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MSFT

Microsoft

$102.38

-6.32 (-5.81%)

05:04
10/25/18
10/25
05:04
10/25/18
05:04

Microsoft gross margin declined for first time in 8 quarters, says Jefferies

Jefferies analyst John DiFucci says that Microsoft exceeded fiscal Q1 expectations, its free cash flow declined 2% year-over-year and its gross margin declined modestly for first time in eight quarters. He notes, however, that its operating margin increased 282 basis points. The analyst notes that he continues "to monitor the bottom line that matters most" - free cash flow. DiFucci keeps an Underperform rating on Microsoft with a $75 price target.

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    Nov

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    Nov

  • 03

    Mar

MSFT Microsoft
$102.38

-6.32 (-5.81%)

10/19/18
WEDB
10/19/18
INITIATION
Target $140
WEDB
Outperform
Microsoft initiated with an Outperform at Wedbush
Wedbush analyst Daniel Ives initiated Microsoft with an Outperform rating and $140 price target, telling investors in a research note that he believes Microsoft is on track to become the next member of the trillion dollar market cap club. He says the shift to cloud is a major secular trend that is significantly benefiting Microsoft in the field as a key tailwind and should continue its momentum heading into FY19, and adds that the cloud story "is showing no signs of abating."
10/22/18
FBCO
10/22/18
NO CHANGE
Target $125
FBCO
Outperform
Credit Suisse remains positive on Microsoft heading into Q1 results
Credit Suisse analyst Brad Zelnick remains positive on Microsoft (MSFT) heading into Q1 results. The analyst highlights updated investor metrics, including LinkedIn now included in Commercial Cloud, as well as a slowdown in capex growth as the company absorbs prior investments. Zelnick expects continued momentum in Commercial Cloud and anticipates strong Windows 10 corporate demand to offset any impact from Intel (INTC) PC processor shortages at the low end. He reiterates an Outperform rating and $125 price target on Microsoft's shares.
10/22/18
MSCO
10/22/18
NO CHANGE
MSCO
Morgan Stanley says publishers in 'win-win' situation as consoles move to cloud
Morgan Stanley analyst Brian Nowak sees changes coming to the $53B global console gaming market as the business model transitions toward subscription pricing and cloud delivery. The transition will lead to 2% CAGR console gaming revenue growth from 2017-2025, but gross profit growth accelerating to 6%, Nowak estimates. He believes game publishers such as Activision Blizzard (ATVI), Electronic Arts (EA) and Take-Two (TTWO) will likely need to partner and bundle content to drive material consumer adoption, but he sees them being in a "win-win" position, because even if the console makers or other aggregators drive the cloud transition, the leading publishers can still benefit from expansion in the player base, Nowak tells investors. While console players Microsoft (MSFT) and Sony (SNE) have the most at risk from these changes, they are also positioned best to build and grow game subscription services, Nowak added.
10/23/18
WEDB
10/23/18
NO CHANGE
Target $140
WEDB
Outperform
Shift to cloud 'significantly' benefiting Microsoft, says Wedbush
Wedbush analyst Daniel Ives notes Microsoft (MSFT) will be reporting its Q1 results this week and expects Nadella & Co. to post another solid beat on both the top and bottom line as cloud strength on Azure and Office 365 continues to be the fuel in the tank, with strong field checks indicating the company could beat commercial cloud expectations by 3%-5%. While the massive secular shift to the cloud is a "two horse race" between Amazon (AMZN) and Microsoft, the analyst is seeing a clear inflection point in the field as more enterprises and government agencies make this transformational move to a hybrid cloud architecture with Redmond making a major partner push on the SMB front. Ives believes the shift to cloud is a major secular trend that is "significantly" benefiting Microsoft in the field as a key tailwind and should continue its momentum heading into FY2019. Ives reiterates an Outperform rating and $140 price target on Microsoft's shares.

TODAY'S FREE FLY STORIES

MICT

Micronet Enertec

$0.99

(0.00%)

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Micronet Enertec receives two orders totaling $1.3M for SmartHub platform »

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EQT

EQT Corporation

$19.64

-0.31 (-1.55%)

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EQT Corporation files definitive proxy, mails letter to shareholders »

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HTHT

Huazhu Group

$32.60

-1.81 (-5.26%)

11:10
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11:10
Downgrade
Huazhu Group rating change  »

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    May

USO

United States Oil Fund

$12.09

-0.66 (-5.18%)

11:10
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Options
Customer rolls US Oil ETF puts for 233% gain as oil sells off »

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RTLR

Rattler Midstream

$0.00

(0.00%)

, FANG

Diamondback Energy

$104.01

-4.86 (-4.46%)

11:09
05/23/19
05/23
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05/23/19
11:09
Syndicate
Rattler Midstream opens at $18.06, IPO priced at $17.50 per share »

