Forecast

The analysts' average price target is +127,98€ (−2,03%). The median is +128,30€ (−1,78%).

Buy	29
Hold	42
Sell	2

News Go to news feed

VMware doesn't experience a mass exodus; 86% of companies are reducing its use

A CloudBolt survey (January 2026, 302 North American IT decision-makers) shows only 4% have fully replaced their VMware infrastructure, while 86% are actively reducing its use. Broadcom's shift to subscription, core‑metered licensing has led to significant price increases; most report hikes of 25–49%, with some cases well above that. Migrations typically take 18–24 months and are slowed by complexity, cost and technical constraints; many are moving to public‑cloud IaaS or alternatives such as Nutanix AHV, Proxmox or KVM. Eighty‑five percent expect further price increases, and analysts foresee a decline in VMware's market share by 2029, while diversification has improved the risk profile of many companies. » More on heise.de
VMware at Explore: weak attendance, Broadcom pushes VCF expansion forward

The VMware Explore in Las Vegas recorded significantly lower attendance and critical reactions from customers, partners and sponsors, while Broadcom further detailed its strategy to expand VMware Cloud Foundation (VCF). Broadcom announced license changes for hyperscalers, new VCF features including S3-compatible object storage, partnerships (including with Canonical) and expanded AI support with Nvidia and AMD. Sentiment among long-standing partners and customers remains mixed, and the trade-show presence of many former supporters was noticeably smaller. » More on heise.de
Nutanix beats Q4 2025 forecasts and raises outlook for 2026

Nutanix reported Q4 2025 EPS of $0.37 on revenue of $653 million, beating expectations; the stock rose in after-hours trading. The company added 2,700 new customers, reported ARR of $2.223 billion and free cash flow of $750 million. For 2026 it forecasts revenue of $2.90–2.94 billion and a non-GAAP EBIT margin of 21–22%. Management cited opportunities from enterprise AI and replacing VMware customers, but warned of macroeconomic risks and intense competition. » More on de.investing.com

Historical dividends Dividends

All dividend metrics All metrics

In 2021, VMware has already paid 23,62€ in dividends. The last payout was in November 2021.

Financials

In the last year, VMware had revenue of 12,32Md€ and net profit of 1,21Md€

(EUR)	2023	YoY
Revenue	+12,32Md	6,89%
Gross profit	+10,03Md	5,68%
Net profit	+1,21Md	25,67%
EBITDA	+2,41Md	8,15%

Fundamentals

Metric	Value
Market capitalization	+52,80Md€
Number of shares	431,79M
52-week high/low	+155,45€ - +93,54€
Dividends	No
Beta	0,83
P/E ratio	+45,81
PEG ratio	−4,27
P/B ratio	+39,30
P/S ratio	+4,61

Company profile

VMware, Inc. bietet Softwarelösungen in den Bereichen moderne Anwendungen, Cloud-Management und -Infrastruktur, Netzwerke, Sicherheit und digitale Arbeitsumgebungen in den Vereinigten Staaten und international. Das Unternehmen bietet VMware-Multi-Cloud-Lösungen an, darunter VMware vSphere, eine Rechenzentrumsinfrastruktur, die die grundlegende Rechenschicht bereitstellt; vSAN und VxRail, die ganzheitliche Datenspeicher- und -schutzoptionen für Anwendungen bieten, die auf vSphere laufen; und vRealize Cloud Management-Lösungen, die hybride und Multi-Cloud-Umgebungen verwalten, die in virtuellen Maschinen und Containern laufen, sowie VMware Cloud Foundation, eine Cloud-Plattform, die vSphere, vSAN und NSX mit vRealize Cloud Management zu einem integrierten Stack kombiniert und eine unternehmensfähige Cloud-Infrastruktur für private und öffentliche Clouds bereitstellt. Das Unternehmen bietet außerdem Netzwerklösungen wie VMware NSX, NSX Distributed und Gateway Firewalls, NSX Network Detection and Response Engine, NSX Advanced Load Balancer, Tanzu Service Mesh und VMware SASE, Sicherheitslösungen bestehend aus VMware Carbon Black Endpoint, Workload und Container sowie Lösungen für den digitalen Arbeitsplatz bestehend aus Workspace ONE Unified Endpoint Management, Access, Intelligent Hub und Horizon. Darüber hinaus bietet das Unternehmen Lösungen zur Anwendungsmodernisierung wie Tanzu Application and Operations Platform, Tanzu Application Service Platform, Tanzu Observability, Tanzu Community Edition und Tanzu Labs sowie Cloud-Management-Lösungen wie vRealize Cloud Management, vCloud Suite und CloudHealth by VMware Suite. Das Unternehmen vertreibt seine Produkte über Distributoren, Wiederverkäufer, Systemhäuser und Systemintegratoren. VMware, Inc. ist eine strategische Allianz mit Amazon Web Services eingegangen, um eine integrierte Hybridlösung zu entwickeln und bereitzustellen. Das Unternehmen wurde 1998 gegründet und hat seinen Hauptsitz in Palo Alto, Kalifornien.

Name	VMware
CEO	Rangarajan Raghuram
Headquarters	Palo Alto, ca USA
Website	vmware.com
Sector	Information Technology
Industry	Software
IPO	08/15/2007
Employees	38.300