Posts on MSFT

Latest ideas and analyses related to Microsoft Corporation Common Stock

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GTLB , TEAM , ORCL , ALTR , INFA , SNOW , MDB , CRM , DDOG , NOW , MSFT

+45 pts



Framework for navigating turbulence: $GTLB/$TEAM to Buy; Reinstate $ORCL at Sell, $ALTR to Sell

By ethonomics on June 27, 2022, 3:31 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 24, Votes: 7, Responses: 0, Attachments: 1
VEEV , GWRE , MSFT , MDB , CRM , TWLO

+33 pts



Software: All Eyes on Recession Sensitivity & Other Takeaways from Recent Investor Meetings in Europe

By junkfoodlover on June 27, 2022, 2:13 p.m.
Tagged topics: investor meetings

Views: 8, Votes: 3, Responses: 0, Attachments: 1
ZM , PANW , MSFT , RNG , EGHT

+35 pts



Collaboration software has been written off as WFH beneficiary, ignoring that investment remains elevated

By mooreideas on June 27, 2022, 12:12 p.m.
Tagged topics: return to office

Views: 121, Votes: 6, Responses: 0, Attachments: 1
MSFT , PEP , UNH , ORLY , AMZN , CMG , ENPH , CRM , DK , OGN , MOS , XOM , RGA , AMD , FANG , DDOG , HLT , GLW , URI , BMY , SU , INVH , EQH , EBAY , MUSA , RL

+58 pts



Identifying Opportunities Through the Lens of Quality and FCF Profitability

By ethonomics on June 23, 2022, 6:10 p.m.
Tagged topics: stock ideas

Views: 60, Votes: 11, Responses: 2, Attachments: 1
CHKP , ESTC , MSFT , S , PANW , VRNS , NET

+42 pts



Macro Concerns Beginning to Surface in Cyber

By labjordan on June 13, 2022, 1:24 p.m.
Tagged topics: macro pressures

Views: 29, Votes: 6, Responses: 1, Attachments: 1
MSFT

+37 pts



$MSFT Azure Cloud Chat; Growth Relatively Recession Resilient and Strong Portfolio Value Proposition

By josiebe on June 8, 2022, 1:29 p.m.
Tagged topics: management commentary

Views: 28, Votes: 3, Responses: 0, Attachments: 1
MSFT , TEAM , PCOR , DBX , SONO , PWSC

+35 pts



Cautious Optimism While Recognizing Macro at Day 2 of Software Conference

By labjordan on June 3, 2022, 11:35 a.m.
Tagged topics: management commentary

Views: 20, Votes: 3, Responses: 0, Attachments: 1
MSFT

+34 pts



Midpoint Q4 Growth Outlook Revised to 13.4% from 14.4% on FX Headwinds in May

By junkfoodlover on June 2, 2022, 1:49 p.m.
Tagged topics: FX impact

Views: 14, Votes: 3, Responses: 0, Attachments: 2
MSFT , CRM , DDOG , NOW , WDAY , INTU

+31 pts



Investors had the perception that software companies are secular growth companies (i.e., they are recession-proof stocks to own). This is correct to certain extent, however,...

By marschenntdeb729bd97b0413b on May 31, 2022, 7:57 p.m.
Tagged topics: buy the dip

Views: 40, Votes: 12, Responses: 0, Attachments: 0
MSFT , CRM , NOW , DDOG , INTU , WDAY

+55 pts



Software - Framework for navigating turbulence; in 2008-2009 recession, stocks started to bottom & outperform just as they delivered the first set of disappointing results

By ethonomics on May 31, 2022, 2:28 p.m.
Tagged topics: buy the dip

Views: 65, Votes: 12, Responses: 1, Attachments: 1
MSFT , CRWD , SNOW , NET , DDOG , WDAY , S , SMAR , CHKP , VRNS , ESTC , TEAM , ASAN , SUMO , ZUO

+34 pts



OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...

By wineced142@azteen.com on May 24, 2022, 7:10 p.m.
Tagged topics: analyst lowers estimates

Views: 25, Votes: 8, Responses: 0, Attachments: 0
TEAM , SNOW , DDOG , SUMO , ESTC , NET , SMAR , ASAN , VRNS , CRWD , S , WDAY , ZUO , MSFT , CHKP

+41 pts



Software — Lowering Ests./PTs Across the Board — Beware Macro Storm

By labjordan on May 24, 2022, 12:56 p.m.
Tagged topics: analyst lowers estimates

Views: 32, Votes: 5, Responses: 1, Attachments: 1
MSFT

+39 pts



$MSFT Teams - The $85bn Opportunity Worth Talking About

By mooreideas on May 17, 2022, 4:48 p.m.
Tagged topics: underappreciated opportunity

Views: 119, Votes: 4, Responses: 1, Attachments: 1
MSFT , GOOGL , AMZN , PANW , CRWD

+41 pts



Cloud Tracker - Indicating Healthy Demand in 2022

By junkfoodlover on May 16, 2022, 3:04 p.m.
Tagged topics: analyst checks

Views: 36, Votes: 3, Responses: 1, Attachments: 1
MSFT

+35 pts



$MSFT Microsoft - Stable Growth

By Btam on May 5, 2022, 3:21 a.m.
Tagged topics: earnings results

Views: 20, Votes: 4, Responses: 0, Attachments: 1
MSFT

+32 pts



$MSFT Focus On Robust Cloud Guidance For Microsoft

By Btam on April 29, 2022, 10:48 a.m.
Tagged topics: earnings results

Views: 17, Votes: 1, Responses: 0, Attachments: 1
MSFT , GOOGL , ASAN , BILL , FRSH , HUBS , MNDY , SNOW , ZI

+40 pts



Cloud Remains a Bright Spot Despite Rising Economic Risk

By josiebe on April 27, 2022, 1:38 p.m.
Tagged topics: growth stock selloff

Views: 35, Votes: 3, Responses: 0, Attachments: 1
MSFT

+41 pts



$MSFT 3Q22 Results — This is Why We Own Software

By realmomobags on April 27, 2022, 5:16 a.m.
Tagged topics: software , cloud

Views: 38, Votes: 3, Responses: 0, Attachments: 1
COUP , VEEV , MDB , HUBS , DOCU , SMAR , PING , MSP , MSFT , NOW , TEAM , ZI , TWLO , PLTR , PATH , BOX , CRM , ZM

+43 pts



Software: Takeaways from Recent Investor Meetings

By mooreideas on April 18, 2022, 2:05 p.m.
Tagged topics: non deal roadshow

Views: 53, Votes: 4, Responses: 0, Attachments: 1
MSFT , CRM , NOW , ADBE , INTU , WDAY , SNOW , DDOG , MDB , MNDY , U

+59 pts



Americas Software: Framework for navigating turbulence: Cut estimates and PT but positive on intrinsic value and growth

By ethonomics on April 14, 2022, 11:57 a.m.
Tagged topics: deep dive , rate hike

Views: 251, Votes: 10, Responses: 1, Attachments: 1