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MSFT

Microsoft

$88.19

1.08 (1.24%)

, BITCOIN

Bitcoin

06:10
01/08/18
01/08
06:10
01/08/18
06:10

Piper wonders if Microsoft is better than bitcoin

In a research note titled "Better Than Bitcoin?," Piper Jaffray analyst Alex Zukin updated his investment thesis on Microsoft and formally rolled out estimates for 2019. Azure revenues are still growing close to triple digits and channel checks suggest that the company's pipeline of Office 365 remain robust, Zukin tells investors in a research note. He believes his investment thesis on the shares is resonating and reiterates an Overweight rating on Microsoft with a $115 price target. The software giant closed Friday up $1.08 to $88.19. The analyst calls Azure the "single largest growth opportunity" at Microsoft.

MSFT

Microsoft

$88.19

1.08 (1.24%)

BITCOIN

Bitcoin

  • 18

    Jan

  • 31

    Jan

  • 07

    Feb

MSFT Microsoft
$88.19

1.08 (1.24%)

12/12/17
BERN
12/12/17
NO CHANGE
Target $100
BERN
Outperform
Survey shows continued momentum for Microsoft Azure, says Bernstein
Bernstein analyst Mark Moerdler says his firm's IT Hardware semi-annual CIO survey shows that Microsoft (MSFT) Azure continues to gain mindshare and momentum within enterprise IT departments, and that Azure's customer count could be equal to or more than Amazon (AMZN) Web Services among enterprise user, he adds. The analyst notes that the continued momentum fully supports his thesis regarding the Microsoft Commercial Cloud opportunity and should support Azure revenue growth of about 90%, if not faster, for multiple quarters to come. He reiterates an Outperform rating and $100 price target on Microsoft shares.
12/20/17
BMOC
12/20/17
NO CHANGE
Target $142
BMOC
Market Perform
Red Hat results solid, but expectations already high, says BMO Capital
BMO Capital analyst Keith Bachman raised his price target on Red Hat (RHT) to $142 from $128, stating that the company's results were solid across all metrics but he believes high expectations overshadowed the strong results. While saying he thinks Red Hat is the best-positioned hybrid cloud provider, valuation leaves him with a Market Perform rating on the stock and a preference toward Microsoft (MSFT) and VMware (VMW) in terms of hybrid cloud stocks.
12/20/17
OPCO
12/20/17
NO CHANGE
Target $100
OPCO
Outperform
Microsoft price target raised to $100 from $92 at Oppenheimer
Oppenheimer analyst Timothy Horan raised his price target for Microsoft to $100 from $92 saying he sees it as the best large-cap stock in his coverage given high operating leverage from accelerating cloud growth. The analyst believes 2018 is going to be "a very strong year" for cloud services and infrastructure, and a better one for legacy telcos. He reiterates an Outperform rating on the shares.
01/02/18
DBAB
01/02/18
NO CHANGE
Target $150
DBAB
Buy
Deutsche tells Red Hat investors to not overreact to Amazon linux launch
Amazon (AMZN) Web Services prior to the holidays announced the launch of Amazon Linux 2, a free and updated version of their Linux-based server operating system that competes with Red Hat (RHT), Microsoft (MSFT) and others, Deutsche Bank analyst Karl Keirstead tells investors in a research note. New features include longer-term support and faster boot times, but the most interesting attribute is the ability to deploy Amazon Linux on-premise on virtualized servers running VMware (VMW) or Microsoft hypervisors, Keirstead tells investors. He says that while added competition, especially from Amazon, "is hardly a good thing" for Red Hat, investors should not overreact to the news. The analyst notes the Amazon Linux 2 rollout will take time and that it may compete with free Ubuntu/CentOS more than Red Hat's paid RHEL. Amazon's move results "in only a modest dent to our bullish call on Red Hat shares," Keirstead writes. He keeps a Buy rating on the stock with a $150 price target.
BITCOIN Bitcoin

