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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.

TODAY'S FREE FLY STORIES

GE

General Electric

$7.84

-0.2 (-2.49%)

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FIVN

Five9

$38.41

-4.52 (-10.53%)

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LC

LendingClub

$3.42

-0.13 (-3.66%)

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LendingClub issued over $1B in CLub certificates sin launch »

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LOW

Lowe's

$91.34

-1.95 (-2.09%)

, TGT

Target

$77.13

-1.9 (-2.40%)

09:03
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Fly Intel: Pre-market Movers »

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LOW

Lowe's

$91.34

-1.95 (-2.09%)

TGT

Target

$77.13

-1.9 (-2.40%)

LB

L Brands

$34.53

-0.75 (-2.13%)

MU

Micron

$36.82

-2.63 (-6.67%)

BBY

Best Buy

$62.19

-4.22 (-6.35%)

ODP

Office Depot

$2.94

-0.165 (-5.32%)

PSTG

Pure Storage

$17.56

-1.56 (-8.16%)

CPB

Campbell Soup

$38.47

-0.17 (-0.44%)

ADI

Analog Devices

$85.55

-3.94 (-4.40%)

URBN

Urban Outfitters

$35.61

-1.45 (-3.91%)

KSS

Kohl's

$70.75

-1.73 (-2.39%)

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AMZN

Amazon.com

$1,511.67

-81.92 (-5.14%)

09:02
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11/20
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09:02
Hot Stocks
Amazon Web Services, Pac-12 Conference extend strategic relationship »

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MDT

Medtronic

$90.40

-3.28 (-3.50%)

09:02
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Hot Stocks
Medtronic says 'more excited than ever' on product pipeline »

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  • 20

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CRNT

Ceragon Networks

$4.30

0.07 (1.65%)

09:02
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Hot Stocks
Zurich Technology Solutions announces agreement with Ceragon Networks »

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  • 03

    Dec

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    Dec

CRM

Salesforce

$121.00

-11.59 (-8.74%)

09:00
11/20/18
11/20
09:00
11/20/18
09:00
Recommendations
Salesforce analyst commentary  »

Salesforce partner checks…

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08:57
11/20/18
11/20
08:57
11/20/18
08:57
General news
Redbook Store Sales data reported »

Week of 11/17 Redbook…

CBRL

Cracker Barrel

$174.86

5.18 (3.05%)

08:56
11/20/18
11/20
08:56
11/20/18
08:56
Downgrade
Cracker Barrel rating change  »

Cracker Barrel downgraded…

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  • 27

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EQM

EQT Midstream Partners

$47.77

-0.68 (-1.40%)

08:55
11/20/18
11/20
08:55
11/20/18
08:55
Upgrade
EQT Midstream Partners rating change  »

EQT Midstream upgraded to…

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GE

General Electric

$7.84

-0.2 (-2.49%)

, BAC

Bank of America

$27.76

(0.00%)

08:55
11/20/18
11/20
08:55
11/20/18
08:55
Options
Notable open interest changes for November 20th »

Monday's total…

GE

General Electric

$7.84

-0.2 (-2.49%)

BAC

Bank of America

$27.76

(0.00%)

AAPL

Apple

$185.80

-7.62 (-3.94%)

NVDA

Nvidia

$144.66

-19.72 (-12.00%)

03/08/13
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  • 26

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ETRN

Equitrans Midstream

$20.53

-0.34 (-1.63%)

08:55
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11/20
08:55
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Initiation
Equitrans Midstream initiated  »

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ZOES

Zoe's Kitchen

$12.75

0.01 (0.08%)

08:55
11/20/18
11/20
08:55
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Conference/Events
Zoe's Kitchen to host special shareholder meeting »

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  • 20

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BKI

Black Knight

$45.54

-4.23 (-8.50%)

, DNB

Dun & Bradstreet

$142.62

0.35 (0.25%)

08:53
11/20/18
11/20
08:53
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08:53
Recommendations
Black Knight, Dun & Bradstreet analyst commentary  »

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BKI

Black Knight

$45.54

-4.23 (-8.50%)

DNB

Dun & Bradstreet

$142.62

0.35 (0.25%)

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MITK

Mitek Systems

$9.42

-0.425 (-4.32%)

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Elliott expresses concern over Mitek's refusal to engage with ASG Technologies »

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INTU

Intuit

$198.50

-12.85 (-6.08%)

08:51
11/20/18
11/20
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08:51
Recommendations
Intuit analyst commentary  »

Intuit price target…

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TGT

Target

$77.13

-1.9 (-2.40%)

08:50
11/20/18
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Hot Stocks
Breaking Hot Stocks news story on Target »

Target says no update on…

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  • 20

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SPB

Spectrum Brands

$48.20

-11.16 (-18.80%)

08:49
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11/20
08:49
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08:49
Downgrade
Spectrum Brands rating change  »

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TGT

Target

$77.13

-1.9 (-2.40%)

08:46
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Target CEO 'very excited' about 2019, 2020 given reception to store remodels »

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TGT

Target

$77.13

-1.9 (-2.40%)

08:46
11/20/18
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Technical Analysis
Technical Take: Target drops sharply after earnings disappoint »

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PRSP

Perspecta

$20.46

-0.85 (-3.99%)

08:46
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Perspecta awarded $89.5M task order by Centers for Medicare & Medicaid »

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ITRI

Itron

$52.64

-1.13 (-2.10%)

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11/20/18
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Itron signs contract with Conelectricas R.L. »

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FMS

Fresenius Medical

$39.01

-1.14 (-2.84%)

08:45
11/20/18
11/20
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08:45
Recommendations
Fresenius Medical analyst commentary  »

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TGT

Target

$77.13

-1.9 (-2.40%)

08:45
11/20/18
11/20
08:45
11/20/18
08:45
Hot Stocks
Breaking Hot Stocks news story on Target »

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