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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

  • 29

    Nov

  • 30

    Nov

  • 01

    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

CATY

Cathay General

$36.99

0.08 (0.22%)

16:42
06/26/17
06/26
16:42
06/26/17
16:42
Syndicate
Breaking Syndicate news story on Cathay General »

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EMCF

Emclaire Financial

16:39
06/26/17
06/26
16:39
06/26/17
16:39
Hot Stocks
Emclaire Financial appoints Engles as CFO, Lucco as risk and strategy chief »

Emclaire Financial,…

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TIER

TIER REIT

$17.60

-0.07 (-0.40%)

, ECA

Encana

$8.42

-0.04 (-0.47%)

16:36
06/26/17
06/26
16:36
06/26/17
16:36
Hot Stocks
TIER REIT acquires Texas office tower, sells remaining Louisville portfolio »

TIER REIT (TIER)…

TIER

TIER REIT

$17.60

-0.07 (-0.40%)

ECA

Encana

$8.42

-0.04 (-0.47%)

03/08/13
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  • 10

    Jul

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AL

Air Lease

$36.84

0.28 (0.77%)

, BA

Boeing

$199.98

-2.25 (-1.11%)

16:34
06/26/17
06/26
16:34
06/26/17
16:34
Hot Stocks
Air Lease announces delivery of Boeing 737-800 to Royal Air Maroc »

Air Lease (AL) announced…

AL

Air Lease

$36.84

0.28 (0.77%)

BA

Boeing

$199.98

-2.25 (-1.11%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 26

    Jul

PANL

Pangaea Logistics

$2.69

-0.1 (-3.58%)

16:34
06/26/17
06/26
16:34
06/26/17
16:34
Hot Stocks
Breaking Hot Stocks news story on Pangaea Logistics »

VR Advisory Services…

03/08/13
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XL

XL Group

$43.62

0.21 (0.48%)

16:33
06/26/17
06/26
16:33
06/26/17
16:33
Hot Stocks
XL-Cayman waives financing condition for tender offers »

XL Group announced that…

03/08/13
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VRX

Valeant

$17.08

1.28 (8.10%)

16:32
06/26/17
06/26
16:32
06/26/17
16:32
Hot Stocks
Breaking Hot Stocks news story on Valeant »

Paulson & Co. reports…

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  • 24

    Aug

TOPS

TOP Ships

$0.68

-0.12 (-15.00%)

16:31
06/26/17
06/26
16:31
06/26/17
16:31
Hot Stocks
TOP Ships reports $4.2M in cash, cash equivalents post reverse stock split »

TOP Ships reports its…

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03/06/13
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PCTI

PCTEL

$6.95

-0.21 (-2.93%)

16:31
06/26/17
06/26
16:31
06/26/17
16:31
Hot Stocks
PCTEL raises quarterly dividend 10% to 5.5c per share »

This dividend will be…

03/08/13
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03/06/13
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  • 27

    Jun

16:30
06/26/17
06/26
16:30
06/26/17
16:30
Options
Preliminary option volume of 13.3M today »

Preliminary option volume…

FNJN

Finjan Holdings

$3.62

-0.18 (-4.74%)

16:29
06/26/17
06/26
16:29
06/26/17
16:29
Syndicate
Finjan Holdings announces common stock offering, no amount given »

Finjan Holdings announced…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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VIX

Volatility Index S&P 500 Options

16:20
06/26/17
06/26
16:20
06/26/17
16:20
Options
Closing CBOE SPX and VIX Index summary for June 26th »

The CBOE Volatility Index…

03/08/13
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03/08/13
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03/06/13
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NSRGY

Nestle

$88.17

3.34 (3.94%)

, LRLCY

L'Oreal

$43.61

1.53 (3.64%)

16:18
06/26/17
06/26
16:18
06/26/17
16:18
General news
On The Fly: Top stock stories for Monday »

The major averages began…

NSRGY

Nestle

$88.17

3.34 (3.94%)

LRLCY

L'Oreal

$43.61

1.53 (3.64%)

STOR

Store Capital

$23.11

2.34 (11.27%)

