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MSFT

Microsoft

$72.78

1.01 (1.41%)

07:43
07/17/17
07/17
07:43
07/17/17
07:43

Microsoft Azure momentum could accelerate, says Credit Suisse

Credit Suisse analyst Michael Nemeroff says his firm's recent enterprise software survey suggests that demand for Microsoft's Azure could be at a positive inflection point. The analyst reiterates an Outperform rating on the shares, while raising his price target for the stock to $84 from $80 ahead of Q4 results.

  • 20

    Jul

  • 05

    Sep

MSFT Microsoft
$72.78

1.01 (1.41%)

06/15/17
NOMU
06/15/17
NO CHANGE
NOMU
Amazon.com price target raised to $1,100 from $975 at Nomura Instinet
Nomura Instinet analyst Anthony DiClemente says that Amazon's (AMZN) current valuation is "reasonable." The analyst says that, assuming the cloud business is worth $220B, based on a 2020 multiple similar to that given Microsoft (MSFT), while its Prime video business is worth $8B, or 12% of Netflix's (NFLX) current valuation, and its advertising business is worth $27B, or double his estimate of Snap's (SNAP) total valuation, the company's e-commerce business is only being valued at about $210B at current levels. Noting that Wal-Mart (WMT) is currently valued at $280B, the analyst says that Amazon's valuation "is not excessively strencthed." DiClemente raised his 2020 EV/EBITDA multiple for the cloud business to 14x from 13.5x, noting that SAP (SAP), Oracle (ORCL) and Microsoft (MSFT) all had higher multiples at similar points in their histories. The analyst raised his target multiple for Amazon's North America e-commerce business to 13x from 12x, which he says is in-line with Wal-Mart's mean multiple from 1992-2001. He raised his price target on Amazon to $1,100 from $975 and keeps a Buy rating on the stock.
06/16/17
KEYB
06/16/17
NO CHANGE
KEYB
Microsoft to benefit from cloud expansion, says KeyBanc
KeyBanc says that spending on the cloud could triple to $239B within five years, and the firm says that Microsoft (MSFT) "has the most to gain," as it thinks that the company is poised to surpass Amazon (AMZN) to become the sector leader. KeyBanc keeps a $78 price target and an Overweight rating on Microsoft.
06/19/17
MSCO
06/19/17
NO CHANGE
Target $80
MSCO
Overweight
Microsoft price target raised to $80 from $72 at Morgan Stanley
Morgan Stanley analyst Keith Weiss raised Microsoft's price target to $80 from $72 citing the company's strengthening secular position and earnings growth that is poised to move higher. Weiss believes investors will pay a higher multiple for Microsoft's double digit earnings growth now that the stock incorporates the impacts from the LinkedIn acquisition, a higher tax rate, and modest foreign exchange headwinds. The analyst rates Microsoft an Overweight.
06/22/17
CLVD
06/22/17
INITIATION
Target $80
CLVD
Buy
Microsoft initiated with a Buy, price target $80 at Cleveland Research
Cleveland Research initiated Microsoft with a Buy and an $80 price given potential improving Office 365 mix and Azure and Dynamics share gains driving 4-5% upside to consensus estimates. The firm's analyst also said checks indicate Microsift is bringing more business under contract, with improving deal sizes, which should drive its deferred revenue profile closer to software as a service peers.

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IPXL

Impax

$19.95

-0.85 (-4.09%)

07:31
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07:31
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Breaking Hot Stocks news story on Impax »

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  • 09

    Nov

JBL

Jabil Circuit

$28.61

0.37 (1.31%)

07:31
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Jabil Circuit analyst commentary  »

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EVTCY

Evotec

$51.15

2.3099 (4.73%)

07:31
10/17/17
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07:31
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07:31
Conference/Events
Evotec management to meet with Deutsche Bank »

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  • 17

    Oct

GPRO

GoPro

$9.08

-0.48 (-5.02%)

, CREE

Cree

$29.28

-0.08 (-0.27%)

07:30
10/17/17
10/17
07:30
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07:30
Options
Unusual put flow in option market yesterday »

Notable put activity was…

GPRO

GoPro

$9.08

-0.48 (-5.02%)

CREE

Cree

$29.28

-0.08 (-0.27%)

MT

ArcelorMittal

$28.99

-0.36 (-1.23%)

PXD

Pioneer Natural

$143.69

-0.23 (-0.16%)

BABY

Natus Medical

$39.35

-0.75 (-1.87%)

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    Nov

CARB

Carbonite

$22.30

-0.5 (-2.19%)

