Bailard analyst Sonya Thadhani says she expects the virtualization software developer to come in ahead of estimates. She's also anticipating volatility in the new issue. "But that is not unique to VMware. We're seeing that across the board" this earnings season when companies miss or surpass estimates.
"There is no room for disappointment with this name," Thadhani says. "The growth opportunities are tremendous. It has an amazing hold on the virtualization market."