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MSFT

Microsoft

$137.86

1.43 (1.05%)

08:30
07/11/19
07/11
08:30
07/11/19
08:30

Microsoft could deliver incremental $100B of revenue by FY25, says Cowen

Cowen analyst Nick Yako initiated Microsoft with an Outperform rating and $150 price target. In a research note to investors, the analyst says believes has positioned itself in the right secular growth markets to deliver an incremental $100B of revenue by fiscal 2025, driving consistent double digit earnings growth in FY20-FY25. Additionaly, Yako says he expects Microsoft's Commercial Cloud, including both Office 365 Commercial and Azure, to be the primary driver of growth going forward.

  • 18

    Jul

  • 06

    Aug

  • 08

    Aug

MSFT Microsoft
$137.86

1.43 (1.05%)

06/25/19
JEFF
06/25/19
NO CHANGE
Target $90
JEFF
Underperform
Microsoft Azure likely never sees AWS-like margins, says Jefferies
Jefferies analyst John DiFucci said he continues to believes Microsoft (MSFT) shares are "materially overvalued," contending that evidence suggests that the widely-held assumption that Azure profit will come with scale, similar to how it did for Amazon Web Services (AMZN), is incorrect. Azure will likely never see margins similar to AWS at scale, argues DiFucci, who also thinks AWS long-term margins may be lower than most expect. The analyst, who admits that Microsoft "is one of the greatest software success stories in the short history of the sector," keeps an Underperform rating on the stock and raised his price target on the shares to $90 from $80. Microsoft shares closed Monday trading up 81c, or 0.6%, to $137.78.
06/26/19
WEDB
06/26/19
NO CHANGE
WEDB
Pentagon JEDI contract to be 'defining moment' for cloud arms race, says Wedbush
Wedbush analyst Daniel Ives believes a "defining moment" for the cloud arms race will be the announcement of the winner of the long-awaited Pentagon JEDI contract, which is worth roughly $10B over the next decade in this landmark deal representing the cloud "grand prize" for Amazon (AMZN) and Microsoft (MSFT). The analyst notes that the timing on the announcement of a winner could be late August/early September with the ongoing Oracle (ORCL) lawsuit a wild card that could push the timeline out further depending on the outcome. While AWS/Amazon have been in pole position to win this deal over the last year, Ives continues to hear from his Beltway contacts that Microsoft has made "steady and impressive progress" and significantly narrowed the gap over the last six months with the odds of a win looking more like a realistic possibility.
07/01/19
MSCO
07/01/19
NO CHANGE
Target $145
MSCO
Overweight
Morgan Stanley still confident in Microsoft's Server & Tools division growth
Morgan Stanley analyst Keith Weiss noted that a key debate about Microsoft (MSFT), which has been stoked by recent weakness in other on-premise infrastructure software vendors such as Cloudera (CLDR), Pivotal Software (PVTL) and VMware (VMW), remains the durability of growth in the company's On-premise Server Products and Tools. However, he maintains confidence in the durability of low-single digital growth in the Server Products & Tools division, citing share gains across the solution portfolio. However, Weiss does note that Microsoft faces face unusually tough comparison in the division in Q4 and Q1 of FY20, leaving him to forecast year-over-year declines in these two quarters. He maintains an Overweight rating and $145 price target on Microsoft shares.
07/11/19
COWN
07/11/19
INITIATION
COWN
Outperform
Microsoft initiated with an Outperform at Cowen
Cowen analyst Nick Yako initiated Microsoft with an Outperform rating and $150 price target.

TODAY'S FREE FLY STORIES

IEP

Icahn Enterprises

$75.06

-0.14 (-0.19%)

17:20
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Breaking Syndicate news story on Icahn Enterprises »

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RICK

RCI Hospitality

$16.80

0.08 (0.48%)

17:13
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RCI Hospitality auditor BDO resigns, company files Nasdaq compliance plan »

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BEDU

Bright Scholar

$9.60

-0.06 (-0.62%)

17:03
07/18/19
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17:03
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17:03
Earnings
Bright Scholar reports Q3 EPS 16c, two estimates 21c »

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  • 19

    Jul

ISRG

Intuitive Surgical

$536.44

13.25 (2.53%)

17:03
07/18/19
07/18
17:03
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17:03
Hot Stocks
Intuitive Surgical refines FY19 procedure growth view to 16%-17% from 15%-17% »

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CUB

Cubic

$66.59

-0.37 (-0.55%)

17:01
07/18/19
07/18
17:01
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17:01
Hot Stocks
Cubic receives extension on simulation services contract in Australia »

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CLRO

ClearOne

$2.27

(0.00%)

16:52
07/18/19
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16:52
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16:52
Hot Stocks
Shure files patent infringement suit against ClearOne »

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ISRG

Intuitive Surgical

$536.44

13.25 (2.53%)