07:30
10/17/17
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07:30
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07:30
Initiation
Carbonite initiated  »

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  • 02

    Nov

NEWS

NewStar Financial

$12.13

0.23 (1.93%)

07:30
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Hot Stocks
Breaking Hot Stocks news story on NewStar Financial »

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JRVR

James River Group

$41.95

-0.08 (-0.19%)

07:27
10/17/17
10/17
07:27
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07:27
Initiation
James River Group initiated  »

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  • 02

    Nov

MDB

MongoDB

07:27
10/17/17
10/17
07:27
10/17/17
07:27
Syndicate
MongoDB IPO deal range increased to $20.00-$22.00 »

MongoDB 's 8M share…

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  • 19

    Oct

NFLX

Netflix

$202.68

3.19 (1.60%)

07:26
10/17/17
10/17
07:26
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07:26
Recommendations
Netflix analyst commentary  »

Netflix price target…

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  • 22

    Oct

PSX

Phillips 66

$90.87

-3.56 (-3.77%)

07:26
10/17/17
10/17
07:26
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07:26
Recommendations
Phillips 66 analyst commentary  »

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  • 27

    Oct

VZ

Verizon

$48.09

0.23 (0.48%)

07:25
10/17/17
10/17
07:25
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07:25
Periodicals
Verizon FiOS stops carrying Univision, WSJ reports »

Verizon FiOS has stopped…

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  • 19

    Oct

  • 01

    Nov

VLO

Valero

$77.42

-0.66 (-0.85%)

07:25
10/17/17
10/17
07:25
10/17/17
07:25
Recommendations
Valero analyst commentary  »

Valero price target…

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  • 26

    Oct

SNDX

Syndax

$12.76

0.39 (3.15%)

07:25
10/17/17
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07:25
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07:25
Syndicate
Syndax raises $25M in a registered direct offering »

Syndax announced that it…

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IMDZ

Immune Design

$10.10

-0.85 (-7.76%)

07:25
10/17/17
10/17
07:25
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07:25
Conference/Events
Immune Design to host conference call »

Conference call to…

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  • 17

    Oct

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    Nov

CVS

CVS Health

$72.44

-0.16 (-0.22%)

07:25
10/17/17
10/17
07:25
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07:25
Conference/Events
Economic Club of New York to hold a breakfast meeting »

Larry Merlo, President…

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  • 17

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CVS

CVS Health

$72.44

-0.16 (-0.22%)

07:25
10/17/17
10/17
07:25
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07:25
Conference/Events
Economic Club of New York to hold a breakfast meeting »

Larry Merlo, President…

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  • 17

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IPXL

Impax

$19.95

-0.85 (-4.09%)

07:24
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07:24
Hot Stocks
Breaking Hot Stocks news story on Impax »

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  • 09

    Nov

ANDV

Andeavor

$103.82

-1.55 (-1.47%)

07:24
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TCMD

Tactile Systems

$30.87

-1.05 (-3.29%)

07:23
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07:23
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07:23
Initiation
Tactile Systems initiated  »

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  • 07

    Nov

AGN

Allergan

07:22
10/17/17
10/17
07:22
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07:22
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Allergan analyst commentary  »

Allergan court ruling on…

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  • 20

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    Nov

GRPN

Groupon

$4.70

0.07 (1.51%)

07:22
10/17/17
10/17
07:22
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07:22
Initiation
Groupon initiated  »

Groupon initiated with a…

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  • 01

    Nov

  • 16

    Nov

FANG

Diamondback Energy

$102.60

1.23 (1.21%)

07:21
10/17/17
10/17
07:21
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07:21
Recommendations
Diamondback Energy analyst commentary  »

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  • 07

    Nov

UNFI

United Natural Foods

$40.57

0.09 (0.22%)

, AMZN

Amazon.com

$1,006.34

3.4 (0.34%)

07:21
10/17/17
10/17
07:21
10/17/17
07:21
Downgrade
United Natural Foods, Amazon.com rating change  »

United Natural Foods…

UNFI

United Natural Foods

$40.57

0.09 (0.22%)

AMZN

Amazon.com

$1,006.34

3.4 (0.34%)

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  • 17

    Oct

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    Oct

07:19
10/17/17
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07:19
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07:19
General news
Futures flat following yesterday's advance »

Stock futures are flat…

GM

General Motors

$45.76

-0.12 (-0.26%)

07:19
10/17/17
10/17
07:19
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07:19
Periodicals
GM to test self-driving cars in NYC early next year, WSJ reports »

General Motors will…

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  • 24

    Oct

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