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MSFT

Microsoft

$106.04

3.11 (3.02%)

16:05
01/30/19
01/30
16:05
01/30/19
16:05

Microsoft reports Q2 non-GAAP EPS $1.10, consensus $1.09

Reports Q2 revenue $32.5B, consensus $32.5B. "Our strong commercial cloud results reflect our deep and growing partnerships with leading companies in every industry including retail, financial services, and healthcare," said Satya Nadella, CEO of Microsoft. "We are delivering differentiated value across the cloud and edge as we work to earn customer trust every day." Office Commercial products and cloud services revenue increased 11%, driven by Office 365 Commercial revenue growth of 34%. Office Consumer products and cloud services revenue increased 1% with growth in Office 365 Consumer subscribers to 33.3M. LinkedIn revenue increased 29% with "record levels of engagement highlighted by LinkedIn sessions growth of 30%."

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MSFT Microsoft
$106.04

3.11 (3.02%)

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.
01/28/19
BOFA
01/28/19
NO CHANGE
Target $150
BOFA
Buy
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.
01/29/19
KEYB
01/29/19
NO CHANGE
KEYB
KeyBanc projects $300B cloud jump within five years
KeyBanc analyst Brent Bracelin says that while cloud controversy has surfaced after weak commentary coming out of Intel (INTC), NVIDIA (NVDA), and Lam Research (LCRX) in the last week, the analyst sees the cloud capacity absorption period likely to be short-lived, similar to 2016 and not reflective of robust end demand for SaaS and IaaS offerings. Bracelin is forecasting a $300B-plus jump in annual cloud revenue over the next five years as the industry blossoms to $429B by 2023 on a 27% CAGR. While positive investor sentiment is partially reflected in SaaS valuations, the multi-year opportunity keeps him at an Overweight bias across his SaaS coverage list. Bracelin expects strong cloud results out of Microsoft (MSFT) and Amazon (AMZN) this week to quiet some of the recent controversy.
01/30/19
KEYB
01/30/19
NO CHANGE
Target $125
KEYB
Overweight
KeyBanc expects continued cloud strength when Microsoft reports results
KeyBanc analyst Brent Bracelin believes the cloud and digital era coupled with leadership changes have transformed Microsoft's model. The analyst expects continued cloud strength when the company reports on Wednesday, with commercial cloud growth estimated at 44.8% year over year. He reiterates an Overweight rating on Microsoft, with a $125 price target, as a top cloud stock to own for 2019, based on a strong balance sheet with $50B-plus in net cash, improving margins, and double-digit growth prospects driven by a cloud franchise that could triple to $100B by CY23E.

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AYI

Acuity Brands

$132.48

-1.99 (-1.48%)

09:12
06/20/19
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09:12
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Acuity Brands acquires WhiteOptics, terms not disclosed »

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KNSL

Kinsale Capital Group

$88.57

1.66 (1.91%)

09:11
06/20/19
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09:11
Conference/Events
Kinsale Capital Group management to meet with SunTrust »

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TPTX

Turning Point Therapeutics

$41.44

-2.23 (-5.11%)

09:10
06/20/19
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Hot Stocks
Turning Point initiates Phase 2 registrational portion of TRIDENT-1 study »

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09:10
06/20/19
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General news
The June Philly Fed drop to a 4-month low of 0.3 »

The June Philly Fed drop…

LRAD

LRAD Corporation

$3.20

-0.01 (-0.31%)

09:08
06/20/19
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09:08
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09:08
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LRAD Corporation receives $850,000 in orders for Japan, Canada »

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EVBG

Everbridge

$91.34

2.81 (3.17%)

09:08
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09:08
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09:08
Recommendations
Everbridge analyst commentary  »

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MDRX

Allscripts

$10.66

0.45 (4.41%)

09:05
06/20/19
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09:05
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Allscripts analyst commentary  »

Allscripts could be LBO…

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LODE

Comstock Mining

$0.19

-0.0009 (-0.48%)

09:05
06/20/19
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Comstock Mining expects to close on Silver Springs sale this summer »

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VRA

Vera Bradley

$11.88

-0.46 (-3.73%)

09:05
06/20/19
06/20
09:05
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09:05
Conference/Events
Vera Bradley to hold a conference call »

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  • 04

    Sep

SHOP

Shopify

$327.40

23.09 (7.59%)

09:04
06/20/19
06/20
09:04
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09:04
Recommendations
Shopify analyst commentary  »

