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MSFT

+33 pts



$MSFT - Goldman expects continued commercial cloud momentum from robust demand

By rIsILAwr on Oct. 20, 2021, 6:13 p.m.
Tagged topics: analyst checks , earnings preview , big tech , Goldman Sachs , strong demand , Commercial Cloud

Views: 7, Votes: 2, Responses: 0, Attachments: 2
MSFT

+33 pts



$MSFT - 1Q22 Preview – Can the Microsoft Train Keep Rolling? Survey Says "Yes"

By underdog on Oct. 18, 2021, 7:04 p.m.
Tagged topics: earnings preview , big tech , Morgan Stanley

Views: 20, Votes: 2, Responses: 0, Attachments: 2
APPS , DOX , DOCN , MSFT

+35 pts



Oppenheimer 3Q #Cloud Preview - Pricing Power Please

By phenphen on Oct. 17, 2021, 11:44 a.m.
Tagged topics: earnings preview , Oppenheimer , cloud

Views: 12, Votes: 2, Responses: 1, Attachments: 2
GOOGL , MSFT , AMZN

+36 pts



$GOOGL - Jefferies hosted cloud expert sees no slowdown

By mooreideas on Oct. 12, 2021, 12:55 p.m.
Tagged topics: digital transformation , AWS , Azure , Google cloud , Jefferies

Views: 24, Votes: 3, Responses: 0, Attachments: 2
NET , MSFT , AMZN

+38 pts



$NET - Oppenheimer (former bull) downgrades stock on competition, valuation and tough comps

By josiebe on Sept. 24, 2021, 11:08 a.m.
Tagged topics: premium valuation , growing competition , analyst downgrade , tough comps , Oppenheimer

Views: 161, Votes: 2, Responses: 1, Attachments: 2
MSFT

+38 pts



$MSFT - Morgan Stanley sees potential for 10% dividend increase in 'mid-Sept', raises target to $331

By mooreideas on Sept. 14, 2021, 11:53 a.m.
Tagged topics: dividend growth , big tech , analyst raises target , Morgan Stanley

Views: 115, Votes: 3, Responses: 0, Attachments: 2
MSFT , CRM , NOW , WDAY , SPLK , ADBE , U , SNOW , MDB

+42 pts



Goldman raises targets for select software names on increasingly strong demand environment and improving fundamentals

By mooreideas on Sept. 7, 2021, 11:58 a.m.
Tagged topics: strong fundamentals , software , Goldman Sachs , strong demand , conviction buy

Views: 243, Votes: 5, Responses: 0, Attachments: 2
MSFT

+34 pts



$MSFT - Goldman says Office 365 price increases will provide a tailwind to CY22 growth and margins

By mooreideas on Aug. 24, 2021, 12:02 p.m.
Tagged topics: price increase , big tech , Goldman Sachs , Office 365

Views: 146, Votes: 2, Responses: 0, Attachments: 2
NOW , PYPL , ETSY , FB , GOOGL , ADBE , MSFT , SBUX

+44 pts



Goldman raises S&P500 target to 4700, says high-margin growth stocks will remain winners

By ethonomics on Aug. 5, 2021, 10:44 a.m.
Tagged topics: growth stock , low interest rates , analyst raises target , Goldman Sachs , secular winner , Delta variant

Views: 209, Votes: 4, Responses: 0, Attachments: 2
MSFT , AMZN , GOOGL

+34 pts



$MSFT - Barclays believes Azure's share gain momentum will reaccelerate as enterprise IT spending springs back in 2H

By mooreideas on Aug. 4, 2021, 3:23 p.m.
Tagged topics: AWS , Azure , Google cloud , market share gains , IT spending , Barclays

Views: 95, Votes: 1, Responses: 0, Attachments: 2
Wide moat for long-term
improving macro backdrop
exposed to the most important CIO priorities
Xbox gaming tailwind
azure is a great platfomr