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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":853817933,"tweetId":"853817933","gmtCreate":1634788038370,"gmtModify":1634788038557,"author":{"id":3581580011126880,"idStr":"3581580011126880","authorId":3581580011126880,"authorIdStr":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Hi</body></html>","htmlText":"<html><head></head><body>Hi</body></html>","text":"Hi","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/853817933","repostId":1151246205,"repostType":4,"repost":{"id":"1151246205","kind":"news","pubTimestamp":1634787683,"share":"https://www.laohunote.com/m/news/1151246205?lang=zh_CN&edition=full","pubTime":"2021-10-21 11:41","market":"us","language":"en","title":"Microsoft Earnings Are Coming. Why an Analyst Expects a ‘Masterpiece Quarter.’<blockquote>微软的收益即将到来。为什么分析师期待一个 “杰作季度”。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151246205","media":"Barrons","summary":"Wall Street has high expectations for Microsoft‘s coming earnings report, with two analysts raising ","content":" Wall Street has high expectations for&nbsp;Microsoft‘s coming earnings report, with two analysts raising their price targets on the stock Wednesday.<blockquote>华尔街对微软即将发布的财报寄予厚望，两位分析师周三上调了该股的目标价。</blockquote> Year to date, the stock is up about 39%. Microsoft’s fiscal first-quarter earnings report is due after the close on Tuesday, Oct. 26.<blockquote>今年迄今为止，该股已上涨约 39%。微软第一财季财报将于 10 月 26 日星期二收盘后发布。</blockquote> Wall Street consensus calls for Microsoft (ticker: MSFT) to post September quarter revenue of $44 billion, up 18%, with earnings of $2.07 a share. On the June quarter earnings conference call, the company provided revenue forecasts for each of its three segments. At the top of those ranges, total company revenue would be $44.2 billion.<blockquote>华尔街一致认为微软（股票代码：MSFT）9 月份季度营收为 440 亿美元，增长 18%，每股收益为 2.07 美元。在 6 月份季度收益电话会议上，该公司提供了三个部门的收入预测。在这些范围的顶部，公司总收入将达到 442 亿美元。</blockquote> On Wednesday, a pair of analysts lifted price targets on Microsoft shares in anticipation of strong results next week.<blockquote>周三，两位分析师上调了微软股票的目标价，预计下周业绩将强劲。</blockquote> Wedbush analyst Dan Ives reiterated his Outperform rating, while upping his target price on the stock to $375 from $350. The stock was down 0.3% in recent trading to $307.18.<blockquote>Wedbush 分析师 Dan Ives 重申了他跑赢大盘的评级，同时将该股目标价从 350 美元上调至 375 美元。该股在最近的交易中下跌0.3%，至307.18美元。</blockquote> “Our September quarter checks for Microsoft have shown incremental strength again as the Azure cloud growth story is hitting its next gear of growth,” Ives writes in a research note. He expects the company to deliver “another Picasso-like masterpiece quarter with numbers that should handily exceed Street estimates.”<blockquote>“艾夫斯在一份研究报告中写道：”随着 Azure 云增长故事进入下一个增长阶段，我们对微软的 9 月份季度支票再次显示出增量实力。他预计该公司将推出 “又一个毕加索式的杰作季度，其数字将轻松超过华尔街的估计”。</blockquote> Ives says some on the Street are too bearish about the outlook for Azure coming out of the pandemic and the work-from-home trend. He contends that “deal flow looks incrementally strong,” and calls the stock his “favorite large cap cloud play.”<blockquote>艾夫斯表示，华尔街上的一些人对 Azure 走出疫情的前景和在家工作的趋势过于悲观。他认为 “交易流量看起来越来越强劲”，评级认为这只股票是他 “最喜欢的大盘云投资”。</blockquote> Jefferies analyst Brent Thill likewise repeats his Buy rating, boosting his target to $375 from $345. But the tone of his note is more muted: He says the current quarter faces the easiest comparison of the new fiscal year, but he also sees challenges ahead.<blockquote>杰富瑞 (Jefferies) 分析师布伦特·希尔 (Brent Thill) 同样重申了买入评级，将目标价从 345 美元上调至 375 美元。但他的讲话语气更加温和：他表示，本季度面临着新财年最容易的比较，但他也看到了未来的挑战。</blockquote> “Comps get progressively tougher through fiscal 2022,” he says, though adds that the company can meet them with a “durable growth portfolio,” including the Azure public cloud business, security software, and the Teams collaborative communications suite. While staying bullish, Thill cautions that it will be hard for the company to sustain its current pace of growth as it approaches a revenue base of $200 billion or more.