11/29/17
STPT
11/29/17
NO CHANGE
STPT
Standpoint raises 2018 bitcoin price target to $20,000 from $14,000
Standpoint Research analyst Ronnie Moas raised his 2018 price target for bitcoin to $20,000 from $14,000. The current price is around $10,720 and the split-adjusted price is now $12,740 when factoring in Bitcoin Cash, Bitcoin Gold and Bitcoin Diamond, Moas tells investors in an intraday email. There is "no way to justify" gold investments equaling 40 times than that of bitcoin, the analyst argues. He thinks an argument can be made that bitcoin will be equal to gold in 10-15 years. Currently, gold has $7T in investments to bitcoin's $180B, according to Moas.
12/07/17
MSCO
12/07/17
NO CHANGE
MSCO
Morgan Stanley says TD Ameritrade most likely discount broker to embrace bitcoin
Given recent regulatory approval and the upcoming launch of bitcoin futures trading on CME (CME) and CBOE (CBOE), Morgan Stanley analyst Michael Cyprys said he expects discount brokers including E-Trade (ETFC), TD Ameritrade (AMTD) and Ally Financial (ALLY) to offer bitcoin futures trading within the next few months. Among them, he views TD Ameritrade as most likely to embrace bitcoin and lead the way and Charles Schwab (SCHW) as likely to be a latecomer. Cyprys added that he was surprised, given its status as a "challenger brand," that E-Trade has said it will take "a wait-and-see" approach.
12/07/17
STPT
12/07/17
NO CHANGE
STPT
Standpoint raises 2018 bitcoin price target to $28,000 from $20,000
Standpoint Research analyst Ronnie Moas this morning raised his 2018 price target for bitcoin to $28,000 from $20,000. Just over a week ago the analyst raised his 2018 target to $20,000 from $14,000. Moas points out that his longer term public target remains $50,000. He points out in an email that unlike the U.S. dollar, where the government can print money, the supply of bitcoin is capped. We are a couple of years away from being in a situation where hundreds of millions of people around the world are trying to get their hands on a few million bitcoin, Moas contends.
12/20/17
PIPR
12/20/17
NO CHANGE
Target $46
PIPR
Neutral
Piper ups Metropolitan Bank estimates on cryptocurrency exposure
Piper Jaffray analyst Matthew Breese raised his earnings estimates for Metropolitan Bank by 6% after the company detailed its exposure to a cryptocurrency exchange. Metropolitan's exposure to a cryptocurrency exchange averaged $245M in Q3, or 16% of total deposits, Breese tells investors in a research note. He estimate these items aggregate to 7% of net interest income and 9%-11% of earnings. Yesterday's disclosure is important on both the impact of earnings, the percentage of deposits tied to one customer, and that the bank has exposure to a "controversial industry," Breese tells investors in a research note. The analyst, despite raising his earnings estimates, keeps a Neutral rating on Metropolitan Bank shares with a $46 price target. He views the company's cryptocurrency exposure as a "double-edged sword for the stock." On the one hand, cryptocurrencies represent a "unique source of potential earnings growth" for Metropolitan, Breese writes. On the other, the volatility and potential regulatory concerns surrounding cryptocurrencies may cause some trepidation for traditional depository investors, the analyst adds.

TODAY'S FREE FLY STORIES

TYL

Tyler Technologies

09:18
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09:18
Hot Stocks
Tyler Technologies selected by Orlando, Florida for public safety solution »

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PE

Parsley Energy

09:18
01/23/18
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Parsley Energy analyst commentary  »

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SPX

S&P 500

, VIX

Volatility Index S&P 500 Options

09:18
01/23/18
01/23
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09:18
Options
Overnight activity included 92 trades in SPX and 25 trades in VIX »

92 trades were executed…

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VZ

Verizon

, LOGI

Logitech

$37.58

0.25 (0.67%)

09:17
01/23/18
01/23
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09:17
Hot Stocks
On The Fly: Pre-market Movers »

UP AFTER EARNINGS:…

VZ

Verizon

LOGI

Logitech

$37.58

0.25 (0.67%)

JNJ

Johnson & Johnson

NFLX

Netflix

$227.58

7.12 (3.23%)

