Microsoft - wann wieder up?? (Seite 118)

[HenryClinger]

CLSA Research Analysts Cut Earnings Estimates for Microsoft Co. (MSFT)
Posted on January 24, 2016 by Justin Garson in Analyst Articles - Estimates, Investing


Microsoft Co. (NASDAQ:MSFT) – CLSA lowered their Q1 2016 earnings per share estimates for Microsoft in a research report issued on Tuesday, according to Zacks Investment Research. CLSA analyst E. Maguire now expects that the brokerage will post earnings per share of $0.65 for the quarter, down from their prior estimate of $0.71. CLSA has a “Buy” rating and a $53.51 price objective on the stock. The consensus estimate for Microsoft’s Q1 2016 earnings is $0.67 per share. CLSA also issued estimates for Microsoft’s Q3 2016 earnings at $0.70 EPS, Q4 2016 earnings at $0.86 EPS, FY2016 earnings at $2.71 EPS and FY2017 earnings at $3.15 EPS.

A number of other brokerages also recently issued reports on MSFT. Jefferies Group set a $37.00 price objective on Microsoft and gave the stock a “sell” rating in a research report on Wednesday, October 7th. Piper Jaffray upgraded Microsoft to a “buy” rating in a research report on Friday. Sanford C. Bernstein set a $64.00 price objective on Microsoft and gave the stock a “buy” rating in a research report on Wednesday. Zacks Investment Research upgraded Microsoft from a “hold” rating to a “buy” rating and set a $60.00 price objective on the stock in a research report on Wednesday, October 28th. Finally, FBR & Co. reiterated a “buy” rating and issued a $60.00 price objective on shares of Microsoft in a research report on Monday, November 30th. Four analysts have rated the stock with a sell rating, seven have assigned a hold rating, twenty-two have given a buy rating and two have issued a strong buy rating to the company’s stock. Microsoft has an average rating of “Buy” and a consensus target price of $56.18.

Shares of Microsoft (NASDAQ:MSFT) opened at 52.29 on Friday. The company has a market cap of $417.69 billion and a price-to-earnings ratio of 34.77. The firm has a 50 day moving average price of $54.16 and a 200-day moving average price of $49.22. Microsoft has a 52-week low of $39.72 and a 52-week high of $56.85.

Other hedge funds and institutional investors have recently modified their holdings of the company. Southport Capital Management increased its position in shares of Microsoft by 0.4% in the fourth quarter. Southport Capital Management now owns 9,159 shares of the software giant’s stock valued at $508,000 after buying an additional 41 shares in the last quarter. Lau Associates increased its position in shares of Microsoft by 1.0% in the fourth quarter. Lau Associates now owns 9,590 shares of the software giant’s stock valued at $532,000 after buying an additional 94 shares in the last quarter. Kistler-Tiffany Companies increased its position in shares of Microsoft by 1.6% in the fourth quarter. Kistler-Tiffany Companies now owns 7,309 shares of the software giant’s stock valued at $405,000 after buying an additional 112 shares in the last quarter. Chelsea Counsel Company increased its position in shares of Microsoft by 1.2% in the third quarter. Chelsea Counsel Company now owns 11,435 shares of the software giant’s stock valued at $506,000 after buying an additional 134 shares in the last quarter. Finally, Patton Albertson & Miller increased its position in shares of Microsoft by 1.5% in the fourth quarter. Patton Albertson & Miller now owns 11,032 shares of the software giant’s stock valued at $612,000 after buying an additional 161 shares in the last quarter.

In related news, Director William H. Gates III sold 2,000,000 shares of the company’s stock in a transaction on Monday, October 26th. The shares were sold at an average price of $53.80, for a total value of $107,600,000.00. Following the completion of the transaction, the director now owns 220,992,934 shares of the company’s stock, valued at approximately $11,889,419,849.20. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CAO Frank H. Brod sold 20,000 shares of the company’s stock in a transaction on Tuesday, October 27th. The stock was sold at an average price of $53.51, for a total transaction of $1,070,200.00. Following the completion of the transaction, the chief accounting officer now directly owns 117,889 shares of the company’s stock, valued at approximately $6,308,240.39. The disclosure for this sale can be found here.

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 10th. Stockholders of record on Thursday, February 18th will be given a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a dividend yield of 2.75%. The ex-dividend date is Tuesday, February 16th.

Microsoft Corporation is engaged in developing, licensing and supporting a range of software products and services. The Company also designs and sells hardware, and delivers online advertising to the customers. The Company operates in five segments: Devices and Consumer (NASDAQ:MSFT) Licensing, D&C Hardware, D&C Other, Commercial Licensing, and Commercial Other. The Company’s products include operating systems for computing devices, servers, phones, and other intelligent devices; server applications for distributed computing environments; productivity applications; business solution applications; desktop and server management tools; software development tools; video games; and online advertising. It also offers cloud-based solutions that provide customers with software, services and content over the Internet by way of shared computing resources located in centralized data centers. It provides consulting and product and solution support services.

http://sleekmoney.com/clsa-research-analysts-cut-earnings-es…

[HenryClinger]

PS: Auch der download von videos funktioniert am Besten zur Zeit auf IE 11. Etwa der real player als Beispiel. Auf Google Chrome, auf Mozilla Firefox, auf Edge >relativ bescheiden. Auf Internet Explorer 11 Supi.

