Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Sector
Software - Infrastructure
P/S (TTM)
4.5
EV / FCF (TTM)
14.2
VMware, Inc. operates as a leading software provider, delivering an extensive array of solutions across crucial technological domains such as contemporary application development, cloud infrastructure and its orchestration, advanced networking capabilities, comprehensive security platforms, and efficient digital workspaces. Its market reach extends across the United States and internationally. The company's core offerings include a robust suite of multi-cloud solutions. VMware vSphere serves as the essential compute layer for data center infrastructure, while vSAN and VxRail provide thorough data storage and protection for applications running within vSphere environments. For managing complex hybrid and multi-cloud setups, including both virtual machines and containers, VMware presents vRealize Cloud Management solutions. Consolidating these technologies, the VMware Cloud Foundation integrates vSphere, vSAN, NSX, and vRealize Cloud Management into a cohesive platform, offering enterprise-grade cloud infrastructure for both private and public cloud environments. Beyond its foundational cloud products, VMware specializes in sophisticated networking solutions like VMware NSX, which encompasses NSX Distributed and Gateway Firewalls, the NSX Network Detection and Response Engine, and the NSX Advanced Load Balancer. This category also includes Tanzu Service Mesh and VMware SASE. Its security portfolio is anchored by the VMware Carbon Black suite, providing protection for endpoints, workloads, and containers. To enhance workforce productivity, the company offers digital workspace solutions such as Workspace ONE Unified Endpoint Management, Access, Intelligent Hub, and Horizon. VMware also supports application modernization initiatives through its Tanzu family of products, which features the Application and Operations Platform, Application Service Platform, Observability, Community Edition, and Tanzu Labs. Additional cloud management tools, complementing vRealize, include the vCloud Suite and the CloudHealth by VMware Suite. The company distributes its innovative products globally through a diverse network of channel partners, including distributors, resellers, system vendors, and systems integrators. VMware, Inc. has also formed a significant strategic alliance with Amazon Web Services, collaborating to develop and deliver integrated hybrid cloud solutions. Established in 1998, VMware, Inc. maintains its corporate headquarters in Palo Alto, California.
www.vmware.comNo one on the platform currently holds VMW.
No tracked institution reports a position in VMW as of their last filing.
No one on the platform has traded VMW yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 19.1% | 41.6% | 28.0% | — | — | — |
| Rev. Growth % | 3.8% | 11.0% | ||||
| Profit Margin % | 9.8% | 25.6% | 20.1% | |||
| Free Cash Flow Margin % | 28.9% | 33.2% | 33.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -5.9% on the P/E track.
At today's price, your expected annual return is +0.8% on the P/E track.
At today's price, your expected annual return is +6.0% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $15.6B | +0.0% | $5.13 | $4.59–$5.49 | 27.8× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2023-11-28 | $1.75 | $0.78 | -55.4% |
| 2023-08-31 | $1.66 | $1.83 | +10.2% |
| 2023-06-01 | $1.57 | $1.49 | -5.1% |
| 2023-03-02 | $1.98 | $2.13 | +7.6% |
| 2022-11-22 | $1.60 | $1.47 | -8.1% |
| 2022-08-25 | $1.61 | $1.64 | +1.9% |
| 2022-05-26 | $1.57 | $1.28 | -18.5% |
| 2022-02-24 | $1.97 | $2.02 | +2.5% |
| $18.7B |
| — |
| GETGetnet Adquirência e Serviços para Meios de Pagamento S.A. | $1.88 | +0.27% | $1.8B | — |
| GSKYGreenSky, Inc. | $10.20 | +1.59% | $1.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
$AVGO Took profit on my oldest long positions at 421.38, thats the last of my original holdings I bought when the CA acquisition initially took AVGO lower. Those shares were about $230 pre 10-1 split - what a fantastic ride this has been. Still have my shares from just before the $VMW aqcuisition, will prob let those ride a while longer and see what happens.