HBAN

Huntington Bancshares

$16.03

0.22 (1.39%)

KMB

Kimberly-Clark

RMD

ResMed

AMTD

TD Ameritrade

$55.88

0.71 (1.29%)

ATI

Allegheny Technologies

TSLA

Tesla

$351.56

1.54 (0.44%)

AAPL

Apple

$177.00

-1.46 (-0.82%)

PG

Procter & Gamble

ADMS

Adamas Pharmaceuticals

$40.79

2.6 (6.81%)

GPRO

GoPro

$6.30

0.01 (0.16%)

TWTR

Twitter

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NBL

Noble Energy

09:16
01/23/18
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09:16
01/23/18
09:16
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Noble Energy analyst commentary  »

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  • 20

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JNJ

Johnson & Johnson

09:16
01/23/18
01/23
09:16
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09:16
Hot Stocks
Johnson & Johnson sees apalutamide approval in 2018 »

Johnson & Johnson CEO…

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  • 23

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ABEO

Abeona Therapeutics

$14.85

0.25 (1.71%)

09:16
01/23/18
01/23
09:16
01/23/18
09:16
Initiation
Abeona Therapeutics initiated  »

Abeona Therapeutics…

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  • 23

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EOG

EOG Resources

09:15
01/23/18
01/23
09:15
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09:15
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EOG Resources analyst commentary  »

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  • 28

    Feb

FANG

Diamondback Energy

$132.21

4.64 (3.64%)

09:13
01/23/18
01/23
09:13
01/23/18
09:13
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Diamondback Energy analyst commentary  »

Diamondback Energy price…

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TWTR

Twitter

09:13
01/23/18
01/23
09:13
01/23/18
09:13
Hot Stocks
Twitter drops as COO Anthony Noto resigns to become SoFi CEO »

Shares of Twitter (TWTR)…

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AMRN

Amarin

$4.04

0.07 (1.76%)

09:12
01/23/18
01/23
09:12
01/23/18
09:12
Recommendations
Amarin analyst commentary  »

Amarin shares have room…

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DVN

Devon Energy

09:12
01/23/18
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Devon Energy analyst commentary  »

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  • 21

    Feb

TWTR

Twitter

09:12
01/23/18
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Technical Analysis
Technical Take: Twitter drops on departure of COO Anthony Noto »

Shares were last down…

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CLR

Continental Resources

09:11
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Continental Resources analyst commentary  »

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HAL

Halliburton

09:10
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CXO

Concho Resources

$160.41

4.22 (2.70%)

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  • 21

    Feb

VZ

Verizon

$53.46

1.55 (2.99%)

09:09
01/23/18
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09:09
Technical Analysis
Technical Take: Verizon trades higher after results »

The stock was last up…

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  • 23

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ANAB

AnaptysBio

$114.78

-0.135 (-0.12%)

09:08
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XEC

Cimarex Energy

$126.80

2.76 (2.23%)

09:08
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  • 24

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DGX

Quest Diagnostics

$103.57

0.51 (0.49%)

09:08
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Hot Stocks
Quest Diagnostics to acquire MedXM for undisclosed amount »

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  • 01

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VZ

Verizon

$53.46

1.55 (2.99%)

09:07
01/23/18
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09:07
Hot Stocks
Breaking Hot Stocks news story on Verizon »

Verizon says FY18 CapEx…

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SLB

Schlumberger

$79.79

3.37 (4.41%)

09:06
01/23/18
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Schlumberger analyst commentary  »

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APC

Anadarko

$60.72

2.52 (4.33%)

09:06
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  • 07

    Feb

VZ

Verizon

$53.46

1.55 (2.99%)

09:06
01/23/18
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Hot Stocks
Breaking Hot Stocks news story on Verizon »

Verizon says 5G trials…

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TWTR

Twitter

$23.32

-0.34 (-1.44%)

09:05
01/23/18
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Hot Stocks
SoFi names former Twitter COO Anthony Noto as CEO »

SoFi announced that its…

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