Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings

Barrons2021-07-23

Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday. The ...

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The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.\nStreet consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.\nMicrosoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.\nFor the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.\nWall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.\nCitigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. 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He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. 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The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-07-23 08:40\n\n</h4>\n</header>\n<article>\nAmid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.<blockquote>随着企业IT支出加速的迹象越来越多，华尔街分析师正在提高对微软的预期，该公司将于周二公布第四财季业绩。</blockquote> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136017934","content_text":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.\nThe bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.\nStreet consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.\nMicrosoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.\nFor the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.\nWall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.\nCitigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.\nBofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)\nKeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5375311,"gmtCreate":1627611089978,"gmtModify":1635164437452,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175355730,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":175385292,"gmtCreate":1627007339116,"gmtModify":1633768827424,"author":{"id":"3582778356971864","authorId":"3582778356971864","name":"NgKenny","avatar":"https://static.tigerbbs.com/4fdae3e0bdca8d3a33e7f9d619f0dc88","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3582778356971864","idStr":"3582778356971864"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175385292","repostId":1136017934,"repostType":4,"repost":{"id":"1136017934","kind":"news","pubTimestamp":1627000834,"share":"https://www.laohu8.com/m/news/1136017934?lang=zh_CN&edition=full","pubTime":"2021-07-23 08:40","market":"us","language":"en","title":"Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136017934","media":"Barrons","summary":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting ","content":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.<blockquote>随着企业IT支出加速的迹象越来越多，华尔街分析师正在提高对微软的预期，该公司将于周二公布第四财季业绩。</blockquote> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-07-23 08:40\n\n</h4>\n</header>\n<article>\nAmid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.<blockquote>随着企业IT支出加速的迹象越来越多，华尔街分析师正在提高对微软的预期，该公司将于周二公布第四财季业绩。</blockquote> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136017934","content_text":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.\nThe bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.\nStreet consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.\nMicrosoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.\nFor the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.\nWall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.\nCitigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.\nBofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)\nKeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175381337,"gmtCreate":1627007105429,"gmtModify":1633768830925,"author":{"id":"4088599389256890","authorId":"4088599389256890","name":"Andersonkana","avatar":"https://static.tigerbbs.com/21e08c99709245ba5acdcf7245d9c40f","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4088599389256890","idStr":"4088599389256890"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175381337","repostId":1136017934,"repostType":4,"repost":{"id":"1136017934","kind":"news","pubTimestamp":1627000834,"share":"https://www.laohu8.com/m/news/1136017934?lang=zh_CN&edition=full","pubTime":"2021-07-23 08:40","market":"us","language":"en","title":"Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136017934","media":"Barrons","summary":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting ","content":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.<blockquote>随着企业IT支出加速的迹象越来越多，华尔街分析师正在提高对微软的预期，该公司将于周二公布第四财季业绩。</blockquote> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-07-23 08:40\n\n</h4>\n</header>\n<article>\nAmid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.<blockquote>随着企业IT支出加速的迹象越来越多，华尔街分析师正在提高对微软的预期，该公司将于周二公布第四财季业绩。</blockquote> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136017934","content_text":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.\nThe bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.\nStreet consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.\nMicrosoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.\nFor the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.\nWall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.\nCitigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.\nBofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)\nKeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175336970,"gmtCreate":1627006163090,"gmtModify":1633768843553,"author":{"id":"3572847622258963","authorId":"3572847622258963","name":"Panda2021","avatar":"https://static.tigerbbs.com/ec3c3bac7a92ac038af672f429645fec","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3572847622258963","idStr":"3572847622258963"},"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175336970","repostId":1136017934,"repostType":4,"repost":{"id":"1136017934","kind":"news","pubTimestamp":1627000834,"share":"https://www.laohu8.com/m/news/1136017934?lang=zh_CN&edition=full","pubTime":"2021-07-23 08:40","market":"us","language":"en","title":"Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136017934","media":"Barrons","summary":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting ","content":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.<blockquote>随着企业IT支出加速的迹象越来越多，华尔街分析师正在提高对微软的预期，该公司将于周二公布第四财季业绩。</blockquote> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-07-23 08:40\n\n</h4>\n</header>\n<article>\nAmid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.<blockquote>随着企业IT支出加速的迹象越来越多，华尔街分析师正在提高对微软的预期，该公司将于周二公布第四财季业绩。</blockquote> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136017934","content_text":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.\nThe bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.