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MSFT

Microsoft

$102.38

-6.32 (-5.81%)

, CRM

Salesforce

$133.30

-7.95 (-5.63%)

07:24
10/25/18
10/25
07:24
10/25/18
07:24

Microsoft provides growth at reasonable price, says UBS

UBS analyst Jennifer Swanson Lowe noted Microsoft (MSFT) delivered both accelerating revenue growth and significant operating margin expansion in its Q1 results. The analyst noted the trend for the past three quarters and said the company is growing profits on par with peers, but is trading at a 50% discount to names like Salesforce (CRM). Lowe reiterated her Buy rating and $125 price target on Microsoft shares.

MSFT

Microsoft

$102.38

-6.32 (-5.81%)

CRM

Salesforce

$133.30

-7.95 (-5.63%)

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MSFT Microsoft
$102.38

-6.32 (-5.81%)

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.
10/25/18
PIPR
10/25/18
NO CHANGE
Target $130
PIPR
Overweight
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.
10/25/18
DBAB
10/25/18
NO CHANGE
DBAB
Buy
Deutsche has 'high degree of conviction' in Okta's growth after checks
Deutsche Bank analyst Gray Powell says he has a "high degree of conviction" in Okta's (OKTA) ability to maintain a heightened pace of growth in the second half of calendar 2018 and into 2019 after speaking with a few resellers in the identity space. Partners are seeing Okta's multi-factor authentication solutions increasingly included in new deals and believe that the product is helping the company drive larger transactions, Powell tells investors in a research note. The analyst believes Okta "maintains a number of technical and strategic advantages" over Microsoft's (MSFT) Azure Active Directory and he keeps a Buy rating on the shares.
CRM Salesforce
$133.30

-7.95 (-5.63%)

10/15/18
BMOC
10/15/18
NO CHANGE
Target $174
BMOC
Outperform
Salesforce price target raised to $174 from $165 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target on Salesforce to $174 and kept his Outperform rating, saying the company's cloud portfolio is positioned to generate "durable growth" for the next few years. The analyst estimates that Salesforce revenue will sustain a 19% growth rate in FY21, unchanged from FY20, adding that while sales cloud could have a "modest deceleration", other solution categories like Mulesolft will see "solid growth levels and form a greater part of mix".
10/19/18
PIPR
10/19/18
NO CHANGE
PIPR
Piper Jaffray lists 'stocks to own' following tech sector sell-off
Piper Jaffray's tech analysts highlighted their "stocks to own" following the recent sell-off in the technology sector. The firm's top picks across each coverage universe include Amazon.com (AMZN), Broadcom (AVGO), Salesforce (CRM), Finisar (FNSR), Microchip (MCHP), Mellanox (MLNX), ServiceNow (NOW), Nutanix (NTNX), Proofpoint (PFPT), Impinj (PI), Take-Two (TTWO) and Twilio (TWLO).
10/22/18
RHCO
10/22/18
INITIATION
Target $16
RHCO
Buy
SurveyMonkey initiated with a Buy at SunTrust
SunTrust analyst Youssef Squali initiated SurveyMonkey (SVMK) with a Buy rating and a price target of $16, saying the company is "effectively leveraging its brand, 'freemium' product, large registered user base and infrastructure to sustainably grow revenues double digits". The analyst expects the company to gain market share in the intelligence business while also citing the visibility of its cash flows from its subscription-based business model. Squali sees further opportunity for growth for SurveyMonkey coming from its enterprise upsell initiative and partnership with Salesforce (CRM).
10/22/18
PIPR
10/22/18
NO CHANGE
Target $131
PIPR
Neutral
Iqvia price target raised to $131 from $97 at Piper Jaffray
Piper Jaffray analyst Sean Wieland raised his price target on Iqvia (IQV) to $131 after its Q3 earnings beat, saying that in spite of the FX and ASC606 accounting-related headwinds, the company also posted in-line revenues. The analyst cited cost containment supporting margin upside along with a "raise on profitability metrics". Wieland is also positive on Iqvia expanding its partnership with Salesforce (CRM) which is "designed to provide technology to make clinical trials more efficient". The analyst keeps his Neutral rating, adding that his new price target is also based on the methodology transitioning to a PE multiple from Enterprise Value / EBITDA one to reflect the company's buyback program.

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HIBB

Hibbett Sports

$19.84

-0.18 (-0.90%)

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DVAX

Dynavax

$6.36

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DFRG

Del Frisco's

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-0.1 (-1.45%)

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0.66 (2.91%)

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0.66 (2.91%)

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NPTN

NeoPhotonics

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-0.085 (-2.14%)

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ZYME

Zymeworks

$17.65

0.02 (0.11%)

08:42
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Conference/Events
Zymeworks to hold a conference call »

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SPLK

Splunk

$128.68

-7.12 (-5.24%)

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PDVW

pdvWireless

$44.25

1.25 (2.91%)

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08:40
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General news
FX Action: The dollar »

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U.S. durable goods orders fell 2.1% in April »

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U.S. equities are modestly firmer »

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BCRX

BioCryst

$3.54

0.09 (2.61%)

08:37
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BioCryst rating change  »

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PLUS

ePlus

$72.62

-13.88 (-16.05%)

08:36
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ePlus announces 500,000 share stock repurchase program »

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ASH

Ashland

$72.19

-0.435 (-0.60%)

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BLMN

Bloomin' Brands

$18.22

-1.98 (-9.80%)

08:33
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Bloomin' Brands rating change  »

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CETX

Cemtrex

$0.25

0.0158 (6.89%)

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Cemtrex announces six-for-one reverse stock split to regain NASDAQ compliance »

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HIBB

Hibbett Sports

$19.84

-0.18 (-0.90%)

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Hibbett Sports appoints Anthony Crudele as independent chairman »

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BTU

Peabody Energy

$24.45

-0.855 (-3.38%)

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CNR

China Metro-Rural

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-0.2 (-3.39%)

, LK

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CNR

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Papa Murphy's

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NCS

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$5.70

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MMM

3M

$165.84

-2.46 (-1.46%)

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HIBB

Hibbett Sports

$19.84

-0.18 (-0.90%)

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Hibbett Sports up 14.5% after Q1 results beat estimates, FY20 guidance raised »

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VALE

Vale

$11.78

0.03 (0.26%)

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INTU

Intuit

$241.30

-6.22 (-2.51%)

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GPN

Global Payments

$147.97

-2.64 (-1.75%)

, TSS

TSYS

$99.61

-1.62 (-1.60%)

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GPN

Global Payments

$147.97

-2.64 (-1.75%)

TSS

TSYS

$99.61

-1.62 (-1.60%)

ACIW

ACI Worldwide

$31.61

-0.43 (-1.34%)

EPAY

Bottomline Technologies

$44.53

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JKHY

Jack Henry

$132.23

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USAT

USA Technologies

$7.22

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QTWO

Q2 Holdings

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FISV

Fiserv

$87.23

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FDC

First Data

$25.88

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FIS

FIS

$120.45

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WP

Worldpay

$121.97

-0.48 (-0.39%)

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$DJT

DJ Transportation Average

$0.00

(0.00%)

08:20
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DJ Transportation Average: Pivot points »

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GPN

Global Payments

$147.97

-2.64 (-1.75%)

, TSS

TSYS

$99.61

-1.62 (-1.60%)

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GPN

Global Payments

$147.97

-2.64 (-1.75%)

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TSYS

$99.61

-1.62 (-1.60%)

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