Four Stocks Cantor Analysts Are Talking About - F5 (NASDAQ:FFIV), Global X Funds Global X Emerging Markets Great Consumer ETF (ARCA:EMC)

In separate reports published Thursday, Cantor Fitzgerald analyst Brian White commented on

VMware, Inc.VMW

F5 Networks, Inc.FFIV

and

EMC CorporationEMC

following their respective earnings releases.

VMware: Limited Upside From Here

According to White, following VMware's second quarter print and adjusted 2015 outlook, the company has "many irons in the fire" and "new opportunities for growth." However, White added that the company's growth initiatives "could take time" and in the meantime this provides little room for upside. Of note, White pointed out that VMware will host its VMworld event August 30 through September 3 which will also include an analyst meeting. Shares remain Hold rated with an unchanged $82 price target.

F5 Networks: Getting ‘Its Groove Back' White commented that back in January, F5 Networks delivered a "soft" December quarter which resulted in the market reaching for the "panic button." On the other hand, F5 Networks' June print was "strong" with both revenue and earnings per share topping expectations while the company also provided a "healthy" fourth quarter outlook. As such, the company's December print could be considered as a "speedbump" which occurred during an "exciting growth cycle" for the company. Shares remain Buy rated with a price target raised to $150 from a previous $140. EMC: Initial Thoughts Finally, EMC reported its second quarter results Thursday morning that was better than White's expectations while the company "slightly adjusted" its 2015 outlook lower. White noted that the storage market has been "challenged" in recent months but the company is "clearly" outperforming NetApp Inc. NTAP based on recent quarterly results for both firms. Looking forward, the analyst believes that EMC should take "much bolder steps" to enhance shareholder value as the stock continues to underperform the S&P 500 index. Shares remain Buy rated with an unchanged $33 price target.

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