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  • 05

    Sep

AMZN

Amazon.com

$1,909.73

7.73 (0.41%)

09:04
06/20/19
06/20
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09:04
Hot Stocks
Amazon.com unveils Off-to-College store »

Amazon unveils its…

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ADBE

Adobe

$291.38

14.58 (5.27%)

09:04
06/20/19
06/20
09:04
06/20/19
09:04
Recommendations
Adobe analyst commentary  »

Adobe positioned at…

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ORCL

Oracle

$52.69

-0.19 (-0.36%)

, AOBC

American Outdoor Brands

$9.17

0.13 (1.44%)

09:04
06/20/19
06/20
09:04
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09:04
Hot Stocks
Fly Intel: Pre-market Movers »

UP AFTER EARNINGS: Oracle…

ORCL

Oracle

$52.69

-0.19 (-0.36%)

AOBC

American Outdoor Brands

$9.17

0.13 (1.44%)

CCL

Carnival

$52.85

0.46 (0.88%)

DRI

Darden

$117.55

-0.39 (-0.33%)

ACM

Aecom

$36.55

0.73 (2.04%)

COMM

CommScope

$15.62

-0.265 (-1.67%)

PIR

Pier 1 Imports

$0.67

-0.0059 (-0.87%)

SRRK

Scholar Rock

$17.11

-2.835 (-14.21%)

CYRX

Cryoport

$18.62

-0.08 (-0.43%)

03/08/13
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LODE

Comstock Mining

$0.19

-0.0009 (-0.48%)

09:03
06/20/19
06/20
09:03
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09:03
Hot Stocks
Comstock says NDEP approves reduction in Lucerne reclamation bonding requirement »

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TWLO

Twilio

$146.63

4.23 (2.97%)

, GE

General Electric

$10.34

-0.08 (-0.77%)

09:03
06/20/19
06/20
09:03
06/20/19
09:03
Hot Stocks
Twilio adds Jeff Immelt to Board of Directors »

Twilio (TWLO) is pleased…

TWLO

Twilio

$146.63

4.23 (2.97%)

GE

General Electric

$10.34

-0.08 (-0.77%)

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DEA

Easterly Government Properties

$18.79

0.04 (0.21%)

09:03
06/20/19
06/20
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09:03
Hot Stocks
Easterly Government Properties awarded 20 year lease for FDA laboratory »

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SFS

Smart & Final Stores

$6.50

(0.00%)

09:03
06/20/19
06/20
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09:03
Hot Stocks
Breaking Hot Stocks news story on Smart & Final Stores »

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AMZN

Amazon.com

$1,909.73

7.73 (0.41%)

09:02
06/20/19
06/20
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09:02
Hot Stocks
AmazonFresh expands to Las Vegas with one and two hour delivery »

Amazon announced that…

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LODE

Comstock Mining

$0.19

-0.0009 (-0.48%)

09:02
06/20/19
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09:02
Hot Stocks
Comstock Mining calls Precious claimes 'completely without merit' »

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LODE

Comstock Mining

$0.19

-0.0009 (-0.48%)

09:01
06/20/19
06/20
09:01
06/20/19
09:01
Hot Stocks
Comstock Processing to form joint venture with Mercury Clean Up »

Tonogold recently…

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WGO

Winnebago

$40.00

1.44 (3.73%)

09:00
06/20/19
06/20
09:00
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09:00
Recommendations
Winnebago analyst commentary  »

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JBT

John Bean Technologies

$115.49

0.42 (0.36%)

09:00
06/20/19
06/20
09:00
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09:00
Conference/Events
John Bean Technologies management to meet with William Blair »

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  • 25

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09:00
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General news
Treasury Action: yields have inched up from earlier lows »

Treasury Action: yields…

LAND

Gladstone Land

$12.29

0.39 (3.28%)

08:59
06/20/19
06/20
08:59
06/20/19
08:59
Syndicate
Gladstone Land 1.1M share Spot Secondary priced at $11.73 »

Janney Montgomery Scott…

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  • 20

    Jun

HSY

Hershey

$137.94

-0.29 (-0.21%)

, K

Kellogg

$55.06

-0.44 (-0.79%)

08:59
06/20/19
06/20
08:59
06/20/19
08:59
Downgrade
Hershey, Kellogg rating change  »

Piper downgrades Hershey…

HSY

Hershey

$137.94

-0.29 (-0.21%)

K

Kellogg

$55.06

-0.44 (-0.79%)

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