Breaking News Instant updates and real-time market news.

MSFT

Microsoft

$137.28

0.89 (0.65%)

16:03
10/23/19
10/23
16:03
10/23/19
16:03

Microsoft reports Q1 EPS $1.38, consensus $1.24

Reports Q1 revenue $33.1B, consensus $32.23B.

  • 23

    Oct

  • 26

    Oct

  • 27

    Oct

  • 29

    Oct

  • 06

    Nov

  • 14

    Nov

MSFT Microsoft
$137.28

0.89 (0.65%)

10/16/19
WBLR
10/16/19
NO CHANGE
WBLR
Outperform
Slack overhang from Microsoft competition should dissipate, says William Blair
After hosting investor meetings with Slack Technologies (WORK) management, William Blair analyst Bhavan Suri has "increased confidence in the story." While there was plenty of focus on the competitive environment with Microsoft (MSFT) and its Teams offering, much of the conversation also focused on the company's internal growth initiatives, its ability to continue winning large enterprise customers, its customer acquisition strategy, and the path to free cash flow breakeven, Suri tells investors in a research note. Management views Slack as having a different value proposition than Teams, says the analyst. Although the Microsoft overhang may remain with the stock for the next couple of quarters, it should dissipate over time as the company continues to execute and showcases its ability to win customers that are also using Office 365 for other functions, Suri contends. He believes Slack is well positioned long-term to continue "winning in the space" and sees a "long growth runway" for the company. The analyst keeps an Outperform rating on the shares.
10/18/19
RBCM
10/18/19
INITIATION
Target $160
RBCM
Outperform
Microsoft assumed with an Outperform at RBC Capital
RBC Capital analyst Alex Zukin assumed coverage of Microsoft with an Outperform rating with a price target of $160, up from $153. The analyst believes that the company is "best positioned to outperform" over the next several years as it becomes a "strategic partner" to digital transformations among large enterprises, with mission-critical capabilities of its key portfolio assets - Azure and Office365. Zukin adds that Microsoft's Q1 revenue and earnings should see a "typical" period of outperformance, as he raises his FY20 EPS view by 6c to $5.21 and sees expectations of a 55% Azure growth next year as "reasonable".
10/18/19
CLVD
10/18/19
NO CHANGE
CLVD
Buy
Microsoft partners look to have finished ahead of plan, says Cleveland Research
Cleveland Research analyst Ari Terjanian said his checks suggests Microsoft partners finished ahead of plan in the company's fiscal first quarter and they are modeling Productivity and Business Processes and Intelligent Cloud results that are ahead of consensus. Feedback on the More Personal Computing segment is more mixed at partners, with strength in Win10 migrations and M365 upgrades seen being offset by some headwinds in PC and gaming, added Terjanian, who reiterated his Buy rating on Microsoft shares.
10/21/19
JEFF
10/21/19
NO CHANGE
JEFF
High growth software valuations to contract further, says Jefferies
High growth software valuations are now trading above terminal M&A multiples, suggesting we still have more room for multiple contraction, Jefferies analyst Brent Thill tells investors in a research note. As such, the analyst expects the short term correction will continue "given multiples remain elevated even with last week's correction." Thill favors platform names with attractive growth and reasonable valuations like Microsoft (MSFT), Salesforce (CRM) and Intuit (INTU). He also favors names like SailPoint (SAIL), Zuora (ZUO), and Varonis (VRNS). The analyst believes these names have the potential for revenue reacceleration over the next year.

TODAY'S FREE FLY STORIES

DRNA

Dicerna

$19.29

-0.86 (-4.27%)

, NVO

Novo Nordisk

$57.28

-0.61 (-1.05%)

06:08
11/18/19
11/18
06:08
11/18/19
06:08
Hot Stocks
Dicerna, Novo Nordisk enter pact to develop RNAi therapies »

Dicerna Pharmaceuticals…

DRNA

Dicerna

$19.29

-0.86 (-4.27%)

NVO

Novo Nordisk

$57.28

-0.61 (-1.05%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 07

    Dec

TNK

Teekay Tankers

$2.39

0.155 (6.94%)

06:08
11/18/19
11/18
06:08
11/18/19
06:08
Upgrade
Teekay Tankers rating change  »

Teekay Tankers upgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

KB

KB Financial Group

$37.67

0.305 (0.82%)

, KR

Kroger

$26.75

-0.165 (-0.61%)

06:07
11/18/19
11/18
06:07
11/18/19
06:07
Upgrade
KB Financial Group, Kroger rating change  »

Correction: KB Financial,…

KB

KB Financial Group

$37.67

0.305 (0.82%)

KR

Kroger

$26.75

-0.165 (-0.61%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

ELS

Equity Lifestyle

$69.44

0.795 (1.16%)

06:05
11/18/19
11/18
06:05
11/18/19
06:05
Upgrade
Equity Lifestyle rating change  »

Equity Lifestyle upgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jan

MU

Micron

$47.70

0.88 (1.88%)

, WDC

Western Digital

$50.34

-0.03 (-0.06%)

06:05
11/18/19
11/18
06:05
11/18/19
06:05
Periodicals
U.S. to extend license allowing companies to do business with Huawei, NYT says »

The Trump administration…

MU

Micron

$47.70

0.88 (1.88%)

WDC

Western Digital

$50.34

-0.03 (-0.06%)

