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MSFT

Microsoft

$61.09

0.48 (0.79%)

11:45
11/30/16
11/30
11:45
11/30/16
11:45

Microsoft CEO says on track to achieve $20B cloud goal

Says on track to achieve commercial cloud annualized revenue run rate goal of $20B in FY18. Says Xbox One is top seller in U.S. over the last four months. Comments taken from Microsoft's Annual Shareholders Meeting.

  • 30

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  • 01

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MSFT Microsoft
$61.09

0.48 (0.79%)

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.

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MDR

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0.3 (4.39%)

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BASFY

BASF

$95.05

-0.18 (-0.19%)

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BOBE

Bob Evans

$72.53

0.24 (0.33%)

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GLYC

GlycoMimetics

$13.41

1.31 (10.83%)

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MDSO

Medidata

$79.90

-0.35 (-0.44%)

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PrivateBancorp

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MDSO

Medidata

$79.90

-0.35 (-0.44%)

PVTB

PrivateBancorp

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MFG

Mizuho Financial Group

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Mizuho Financial Group management to meet with JPMorgan »

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  • 26

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LULU

lululemon

$55.37

1.12 (2.06%)

04:55
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lululemon management to meet with Barclays »

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  • 26

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AYR

Aircastle

$21.17

0.04 (0.19%)

04:55
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Conference/Events
Aircastle management to meet with Oppenheimer »

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  • 26

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EXLS

ExlService

$55.05

0.15 (0.27%)

04:55
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NBIX

Neurocrine

$47.35

0.23 (0.49%)

04:55
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GLYC

GlycoMimetics

$13.41

1.31 (10.83%)

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XOXO

XO Group

$17.60

0.1 (0.57%)

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XO Group management to meet with B. Riley »

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SAVE

Spirit Airlines

$52.55

0.02 (0.04%)

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Spirit Airlines management to meet with Raymond James »

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