2018-07-10 06:44:48MSFT   - $101.90
0.78 (0.77%) , AAPL - $190.65
2.62 (1.39%) 06:4407/10/18 07/1006:44 07/10/1806:44 | Microsoft to release low-cost Surface to compete with Apple's iPad, WSJ reportsMicrosoft (MSFT) will sell a cheaper Surface tablet, retailing at $399, to compete with Apple's (AAPL) least expensive iPad, according to the Wall Street Journal. The Surface Go will release in August and is aimed at the same market as Apples $329 iPad. The company will also offer a Surface Go with Windows 10 Pro, rather than just Windows 10 for $449. Reference Link MSFT - $101.90
0.78 (0.77%) AAPL - $190.65
2.62 (1.39%) | |
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- $101.90
0.78 (0.77%) - 06/13/18
- UBSW
06/13/18
NO CHANGETarget $114
UBSW
Buy Microsoft trading at discount to peers, says UBS UBS analyst Jennifer Swanson Lowe believes Microsoft's current price undervalues both the emerging Cloud story and the durable on-premise legacy businesses. The analyst said Microsoft content is taking center stage as it acquired four game studios and formed a fifth. She also believes the strength of the Azure platform can be a differentiator for the company. Lowe reiterated her Buy rating and $114 price target on Microsoft shares. - 06/25/18
- ATLE
06/25/18
UPGRADEATLE
Overweight Microsoft upgraded to Overweight from Neutral at Atlantic Equities - 06/25/18
- ATLE
06/25/18
UPGRADETarget $125
ATLE
Overweight Microsoft upgraded to Overweight on long-term growth at Atlantic Equities Atlantic Equities analyst James Cordwell assumed coverage on Microsoft with an Overweight rating, from a Neutral rating, and a $125 price target. Cordwell said Microsoft has successfully managed the cloud transition, while expanding its addressable market, and should now be a primary beneficiary of enterprises undertake digital transformations. The analyst expects Azure, the cloud platform, to drive 40% of Microsoft's incremental 2018-2021 gross profit , with Office 365 adding 35%, and the legacy server business remaining robust due to hybrid cloud deployments. - 06/25/18
On The Fly: Top five analyst upgrades Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. BorgWarner (BWA) upgraded to Buy from Neutral at Goldman Sachs with analyst David Tamberrino saying he believes the company will outperform supplier peers late in the North American auto cycle. 2. Norfolk Southern (NSC) upgraded to Buy from Neutral at Citi with analyst Christian Wetherbee stating that he sees solid upside to consensus estimates and the potential for multiple appreciation based on "sustainably better" free cash flow. 3. Quest Diagnostics (DGX) upgraded to Overweight from Equal Weight at Barclays with analyst Jack Meehan citing the company's "very favorable" risk-reward profile and current levels. 4. Ciena (CIEN) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Meta Marshall saying recent meetings with management give her confidence that revenue momentum can persist at least for the next year. 5. Microsoft (MSFT) upgraded to Overweight from Neutral at Atlantic Equities with analyst James Cordwell stating the company has successfully managed the cloud transition, while expanding its addressable market, and should now be a primary beneficiary of enterprises undertaking digital transformations. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here. - $190.65
2.62 (1.39%) - 07/05/18
- WBLR
William Blair sees buying opportunity in 3D sensing names 3D sensing names were weak Tuesday following a preannouncement from BE Semiconductor Industries, William Blair analyst Dmitry Netis tells investors in a research note. The analyst, however, sees "no evidence to draw any parallel to the 3DS supply chain from the Besi preannouncement." He believes "investors are jumping to flabby conclusions, perhaps unjustly, and are overreacting to the news." With respect to Apple's (AAPL) supply chain, Netis continues to believe 3D sensing vendors, Lumentum (LITE) and Viavi (VIAV) mainly, and to lesser extent Finisar (FNSR) and II-VI (IIVI), are set to benefit from Apple's launches this fall. According to supply chain reports, Netis says, the launches will include a 3D sending camera in one low-end LCD phone and two high-end versions of an OLED phone, as well as iPad Pro. He reiterates Outperform ratings on Viavi and Finisar and sees the recent weakness as a buying opportunity. - 07/05/18
On The Fly: Top five analyst upgrades Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Fiat Chrysler (FCAU) upgraded to Buy from Hold and Daimler AG (DDAIF) upgraded to Hold from Underperform at Jefferies with analyst Philippe Houchois citing valuation. 2. Danone (DANOY) upgraded to Outperform from Sector Perform at RBC Capital with analyst James Jones saying he now has less "punitive" assumptions about the company's sales growth and capital expenditures as its profits have become less reliant on dairy. 3. Hexcel (HXL) upgraded to Buy from Hold at Canaccord with analyst Ken Herbert stating he believes the acceleration in growth expected in 2018 will continue into 2019. 4. Qorvo (QRVO) upgraded to Overweight from Sector Weight at KeyBanc with analyst Michael McConnell citing healthy China smartphone trends, stabilizing Apple (AAPL) iPhone demand, and greater than expected market share gains in China smartphones. 5. Advanced Energy (AEIS) upgraded to Outperform from Market Perform at Raymond James with analyst Pavel Molchanov saying the company's 9% free cash flow yield has turned the shares into an appealing deep value story, despite slowing organic growth. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here. - 07/06/18
- LOOP
07/06/18
NO CHANGETarget $210
LOOP
Buy Apple price target raised to $210 from $195 at Loop Capital Loop Capital analyst Ananda Baruah raised his price target on Apple to $210, saying the stock is positioned "net-positively" for the second half of the year with momentum in its Services segment and the launch of a lower priced LCD-based iPhone X expected to be offered in September. The analyst also cites the company's capital return program, with its $100B buyback starting in the June quarter. Baruah kept his Buy rating on Apple. - 07/09/18
- CHLM
07/09/18
NO CHANGETarget $85
CHLM
Buy Lumentum price target lowered to $85 from $90 at Craig-Hallum Craig-Hallum analyst Richard Shannon lowered his price target for Lumentum (LITE) to $85 from $90, citing inventory overhang from the hard stop on Apple's (AAPL) iPhone X production, and improved module-level yields that drive temporarily lower VCSEL array bare die demand. The analyst reiterates a Buy rating on Lumentum's shares. |