<blockquote>“他说：”在 2022 财年，公司的竞争将变得越来越艰难，”但他补充说，公司可以通过 “可持续增长的产品组合 ”来满足他们的需求，包括 Azure 公共云业务、安全软件和 Teams 协作通信套件。在保持乐观的同时，Thill警告说，随着收入基数接近2000亿美元或更多，该公司将很难维持目前的增长速度。</blockquote> Cowen analyst J. Derrick Wood, keeps his Outperform rating and $320 target on the stock, while noting that industry data points suggest “meaningful growth acceleration” in the quarter for the cloud infrastructure business. He says Azure should grow at least 45% year over year on a constant currency basis, the highest growth in over a year. Combine that with a price increase for Office 365, he writes, and the shares are “poised for stronger performance.”<blockquote>Cowen 分析师 J. Derrick Wood 维持该股跑赢大盘评级和 320 美元的目标价，同时指出行业数据显示，云基础设施业务本季度将出现 “有意义的增长加速”。他表示，按固定汇率计算，Azure 的同比增长至少 45%，这是一年多来的最高增长率。他写道，再加上 Office 365 的价格上涨，该股 “将迎来更强劲的表现”。</blockquote>","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>Microsoft Earnings Are Coming. Why an Analyst Expects a ‘Masterpiece Quarter.’<blockquote>微软的收益即将到来。为什么分析师期待一个 “杰作季度”。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Earnings Are Coming. Why an Analyst Expects a ‘Masterpiece Quarter.’<blockquote>微软的收益即将到来。为什么分析师期待一个 “杰作季度”。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-10-21 11:41\n\n</h4>\n</header>\n<article>\n Wall Street has high expectations for&nbsp;Microsoft‘s coming earnings report, with two analysts raising their price targets on the stock Wednesday.<blockquote>华尔街对微软即将发布的财报寄予厚望，两位分析师周三上调了该股的目标价。</blockquote> Year to date, the stock is up about 39%. Microsoft’s fiscal first-quarter earnings report is due after the close on Tuesday, Oct. 26.<blockquote>今年迄今为止，该股已上涨约 39%。微软第一财季财报将于 10 月 26 日星期二收盘后发布。</blockquote> Wall Street consensus calls for Microsoft (ticker: MSFT) to post September quarter revenue of $44 billion, up 18%, with earnings of $2.07 a share. On the June quarter earnings conference call, the company provided revenue forecasts for each of its three segments. At the top of those ranges, total company revenue would be $44.2 billion.<blockquote>华尔街一致认为微软（股票代码：MSFT）9 月份季度营收为 440 亿美元，增长 18%，每股收益为 2.07 美元。在 6 月份季度收益电话会议上，该公司提供了三个部门的收入预测。在这些范围的顶部，公司总收入将达到 442 亿美元。</blockquote> On Wednesday, a pair of analysts lifted price targets on Microsoft shares in anticipation of strong results next week.<blockquote>周三，两位分析师上调了微软股票的目标价，预计下周业绩将强劲。</blockquote> Wedbush analyst Dan Ives reiterated his Outperform rating, while upping his target price on the stock to $375 from $350. The stock was down 0.3% in recent trading to $307.18.<blockquote>Wedbush 分析师 Dan Ives 重申了他跑赢大盘的评级，同时将该股目标价从 350 美元上调至 375 美元。该股在最近的交易中下跌0.3%，至307.18美元。</blockquote> “Our September quarter checks for Microsoft have shown incremental strength again as the Azure cloud growth story is hitting its next gear of growth,” Ives writes in a research note. He expects the company to deliver “another Picasso-like masterpiece quarter with numbers that should handily exceed Street estimates.”<blockquote>“艾夫斯在一份研究报告中写道：”随着 Azure 云增长故事进入下一个增长阶段，我们对微软的 9 月份季度支票再次显示出增量实力。他预计该公司将推出 “又一个毕加索式的杰作季度，其数字将轻松超过华尔街的估计”。</blockquote> Ives says some on the Street are too bearish about the outlook for Azure coming out of the pandemic and the work-from-home trend. He contends that “deal flow looks incrementally strong,” and calls the stock his “favorite large cap cloud play.”<blockquote>艾夫斯表示，华尔街上的一些人对 Azure 走出疫情的前景和在家工作的趋势过于悲观。他认为 “交易流量看起来越来越强劲”，评级认为这只股票是他 “最喜欢的大盘云投资”。</blockquote> Jefferies analyst Brent Thill likewise repeats his Buy rating, boosting his target to $375 from $345. But the tone of his note is more muted: He says the current quarter faces the easiest comparison of the new fiscal year, but he also sees challenges ahead.<blockquote>杰富瑞 (Jefferies) 分析师布伦特·希尔 (Brent Thill) 同样重申了买入评级，将目标价从 345 美元上调至 375 美元。但他的讲话语气更加温和：他表示，本季度面临着新财年最容易的比较，但他也看到了未来的挑战。</blockquote> “Comps get progressively tougher through fiscal 2022,” he says, though adds that the company can meet them with a “durable growth portfolio,” including the Azure public cloud business, security software, and the Teams collaborative communications suite. While staying bullish, Thill cautions that it will be hard for the company to sustain its current pace of growth as it approaches a revenue base of $200 billion or more.