[HenryClinger]

Antwort auf Beitrag Nr.: 51.491.259 von sirmike am 14.01.16 14:41:22

Ganz interessante Zahlen. Ich denke Microsoft ist mit Windows 10 nicht schlecht aufgestellt. Finde Windows 10 sehr nett nach 8.1. Die cloud funktioniert deutlich besser. Upgeloadete Dateien jetzt mit grünem Häkchen automatisch. Sehr gut! Enterprises testen erst mal 10. Und machen weitgehend erst weiter IE 11. Auf Excel etwa erscheint einstweilen der upload auf die cloud nicht explicitee. MsFT arbeitet ganz ruhig voran. Für videos upload ist der IE 11 einstweilen besser als Edge. Wird auch als letzter Internet Explorer weiter upgedated. Habe ihn wieder in meiner task Leiste. Grüße.

Trotz Windows 10: PC werden immer unbeliebter

http://www.spiegel.de/netzwelt/gadgets/marktforscher-nachfra…

[sirmike [Blogger]]

Microsoft-Aktie: wachsendes Vertrauen wird belohnt, Hochstufung! - Aktienanalyse

Im Rahmen einer Aktienanalyse empfiehlt Keith Weiss, Aktienanalyst vom Investmenthaus Morgan Stanley, nunmehr eine Übergewichtung der Aktien des Software-Herstellers Microsoft Corp. (ISIN: US5949181045, WKN: 870747, Ticker Symbol: MSF, NASDAQ-Ticker-Symbol: MSFT).

Nach fünf Jahren Kampf scheine sich bei Microsoft Corp. die Trendlinie einem Umkehrpunkt zu nähern. Eine Dividendenrendite von rund 3% und ein durchschnittliches EPS von rund 10% im Zeitraum 2015 bis 2018 sollten für ein höheres Bewertungsniveau sorgen, so die Einschätzung der Analysten von Morgan Stanley.

Zwar sei es in 2015 bereits zu deutlichen Kurssteigerungen gekommen. Das erwartete Umsatzwachstum, der jüngste Kursrücksetzer und ein zunehmender Appetit der Investoren auf Wachstumstitel mit vernünftiger Bewertung ("GARP") sollten zu weiterem Aufwärtspotenzial führen.

Neben den Treibern Azure und der Office Suite hält Analyst Keith Weiss die Gewinnnachhaltigkeit für den wichtigsten Kurstreiber. Dank eines Anteils des starken Unternehmensproduktivitätsgeschäfts und des Cloud-Segments am operativen Gewinn von mehr als 80% wachse das Vertrauen in eine dauerhafte Gewinnstärke.

In ihrer Microsoft-Aktienanalyse stufen die Analysten von Morgan Stanley den Titel von "equal-weight" auf "overweight" hoch und heben das Kursziel von 57,00 auf 66,00 USD an.

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[sirmike [Blogger]]

Weshalb Microsoft gestern, heute und morgen ein Kauf ist...

Die Aktien des Tech-Giganten Microsoft habe ich erstmals im Oktober 2012 gekauft, weil ich Microsoft als verkanntes Value-Investment ansah. Das ist es heute nicht. Verkannt. Ein Value-Investment hingegen schon.

weiterlesen auf iNTELLiGENT iNVESTiEREN...

[thoenes01]

So, endlich auch ein paar News zum Thema connected cars.
Hatte mich schon gewundert warum es diesbezüglich kaum win10 News gab.

http://www.drwindows.de/content/8534-connected-cars-microsof…" target="_blank" rel="nofollow ugc noopener">[/http://www.drwindows.de/content/8534-connected-cars-microsof…

[sirmike [Blogger]]

Bing: Microsofts vergessenes Business wird zur Cash-Cow

Der Softwaregigant Microsoft ist bekannt für sein Windows-Betriebssystem, seine Office-Bürosoftware und seine Spielekonsole X-Box. Und natürlich seit der NOKIA-Übernahme auch noch für seine Handysparte mit den Lumia-Geräten. Daneben betreibt man noch etwas namens "bing", das niemand wirklich auf der Rechnung hat, dank seiner chronischen Erfolglosigkeit. Ein Suchmaschinen-David, der gegen Goliath Google niemals bestehen kann. Und doch...

(weiterlesen auf iNTELLiGENT iNVESTiEREN)

[sirmike [Blogger]]

Will 2016 Be Microsoft Corporation's Best Year Yet?

Microsoft has a lot to look forward to in the coming year, but don't expect it to be a banner year for the company.