View on StockTwits ↗
$TMUS $AVGO $VMW T-Mobile moving tens of thousands of virtual machines off VMware amid lawsuit https://ooc.bz/l/106719
View on StockTwits ↗
Broadcom Stock Rises On AI-Powered Beat, But VMware-Led Software Growth Slows Sharply $AVGO $VMW $ANTHZZX.P $GOOGL https://stocktwits.com/news/equity/markets/broadcom-stock-rises-on-ai-powered-beat-but-v-mware-led-software-growth-slows-sharply/cZdQiNbRIdF
View on StockTwits ↗
Don't forget that there is also an important settlement to watch for $VMW / $AVGO We have every detail, including how investors can get paid: https://11th.com/cases/vmware-investor-settlement
View on StockTwits ↗If you missed the deadline, don’t miss this update. This is probably the most useful info you’ve read in years about $VMW — how you can actually recover something: https://11th.com/cases/vmware-investor-settlement
View on StockTwits ↗$VMW / $AVGO is now accepting claims for a 102.5M settlement it is paying to investors over claims that it misled them about unfilled orders, violating regulations and risking investigation. Even if you missed the deadline, if you bought $VMW between August 24, 2018 and February 27, 2020, you still can file for payment here: https://11th.com/cases/vmware-investor-settlement
View on StockTwits ↗If you missed the deadline, don’t miss this update. This is probably the most useful info you’ve read in years about $VMW — how you can actually recover something: https://11th.com/cases/vmware-investor-settlement?utm_source=stocktwits&utm_medium=referral&utm_campaign=stlm&utm_content=11202025
View on StockTwits ↗If you missed the deadline, don’t miss this update. This is probably the most useful info you’ve read in years about $VMW — how you can actually recover something: https://11th.com/cases/vmware-investor-settlement?utm_source=stocktwits&utm_medium=referral&utm_campaign=stlm&utm_content=11052025
View on StockTwits ↗$AVGO is now accepting claims for a $102.5M settlement it is paying to investors over claims that it misled them about unfilled orders, violating regulations and risking investigation. Even if you missed the deadline, if you bought $VMW between August 24, 2018, and February 27, 2020, you still can file for payment here: https://11th.com/cases/vmware-investor-settlement?utm_source=stocktwits&utm_medium=referral&utm_campaign=stlm&utm_content=10222025_1
View on StockTwits ↗$VMW (now $AVGO ) is accepting claims for a $102.5M settlement to resolve allegations it misled investors about unfilled orders, violating regulations and risking investigation. Even though the filing deadline has passed, if you bought $VMW between August 24, 2018, and February 27, 2020, you still can file for payment here: https://11th.com/cases/vmware-investor-settlement?utm_source=stocktwits&utm_medium=referral&utm_campaign=stlm&utm_content=10142025_1
View on StockTwits ↗
$INTC — I’ve been skeptical on Intel for years. Many friends of mine in executive leadership there share the same concern: the company has often looked backward instead of forward. Even Pat, who once mentored me when I was a large investor with $VMW who moved back again to Intel, couldn’t convince me the turnaround was in reach. It’s not a question of intel’s ability…it’s a broad leadership culture issue. That said… the tide feels different. The U.S. government is backing Intel. $NVDA Jensen is backing Intel. There’s even talk of $AAPL joining the mix. I’m putting $1M to work in $INTC over the next couple weeks. Not because of near-term fundamentals. Not because it’s a classic turnaround story. But because Intel is bigger than its balance sheet—it represents American tech at its core. Sometimes you invest in what you believe America needs to win. And I’m all in on that bet. 🇺🇸
View on StockTwits ↗$VMW is accepting claims for a $102.5M settlement to resolve allegations it misled investors about unfilled orders, violating regulations and risking investigation. Even if you missed the deadline, if you bought $VMW between August 24, 2018, and February 27, 2020, you still can file for payment here: https://11th.com/cases/vmware-investor-settlement?utm_source=stocktwits&utm_medium=referral&utm_campaign=stlm&utm_content=09162025_1
View on StockTwits ↗$VMW has agreed to settle with investors to resolve claims that it misled them about unfilled orders, violating regulations and risking investigation. Who’s eligible? Anyone who purchased $VMW shares between August 24, 2018 and February 27, 2020. Do I need to sell my shares to qualify? No — you are eligible whether you sold your shares or still hold them. How much is the payout? The payout per share is $1.87 — but if only ~25% of eligible investors file, the effective payout could increase to $7.48. Can I still file? Yes — claims are currently being accepted. When do payouts happen? Typically within 8–12 months after court approval of the settlement. To file your claim: https://11th.com/cases/vmware-investor-settlement?utm_source=stocktwits&utm_medium=referral&utm_campaign=faq&utm_content=09052025_1
View on StockTwits ↗That’s the most useful info you’ve seen on $VMW in years. https://11th.com/cases/vmware-investor-settlement?utm_source=stocktwits&utm_medium=referral&utm_campaign=stlm&utm_content=08282025_1 #VMware #VMW
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.