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MSFT

Microsoft

$106.34

3.41 (3.31%)

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

Microsoft CFO says 'we continue to make strategic investments'

Microsoft CFO Amy Hood said in tonight's earnings release, "Our solid execution delivered another strong quarter, with commercial cloud revenue growing 48% year-over-year to $9.0 billion. We continue to make strategic investments to capture expanding market opportunities to drive growth across our businesses." Microsoft returned $9.6B to shareholders in the form of share repurchases and dividends in its fiscal Q2.

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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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BMY

Bristol-Myers

$49.36

0.46 (0.94%)

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Celgene

$98.92

0.75 (0.76%)

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Celgene

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BMY

Bristol-Myers

$49.36

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Celgene

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Celgene

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ATNX

Athenex

$17.95

-0.06 (-0.33%)

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VSLR

Vivint Solar

$7.27

-0.15 (-2.02%)

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Vivint Solar closes $100M in financing to install over 55 megawatts of systems »

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TWNK

Hostess Brands

$13.89

0.065 (0.47%)

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LDOS

Leidos

$78.85

-0.79 (-0.99%)

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Leidos awarded $49M HHS artificial intelligence contract »

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LFUS

Littelfuse

$177.05

-3.11 (-1.73%)

06:56
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Littelfuse management to meet with Oppenheimer »

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SOL

ReneSola

$1.28

(0.00%)

06:54
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ASIX

AdvanSix

$25.55

-0.8 (-3.04%)

06:51
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AdvanSix sees $7M-$12M unfavorable impact in Q3 due to PES refinery fire »

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GOOG

Alphabet

$1,122.38

9.8 (0.88%)

, GOOGL

Alphabet Class A

$1,125.17

10.03 (0.90%)

06:51
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06:51
Periodicals
Google's competitors ready to aid in Justice Department probe, WSJ reports »

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GOOG

Alphabet

$1,122.38

9.8 (0.88%)

GOOGL

Alphabet Class A

$1,125.17

10.03 (0.90%)

NWSA

News Corp.

$13.52

-0.05 (-0.37%)

NWS

News Corp

$13.91

-0.03 (-0.22%)

ORCL

Oracle

$56.12

-0.9 (-1.58%)

TRIP

TripAdvisor

$47.28

0.56 (1.20%)

YELP

Yelp

$32.82

-0.375 (-1.13%)

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IP

International Paper

$43.62

0.055 (0.13%)

, WRK

WestRock

$36.72

0.21 (0.58%)

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06:49
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International Paper, WestRock rating change  »

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IP

International Paper

$43.62

0.055 (0.13%)

WRK

WestRock

$36.72

0.21 (0.58%)

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KGC

Kinross Gold

$3.80

-0.02 (-0.52%)

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Kinross Gold management to meet with TD Securities »

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ERI

Eldorado Resorts

$51.22

-1.48 (-2.81%)

, CZR

Caesars

$9.99

-0.05 (-0.50%)

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Eldorado Resorts sees $500M of synergies following Caesars acquisition »

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ERI

Eldorado Resorts

$51.22

-1.48 (-2.81%)

CZR

Caesars

$9.99

-0.05 (-0.50%)

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KEM

Kemet

$18.07

-0.06 (-0.33%)

06:39
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Conference/Events
Kemet management to meet with SunTrust »

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IIPR

Innovative Industrial Properties

$117.57

-17.13 (-12.72%)

06:37
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Innovative Industrial Properties management to meet with BTIG »

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CZR

Caesars

$9.99

-0.05 (-0.50%)

, ERI

Eldorado Resorts

$51.22

-1.48 (-2.81%)

06:35
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Breaking Hot Stocks news story on Caesars, Eldorado Resorts »

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CZR

Caesars

$9.99

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ERI

Eldorado Resorts

$51.22

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DNKN

Dunkin' Brands

$79.54

-0.4 (-0.50%)

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VICI

VICI Properties

$22.80

-0.24 (-1.04%)

06:32
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Syndicate
VICI Properties files to sell 90M shares of common stock »

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SOL

ReneSola

$1.28

(0.00%)

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HLT

Hilton

$96.12

-0.75 (-0.77%)

06:29
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Hilton management to meet with UBS »

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CNCE

Concert Pharmaceuticals

$10.90

-0.165 (-1.49%)

06:27
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Initiation
Concert Pharmaceuticals initiated  »

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HIW

Highwoods Properties

$43.46

-0.71 (-1.61%)

06:26
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Highwoods Properties management to meet with Morgan Stanley »

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EA

Electronic Arts

$95.32

2.15 (2.31%)

, TTWO

Take-Two

$112.63

1.08 (0.97%)

06:26
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Recommendations
Electronic Arts, Take-Two analyst commentary  »

Stephens switches best…

EA

Electronic Arts

$95.32

2.15 (2.31%)

TTWO

Take-Two

$112.63

1.08 (0.97%)

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WTRH

Waitr Holdings

$5.49

-0.49 (-8.19%)

06:23
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06:23
Initiation
Waitr Holdings initiated  »

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TPC

Tutor Perini

$13.25

0.06 (0.45%)

06:22
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06:22
Hot Stocks
Tutor Perini unit awarded $122M contract by Guam Waterworks Authority »

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