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MSFT

Microsoft

$60.40

-0.72 (-1.18%)

10:06
11/25/16
11/25
10:06
11/25/16
10:06

Microsoft seeks to ramp up Azure commitment in China, SCMP reports

Use of Microsoft's cloud computing services platform Azure in China has increased 115.6% in the quarter to September, to corner at 17.3% market share, South China Morning Post reports. The software giant now seeks to ramp up its development through more strategic partnerships in China, the report says. "Partnerships are front and centre of our strategy to accelerate the growth of our cloud business in this market," Microsoft veteran Alain Crozier, recently appointed as Microsoft's new chairman and CEO for greater China operations, said in an interview with the South China Morning Post. "The Microsoft of today is very different from the one five or 10 years ago." Reference Link

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    Dec

MSFT Microsoft
$60.40

-0.72 (-1.18%)

11/15/16
OPCO
11/15/16
NO CHANGE
Target $55
OPCO
Outperform
Oppenheimer remains bullish on Tableau after survey
After surveying 40 customers at Tableau's (DATA) recent user conference, Oppenheimer analyst Ittai Kidron came away encouraged as the results suggest a committed customer base that has a clear positive spending bias with the company over the next 12 months. Further, the analyst notes that user comments were positive on Tableau's current product portfolio, and there was excitement over the new capabilities coming in 2017. While there is some push-back on price and Microsoft is (MSFT) a growing competitive threat, Kidron does not sense the concerns put Tableau at risk of material displacement. He reiterates an Outperform rating and $55 price target on the shares.
11/17/16
GSCO
11/17/16
UPGRADE
Target $68
GSCO
Buy
Microsoft upgraded to Buy from Neutral at Goldman
Goldman Sachs analyst Heather Bellini upgraded Microsoft to Buy from Neutral and raised her price target for the shares to $68 from $60. The software giant closed yesterday up 78c to $59.65. Azure is the number two market share vendor in the cloud space, and has grown 100% or more year-over-year eight of the last 10 quarters, Bellini tells investors in a research note on the public cloud space. She believes Azure can continue to grow revenue and improve margins over time given Microsoft's large customer base and "strong" C-level relationships. The analyst sees upside potential to out-year earnings forecasts for the company.
11/17/16
11/17/16
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Microsoft (MSFT) upgraded to Buy from Neutral at Goldman with analyst Heather Bellini saying Azure is the number two market share vendor in the cloud space, and has grown 100% or more year-over-year eight of the last 10 quarters. 2. Time Warner (TWX) upgraded to Buy from Sell at MoffettNathanson. 3. First Solar (FSLR) upgraded at JMP Securities with analyst Joseph Osha citing valuation. 4. KBR (KBR) upgraded to Buy from Neutral at BofA Merrill Lynch with analyst Anna Kaminskaya saying she expects structurally higher defense spending to drive a re-rating in KBR and sees less risk of cost overruns in the E&C business given lower reliance on fixed priced contracts and diversification into smaller sized service projects. 5. Liberty Interactive (QVCA) upgraded to Buy from Neutral at BofA Merrill Lynch with analyst Heather Balsky saying she has increased confidence in a return to positive US sales growth and expects multiple expansion as sales improve. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/18/16
OPCO
11/18/16
NO CHANGE
OPCO
Public cloud infrastructure market will be $62B by 2020, says Oppenheimer
Oppenheimer analyst Timothy Horan says "the race is on" for public cloud providers to get as much of their customers' data on their respective cloud platforms as possible. The analyst believes Amazon (AMZN) Web Services, Microsoft (MSFT), and Alphabet's Google (GOOG; GOOGL) have ambitions to become the dominant OS of the cloud, and to do so these companies will aim to have integrated solutions from the infrastructure layer to services through first-party offerings and/or the development of a strong partner channel. He views AWS as the primary wholesale cloud platform and Microsoft as the enterprise platform. However, given the relative immaturity of the market and the massive $1T opportunity, all three have been successful focusing on multiple segments, Horan adds, noting that he expects the public cloud infrastructure market to be $62B by 2020.

