WA
Consensus Narrative from 38 Analysts
Transformative VMware Integration And AI Expansion Drive Revenue And Margin Growth
Key Takeaways Acquisition of VMware and focus on virtualization significantly boost revenue and margins, projecting continued earnings improvement. Strategic moves in AI and effective cash flow management enhance revenue potential, market share, and shareholder value.
View narrativeUS$241.97
FV
2.9% undervalued intrinsic discount16.33%
Revenue growth p.a.
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14 days ago author updated this narrative