JPMorgan Downgrades Microsoft (MSFT) to Neutral

Microsoft (MSFT) Pullback Seen as Opportunity at FBN Securities

January 27, 2015 2:53 PM EST

FBN Securities maintained an Outperform rating on Microsoft (NASDAQ: MSFT) and lowered its price target to $50.00 (from $55.00). The stock declined after reporting Q2 results and guidance. Analyst Shebly Seyrafi thinks investors should buy pullbacks.

"The company reported generally in-line results for FQ2 but is guiding for FQ3/Mar. revenue to be roughly 12% below prior consensus (using the midpoint of guidance) as PC sales appear to be weakening. Note that this is yet another... More

Microsoft (MSFT) Sell Rating Reiterated at Goldman Sachs

January 27, 2015 9:39 AM EST

Goldman Sachs maintained a Sell rating on Microsoft (NASDAQ: MSFT) and lowered its price target to $38.00 (from $39.00). Comments follow soft Q2 results. Analyst Heather Bellini continues to see EPS pressures going forward.

"For the fifth quarter in a row, MSFT guided out quarter revenues and EPS at the midpoint below the Street (implied F3Q15 guide... More

Microsoft (MSFT) PT, Estimates Lowered at Piper Jaffray

January 27, 2015 7:20 AM EST

Piper Jaffray analyst Katherine Egbert reiterated an Overweight rating but lowered her price target on Microsoft (NASDAQ: MSFT) to $54.00 (from $52.00) following Q2 results after the close.

Egbert commented, "Windows related revenue was down 13% y/y, but the cloud businesses did well and... More

UPDATE: MKM Partners Downgrades Microsoft (MSFT) to Neutral

January 27, 2015 7:16 AM EST

(Updated - January 27, 2015 10:58 AM EST)

MKM Partners downgraded Microsoft (NASDAQ: MSFT) from Buy to Neutral with a price target of $48.00 (from $52.00). The change follows Q2 results and guidance.

Analyst Kevin Buttigieg said, "While Cloud businesses again performed well, this time they were offset by declines... More

UPDATE: Citi Downgrades Microsoft (MSFT) to Sell

January 27, 2015 7:15 AM EST

(Updated - January 27, 2015 11:19 AM EST)

Citi downgraded Microsoft (NASDAQ: MSFT) from Neutral to Sell with a price target of $38. Analyst Walter H Pritchard thinks Q2 results will result in lower Street estimates, as earnings headwinds become more clear.

"Our numbers come down and street likely further, making it tough to support a stock price above $45 (15x... More

Nomura's Sherlund Downgrades Microsoft (MSFT) to Neutral; Honeymoon Ending

January 27, 2015 6:54 AM EST

Nomura Securities analyst Rick Sherlund downgraded Microsoft (NASDAQ: MSFT) from Buy to Neutral with a price target of $50.00 (from $56.00) saying the honeymoon is ending ant a tougher transition lies ahead.

"After a lengthy 16-month period of multiple expansion for Microsofts stock, we see a tougher transition ahead, and move to the sidelines with a Neutral rating on the stock, down from Buy," Sherlund sid.

He highlighted:

Q2 (Dec) results were a bit ahead of expectations in revenues and earnings and Cloud revenues continued to show robust growth, but underlying... More

Microsoft (MSFT) Q2 Solid Ex FX-Headwinds, Oppenheimer Says

January 27, 2015 6:30 AM EST

Oppenheimer analyst Shaul Eyal reiterated an Outperform rating and $50 price target on Microsoft (NASDAQ: MSFT) following earnings results after the close. Eyal said while results were solid, FX headwinds put a sour note on it.

Eyal commented, "MSFT delivered better than... More

Microsoft (MSFT) Posts Q2 EPS of 71c

January 26, 2015 4:11 PM EST

(Updated - January 26, 2015 4:12 PM EST)

Microsoft (NASDAQ: MSFT) reported Q2 EPS of $0.71, which may not compare with analyst estimate of $0.71. Revenue for the quarter came in at $26.5 billion versus the consensus estimate of $26.2 billion.

These financial results include $243 million of integration and restructuring expenses, or a $0.02 per share negative impact, related to both Microsofts restructuring plan announced in July 2014 and the ongoing integration of the Nokia Devices and Services (NDS)... More