Microsoft Corp.

Microsoft is a technology company. The company develops and supports software, services, devices, and solutions. The company provides an array of services, including cloud-based solutions as well as solution support and consulting services. The company also delivers relevant online advertising. The company's products include operating systems; cross-device productivity applications; server applications; business solution applications; desktop and server management tools; software development tools; and video games. The company also designs, manufactures, and sells devices, including personal computers, tablets, gaming and entertainment consoles, other devices, and related accessories.
  • TickerMSFT
  • ISINUS5949181045
  • ExchangeNASDAQ Stock Market
  • SectorSoftware & Computer Services
  • CountryUnited States
Ahmad Khalil ...
  • Daniel Ives
  • Strecker Backe

Trump Issues Executive Order on TikTok and WeChat; US/China Tensions Rising

Ahmad Khalil ...
  • Daniel Ives
  • Strecker Backe

In-Line Quarter but a Light Appears at the End of the Tunnel; Deal Flow Rebound

Valens Research

Valens Equity Insights and Inflections - 2020 08 04

CSGP currently trades well above corporate averages relative to Uniform earnings, with a 90.0x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to grow considerably from 44% in 2019 to 113% through 2024, accompanied by 14% Uniform asset growth going forward. Analysts have more bearish expectations, projecting Uniform ROA to fall to 40% in 2021, accompanied by 2% Uniform asset growth. Furthermore, management appears concerned about Apartments.com, LoopNet, and growth. Current valuations appear to be pricing in overly bullish expectations for CSGP, and if the c...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Bulls Still In Driver's Seat, But For How Long? Continued encouraging COVID-19 news and accommodative moves by the Fed have allowed the bulls to remain in control while short-term support on the S&P 500 held near 2,450. While the bulls remain in control in the short-term, we continue to believe the broad equity market is not yet out of the woods and remains vulnerable -- particularly as Wall Street sentiment has flipped bullish. · Sector Relative Strength Rankings & Weighting Recommendations. On Monday, all the areas most-negatively affected by COVID-19 (airlines, cruise ships, etc.)...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

The Only Thing We Have To Fear Is Fear Itself This powerful quote from FDR can be applied to many facets of life. When it comes to the market, fear can lead investors to buy when it is time to sell, sell when it is time to buy, or freeze up altogether. Step one in conquering this issue starts with preparation and a gameplan. In our report from last Thursday (3/12) titled “Searching For A Bottom” we laid out our gameplan and what we need to see before having confidence that equity markets are bottoming. Below we provide new data points and observations. Yes, equities remain deeply oversold and...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

The Only Thing We Have To Fear Is Fear Itself This powerful quote from FDR can be applied to many facets of life. When it comes to the market, fear can lead investors to buy when it is time to sell, sell when it is time to buy, or freeze up altogether. Step one in conquering this issue starts with preparation and a gameplan. In our report from last Thursday (3/12) titled “Searching For A Bottom” we laid out our gameplan and what we need to see before having confidence that equity markets are bottoming. Below we provide new data points and observations. Yes, equities remain deeply oversold and...

GMR Weekly Notes - 23 April 2018

Markets This Week: Rates: US 10s; US 30s; 2s/10s; EDZ8 Stocks: Visa (V); Microsoft (MSFT); Facebook (FB); China Petroleum & Chemcal (SNP); 58.COM (WUBA) FX; USDBRL; EURCHF Comm: WTI Crude (CL1)

Ahmad Khalil ...
  • Daniel Ives
  • Strecker Backe

Trump Issues Executive Order on TikTok and WeChat; US/China Tensions Rising

Ahmad Khalil ...
  • Daniel Ives
  • Strecker Backe

In-Line Quarter but a Light Appears at the End of the Tunnel; Deal Flow Rebound

Valens Research

Valens Equity Insights and Inflections - 2020 08 04

CSGP currently trades well above corporate averages relative to Uniform earnings, with a 90.0x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to grow considerably from 44% in 2019 to 113% through 2024, accompanied by 14% Uniform asset growth going forward. Analysts have more bearish expectations, projecting Uniform ROA to fall to 40% in 2021, accompanied by 2% Uniform asset growth. Furthermore, management appears concerned about Apartments.com, LoopNet, and growth. Current valuations appear to be pricing in overly bullish expectations for CSGP, and if the c...

Microsoft Corporation: Update to credit analysis

Leading and durable market positions with strong recurring revenue, free cash flow and conservative financial policies support the highest credit rating

Microsoft Corporation - March 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Moody's assigns Aaa rating to Microsoft's new notes; outlook stable

Rating Action: Moody's assigns Aaa rating to Microsoft's new notes; outlook stable. Global Credit Research- 01 May 2020. New York, May 01, 2020-- Moody's Investors Service today assigned a Aaa rating to Microsoft Corporation's new senior unsecured notes in 30 and 40 year tranches.

Microsoft Corporation: Microsoft pre-announcement reflects negative impact of coronavirus

Supply side constraints impacting Microsoft's guidance for Q3 2020.

Microsoft Corporation - December 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

A double requalification allows MICROSOFT CORP. to improve to Slightly Positive

MICROSOFT CORP. (US), a company active in the Software industry, has received a double requalification by the independent financial analyst theScreener. Its fundamental valuation is now 3 out of 4 stars while its market behaviour can be considered as defensive. theScreener believes that the gain of a star(s) and an improvement in the market risk perception allows upgrading the general evaluation to Slightly Positive. As of the analysis date June 23, 2020, the closing price was USD 201.91 and its potential was estimated at USD 212.01.

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