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MSFT

Microsoft

$137.23

0.84 (0.62%)

17:58
10/23/19
10/23
17:58
10/23/19
17:58

Microsoft says 'off to strong start' to FY20

Says: Investing aggressively in large markets with significant potential... Saw broad-based strength across all markets in Q1. Comments taken from Q1 earnings conference call.

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    Dec

MSFT Microsoft
$137.23

0.84 (0.62%)

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.

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Federal Reserve Bank of St. Louis president speaks at a luncheon »

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LOGM

LogMeln

$69.25

-0.31 (-0.45%)

09:48
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NTAP

NetApp

$59.71

-0.33 (-0.55%)

09:47
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09:47
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APHA

Aphria

$4.19

-0.27 (-6.05%)

09:47
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Aphria falls -6.1% »

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BZH

Beazer Homes

$13.51

-1.16 (-7.91%)

09:47
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Beazer Homes falls -7.3% »

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CGC

Canopy Growth

$16.01

-2.51 (-13.55%)

09:47
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Canopy Growth falls -13.4% »

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PING

Ping Identity

$20.26

3.76 (22.79%)

09:47
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09:47
Hot Stocks
Ping Identity rises 23.2% »

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  • 19

    Nov

DDS

Dillard's

$81.00

13.2 (19.47%)

09:47
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11/14
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09:47
Hot Stocks
Dillard's rises 19.5% »

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GFF

Griffon

$25.45

3.73 (17.17%)

09:47
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Griffon rises 15.3% »

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09:47
11/14/19
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Conference/Events
Federal Reserve Bank of Dallas president delivers opening remarks at a forum »

Dallas Federal Reserve…

BLMN

Bloomin' Brands

$23.20

0.01 (0.04%)

, INST

Instructure

$50.46

(0.00%)

09:45
11/14/19
11/14
09:45
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09:45
Hot Stocks
Jana added Bloomin' Brands and Instructure during Q3, sold Falcon Minerals »

Barry Rosenstein's…

BLMN

Bloomin' Brands

$23.20

0.01 (0.04%)

INST

Instructure

$50.46

(0.00%)

FLMN

Falcon Minerals

$6.37

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$308.73

-0.35 (-0.11%)

ZBH

Zimmer Biomet

$144.50

(0.00%)

AXTA

Axalta Coating

$29.58

-0.07 (-0.24%)

HDS

HD Supply

$40.47

(0.00%)

JACK

Jack in the Box

$84.98

0.48 (0.57%)

CAG

Conagra Brands

$28.26

-0.06 (-0.21%)

ELY

Callaway Golf

$20.50

-0.11 (-0.53%)

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09:45
11/14/19
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09:45
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Conference/Events
Federal Reserve Bank of San Francisco president delivers opening remarks »

San Francisco Federal…

09:45
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General news
Breaking General news story  »

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Breaking General news story  »

Federal Reserve Chairman…

AAL

American Airlines

$28.65

(0.00%)

09:44
11/14/19
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Conference/Events
The Wings Club to hold a luncheon meeting »

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09:43
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Conference/Events
House Committee on the Budget »

The Committee holds a…

CIR

Circor

$41.86

(0.00%)

09:43
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09:43
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Conference/Events
Circor management to meet with Sidoti »

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  • 19

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EPD

Enterprise Products

$26.50

(0.00%)

, KMI

Kinder Morgan

$20.35

(0.00%)

09:42
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Conference/Events
Wolfe Research to hold a tour »

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EPD

Enterprise Products

$26.50

(0.00%)

KMI

Kinder Morgan

$20.35

(0.00%)

PAA

Plains All American

$17.48

(0.00%)

RBN

Robbins & Myers

$0.00

(0.00%)

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CSGS

CSG

$56.29

(0.00%)

09:42
11/14/19
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Conference/Events
CSG management to meet with Sidoti »

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MTSI

Macom

$26.47

(0.00%)

09:41
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Recommendations
Macom analyst commentary  »

Macom price target raised…

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  • 09

    Dec

HCSG

Healthcare Services

$24.88

(0.00%)

09:41
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Conference/Events
Healthcare Services management to meet with Sidoti »

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  • 19

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WYND

Wyndham Destinations

$47.24

(0.00%)

, WYNN

Wynn Resorts

$118.86

(0.00%)

09:41
11/14/19
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09:41
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Conference/Events
Deutsche Bank to hold a conference »

Gaming, Lodging, Leisure…

WYND

Wyndham Destinations

$47.24

(0.00%)

WYNN

Wynn Resorts

$118.86

(0.00%)

WH

Wyndham Hotels & Resorts

$54.13

(0.00%)

WYN

Wyndham

$0.00

(0.00%)

VICI

VICI Properties

$24.34

(0.00%)

TH

Target Hospitality

$4.70

(0.00%)

INN

Summit Hotel Properties

$11.75

0.18 (1.56%)

SGMS

Scientific Games

$30.70

(0.00%)

RHP

Ryman Hospitality

$87.20

(0.00%)

RRR

Red Rock Resorts

$21.30

(0.00%)

RCL

Royal Caribbean

$114.81

(0.00%)

VAC

Marriott Vacations

$117.19

(0.00%)

MGM

MGM Resorts

$31.04

(0.00%)

NCLH

Norwegian Cruise Line

$52.11

(0.00%)

PENN

Penn National

$21.97

(0.00%)

AGS

PlayAGS

$11.66

(0.00%)

LVS

Las Vegas Sands

$62.15

(0.00%)

HLT

Hilton

$97.79

(0.00%)

GDEN

Golden Entertainment

$17.00

(0.00%)

GLPI

Gaming and Leisure Properties

$42.48

(0.00%)

FLL

Full House Resorts

$2.96

(0.00%)

STAY

Extended Stay America

$14.57

(0.00%)

ERI

Eldorado Resorts

$50.80

(0.00%)

DIN

Dine Brands

$79.06

(0.00%)

CPLG

CorePoint Lodging

$9.83

(0.00%)

CLDT

Chatham Lodging

$17.59

(0.00%)

FUN

Cedar Fair

$56.92

(0.00%)

BYD

Boyd Gaming

$29.05

(0.00%)

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SKYW

SkyWest

$63.17

(0.00%)

09:40
11/14/19
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09:40
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09:40
Conference/Events
SkyWest management to meet with Sidoti »

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  • 19

    Nov

FCEL

FuelCell

$0.81

(0.00%)

, DIS

Disney

$148.69

(0.00%)

09:40
11/14/19
11/14
09:40
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09:40
Options
Unusually active option classes on open November 14th »

Unusual total active…

FCEL

FuelCell

$0.81

(0.00%)

DIS

Disney

$148.69

(0.00%)

TSM

TSMC

$52.88

(0.00%)

TGT

Target

$108.57

(0.00%)

MRVL

Marvell

$28.11

(0.00%)

AVGO

Broadcom

$313.53

(0.00%)

KHC

Kraft Heinz

$32.89

(0.00%)

BYND

Beyond Meat

$78.98

(0.00%)

COST

Costco

$302.79

(0.00%)

M

Macy's

$16.06

(0.00%)

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