16:50
07/18/19
07/18
16:50
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16:50
Hot Stocks
Intuitive Surgical says 74% of systems placed in Q2 were da Vinci XIs »

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ETN

Eaton

$79.03

-0.36 (-0.45%)

16:49
07/18/19
07/18
16:49
07/18/19
16:49
Hot Stocks
Eaton acquires Innovative Switchgear Solutions »

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  • 30

    Jul

ZNGA

Zynga

$6.30

0.07 (1.12%)

16:47
07/18/19
07/18
16:47
07/18/19
16:47
Hot Stocks
Zynga to expand India market with larger space in 'central hub' Bengaluru »

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    Jul

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    Nov

FNF

Fidelity National

$42.65

-0.045 (-0.11%)

16:43
07/18/19
07/18
16:43
07/18/19
16:43
Recommendations
Fidelity National analyst commentary at Keefe Bruyette »

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  • 01

    Aug

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    Nov

AIG

AIG

$55.58

0.2 (0.36%)

16:43
07/18/19
07/18
16:43
07/18/19
16:43
Upgrade
AIG rating change at William Blair »

AIG upgraded to…

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  • 08

    Aug

GOGL

Golden Ocean

$6.63

0.08 (1.22%)

16:42
07/18/19
07/18
16:42
07/18/19
16:42
Syndicate
Breaking Syndicate news story on Golden Ocean »

Golden Ocean files $400M…

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BA

Boeing

$361.17

-8.28 (-2.24%)

16:38
07/18/19
07/18
16:38
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16:38
Hot Stocks
Breaking Hot Stocks news story on Boeing »

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  • 24

    Jul

ORCC

Owl Rock

$15.40

(0.00%)

16:38
07/18/19
07/18
16:38
07/18/19
16:38
Initiation
Owl Rock initiated at Compass Point »

Owl Rock initiated with a…

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  • 18

    Jul

FFBC

First Financial Bancorp

$23.90

0.51 (2.18%)

16:37
07/18/19
07/18
16:37
07/18/19
16:37
Hot Stocks
First Financial Bancorp increases dividend 1c to 23c per share »

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  • 19

    Jul

KSANF

Kansai Paint

$0.00

(0.00%)

, PPG

PPG

$117.00

0.395 (0.34%)

16:37
07/18/19
07/18
16:37
07/18/19
16:37
Periodicals
Axalta Coating interests rivals PPG and Kansai Paint, Bloomberg reports »

Axalta Coating (AXTA) has…

KSANF

Kansai Paint

$0.00

(0.00%)

PPG

PPG

$117.00

0.395 (0.34%)

AKZOY

AkzoNobel

$0.00

(0.00%)

AXTA

Axalta Coating

$30.40

0.175 (0.58%)

03/08/13
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  • 05

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GBCI

Glacier Bancorp

$38.75

0.12 (0.31%)

16:36
07/18/19
07/18
16:36
07/18/19
16:36
Earnings
Glacier Bancorp reports Q2 EPS 61c, consensus 59c »

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  • 19

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AA

Alcoa

$23.42

0.27 (1.17%)

16:35
07/18/19
07/18
16:35
07/18/19
16:35
Downgrade
Jefferies downgrades Alcoa to Hold, cuts price target to $23 from $29 »

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  • 16

    Oct

BA

Boeing

$361.17

-8.28 (-2.24%)

16:35
07/18/19
07/18
16:35
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16:35
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Boeing says will issue new FY19 guidance at future date »

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  • 24

    Jul

SEM

Select Medical

$15.65

0.105 (0.68%)

16:33
07/18/19
07/18
16:33
07/18/19
16:33
Earnings
Select Medical sees Q2 ops revenue $1.36B-$1.362B, consensus $1.35B »

As previously disclosed,…

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BA

Boeing

$361.17

-8.28 (-2.24%)

16:33
07/18/19
07/18
16:33
07/18/19
16:33
Hot Stocks
Boeing to record $4.9B or $8.74 per share Q2 charge on 737Max grounding »

Boeing will record an…

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  • 24

    Jul

CVBF

CVB Financial

$20.80

0.165 (0.80%)

16:33
07/18/19
07/18
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16:33
Hot Stocks
CVB Financial announces CEO Chris Myers to retire effective March 15, 2020 »

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  • 25

    Jul

BANF

BancFirst

$55.18

0.5 (0.91%)

16:32
07/18/19
07/18
16:32
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16:32
Earnings
BancFirst reports Q2 EPS $1.02, consensus 93c »

The company's net…

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LYL

Dragon Victory

$0.94

(0.00%)

16:32
07/18/19
07/18
16:32
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16:32
Hot Stocks
Dragon Victory receives Nasdaq staff deficiency letter »

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BA

Boeing

$361.17

-8.28 (-2.24%)

16:31
07/18/19
07/18
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16:31
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Breaking Hot Stocks news story on Boeing »

Boeing to record $4.9B or…

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  • 24

    Jul

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