moonlightbae
2021-03-09
nah bro GME ALL THE WAY TO THE MOOOOOON🚀🚀🚀
Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.
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Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=1152903264","media":"Barrons","summary":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to t","content":"<p>Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.</p>\n<p>Analyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.</p>\n<p>“Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”</p>\n<p>Rangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”</p>\n<p>OnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.</p>\n<p>“We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”</p>\n<p>As forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&A continues to weigh on the stock,” he writes.</p>\n<p>But Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”</p>\n<p>Rangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.</p>\n<p>On Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.</p>","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> Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. 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Here’s Why. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 17:13 GMT+8 <a href=https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.\nAnalyst Kash Rangan, in a ...</p>\n\n<a href=\"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152903264","content_text":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.\nAnalyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.\n“Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”\nRangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”\nOnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.\n“We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”\nAs forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&A continues to weigh on the stock,” he writes.\nBut Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”\nRangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.\nOn Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.","news_type":1,"symbols_score_info":{"COUP":0.9,"CPNG":0.9,"CRM":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":338,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":37,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/329722271"}
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