<blockquote>“他说：”在 2022 财年，公司的竞争将变得越来越艰难，”但他补充说，公司可以通过 “可持续增长的产品组合 ”来满足他们的需求，包括 Azure 公共云业务、安全软件和 Teams 协作通信套件。在保持乐观的同时，Thill警告说，随着收入基数接近2000亿美元或更多，该公司将很难维持目前的增长速度。</blockquote> Cowen analyst J. Derrick Wood, keeps his Outperform rating and $320 target on the stock, while noting that industry data points suggest “meaningful growth acceleration” in the quarter for the cloud infrastructure business. He says Azure should grow at least 45% year over year on a constant currency basis, the highest growth in over a year. Combine that with a price increase for Office 365, he writes, and the shares are “poised for stronger performance.”<blockquote>Cowen 分析师 J. Derrick Wood 维持该股跑赢大盘评级和 320 美元的目标价，同时指出行业数据显示，云基础设施业务本季度将出现 “有意义的增长加速”。他表示，按固定汇率计算，Azure 的同比增长至少 45%，这是一年多来的最高增长率。他写道，再加上 Office 365 的价格上涨，该股 “将迎来更强劲的表现”。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/microsoft-stock-earnings-cloud-51634745606?mod=RTA\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-stock-earnings-cloud-51634745606?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151246205","content_text":"Wall Street has high expectations for Microsoft‘s coming earnings report, with two analysts raising their price targets on the stock Wednesday.\nYear to date, the stock is up about 39%. Microsoft’s fiscal first-quarter earnings report is due after the close on Tuesday, Oct. 26.\nWall Street consensus calls for Microsoft (ticker: MSFT) to post September quarter revenue of $44 billion, up 18%, with earnings of $2.07 a share. On the June quarter earnings conference call, the company provided revenue forecasts for each of its three segments. At the top of those ranges, total company revenue would be $44.2 billion.\nOn Wednesday, a pair of analysts lifted price targets on Microsoft shares in anticipation of strong results next week.\nWedbush analyst Dan Ives reiterated his Outperform rating, while upping his target price on the stock to $375 from $350. The stock was down 0.3% in recent trading to $307.18.\n“Our September quarter checks for Microsoft have shown incremental strength again as the Azure cloud growth story is hitting its next gear of growth,” Ives writes in a research note. He expects the company to deliver “another Picasso-like masterpiece quarter with numbers that should handily exceed Street estimates.”\nIves says some on the Street are too bearish about the outlook for Azure coming out of the pandemic and the work-from-home trend. He contends that “deal flow looks incrementally strong,” and calls the stock his “favorite large cap cloud play.”\nJefferies analyst Brent Thill likewise repeats his Buy rating, boosting his target to $375 from $345. But the tone of his note is more muted: He says the current quarter faces the easiest comparison of the new fiscal year, but he also sees challenges ahead.\n“Comps get progressively tougher through fiscal 2022,” he says, though adds that the company can meet them with a “durable growth portfolio,” including the Azure public cloud business, security software, and the Teams collaborative communications suite. While staying bullish, Thill cautions that it will be hard for the company to sustain its current pace of growth as it approaches a revenue base of $200 billion or more.\nCowen analyst J. Derrick Wood, keeps his Outperform rating and $320 target on the stock, while noting that industry data points suggest “meaningful growth acceleration” in the quarter for the cloud infrastructure business. He says Azure should grow at least 45% year over year on a constant currency basis, the highest growth in over a year. Combine that with a price increase for Office 365, he writes, and the shares are “poised for stronger performance.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1255,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/853817933"}