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MSFT

Microsoft

$137.23

0.84 (0.62%)

18:03
10/23/19
10/23
18:03
10/23/19
18:03

Microsoft sees Q2 Productivity and Business Processes revenue $11.3B-$11.5B

Sees Q2: Intelligent Cloud revenue $11.25B-$11.45B; More Personal Computing revenue $12.6B-$13B; FX lowering Q2 sales by 1%; OpEx $10.8B-$10.9B; Lower CapEx vs. Q1; Windows growth ahead of PC market; Strong growth in Azure. Expects FY operating margins up slightly despite spending. Expects another strong quarter in Q2. Comments taken from Q1 earnings conference call.

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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.

TODAY'S FREE FLY STORIES

EXPI

eXp World Holdings

$9.96

0.13 (1.32%)

09:32
11/13/19
11/13
09:32
11/13/19
09:32
Conference/Events
eXp World Holdings management to meet with DA Davidson »

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TRPX

Therapix Biosciences

$1.41

-0.16 (-10.19%)

09:32
11/13/19
11/13
09:32
11/13/19
09:32
Hot Stocks
Therapix Biosciences says Phase IIa study of THX-110 met primary endpoint »

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MLM

Martin Marietta

$255.29

-0.7 (-0.27%)

09:31
11/13/19
11/13
09:31
11/13/19
09:31
Conference/Events
House Science, Space & Technology Committee to hold a hearing »

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    Nov

EEFT

Euronet

$149.96

1.99 (1.34%)

09:30
11/13/19
11/13
09:30
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09:30
Conference/Events
Euronet management to meet with Needham »

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  • 14

    Nov

DG

Dollar General

09:30
11/13/19
11/13
09:30
11/13/19
09:30
Recommendations
Dollar General analyst commentary  »

Dollar General Q3 comp…

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    Dec

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BGNE

BeiGene

$196.20

4.5 (2.35%)

09:30
11/13/19
11/13
09:30
11/13/19
09:30
Downgrade
BeiGene rating change  »

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    Dec

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    Feb

DEO

Diageo

$157.94

-1.87 (-1.17%)

09:29
11/13/19
11/13
09:29
11/13/19
09:29
Conference/Events
Diageo management to meet with RBC Capital »

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  • 14

    Nov

DBD

Diebold

$8.10

0.025 (0.31%)

09:28
11/13/19
11/13
09:28
11/13/19
09:28
Conference/Events
Diebold management to meet with DA Davidson »

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  • 14

    Nov

CBPX

Continental Building

$35.76

3.73 (11.65%)

, GMS

GMS Inc.

$30.73

0.21 (0.69%)

09:27
11/13/19
11/13
09:27
11/13/19
09:27
Recommendations
Continental Building, GMS Inc., Foundation Building Materials analyst commentary  »

Continental Building…

CBPX

Continental Building

$35.76

3.73 (11.65%)

GMS

GMS Inc.

$30.73

0.21 (0.69%)

FBM

Foundation Building Materials

$21.20

0.2 (0.95%)

03/08/13
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03/06/13
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  • 13

    Nov

CRLBF

Cresco Labs

$0.00

(0.00%)

09:27
11/13/19
11/13
09:27
11/13/19
09:27
Conference/Events
Cresco Labs management to meet with Piper Jaffray »

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  • 14

    Nov

CNI

Canadian National

$93.08

-0.485 (-0.52%)

09:25
11/13/19
11/13
09:25
11/13/19
09:25
Conference/Events
Canadian National management to meet with RBC Capital »

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BRTX

BioRestorative Therapies

$0.00

(0.00%)

09:25
11/13/19
11/13
09:25
11/13/19
09:25
Conference/Events
BioRestorative Therapies to host special shareholder meeting »

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TLRY

Tilray

$21.57

-0.4 (-1.82%)

09:25
11/13/19
11/13
09:25
11/13/19
09:25
Recommendations
Tilray analyst commentary  »

Tilray price target…

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09:25
11/13/19
11/13
09:25
11/13/19
09:25
General news
Fed Chair Powell goes to Capitol Hill for his JEC testimony »

Fed Chair Powell goes to…

EL

Estee Lauder

$187.89

0.63 (0.34%)

09:24
11/13/19
11/13
09:24
11/13/19
09:24
Recommendations
Estee Lauder analyst commentary  »

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BWEN

Broadwind Energy

$1.53

(0.00%)

09:24
11/13/19
11/13
09:24
11/13/19
09:24
Conference/Events
Broadwind Energy management to meet with Oppenheimer »

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  • 14

    Nov

BLDR

Builders FirstSource

$24.75

0.4 (1.64%)

09:22
11/13/19
11/13
09:22
11/13/19
09:22
Conference/Events
Builders FirstSource management to meet with Wedbush »

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NVFY

Nova Lifestyle

$0.54

(0.00%)

09:21
11/13/19
11/13
09:21
11/13/19
09:21
Earnings
Nova Lifestyle reports Q3 revenue $9.3M vs. $16.7M last year »

Tawny Lam, Chairperson…

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AMN

AMN Healthcare

$60.42

0.53 (0.88%)

09:20
11/13/19
11/13
09:20
11/13/19
09:20
Conference/Events
AMN Healthcare management to meet with Sidoti »

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  • 14

    Nov

PHOT

GrowLife

$0.00

(0.00%)

09:20
11/13/19
11/13
09:20
11/13/19
09:20
Earnings
GrowLife reports Q3 revenue $2.3M vs. $1M last year »

GrowLife CEO Marco Hegyi…

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AIMT

Aimmune

$28.32

-0.45 (-1.56%)

09:19
11/13/19
11/13
09:19
11/13/19
09:19
Conference/Events
Aimmune management to meet with Piper Jaffray »

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NLTX

Neoleukin Therapeutics

$3.00

0.035 (1.18%)

09:19
11/13/19
11/13
09:19
11/13/19
09:19
Hot Stocks
Neoleukin Therapeutics expects cash to fund operations through 2021 »

Cash and cash equivalents…

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NLTX

Neoleukin Therapeutics

$3.00

0.035 (1.18%)

09:18
11/13/19
11/13
09:18
11/13/19
09:18
Earnings
Neoleukin Therapeutics reports Q3 EPS ($2.26), one est. (4c) »

"The past quarter…

03/08/13
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SPX

S&P 500

$0.00

(0.00%)

, VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

09:18
11/13/19
11/13
09:18
11/13/19
09:18
Options
Overnight activity included 340 trades in SPX and 8 trades in VIX »

340 trades were executed…

SPX

S&P 500

$0.00

(0.00%)

VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

03/08/13
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SDC

SmileDirectClub

$11.02

-0.83 (-7.00%)

09:17
11/13/19
11/13
09:17
11/13/19
09:17
Recommendations
SmileDirectClub analyst commentary  »

SmileDirectClub should…

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