Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
Microsoft Corp (MSFT US)
Watchlist
667
Analysis
Information Technology
•
United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
Microsoft Corp
•
30 Apr 2024 08:58
•
Broker
Microsoft (MSFT US) - AI Related Demand Remained Strong
Microsoft reported (26 Apr BJT) better-than-expected 3QFY24 (June year-end) results: revenue was US$61.9bn, up 17% YoY (2QFY24: +18% YoY; 3QFY23:...
CMB International
Follow
159 Views
Share
bullish
•
Microsoft Corp
•
22 Feb 2024 22:30
•
Broker
Microsoft (MSFT US) - AI and Copilot Unlocking Growth Potential
Our DCF valuation method values Microsoft at US$473.6 per share, which translates into 39.7x/33.3x FY24/25E PE. Initiate at BUY.
CMB International
Follow
273 Views
Share
bullish
•
Thematic (Sector/Industry)
•
07 Feb 2024 10:03
•
Broker
Semi - Hyperscalers’ FY23 Results Review
This capex boost further confirms our perspective on the ongoing AI momentum into 2024, driven by strong demand for building computing capacity.
CMB International
Follow
191 Views
Share
bullish
•
Thematic (Sector/Industry)
•
17 Nov 2023 19:51
•
Broker
Technology (Hardware/Semi)
Microsoft unveiled two major custom-designed chips for cloud computing at its Ignite developer conference on 15 Nov 2023, Maia 100 AI accelerator...
CMB International
Follow
393 Views
Share
bullish
•
Thematic (Sector/Industry)
•
10 Nov 2023 19:47
•
Broker
Technology (Hardware/Semi): CSP3 & Meta Ramp up Spending to Stay at the AI Front Line
Post 3Q earnings, investors have regained confidence in AI capital spending for the next few quarters. Amazon/Microsoft/Alphabet/Meta (“CSP3 &...
CMB International
Follow
390 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.31.1
x