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MSFT

Microsoft

$107.12

0.94 (0.89%)

07:45
01/28/19
01/28
07:45
01/28/19
07:45

Microsoft price target raised to $150 from $140 at BofA/Merrill

BofA Merrill Lynch analyst Kash Rangan noted that the current macro outlook has some investors wondering how cyclical Microsoft is, but he sees its "Cloud-like growth, legacy-like margins and GAARP-like valuation" making the company unique. After a deeper evaluation of its five key growth segments - Azure/server products, Commercial office, Gaming, LinkedIn and GitHub - Rangan views 10-15% revenue growth CAGR as sustainable for 5-7 years, he tells investors. His proprietary survey suggests that near-term demand remain solid and Rangan believes the consensus view is underestimating a potential upgrade cycle from 2008/2012 server versions to 2016/2019 versions over the next 6-12 months, he added. He raised his price target on Microsoft shares to $150 from $140 and keeps a Buy rating on the stock.

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MSFT Microsoft
$107.12

0.94 (0.89%)

01/14/19
DBAB
01/14/19
NO CHANGE
DBAB
Buy
Microsoft security Portfolio 'flying below the radar,' says Deutsche Bank
The prevailing Street narrative about Microsoft's (MSFT) security suite is that it is "good enough" for a segment of the market but not particularly competitive against enterprise pure-plays such as Symantec (SYMC), Proofpoint (PFPT) or Okta (OKTA), Deutsche Bank analyst Karl Keirstead tells investors in a research note titled "Security is a New Growth Engine." However, the analyst says his field checks over the last few quarters have indicated a "clear tone shift" from customers and partners, with more flagging material investments by Microsoft in its security suite and real traction among enterprise customers. He believes Microsoft 's security portfolio is "flying below the radar" of most Street analysts and is central to the company's "emerging" average revenue per user growth story. Keirstead keeps a Buy rating on Microsoft.
01/10/19
MSCO
01/10/19
NO CHANGE
Target $130
MSCO
Overweight
Survey gives Morgan Stanley confidence 'secular can trump cyclical' at Microsoft
Morgan Stanley analyst Keith Weiss said the firm's survey of 100 U.S. and European CIOs points to "strong" 2019 IT budget growth expectations of 4.7% year-over-year, which he notes is relatively in line with the 4.9% budget growth expected for 2018. The slight deceleration comes mostly from weaker European spending plans, as growth expectations among U.S. CIOs actually steps up to 5.5% growth called for in 2019 versus 5.3% for 2018, Weiss added. While investors' concerns about the durability of software growth broadly, and the durability of the more cyclical aspects of the Microsoft portfolio, are rising, the CIO survey gives Weiss confidence that the strong secular demand trends driving Microsoft's top-line should trump potential cyclical headwinds, he tells investors. Weiss keeps an Overweight rating on Microsoft with a $130 price target.
01/10/19
KEYB
01/10/19
NO CHANGE
KEYB
KeyBanc remains bullish on MongoDB as Amazon unveils DocumentDB
KeyBanc analyst Brent Bracelin Amazon (AMZN) has unveiled a new cloud database called DocumentDB that emulates API functionality similar to MongoDB (MDB). The analyst believes this increases the competitive overlap with Amazon, but also validates the need for MongoDB's patented document-oriented database. We remain bullish on the prospects for MongoDB to sustain high growth based on a large $63B TAM that can support multiple players, differentiated functionality in MongoDB version 4.0 versus Amazon DocumentDB emulating version 3.6, and proprietary data analysis that validates robust MongoDB growth on Microsoft's (MSFT) Azure and Google (GOOGL; GOOG) Cloud suggests customers increasingly desire multi-cloud functionality.
01/08/19
KEYB
01/08/19
NO CHANGE
KEYB
Microsoft, Salesforce among top Software stocks to own in 2019, says KeyBanc
KeyBanc analyst Brent Bracelin notes that despite challenging market conditions during Q4, the 45 software applications in his coverage universe outperformed the broader market by a wide margin. While industry conditions for application software appear more volatile entering 2019, the analyst sees a favorable backdrop for modern cloud-based applications with recurring subscription-based revenue models and continues to favor growth over value. His top software application stocks to own for 2019 include Microsoft (MSFT), Synopsys (SNPS), PTC (PTC), RealPage (RP), Talend (TLND), Salesforce (CRM), Shopify (SHOP), Twilio (TWLO), Avalara (AVLR).

