买入MSFT现在不晚，还有46%的涨幅# Stock
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https://www.yahoo.com/finance/news/morgan-stanley-microsoft-shares-could-
171543331.html
Business
MORGAN STANLEY: Microsoft shares could jump 46% in the next year
Seth Archer,Business Insider 4 hours ago
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satya nadella bill gates microsoft
(Bill Gates (left) and Microsoft CEO Satya NadellaMicrosoft)
Microsoft shares could be set for a huge bump, according to Keith Weiss, an
analyst at Morgan Stanley.
In a note to clients on Monday, Weiss pointed to rising earnings and
increased success of the company's cloud services as possible drivers of big
growth. Weiss raised his price target for Microsoft from $72.00 to $80.00
but said it could go as high as $102, a 46% increase from its current price.
Weiss laid out three main reasons he thinks Microsoft's stock price could go
up dramatically this year: cloud services, consumer-facing technologies,
and the company's financials.
Microsoft is expanding its market share in cloud services, which could
increase earnings, according to Weiss. More companies are adopting Azure,
Microsoft's cloud computing platform, and the company is increasing
monetization of its online Office 365 software and machine learning
offerings. The increased cloud market share could eventually total $110
billion for Microsoft, Weiss said.
New consumer-focused technologies could also help drive growth at Microsoft.
The company recently announced a new Xbox console and Surface laptop. The
new laptop brings the company's Windows 10 S operating system to the market,
which is designed to go head-to-head with Google's Chrome OS platform in
the education market.
Weiss thinks the non-cloud parts of Microsoft's business should be worth
more than the market is currently valuing them. Investors are currently
pricing the non-cloud assets at eight times free cash flow, while Weiss
thinks it should be closer to 12 times. If he's right, that would add about
$115 billion in value for Microsoft.
Finally, Weiss said Microsoft's financials alone should justify a higher
share price.
"Microsoft's current trading premium of 16% to the S&P 500 is in line with
its premium over the last two years; however, its current total return
profile (CY16 to CY18 EPS CAGR plus current dividend yield) is at a ~50%
premium," Weiss wrote.
If Weiss is right, Microsoft could be one of the fastest growing stocks in
the tech sector. The company is up 12.72% this year. It currently trades at
$70.54.
171543331.html
Business
MORGAN STANLEY: Microsoft shares could jump 46% in the next year
Seth Archer,Business Insider 4 hours ago
Reactions Sign in to like Reblog on Tumblr Share Tweet Email
satya nadella bill gates microsoft
(Bill Gates (left) and Microsoft CEO Satya NadellaMicrosoft)
Microsoft shares could be set for a huge bump, according to Keith Weiss, an
analyst at Morgan Stanley.
In a note to clients on Monday, Weiss pointed to rising earnings and
increased success of the company's cloud services as possible drivers of big
growth. Weiss raised his price target for Microsoft from $72.00 to $80.00
but said it could go as high as $102, a 46% increase from its current price.
Weiss laid out three main reasons he thinks Microsoft's stock price could go
up dramatically this year: cloud services, consumer-facing technologies,
and the company's financials.
Microsoft is expanding its market share in cloud services, which could
increase earnings, according to Weiss. More companies are adopting Azure,
Microsoft's cloud computing platform, and the company is increasing
monetization of its online Office 365 software and machine learning
offerings. The increased cloud market share could eventually total $110
billion for Microsoft, Weiss said.
New consumer-focused technologies could also help drive growth at Microsoft.
The company recently announced a new Xbox console and Surface laptop. The
new laptop brings the company's Windows 10 S operating system to the market,
which is designed to go head-to-head with Google's Chrome OS platform in
the education market.
Weiss thinks the non-cloud parts of Microsoft's business should be worth
more than the market is currently valuing them. Investors are currently
pricing the non-cloud assets at eight times free cash flow, while Weiss
thinks it should be closer to 12 times. If he's right, that would add about
$115 billion in value for Microsoft.
Finally, Weiss said Microsoft's financials alone should justify a higher
share price.
"Microsoft's current trading premium of 16% to the S&P 500 is in line with
its premium over the last two years; however, its current total return
profile (CY16 to CY18 EPS CAGR plus current dividend yield) is at a ~50%
premium," Weiss wrote.
If Weiss is right, Microsoft could be one of the fastest growing stocks in
the tech sector. The company is up 12.72% this year. It currently trades at
$70.54.