Rattler Midstream (RTLR)…

RTLR

Rattler Midstream

$0.00

(0.00%)

FANG

Diamondback Energy

$104.01

-4.86 (-4.46%)

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FCX

Freeport McMoRan

$9.94

-0.11 (-1.09%)

11:05
05/23/19
05/23
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11:05
Options
Freeport McMoRan call volume above normal and directionally bullish »

Bullish option flow…

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    Jun

IBM

IBM

$132.49

-3.53 (-2.60%)

11:04
05/23/19
05/23
11:04
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11:04
Hot Stocks
ProcessMap, IBM announce joint initiative to develop IoT solutions »

ProcessMAP and IBM…

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11:04
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11:04
General news
Kansas City Fed Manufacturing Index Level data reported »

May Kansas City Fed…

LB

L Brands

$24.88

0.59 (2.43%)

10:59
05/23/19
05/23
10:59
05/23/19
10:59
On The Fly
Analysts remain cautious on L Brands despite stronger quarter »

Shares of L Brands (LB)…

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IDYA

IDEAYA Biosciences

$0.00

(0.00%)

10:57
05/23/19
05/23
10:57
05/23/19
10:57
Syndicate
Breaking Syndicate news story on IDEAYA Biosciences »

IDEAYA Biosciences opens…

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  • 23

    May

CNX

CNX Resources

$7.56

-0.26 (-3.32%)

10:50
05/23/19
05/23
10:50
05/23/19
10:50
Options
Size put option block in CNX after calls bought yesterday »

Size put option block in…

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10:50
05/23/19
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10:50
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10:50
General news
Treasury Action: yields have extended lower as Wall Street sinks »

Treasury Action: yields…

AZZ

AZZ Inc.

$43.62

(0.00%)

10:46
05/23/19
05/23
10:46
05/23/19
10:46
Hot Stocks
AZZ Inc. discloses change in independent registered public accounting firm »

In a regulatory filing,…

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GSK

GlaxoSmithKline

$39.97

-0.22 (-0.55%)

10:45
05/23/19
05/23
10:45
05/23/19
10:45
Hot Stocks
GSK to change sales representative incentive program »

The company said,…

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  • 20

    Jun

10:45
05/23/19
05/23
10:45
05/23/19
10:45
General news
he April U.S. new home sales report beat estimates »

The April U.S. new home…

10:45
05/23/19
05/23
10:45
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10:45
General news
Kansas City Fed Manufacturing Index Level to be reported at 11:00 »

May Kansas City Fed…

10:45
05/23/19
05/23
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10:45
General news
Breaking General news story  »

6-Month Bill Announcement…

10:45
05/23/19
05/23
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General news
Breaking General news story  »

3-Month Bill Announcement…

RTLR

Rattler Midstream

$0.00

(0.00%)

10:43
05/23/19
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Syndicate
Breaking Syndicate news story on Rattler Midstream »

Rattler Midstream…

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  • 23

    May

XLE

Energy Select Sector SPDR

$61.29

-2.23 (-3.51%)

10:40
05/23/19
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10:40
05/23/19
10:40
Options
Massive ratio put spread in Energy SPDR ETF adjust profitable position »

Massive ratio put spread…

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ACAD

Acadia

$24.78

-0.33 (-1.31%)

, ALKS

Alkermes

$24.44

-0.61 (-2.44%)

10:39
05/23/19
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Conference/Events
JPMorgan biotech analysts to hold an analyst/industry conference call »

Biotech Analysts Fye,…

ACAD

Acadia

$24.78

-0.33 (-1.31%)

ALKS

Alkermes

$24.44

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ITCI

Intra-Cellular

$13.49

0.41 (3.13%)

NBIX

Neurocrine

$78.73

-1.14 (-1.43%)

SAGE

Sage Therapeutics

$173.51

-1.49 (-0.85%)

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IDYA

IDEAYA Biosciences

$0.00

(0.00%)

10:37
05/23/19
05/23
10:37
05/23/19
10:37
Syndicate
IDEAYA Biosciences indicated to open at $14, IPO priced at $10 »

IDEAYA Biosciences (IDYA)…

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  • 23

    May

CZR

Caesars

$8.96

-0.155 (-1.70%)

10:35
05/23/19
05/23
10:35
05/23/19
10:35
Options
Caesars put volume heavy and directionally bearish »

Bearish flow noted in…

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10:30
05/23/19
05/23
10:30
05/23/19
10:30
General news
EIA natural gas storage change for week ending May 17 »

Gas inventories 100 Bcf…

RTLR

Rattler Midstream

$0.00

(0.00%)

10:25
05/23/19
05/23
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10:25
Syndicate
Breaking Syndicate news story on Rattler Midstream »

Rattler Midstream…

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  • 23

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