TODAY'S FREE FLY STORIES

SYF

Synchrony

$33.97

0.48 (1.43%)

, SLB

Schlumberger

$31.90

-0.06 (-0.19%)

20:25
10/17/19
10/17
20:25
10/17/19
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

SYF

Synchrony

$33.97

0.48 (1.43%)

SLB

Schlumberger

$31.90

-0.06 (-0.19%)

AXP

American Express

$119.17

1.76 (1.50%)

KO

Coca-Cola

$53.80

0.31 (0.58%)

STT

State Street

$59.71

0.57 (0.96%)

CFG

Citizens Financial

$35.01

-0.12 (-0.34%)

KSU

Kansas City Southern

$135.33

1.04 (0.77%)

GNTX

Gentex

$27.57

-0.01 (-0.04%)

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PLSE

Pulse Biosciences

$14.52

0.525 (3.75%)

20:10
10/17/19
10/17
20:10
10/17/19
20:10
Hot Stocks
Pulse Biosciences to present data from studies of nano-pulse stimulation at ASDS »

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TW

Tradeweb Markets

$43.20

0.87 (2.06%)

19:50
10/17/19
10/17
19:50
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19:50
Syndicate
Tradeweb Markets 17.29M share Secondary priced at $42.00 »

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SWDAF

Software AG

$0.00

(0.00%)

19:33
10/17/19
10/17
19:33
10/17/19
19:33
Upgrade
Software AG rating change  »

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PBR

Petrobras

$14.43

-0.22 (-1.50%)

18:57
10/17/19
10/17
18:57
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18:57
Hot Stocks
Petrobras reports Q3 production 2.878M boepd, up 9.3% »

Petrobras said it posted…

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MRTN

Marten Transport

$21.52

0.31 (1.46%)

, ISRG

Intuitive Surgical

$529.22

-1.25 (-0.24%)

18:49
10/17/19
10/17
18:49
10/17/19
18:49
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS: …

MRTN

Marten Transport

$21.52

0.31 (1.46%)

ISRG

Intuitive Surgical

$529.22

-1.25 (-0.24%)

ETFC

E-Trade

$39.04

0.02 (0.05%)

WAL

Western Alliance

$46.24

0.53 (1.16%)

TEAM

Atlassian

$122.43

-1.91 (-1.54%)

PRTK

Paratek Pharmaceuticals

$3.46

0.05 (1.47%)

GIL

Gildan Activewear

$35.38

0.095 (0.27%)

BDN

Brandywine Realty

$14.68

0.13 (0.89%)

EXPO

Exponent

$70.82

1.34 (1.93%)

WDFC

WD-40

$182.75

2.41 (1.34%)

VICR

Vicor Corporation

$32.78

1.16 (3.67%)

OZK

Bank OZK

$28.32

0.03 (0.11%)

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ARWR

Arrowhead

$36.61

2.11 (6.12%)

, AMGN

Amgen

$203.60

0.32 (0.16%)

18:43
10/17/19
10/17
18:43
10/17/19
18:43
Hot Stocks
Arrowhead CEO: We can silence a single gene »

In an interview on…

ARWR

Arrowhead

$36.61

2.11 (6.12%)

AMGN

Amgen

$203.60

0.32 (0.16%)

JNJ

Johnson & Johnson

$136.20

1 (0.74%)

03/08/13
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SXT

Sensient

$66.57

0.4 (0.60%)

18:32
10/17/19
10/17
18:32
10/17/19
18:32
Hot Stocks
Sensient raises quarterly dividend 8.3% to 39c per share »

The board of directors of…

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T

AT&T

$37.82

0.03 (0.08%)

18:31
10/17/19
10/17
18:31
10/17/19
18:31
Periodicals
HBO Max to stream Studio Ghibli films, Reuters says »

AT&T's upcoming…

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OMAB

OMA

$52.10

0.47 (0.91%)

