases, were Cummins Inc. (CMI), Veeco Instruments (VECO), Vmware (VMW), Kinder Morgan (KMR) and Penn West Petroleum (PWE).

Cummins Inc. (CMI) was up $1.35, to close at $117.24, a gain of 1.16 percent.

Veeco Instruments (VECO) jumped $1.34 on the day to close at $51.00, an increase of 2.70 percent.

Vmware (VMW) rose $1.46 to close at $92.98, a boost of 1.46 percent.

Kinder Morgan (KMR) soared $1.34 to close the session at $64.99, a gain of 2.11 percent.

Penn West Petroleum (PWE) surged $1.33 to end the day at $24.91, climbing 5.64 percent.

Thursday, February 24, 2011

JPMorgan (JPM) Says Red Hat (RHT) Free Cash Flow Doesn't Make Sense

Shares of Red Hat (NYSE:RHT) are up 24 cents, or 0.6%, at $40.82 despite JP Morgan’s (NYSE:JPM) John Difucci today cutting his rating on the stock to Underperform from Neutral, writing that the company’s projected free cash flow growth of 25% is unlikely to materialize.

At the current price, writes Difucci, the stock is being valued based on future free cash flow growing at 25% per year. However, the company’s only been increasing free cash flow at about 8% per year, he writes. He gives the company the benefit of the doubt that it can increase that rate to more like 15% for a couple of years beyond 2012, which would imply, he believes, a stock value of $32. Should the company not pick up its growth rate, it could be worth as little as $27.

Since growth is unlikely in the company’s core middleware and Linux operating system license businesses, Red Hat would have to materially increase its sales of “virtualization” software, he writes, which he deems unlikely.

“We believe it is risky to assume Red Hat will become a meaningful player in server virtualization at this time,” writes Difucci, noting that customers seem mostly fairly happy with the titan in the business, VMWare (VMW), and that Microsoft (MSFT) and Citrix Systems (CTXS), and Oracle (ORCL) also have designs on that market. Red Hat has no clear advantage over those other contenders, he writes.





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