\nStreet consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.\nMicrosoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.\nFor the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.\nWall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.\nCitigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.\nBofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)\nKeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6119831,"gmtCreate":1633589835199,"gmtModify":1633589835199,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175336970,"type":1,"supId":0,"prevId":0,"content":"To the moon 👍😊","text":"To the moon 👍😊","html":"To the moon 👍😊"}],"langContent":"EN"},{"id":175391108,"gmtCreate":1627005596904,"gmtModify":1631892856569,"author":{"id":"4087177783839250","authorId":"4087177783839250","name":"Vegelick","avatar":"https://static.tigerbbs.com/6f43dd73ebe50ff5f12ccfc823cf9dbd","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4087177783839250","idStr":"4087177783839250"},"htmlText":"Good 👍🏻","listText":"Good 👍🏻","text":"Good 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175391108","repostId":1136017934,"repostType":2,"repost":{"id":"1136017934","kind":"news","pubTimestamp":1627000834,"share":"https://www.laohu8.com/m/news/1136017934?lang=zh_CN&edition=full","pubTime":"2021-07-23 08:40","market":"us","language":"en","title":"Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136017934","media":"Barrons","summary":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting ","content":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.<blockquote>随着企业IT支出加速的迹象越来越多，华尔街分析师正在提高对微软的预期，该公司将于周二公布第四财季业绩。</blockquote> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-07-23 08:40\n\n</h4>\n</header>\n<article>\nAmid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.<blockquote>随着企业IT支出加速的迹象越来越多，华尔街分析师正在提高对微软的预期，该公司将于周二公布第四财季业绩。</blockquote> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136017934","content_text":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.\nThe bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.\nStreet consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.\nMicrosoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.\nFor the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.\nWall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.\nCitigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.\nBofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)\nKeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5300752,"gmtCreate":1627005737970,"gmtModify":1635223305050,"authorId":3575256884333459,"author":{"id":3575256884333459,"idStr":"3575256884333459","authorId":3575256884333459,"name":"MorphyInc","avatar":"https://static.tigerbbs.com/8fa62407baa49ccbcbca7d374aa8a803","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175391108,"type":1,"supId":0,"prevId":0,"content":"Yes!","text":"Yes!","html":"Yes!"}],"langContent":"EN"},{"id":175306133,"gmtCreate":1627005252422,"gmtModify":1633768859612,"author":{"id":"3575454990112554","authorId":"3575454990112554","name":"Bubble5728","avatar":"https://static.tigerbbs.com/ffe6f8385b6f65785cb6f3337622382d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575454990112554","idStr":"3575454990112554"},"htmlText":"G[Cool]&nbsp;[Cool]&nbsp;[Miser]&nbsp;","listText":"G[Cool]&nbsp;[Cool]&nbsp;[Miser]&nbsp;","text":"G[Cool] [Cool] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175306133","repostId":1136017934,"repostType":4,"repost":{"id":"1136017934","kind":"news","pubTimestamp":1627000834,"share":"https://www.laohu8.com/m/news/1136017934?lang=zh_CN&edition=full","pubTime":"2021-07-23 08:40","market":"us","language":"en","title":"Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136017934","media":"Barrons","summary":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting ","content":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.<blockquote>随着企业IT支出加速的迹象越来越多，华尔街分析师正在提高对微软的预期，该公司将于周二公布第四财季业绩。</blockquote> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价，微软股价创下新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-07-23 08:40\n\n</h4>\n</header>\n<article>\nAmid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.<blockquote>随着企业IT支出加速的迹象越来越多，华尔街分析师正在提高对微软的预期，该公司将于周二公布第四财季业绩。</blockquote> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.<blockquote>看涨情绪推动微软股价（股票代码：MSFT）创下历史新高。该股在最近的交易中上涨1.7%，至286.11美元。今年迄今已上涨近29%，推动该公司市值达到2.1万亿美元，仅次于苹果(AAPL)的2.5万亿美元。</blockquote> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.<blockquote>华尔街一致认为微软营收为441亿美元，每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导；在两者预计范围的顶部，收入将为445亿美元。</blockquote> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.<blockquote>微软预测其生产力和业务流程部门（包括Office）6月份季度收入为138亿美元至140.5亿美元；对于智能云（包括Azure），162亿至164.5亿美元；对于更多的个人计算（包括Windows和Xbox），136亿至140亿美元。</blockquote> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.<blockquote>华尔街一致认为9月份季度的营收为425亿美元，每股利润为1.95美元。</blockquote> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.<blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商，以寻找本季度的线索，他们都在寻找乐观的理由。</blockquote> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.<blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级，在对IT经销商进行调查后，将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计，在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下，公司本财年将取得强劲收官。他写道，微软仍然是他在大型软件行业中最喜欢的选择，拥有实现两位数增长的“多重杠杆”。</blockquote> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)<blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级，同时将目标从305美元上调至325美元。他认为，在Azure和Office 365需求强劲的推动下，收入可能会超出市场预期2%至3%。Sills认为，继3月份季度增长59%之后，Azure可以继续以超过50%的速度增长。（他指出，该公司在Azure上的比较相对容易，去年同期增长了47%。）</blockquote> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).<blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级，同时将目标价从305美元上调至330美元。根据经销商调查，他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示，受访者现在预计2021年IT预算将增长5.6%，高于同一调查第一季度的4.6%。图里茨写道，调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136017934","content_text":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.\nThe bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.\nStreet consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.\nMicrosoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.\nFor the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.\nWall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.\nCitigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.\nBofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)\nKeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":205,"commentSize":71,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1136017934","isCrawlerRequest":true}