BRK.A

Berkshire Hathaway

$251,480.00

-320 (-0.13%)

BRK.B

Berkshire Hathaway

$167.47

0.25 (0.15%)

CAR

Avis Budget

$27.67

3.43 (14.15%)

GOOG

Alphabet

$952.27

-13.32 (-1.38%)

GOOGL

Alphabet Class A

$972.09

-14 (-1.42%)

HTZ

Hertz

$10.83

1.29 (13.52%)

AAPL

Apple

$145.82

-0.46 (-0.31%)

SGEN

Seattle Genetics

$56.55

-5.19 (-8.41%)

TKPYY

Takeda Pharmaceutical Co. Ltd.

$25.77

-0.11 (-0.43%)

SSYS

Stratasys

$24.39

-3.22 (-11.66%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 26

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    Jul

$NSD

NASDAQ Market Internals

16:17
06/26/17
06/26
16:17
06/26/17
16:17
Technical Analysis
NASDAQ market internals summary »

Volume was above average…

03/08/13
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03/06/13
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$NYE

NYSE Market Internals

16:16
06/26/17
06/26
16:16
06/26/17
16:16
Technical Analysis
NYSE market internals summary »

Volume was average for…

03/08/13
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NEWM

New Media

$13.62

0.27 (2.02%)

16:16
06/26/17
06/26
16:16
06/26/17
16:16
Hot Stocks
New Media rebrands propel business services unit, renames it UpCurve »

New Media Investment…

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ALG

Alamo Group

$91.52

1.1925 (1.32%)

16:15
06/26/17
06/26
16:15
06/26/17
16:15
Hot Stocks
Alamo Group completes acquisition of Old Dominion Brush Company »

Alamo Group announced…

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BLUE

bluebird bio

$111.10

-0.9 (-0.80%)

16:13
06/26/17
06/26
16:13
06/26/17
16:13
Syndicate
bluebird bio announces offering of $350M of common stock »

bluebird bio announced…

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PYPL

PayPal

$53.74

-0.59 (-1.09%)

16:12
06/26/17
06/26
16:12
06/26/17
16:12
Periodicals
PayPal's Venmo tests debit card, Recode says »

PayPal's Venmo has…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 26

    Jun

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    Jun

KMPH

KemPharm

$3.40

0.05 (1.49%)

16:11
06/26/17
06/26
16:11
06/26/17
16:11
Hot Stocks
KemPharm granted patent for KP746, a prodrug of oxymorphone »

KemPharm announced a…

03/08/13
Wedge Partners
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03/06/13
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03/06/13
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16:11
06/26/17
06/26
16:11
06/26/17
16:11
Conference/Events
Federal Reserve Bank President of San Francisco speaks on global growth »

San Francisco Federal…

SPLP

Steel Partners

$18.50

0.1 (0.54%)

, HNH

Handy & Harman

$28.50

-0.2 (-0.70%)

16:11
06/26/17
06/26
16:11
06/26/17
16:11
Hot Stocks
Steel Partners, Handy & Harman sign definitive merger agreement »

Steel Partners Holdings…

SPLP

Steel Partners

$18.50

0.1 (0.54%)

HNH

Handy & Harman

$28.50

-0.2 (-0.70%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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ESPR

Esperion

$42.87

-1.47 (-3.32%)

16:10
06/26/17
06/26
16:10
06/26/17
16:10
Hot Stocks
Esperion says FDA confirms pathway for approval of bempedoic, ezetimib combo »

Esperion Therapeutics…

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WDC

Western Digital

$92.66

-0.68 (-0.73%)

16:09
06/26/17
06/26
16:09
06/26/17
16:09
Earnings
Breaking Earnings news story on Western Digital »

Western Digital backs…

03/08/13
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03/06/13
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WDC

Western Digital

$92.66

-0.68 (-0.73%)

16:08
06/26/17
06/26
16:08
06/26/17
16:08
Earnings
Western Digital raises Q4 adjusted EPS view to $2.85 from $2.55-$2.65 »

Consensus $2.65. Backs Q4…

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