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MSFT

Microsoft

$91.86

-1.02 (-1.10%)

, IT

Gartner

$116.32

-0.99 (-0.84%)

08:06
04/12/18
04/12
08:06
04/12/18
08:06

PC shipment data supportive of bullish thesis on Microsoft, says Credit Suisse

Credit Suisse analyst Michael Nemeroff notes that both IDC and Gartner (IT) reported preliminary PC shipment data that called out strength in the commercial market. The analyst points out that IDC highlighted that PC shipments outperformed in Q1, while Gartner noted that Q1 commercial PC shipments were strong, largely driven by Windows 10 migrations that were previously postponed during 2017. Nemeroff believes these data are supportive of his bullish thesis on Microsoft (MSFT) shares, as there is a high correlation to enterprises upgrading their productivity suite platform when upgrading their OS environments, or replacing PCs. The analyst reiterates an Outperform rating and $115 price target on Microsoft shares.

MSFT

Microsoft

$91.86

-1.02 (-1.10%)

IT

Gartner

$116.32

-0.99 (-0.84%)

  • 17

    Apr

  • 26

    Apr

MSFT Microsoft
$91.86

-1.02 (-1.10%)

04/02/18
JEFF
04/02/18
NO CHANGE
Target $62
JEFF
Underperform
Microsoft restructuring keeps reporting units unchanged, says Jefferies
Microsoft announced a reorganization of its engineering teams that clearly demonstrates the company's commitment to artificial intelligence, Jefferies analyst John DiFucci tells investors in a research note. The analyst points out that none of the company's financial reporting units will change under the restructuring. Microsoft will continue to release all its current key performance indicators - "for now," DiFucci writes. The analyst adds that while the changes and concurrent departure of Terry Myerson "could on the surface" appear to be deemphasizing the Windows business, he currently estimates that about a third of the company's profit still pertains to Windows. DiFucci keeps an Underperform rating on Microsoft with a $62 price target.
04/04/18
MSCO
04/04/18
NO CHANGE
MSCO
Morgan Stanley says CIO survey good for Microsoft, Amazon, negative for Juniper
Morgan Stanley analyst Katy Huberty detailed the results of the firm's April survey of 100 U.S. and European Chief information officers, noting that it showed the most bullish growth expectation in 10 years. CIOs surveyed see rising 2018 IT budget growth expectations, increasing their cumulative growth view to 5.4% in the most recent survey from a 4.9% growth outlook in January, Huberty noted. Cloud and Security are top priorities, and the strong public cloud adoption trends favor Amazon (AMZN) and Microsoft (MSFT), according to the analyst. Meanwhile, Huberty noted that Cisco (CSCO) saw a slight tick down in purchase intentions, Juniper Networks (JNPR) continues to sees negative spend, and F5 Networks (FFIV) saw weakening purchase intentions.
04/05/18
KEYB
04/05/18
NO CHANGE
KEYB
Sector Weight
Automation the next 'cloud wars' battle, says KeyBanc
KeyBanc analyst Brent Bracelin says the AWS Summit SF exposed an even greater focus by Amazon (AMZN) Web Services on cloud automation. The analyst believes the "cloud wars" in 2018 appear to be moving from a battle of "features" seen in the last two years toward a new battle of "automation." Bracelin sees Automation as having three major benefits for AWS: it can drive material cost savings, it saves developers time, and it serves as a competitive differentiator versus Microsoft Azure (MSFT) and Google Cloud (GOOG; GOOGL). Bracelin reiterates a Sector Weight rating on Amazon's shares.
04/12/18
WELS
04/12/18
NO CHANGE
WELS
Outperform
Microsoft can return to mid-teens EPS, FCF growth, says Wells Fargo
Wells Fargo analyst Phil Winslow believes Microsoft can return to mid-teens EPS and free cash flow growth as the headwinds from a declining PC market in recent years and the transition to the cloud continue abate relative to the increase in recurring subscription revenue from Azure and Office 365 and as the company continues to prudently control costs. The analyst reiterates an Outperform rating on the shares.
IT Gartner
$116.32

-0.99 (-0.84%)

11/08/17
GSCO
11/08/17
INITIATION
Target $146
GSCO
Buy
Gartner initiated with a Buy at Goldman Sachs
Goldman analyst George Tong initiated Gartner with a Buy and $146 price target. The analyst believes the CEB acquisition meaningfully expands its addressable market and earning power and expects CEB's revenue and margins to inflect positively under the Gartner management team.
01/19/18
RBCM
01/19/18
NO CHANGE
Target $155
RBCM
Top Pick
Gartner price target raised to $155 from $143 at RBC Capital
RBC Capital analyst Gary Bisbee raised his price target on Gartner to $98, forecasting a 10% reduction in effective tax rate that will boost 2018 EPS by about 13%. The analyst says that the company's core business is strengthening, while its acquisition of CEB offers "significant potential" for the unit's growth. Moreover, the analyst notes that the company is attractively valued at a 10% discount to historic valuation. Bisbee keeps his Top Pick rating on Gartner.
02/07/18
FBCO
02/07/18
NO CHANGE
Target $142
FBCO
Outperform
Gartner price target lowered to $142 from $160 at Credit Suisse
Credit Suisse analyst Anjaneya Singh lowered his price target for Gartner to $142 from $160 following quarterly results. The analyst reiterates an Outperform rating on the shares.
04/10/18
RBCM
04/10/18
NO CHANGE
Target $139
RBCM
Top Pick
Gartner price target lowered to $139 from $144 at RBC Capital
RBC Capital analyst Gary Bisbee lowered his price target on Gartner to $139 but kept his Top Pick rating, saying his valuation view change is driven by the impact of the CEB Talent Assessment business transaction and expectations of "somewhat" higher interest rates. Bisbee notes that despite the company's disappointing Q2 guidance, the upside on the stock is "compelling" with 3:1 upside-to-downside risk-reward potential. The analyst also points to Gartner's strengthening core technology business and higher expected bookings in the second half of 2018 thanks to the recent "heavy" investment in sales.