OCLR

Bought by LITE

$0.00

(0.00%)

ACIA

Acacia Communications

$67.08

0.58 (0.87%)

NPTN

NeoPhotonics

$8.57

0.08 (0.94%)

LITE

Lumentum

$68.91

0.91 (1.34%)

IIVI

II-VI

$29.45

0.19 (0.65%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Nov

  • 20

    Nov

  • 03

    Dec

  • 09

    Dec

  • 09

    Dec

AVEO

Aveo Pharmaceuticals

$0.64

-0.0088 (-1.37%)

06:05
11/18/19
11/18
06:05
11/18/19
06:05
Hot Stocks
Aveo Pharmaceuticals presents new data from Phase 3 TIVO-3 trial of tivozanib »

AVEO Oncology announced…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

AMRN

Amarin

$23.99

2.5 (11.63%)

06:05
11/18/19
11/18
06:05
11/18/19
06:05
Downgrade
Amarin rating change  »

Amarin downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Dec

WRK

WestRock

$39.50

-0.52 (-1.30%)

06:04
11/18/19
11/18
06:04
11/18/19
06:04
Upgrade
WestRock rating change  »

WestRock upgraded to Buy…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

JCOM

j2 Global

$95.90

1.17 (1.24%)

06:04
11/18/19
11/18
06:04
11/18/19
06:04
Initiation
j2 Global initiated  »

j2 Global initiated with…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 19

    Nov

  • 04

    Dec

  • 09

    Dec

ELS

Equity Lifestyle

$69.44

0.795 (1.16%)

06:03
11/18/19
11/18
06:03
11/18/19
06:03
Upgrade
Equity Lifestyle rating change  »

Equity Lifestyle upgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jan

KRTX

Karuna Therapeutics

$17.26

-0.26 (-1.48%)

06:02
11/18/19
11/18
06:02
11/18/19
06:02
Hot Stocks
Karuna Therapeutics: KarXT met primary endpoint in Phase 2 trial »

Karuna Therapeutics…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

EGFEY

Eurobank

$0.00

(0.00%)

06:01
11/18/19
11/18
06:01
11/18/19
06:01
Upgrade
Eurobank rating change  »

Eurobank upgraded to Buy…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

SPLK

Splunk

$119.15

2.15 (1.84%)

06:01
11/18/19
11/18
06:01
11/18/19
06:01
Upgrade
Splunk rating change  »

Splunk upgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 21

    Nov

CANG

Cango

$6.79

-0.05 (-0.73%)

06:00
11/18/19
11/18
06:00
11/18/19
06:00
Downgrade
Cango rating change  »

Cango downgraded to Equal…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

WDAY

Workday

$165.93

1.17 (0.71%)

06:00
11/18/19
11/18
06:00
11/18/19
06:00
Downgrade
Workday rating change  »

Workday downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 03

    Dec

SFTBF

SoftBank

$0.00

(0.00%)

, SFTBY

SoftBank

$0.00

(0.00%)

06:00
11/18/19
11/18
06:00
11/18/19
06:00
Hot Stocks
SoftBank-backed Yahoo Japan set to merge with Naver's Line »

SoftBank Group announced…

SFTBF

SoftBank

$0.00

(0.00%)

SFTBY

SoftBank

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

ESTC

Elastic

$74.06

1.94 (2.69%)

05:59
11/18/19
11/18
05:59
11/18/19
05:59
Upgrade
Elastic rating change  »

Elastic upgraded to Buy…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 16

    Dec

OKTA

Okta

$117.45

1.45 (1.25%)

05:59
11/18/19
11/18
05:59
11/18/19
05:59
Downgrade
Okta rating change  »

Okta downgraded to Hold…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 05

    Dec

  • 16

    Dec

NBGIF

National Bank of Greece

$0.00

(0.00%)

05:57
11/18/19
11/18
05:57
11/18/19
05:57
Upgrade
National Bank of Greece rating change  »

National Bank of Greece…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

BPIRD

Piraeus Bank

$0.00

(0.00%)

05:57
11/18/19
11/18
05:57
11/18/19
05:57
Upgrade
Piraeus Bank rating change  »

Piraeus Bank upgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

MUFG

Mitsubishi UFJ

$5.39

0.095 (1.79%)

05:56
11/18/19
11/18
05:56
11/18/19
05:56
Downgrade
Mitsubishi UFJ rating change  »

Mitsubishi UFJ downgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

ISSDY

ISS

$0.00

(0.00%)

05:55
11/18/19
11/18
05:55
11/18/19
05:55
Downgrade
ISS rating change  »

ISS downgraded to Neutral…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

AMKBY

AP Moller Maersk

$0.00

(0.00%)

05:53
11/18/19
11/18
05:53
11/18/19
05:53
Downgrade
AP Moller Maersk rating change  »

AP Moller Maersk…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

TMUS

T-Mobile

$78.05

1.18 (1.54%)

05:53
11/18/19
11/18
05:53
11/18/19
05:53
Conference/Events
T-Mobile to host business news update conference call »

Conference call to be…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 18

    Nov

  • 18

    Nov

  • 09

    Dec

BUD

AB InBev

$79.69

0.56 (0.71%)

05:52
11/18/19
11/18
05:52
11/18/19
05:52
Upgrade
AB InBev rating change  »

AB InBev upgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 27

    Feb

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.