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MSFT

Microsoft

$106.34

3.41 (3.31%)

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

Microsoft reports Q2 Intelligent Cloud rose 20% to $9.4B

Microsoft said its Q2 revenue in Intelligent Cloud was $9.4B and increased 20% year-over-year. Server products and cloud services revenue increased 24% driven by Azure revenue growth of 76%. Enterprise Services revenue increased 6%.

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MSFT Microsoft
$106.34

3.41 (3.31%)

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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Krystal Biotech

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11.87 (40.54%)

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Krystal Biotech 2.5M share Spot Secondary priced at $40.00 »

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FactSet

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Lennar

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GNFT

Genfit

$20.19

-0.02 (-0.10%)

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Gamida Cell

$7.21

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GNFT

Genfit

$20.19

-0.02 (-0.10%)

GMDA

Gamida Cell

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CGC

Canopy Growth

$40.51

0.31 (0.77%)

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Canopy Growth CEO says done buying other producers, Reuters says »

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AWK

American Water

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0.4 (0.34%)

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Illinois American Water investing over $1.8M in Farmington Water System »

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LMT

Lockheed Martin

$359.98

0.555 (0.15%)

19:14
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U.K.'s new F35 stealth aircraft used on operations, Telegraph says »

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GILD

Gilead

$68.86

-0.53 (-0.76%)

19:01
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Gilead, Carna Biosciences announce research and development collaboration »

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BA

Boeing

$374.10

2.14 (0.58%)

18:59
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Boeing CEO approves quarterly dividend »

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GOOG

Alphabet

$1,115.75

-6.63 (-0.59%)

, GOOGL

Alphabet Class A

$1,117.00

-8.17 (-0.73%)

18:09
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Periodicals
Google tells workers Pride protests are against code of conduct, Verge says »

According to internal…

GOOG

Alphabet

$1,115.75

-6.63 (-0.59%)

GOOGL

Alphabet Class A

$1,117.00

-8.17 (-0.73%)

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AAPL

Apple

$198.60

-0.17 (-0.09%)

17:53
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Apple to add 2,000 employees in Seattle over next 5 years »

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WMT

Walmart

$111.25

0.08 (0.07%)

, FB

Facebook

$192.56

1.4 (0.73%)

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Periodicals
Walmart in Mexico rolls out grocery delivery via WhatsApp, Reuters says »

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WMT

Walmart

$111.25

0.08 (0.07%)

FB

Facebook

$192.56

1.4 (0.73%)

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CAT

Caterpillar

$134.37

0.43 (0.32%)

17:46
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Caterpillar awarded share of $900M Defense Logistics Agency contract »

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FBK

FB Financial

$35.14

0.06 (0.17%)

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FB Financial provides update on its exit of wholesale mortgage channels »

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FLR

Fluor

$31.11

-0.99 (-3.08%)

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Fluor: Stork consortium awarded four-year agreement by Ecopetrol in Colombia »

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ERYP

Erytech Pharma

$6.69

(0.00%)

17:33
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Erytech Pharma announces strategic collaboration with SQZ Biotechnologies »

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LMT

Lockheed Martin

$359.98

0.555 (0.15%)

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Lockheed Martin awarded $561.80M Army contract »

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MDCO

The Medicines Co.

$35.38

-1.01 (-2.78%)

17:30
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The Medicines Co. files to sell $150M of common stock »

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MHTLY

Metcash

$0.00

(0.00%)

17:30
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Metcash rating change at Goldman Sachs »

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MKTX

MarketAxess

$332.76

-0.24 (-0.07%)

, LLL

L3 Technologies

$256.30

(0.00%)

17:28
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S&P announces changes to S&P 400, 500, 600 indices »

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MKTX

MarketAxess

$332.76

-0.24 (-0.07%)

LLL

L3 Technologies

$256.30

(0.00%)

AAXN

Axon

$73.22

-0.12 (-0.16%)

MLAB

Mesa Labs

$227.44

-3.4 (-1.47%)

HRS

Harris

$197.28

-0.07 (-0.04%)

USNA

Usana

$72.41

-0.58 (-0.79%)

LION

Fidelity Southern

$30.18

-0.06 (-0.20%)

ABCB

Ameris Bancorp

$37.76

(0.00%)

XNCR

Xencor

$33.86

-1.31 (-3.72%)

HF

HFF Inc.

$45.25

-0.29 (-0.64%)

JLL

Jones Lang LaSalle

$137.43

-2.075 (-1.49%)

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TMSR

TMSR Holding

$1.67

(0.00%)

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Breaking Syndicate news story on TMSR Holding »

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MDCO

The Medicines Co.

$35.38

-1.01 (-2.78%)

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Breaking Syndicate news story on The Medicines Co. »

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XNCR

Xencor

$33.86

-1.31 (-3.72%)

, HF

HFF Inc.

$45.25

-0.29 (-0.64%)

17:22
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Xencor to replace HFF Inc. in S&P 600 at open on 7/2 »

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XNCR

Xencor

$33.86

-1.31 (-3.72%)

HF

HFF Inc.

$45.25

-0.29 (-0.64%)

JLL

Jones Lang LaSalle

$137.43

-2.075 (-1.49%)

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USNA

Usana

$72.41

-0.58 (-0.79%)

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Fidelity Southern

$30.18

-0.06 (-0.20%)

17:20
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Usana to replace Fidelity Southern in S&P 600 at open on 7/1 »

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USNA

Usana

$72.41

-0.58 (-0.79%)

LION

Fidelity Southern

$30.18

-0.06 (-0.20%)

ABCB

Ameris Bancorp

$37.76

(0.00%)

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MLAB

Mesa Labs

$227.44

-3.4 (-1.47%)

, AAXN

Axon

$73.22

-0.12 (-0.16%)

17:19
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Breaking Hot Stocks news story on Mesa Labs, Axon »

Mesa Labs to replace Axon…

MLAB

Mesa Labs

$227.44

-3.4 (-1.47%)

AAXN

Axon

$73.22

-0.12 (-0.16%)

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