TODAY'S FREE FLY STORIES

AZO

AutoZone

$535.19

-28.21 (-5.01%)

05:26
09/20/17
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AutoZone analyst commentary  »

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AGN

Allergan

$215.00

-6.54 (-2.95%)

05:21
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TRVG

trivago

$10.99

-0.11 (-0.99%)

05:15
09/20/17
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trivago analyst commentary  »

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BBBY

Bed Bath & Beyond

$27.03

-0.27 (-0.99%)

05:12
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XLRN

Acceleron

$38.97

-0.41 (-1.04%)

05:10
09/20/17
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05:10
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05:10
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Acceleron analyst commentary  »

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  • 21

    Sep

ICPT

Intercept

$96.20

0.45 (0.47%)

05:01
09/20/17
09/20
05:01
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05:01
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YAHOY

Yahoo Japan

$9.02

-0.03 (-0.33%)

04:57
09/20/17
09/20
04:57
09/20/17
04:57
Downgrade
Yahoo Japan rating change  »

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EPZM

Epizyme

$19.25

1.4 (7.84%)

04:56
09/20/17
09/20
04:56
09/20/17
04:56
Initiation
Epizyme initiated  »

Epizyme initiated with a…

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  • 25

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CSGP

CoStar Group

$280.60

3.97 (1.44%)

04:55
09/20/17
09/20
04:55
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04:55
Conference/Events
CoStar Group management to meet with JPMorgan »

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YEXT

Yext

$12.99

-0.27 (-2.04%)

04:55
09/20/17
09/20
04:55
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04:55
Conference/Events
Yext management to meet with JPMorgan »

Meeting to be held in…

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  • 20

    Sep

FCFS

First Cash Financial

$60.65

0.65 (1.08%)

04:55
09/20/17
09/20
04:55
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04:55
Conference/Events
First Cash Financial management to meet with Jefferies »

Meetings to be held in…

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  • 20

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    Sep

VNRX

VolitionRx

$2.75

0.07 (2.61%)

04:55
09/20/17
09/20
04:55
09/20/17
04:55
Conference/Events
VolitionRx management to meet with Oppenheimer »

Meeting to be held in New…

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  • 20

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04:55
09/20/17
09/20
04:55
09/20/17
04:55
Conference/Events
Citigroup to hold a conference »

2017 SMID and Travel…

SRCL

Stericycle

$70.19

-0.81 (-1.14%)

04:55
09/20/17
09/20
04:55
09/20/17
04:55
Conference/Events
Stericycle management to meet with Jefferies »

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  • 20

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FIVN

Five9

$22.17

0.31 (1.42%)

04:55
09/20/17
09/20
04:55
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04:55
Conference/Events
Five9 management to meet with Roth Capital »

Meeting to be held in…

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  • 20

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GMS

GMS Inc.

$33.50

-0.38 (-1.12%)

04:55
09/20/17
09/20
04:55
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04:55
Conference/Events
GMS Inc. management to meet with Seaport Global »

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  • 20

    Sep

HRTG

Heritage Insurance

$11.83

-0.72 (-5.74%)

04:55
09/20/17
09/20
04:55
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Conference/Events
Heritage Insurance management to meet with Sandler O'Neill »

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  • 20

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HZNP

Horizon Pharma

$12.10

0.26 (2.20%)

04:55
09/20/17
09/20
04:55
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04:55
Conference/Events
Horizon Pharma management to meet with Jefferies »

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  • 20

    Sep

OHI

Omega Healthcare

$32.53

-0.12 (-0.37%)

04:55
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04:55
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04:55
Conference/Events
Omega Healthcare management to meet with Jefferies »

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  • 20

    Sep

MZDAF

Mazda

04:55
09/20/17
09/20
04:55
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04:55
Conference/Events
Mazda management to meet with JPMorgan »

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  • 20

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SFS

Smart & Final Stores

04:55
09/20/17
09/20
04:55
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Conference/Events
Smart & Final Stores management to meet with Loop Capital »

Meeting to be held in Los…

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  • 20

    Sep

SRCI

SRC Energy

$8.18

0.16 (2.00%)

04:55
09/20/17
09/20
04:55
09/20/17
04:55
Conference/Events
SRC Energy management to meet with JPMorgan »

Meeting to be held in…

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  • 20

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    May

AITB

AIT Therapeutics

04:55
09/20/17
09/20
04:55
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04:55
Conference/Events
AIT Therapeutics management to meet with Roth Capital »

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  • 20

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ARLP

Alliance Resource Partners

$18.90

-0.05 (-0.26%)

04:55
09/20/17
09/20
04:55
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04:55
Conference/Events
Alliance Resource Partners management to meet with MKM Partners »

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  • 20

    Sep

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EMR

Emerson

$63.21

0.22 (0.35%)

04:55
09/20/17
09/20
04:55
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04:55
Conference/Events
Emerson management to meet with Oppenheimer »

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  • 20

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