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DB

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BGG

Briggs & Stratton

$18.41

-0.13 (-0.70%)

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TWTR

Twitter

$32.39

-0.79 (-2.38%)

18:04
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Periodicals
Twitter CEO rethinking parts of platform to stop hate speech, fake news, WP says »

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  • 28

    Aug

EADSY

Airbus

$0.00

(0.00%)

18:00
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18:00
Periodicals
U.S.: EU failed to bring Airbus subsidies in line with WTO ruling, Reuters says »

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BX

Blackstone

$35.40

-0.37 (-1.03%)

17:56
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Periodicals
Blackstone in talks to buy interest in Jet Airways loyalty unit, Bloomberg says »

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PEGA

Pegasystems

$60.00

(0.00%)

17:54
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Recommendations
Pegasystems analyst commentary  »

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GOOG

Alphabet

$1,213.65

-28.3 (-2.28%)

, GOOGL

Alphabet Class A

$1,232.30

-25.85 (-2.05%)

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Google introduces transparency report for political ads »

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GOOG

Alphabet

$1,213.65

-28.3 (-2.28%)

GOOGL

Alphabet Class A

$1,232.30

-25.85 (-2.05%)

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NAVB

Navidea

$0.14

-0.013 (-8.70%)

17:49
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Hot Stocks
Navidea receives noncompliance notice from NYSE American »

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  • 16

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PNC

PNC Financial

$142.03

-0.7 (-0.49%)

17:48
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Periodicals
Breaking Periodicals news story on PNC Financial »

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  • 12

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RCI

Rogers Communications

$52.16

0.13 (0.25%)

17:45
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Rogers Communications declares quarterly dividend of CAD 48c per share »

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IEX

IDEX Corp.

$151.57

-0.375 (-0.25%)

17:41
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IDEX Corp. CFO William Grogan sells over $520K in company stock »

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ALGN

Align Technology

$350.54

-18.07 (-4.90%)

17:37
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Align Technology VP Stuart Hockridge sells over $1M in company stock »

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  • 21

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SYMC

Symantec

$18.56

-0.1 (-0.54%)

17:34
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Symantec says provided intelligence to FBI for 74 cybercriminal arrests »

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  • 12

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CAAP

Corporacion America Airport

$9.15

-0.18 (-1.93%)

17:28
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Corporacion America Airports reports July passenger traffic up 7.8% »

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  • 22

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ALGN

Align Technology

$350.54

-18.07 (-4.90%)

17:22
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Align Technology CEO sells 25,000 common shares »

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  • 21

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ACXM

Acxiom

$44.05

-0.01 (-0.02%)

17:21
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Acxiom CFO sells 72,783 common shares »

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  • 06

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MDXG

MiMedx

$3.97

-0.1 (-2.46%)

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  • 15

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DL

China Distance Education

$7.85

-0.36 (-4.38%)

17:11
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Earnings
China Distance Education Q3 non-GAAP net income up 68.8% to $5.8M vs. $3.4M y/y »

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  • 15

    Aug

BPY

Brookfield Property

$19.71

0.06 (0.31%)

, GGP

GGP

$21.41

-0.02 (-0.09%)

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Brookfield Property

$19.71

0.06 (0.31%)

GGP

GGP

$21.41

-0.02 (-0.09%)

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SGMS

Scientific Games

$29.30

-2.05 (-6.54%)

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CACI

CACI

$180.30

-1.2 (-0.66%)

16:44
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Earnings
CACI backs FY19 EPS view $8.98-$9.38, consensus $9.18 »

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  • 16

    Aug

CACI

CACI

$180.30

-1.2 (-0.66%)

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Earnings
CACI reports Q4 EPS ex-tax reform $1.84, consensus $1.79 »

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  • 16

    Aug

BGG

Briggs & Stratton

$18.41

-0.13 (-0.70%)

16:43
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Earnings
Briggs & Stratton sees FY19 EPS $1.35-$1.55, consensus $1.25 »

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  • 16

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NSP

Insperity

$110.70

-1.2 (-1.07%)

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Insperity COO Arthur Arizpe sells $565K in company stock »

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BGG

Briggs & Stratton

$18.41

-0.13 (-0.70%)

16:42
08/15/18
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Earnings
Briggs & Stratton reports Q4 adjusted EPS 47c, consensus 41c »

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  • 16

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