Microsoft (NASDAQ:MSFT) was all over the map in 2015. Its stock experienced huge moves, both up and down, earlier in the year, but has finally settled about 20% higher. The year also brought new versions of Microsoft's Surface tablets and Lumia Windows phones, Windows 10, and the debut of the new Surface Book.

What can investors expect from Microsoft in the coming year? I think there's plenty for the company to look forward to in 2016, but I doubt it's enough to make it Microsoft's best year yet.

Surface tablets on the move
Revenue from Surface tablets gained in 2015, only to fall to $672 million in fiscal Q1 2016 (reported in October), down from $908 million in fiscal Q1 2015. In its defense, Microsoft said part of the drop came from consumers waiting for its new Surface Pro 4 to debut.

Estimates from IDC predict that 2016 will be a turning point for Microsoft in the tablet market. The company is expected to grab more than 10% of the tablet market for the first time ever, and keep climbing from there. By 2019, IDC believes that Windows tablets will have nearly 18% of the market, with most of the gains coming at the expense of Android. Meanwhile, iPad market share is expected to remain stagnant.

Sales in the detachable market (tablets with detachable keyboards) are expected to rise by 75% in 2016. With Microsoft now selling three devices in that category, it's certainly poised to benefit from that trend.

Wait a bit longer for significant Windows 10 impact
Windows 10 is arguably the best Windows operating system that Microsoft's put out in a long time. But in the last calendar quarter of 2015, Windows OEM revenue was down 6%.

Microsoft CEO Satya Nadella said on an earnings call in October that there are already 8 million business PCs running Windows 10 (and 110 million devices total), but that more growth will come from the enterprise market starting in 2016. "We expect the enterprise deployment to start in earnest the beginning of next calendar year or the second half of this fiscal year," Nadella said.

Windows 10 may not really get off the ground until closer to 2017 though, if projections from Gartner pan out.

"In 2016, we expect currency impacts will negate and while Windows 10 products on the Intel Skylake platform will increase in volumes throughout the year, Windows 10 adoption among businesses will ramp sharply in 2017, where we expect the PC market to return to a 4% growth," analysts at Gartner said recently.

Don't expect much from Windows phones
This year certainly wasn't a banner one for Microsoft's Windows phones. The company ended up writing down $7.6 billion in 2015, mainly from its purchase of Nokia's mobile division, and announced 7,800 layoffs. Most of those came from Nokia employees who moved over to Microsoft, and an additional 1,000 layoffs came from Microsoft's phone division just recently.

In the most recent quarter ending in October, Microsoft's phone revenue plummeted 54% and the Windows smartphone OS currently holds about 1.7% of market share worldwide. And, unfortunately, Gartner doesn't think the release of Windows 10 on smartphones will change Microsoft's position much.

"Despite the announcement of Windows 10, we expect Windows smartphone market share will continue to be a small portion of the overall smartphone OS market as consumers remain attracted by competing ecosystems," Gartner said.

What to look for in 2016
Sales of Office and cloud services spurred Microsoft's stock uptick at the end of 2015 (the company's commercial cloud annualized revenue run rate exceeds $8.2 billion), and investors need to see more of this going into the new year, along with improvements to Windows sales and phone revenue.

Microsoft is just hitting its groove under Nadella's leadership and I expect that 2016 should see even more positive news for the company than in 2015. But with the stock spiking at the end of the year, it's now trading at about 37 times earnings. Microsoft would have to put up some serious growth in 2016 to have its best year yet, and I have my doubts that it can make that happen.

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[thoenes01]

ALDI hatte letzte Woche ja das Lumia 550 im Angebot.
Dort wurden Deutschlandweit 50.000 Geräte innerhalb von 24h verkauft.
Sind wohl gut weggegangen. Früher hätte es Kloppereien in den Filialen gegeben... :-)

[sirmike [Blogger]]

Antwort auf Beitrag Nr.: 51.344.952 von kainza am 21.12.15 10:37:36

Ich glaube, dass Microsoft sich weiter positiv entwickeln wird, was das operative Geschäft angeht. Da besteht noch einiges an Potenzial. Die Aktie hat einige Zeit zu wenig davon eingepreist und nun stark aufgeholt. Sie ist nicht mehr billig, aber auch nicht zu teuer. Daher ist Microsoft für mich eine gute Halteposition mit leichtem positivem Überraschungspotenzial.


Sehr interessant ist der Artikel von Seeking Alpha zum Thema Windows 10 für Chinesische Staatsbetriebe. Da scheint Nadella wieder einmal den richtigen Dreh gefunden zu haben und für MSFT weitere große Chancen.



Why China Is So Important To Microsoft's Future

o Microsoft made the big concession of allowing the Chinese government to get a custom Windows 10 operating system.

o This goes to show that Microsoft puts a lot of importance over its future in China.

o In spite of the rampant software piracy in China, Microsoft still needs that country of 1.4 billion people to stay loyal to Windows.

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