18:19
10/17/19
10/17
18:19
10/17/19
18:19
Earnings
OMA reports Q3 net income MXN858M vs. MXN725M last year »

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MAR

Marriott

$120.57

-0.55 (-0.45%)

18:13
10/17/19
10/17
18:13
10/17/19
18:13
Periodicals
Marriott near deal for Elegant Hotels valued up to GBP1 / shr, Bloomberg says »

The report states that…

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SPY

SPDR S&P 500 ETF Trust

$299.19

0.78 (0.26%)

, SPX

S&P 500

$0.00

(0.00%)

18:08
10/17/19
10/17
18:08
10/17/19
18:08
General news
NY Fed's Williams Condition in money markets highly volatile over past month »

Williams says:…

SPY

SPDR S&P 500 ETF Trust

$299.19

0.78 (0.26%)

SPX

S&P 500

$0.00

(0.00%)

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GM

General Motors

$36.20

-0.45 (-1.23%)

17:47
10/17/19
10/17
17:47
10/17/19
17:47
Periodicals
GM strike to continue until deal with UAW is ratified, WSJ says »

United Auto Workers union…

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  • 29

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T

AT&T

$37.82

0.03 (0.08%)

17:37
10/17/19
10/17
17:37
10/17/19
17:37
Periodicals
AT&T, Elliott Management in talks to resolve activist campaign, WSJ reports »

AT&T is in talks with…

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WAL

Western Alliance

$46.24

0.53 (1.16%)

17:27
10/17/19
10/17
17:27
10/17/19
17:27
Earnings
Western Alliance reports Q3 EPS $1.24, consensus $1.19 »

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RNLSY

Renault

$0.00

(0.00%)

17:25
10/17/19
10/17
17:25
10/17/19
17:25
Downgrade
Renault rating change at Deutsche Bank »

Renault downgraded to…

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LOVE

Lovesac

$19.10

0.63 (3.41%)

17:24
10/17/19
10/17
17:24
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17:24
Hot Stocks
Park West Management reports 5.1% passive stake in Lovesac »

Park West Management…

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    Dec

T

AT&T

$37.82

0.03 (0.08%)

17:24
10/17/19
10/17
17:24
10/17/19
17:24
Periodicals
Breaking Periodicals news story on AT&T »

AT&T in discussions…

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ATVI

Activision Blizzard

$55.60

0.01 (0.02%)

17:16
10/17/19
10/17
17:16
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17:16
Hot Stocks
Activision says Call of Duty to get 'battle pass' feature, 'not loot box system' »

Activision's Call of…

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BDN

Brandywine Realty

$14.68

0.13 (0.89%)

17:11
10/17/19
10/17
17:11
10/17/19
17:11
Hot Stocks
Brandywine Realty sees FY19 year-end core occupancy at 94%-95% »

Also sees FY20 year-end…

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BDN

Brandywine Realty

$14.68

0.13 (0.89%)

17:10
10/17/19
10/17
17:10
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17:10
Hot Stocks
Brandywine Realty reports Q3 same-store net operating income up 0.6% »

Reports Q3 occupancy…

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BDN

Brandywine Realty

$14.68

0.13 (0.89%)

17:09
10/17/19
10/17
17:09
10/17/19
17:09
Earnings
Brandywine Realty sees FY20 initial FFO $1.41-$1.51, consensus $1.46 »

Sees FY20 same-store net…

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GIL

Gildan Activewear

$35.38

0.095 (0.27%)

17:08
10/17/19
10/17
17:08
10/17/19
17:08
Earnings
Gildan Activewear cuts FY19 adj. EPS view to $1.65-$1.70 from $1.95-$2.00 »

Consensus $1.97. Cuts…

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BDN

Brandywine Realty

$14.68

0.13 (0.89%)

17:07
10/17/19
10/17
17:07
10/17/19
17:07
Earnings
Brandywine Realty narrows FY19 FFO guidance to $1.41-$1.43 from $1.40-$1.44 

Consensus $1.42.

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BDN

Brandywine Realty

$14.68

0.13 (0.89%)

17:07
10/17/19
10/17
17:07
10/17/19
17:07
Earnings
Brandywine Realty reports Q3 FFO 36c, consensus 36c »

Reports Q3 revenue…

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