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MSFT

Microsoft

$102.38

-6.32 (-5.81%)

06:19
10/25/18
10/25
06:19
10/25/18
06:19

Piper says 'don't worry, be happy' after Microsoft's Q1 results

In a post-earnings research note titled "Don't Worry, Be Happy," Piper Jaffray analyst Alex Zukin says Microsoft last night reported a "very strong start to its fiscal year," highlighted by a revenue beat of 4% and an earnings beat of 19%. Driving the outperformance was strong sales execution, high demand for Microsoft's cloud and hybrid services, and favorable macroeconomic and IT spending trends, Zukin tells investors in a research note. He reiterates an Overweight rating on Microsoft with a $130 price target, noting the shares are down 11% from their highs.

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MSFT Microsoft
$102.38

-6.32 (-5.81%)

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.
10/25/18
JEFF
10/25/18
NO CHANGE
Target $75
JEFF
Underperform
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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CVNA

Carvana

$66.99

-0.175 (-0.26%)

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INSM

Insmed

$26.37

-1.71 (-6.09%)

20:57
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Insmed 9.62M share Secondary priced at $26.00 »

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LOW

Lowe's

$111.10

1.86 (1.70%)

, ADI

Analog Devices

$99.98

2.54 (2.61%)

20:25
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Earnings
Notable companies reporting before tomorrow's open »

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1.86 (1.70%)

ADI

Analog Devices

$99.98

2.54 (2.61%)

TGT

Target

$72.05

-0.05 (-0.07%)

VFC

VF Corp.

$92.13

1.43 (1.58%)

AAP

Advance Auto Parts

$161.08

2.42 (1.53%)

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20:25
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Conference/Events
CLSA Asian tech analysts to hold an analyst/industry conference call »

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SPY

SPDR S&P 500 ETF Trust

$286.50

2.55 (0.90%)

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S&P 500

$0.00

(0.00%)

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China ambassador to U.S. says Beijing ready to continue talks, Reuters reports »

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SPY

SPDR S&P 500 ETF Trust

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2.55 (0.90%)

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S&P 500

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NEO

NeoGenomics

$21.81

-1.38 (-5.95%)

20:12
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Syndicate
NeoGenomics 7M share Secondary priced at $21.25 »

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BAM

Brookfield

$47.03

0.02 (0.04%)

, BX

Blackstone

$41.79

1.17 (2.88%)

19:29
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Periodicals
Brookfield, Fortress among bidders for Anbang hotel portfolio, Bloomberg says »

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BAM

Brookfield

$47.03

0.02 (0.04%)

BX

Blackstone

$41.79

1.17 (2.88%)

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GOLD

Barrick Gold

$12.12

-0.07 (-0.57%)

19:18
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Hot Stocks
Barrick says Acacia proposal reflects 'fair value' following Tanzania talks »

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SE

Sea Limited

$25.38

-0.42 (-1.63%)

19:04
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19:04
Hot Stocks
Sea Limited reports Q1 QAUs up 114.4% from last year »

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SE

Sea Limited

$25.38

-0.42 (-1.63%)

19:02
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19:02
Earnings
Sea Limited reports Q1 EPS (64c), consensus (68c) »

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SNE

Sony

$51.01

-1.195 (-2.29%)

18:48
05/21/19
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Periodicals
Sony aims to bolster cash flow to better compete in chips, games, NAR says »

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OOMA

Ooma

$14.49

-0.45 (-3.01%)

, CVI

CVR Energy

$47.29

0.9 (1.94%)

18:47
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Hot Stocks
Fly Intel: After Hours Movers »

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OOMA

Ooma

$14.49

-0.45 (-3.01%)

CVI

CVR Energy

$47.29

0.9 (1.94%)

PVH

PVH Corp.

$108.53

2.5075 (2.37%)

PSTG

Pure Storage

$20.60

0.6 (3.00%)

JWN

Nordstrom

$37.88

0.42 (1.12%)

URBN

Urban Outfitters

$27.01

0.05 (0.19%)

TOL

Toll Brothers

$38.34

0.82 (2.19%)

ONCS

OncoSec

$3.95

0.149 (3.92%)

EKSO

Ekso Bionics

$1.84

-0.06 (-3.16%)

TOCA

Tocagen

$8.81

-0.18 (-2.00%)

LIQT

LiqTech

$9.29

-0.21 (-2.21%)

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TREX

Trex Company

$61.44

2.38 (4.03%)

18:45
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Trex Company CEO: There is no demand issue »

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CRMT

America's Car-Mart

$101.76

1.74 (1.74%)

18:34
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18:34
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Earnings
America's Car-Mart reports Q4 EPS $2.07, consensus $1.82 »

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JCOM

j2 Global

$87.23

0.75 (0.87%)

18:25
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Hot Stocks
j2 Global CFO sells 5.6K shares of common stock »

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NVS

Novartis

$82.38

0.36 (0.44%)

18:24
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Hot Stocks
Novartis CEO: We are entering an exciting growth phase for the company »

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EADSY

Airbus

$0.00

(0.00%)

18:20
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Periodicals
Airbus in talks to find resolution to German arms export row, Reuters says »

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AGRO

Adecogro

$6.50

0.07 (1.09%)

18:19
05/21/19
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Earnings
Adecogro reports Q1 adjusted EBITDA $58.3M, down 5.9% from last year »

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GOOG

Alphabet

$1,149.14

10.81 (0.95%)

, GOOGL

Alphabet Class A

$1,154.26

8.98 (0.78%)

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GOOG

Alphabet

$1,149.14

10.81 (0.95%)

GOOGL

Alphabet Class A

$1,154.26

8.98 (0.78%)

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HAIN

Hain Celestial

$23.90

0.45 (1.92%)

17:50
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Engaged Capital raises stake in Hain Celestial to 20.2% from 18.3% »

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NTDOY

Nintendo

$0.00

(0.00%)

17:48
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Nintendo to end 'Animal Crossing,' 'Fire Emblem' mobile game service in Belgium »

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URBN

Urban Outfitters

$27.01

0.05 (0.19%)

17:44
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Hot Stocks
Urban Outfitters sees Q2 URBN retail SSS in low single-digit negative range »

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GLD

SPDR Gold Shares

$120.34

-0.31 (-0.26%)

17:42
05/21/19
05/21
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17:42
Hot Stocks
SPDR Gold Shares holdings rise to 739.69MT from 736.17MT »

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ASCMA

Ascent Capital

$0.91

0.0502 (5.87%)

17:38
05/21/19
05/21
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Hot Stocks
Ascent Capital and Monitronics International announce restructuring support pact »

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TRS

TriMas

$30.33

0.39 (1.30%)

17:33
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17:33
Hot Stocks
TriMas VP Joshua Sherbin sells over $646K in company shares »

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