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What Are Wall Street's Top Analysts Saying About Microsoft Post Q4?
Friday, July 21, 2017 - 3:18pm | 884Read More...Shares of Microsoft Corporation (NASDAQ: MSFT) were trading lower by around 0.50 percent Friday afternoon after the company reported its fiscal fourth-quarter results. Here is a roundup of what some of Wall Street's top analysts are saying after the print. Wells Fargo: Strong Execution Microsoft...
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Cramer: The Only Way To Beat Amazon Is Merging Microsoft And Walmart
Friday, July 21, 2017 - 1:35pm | 417Read More...Can any one retailer or company stand up to the task of dethroning Amazon.com, Inc. (NASDAQ: AMZN)'s dominance? The answer is no, at least according to Jim Cramer who thinks it will take a combination of two of the biggest Dow 30 components to take on the tech behemoth. In order for Wal-Mart Stores...
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Amazon Hopes Cloud Investments Will Stave Off Competition From Microsoft, Google
Sunday, April 30, 2017 - 10:08pm | 365Read More...Reviewing Amazon.com, Inc. (NASDAQ: AMZN)'s first-quarter results, Oppenheimer said it believes investments in cloud will help the company stave off competition from Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and Microsoft Corporation (NASDAQ: MSFT). Smallest EBIT Margin Growth At AWS Analysts...
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Microsoft's Smart Cloud Business To Generate 10% Growth In FY18, BMO Says
Friday, April 28, 2017 - 11:39am | 395Read More...Microsoft Corporation (NASDAQ: MSFT)'s Azure collection of integrated cloud services will help its Intelligent Cloud business generate more than 10 percent growth in fiscal 2018, BMO Capital Markets analyst Keith Bachman estimated Friday. “Moreover, we believe Microsoft’s advantage in...
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Amazon's Q1 Signals Competitive Pressures For AWS
Friday, April 28, 2017 - 8:49am | 368Read More...Amazon.com, Inc. (NASDAQ: AMZN)'s first-quarter results came in better than expected, which boosted shares higher by more than 3 percent. But not all among Wall Street were impressed with the report and the company's outlook. Trip Chowdhry of Global Equities Research commented in a research report...
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Microsoft May Be Poised To Deliver Highest Top-line Growth In 2 Years
Thursday, April 20, 2017 - 4:22pm | 313Read More...Expectations for Microsoft Corporation (NASDAQ: MSFT) heading into earnings are high. According to Pacific Crest's Brent Bracelin, Microsoft is expected to deliver its highest revenue growth in two years for three primary reasons. 1. Commercial Cloud Bracelin estimates Microsoft's...
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These Trends Bode Well For Nvidia, Microsoft
Monday, March 20, 2017 - 8:26am | 312Read More...Trip Chowdhry of Global Equities Research holds an Overweight rating on NVIDIA Corporation (NASDAQ: NVDA)'s stock with a 12–18 month price target of $125 given strong trends seen both in the company and on a macro level. According to Chowdhry, Microsoft Corporation (NASDAQ: MSFT) Azure is...
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Microsoft Turning Azure Cloud Service Skeptics Into Believers
Friday, March 17, 2017 - 2:00pm | 386Read More...Brent Bracelin of Pacific Crest reaffirmed his Overweight rating on Microsoft Corporation (NASDAQ: MSFT) as he believes Microsoft’s Azure is gaining ground as a cloud alternative to Amazon.com, Inc. (NASDAQ: AMZN)’s AWS. “Favorable feedback from cloud partners, who historically...
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Wunderlich Raises Target On Microsoft From $70 To $75 Following Strong Q2
Friday, January 27, 2017 - 9:12am | 322Read More...Microsoft Corporation (NASDAQ: MSFT) reported its Q2 2017 revenue and EPS significantly ahead of expectations. Going ahead, the key indicators of the company’s success would be the performance of Dynamics 365 with the integrated LinkedIn functionality and the extent of Office 365 and Azure...
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Microsoft Cloud Confidence Warrants A Price Target Boost At Deutsche Bank
Wednesday, December 14, 2016 - 12:38pm | 439Read More...Deutsche Bank upped his price target on Microsoft Corporation (NASDAQ: MSFT) shares to $75 following upbeat tone from the company on cloud computing/technology at a meeting with Deutsche Bank analysts. The Cloud The commercial cloud (Office 365, Azure, Dynamics Online) business of Microsoft is now...
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Chowdhry: Cisco Is Just Another Victim Of Amazon's Superclouds
Thursday, November 17, 2016 - 1:29pm | 313Read More...Trip Chowdhry of Global Equities Research commented in a report Thursday that Cisco Systems, Inc.'s (NASDAQ: CSCO) earnings report and guidance reaffirms his prior thesis that the company is losing share to SuperCloud providers, such as Amazon.com, Inc.'s (NASDAQ: AMZN) AWS and Microsoft...
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3 Reasons Microsoft's Stock Is Now Buy, With 16% Upside
Thursday, November 17, 2016 - 8:48am | 316Read More...“Azure is the #2 market share vendor in the cloud space, and has grown 100 percent or more yoy eight of the last ten quarters, and in fact growth accelerated in Q3 16," said Goldman Sachs’ Heather Bellini. Bellini upgraded the rating on Microsoft Corporation (NASDAQ: MSFT) from...
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NVIDIA Delivers Second Consecutive Spectacular Quarter
Friday, November 11, 2016 - 10:06am | 359Read More...NVIDIA Corporation (NASDAQ: NVDA) reported its October quarter results ahead of expectations and announced another “spectacular” guidance, MKM Partners’ Ian Ing said in a report. He added that the company achieved strong growth in gaming and data center revenues and that “...
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Azure Continues To Drive Microsoft Corporation; Goldman Expects Above Consensus EPS
Monday, October 17, 2016 - 9:20am | 515Read More...Goldman Sachs expects Microsoft Corporation (NASDAQ: MSFT) to report its first-quarter earnings above consensus, driven by strength in Azure. Microsoft is set to report its first-quarter earnings on October 20. Goldman sees non-GAAP EPS of $0.69, versus consensus of $0.68 and compares to “our...
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Understanding The Cloud Computing Biz Model: What Are SaaS, PaaS And IaaS?
Wednesday, October 5, 2016 - 8:45am | 467Read More...While most investors have certainly heard about cloud computing, many aren’t familiar with what cloud computing is and what the different categories of cloud computing mean. To start, cloud computing is a shift in the way computer services are provided. Instead of downloading software and...















