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Microsoft Corporation (MSFT)

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  • Jun. 19, 2012, 10:27 AM
    Microsoft (MSFT +3.5%) jumps following the introduction of Surface (I, II), as hopes grow that Windows 8 will emerge as a legit rival to the iPad (AAPL). Analysts are praising Surface - S&P is upgrading Microsoft to Strong Buy - but also note the tablet's potential to create tension with Windows OEMs; Dell (DELL -1.5%) is notably selling off today. Aware of this issue, Microsoft suggests Surface will be priced on par with other Windows 8 tablets, and, for now at least, only plans to sell it online and at Microsoft Stores.
  • Jun. 19, 2012, 9:51 AM
    Nvidia (NVDA +4.1%) rallies after the company discloses the ARM-based version of Microsoft Surface will run on a Tegra app processor (the specific Tegra chip remains a mystery). Google's (GOOG) upcoming Nexus tablet, which really has its work cut out for it now, is expected to use a Tegra 3 processor. Microsoft's (MSFT) decision to go with Nvidia is a minor disappointment for Qualcomm (QCOM), which announced a Windows 8 partnership with Microsoft at CES.
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  • Jun. 14, 2012, 9:46 AM
    Jive Software (JIVE +9.2%) jumps following reports Microsoft (MSFT -0.7%) is in talks to buy Jive rival Yammer, potentially for $1B+. AllThingsD's Arik Hesseldahl suggests Yammer's lack of IPO preparation (unlike Jive) and challenges in getting users to pay make a Microsoft deal logical. ZDNet's Eileen Brown notes Yammer is used by 85% of the Fortune 500, and could bolster Microsoft's efforts to add cloud and social networking features to its Dynamics business apps.
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  • Jun. 8, 2012, 2:49 PM
    Strength in OCZ Tech (OCZ +10.2%) is attributed to a report suggesting the computer hardware manufacturer has won Microsoft's (MSFT) Azure business. Among various features added to Azure, sources say new "storage hardware" is thought to include OCZ solid state drives.
  • May 23, 2012, 10:28 AM
    For whom the Dell tolls: As the IT giant's FQ1 miss and commentary lead to a tech selloff, PC-related names get hit harder than most, no doubt thanks to the 10% drop seen in Dell's (DELL -15.8%) notebook sales. Rival H-P (HPQ -4.4%), due to report this afternoon, is among the biggest losers. Also selling off: INTC -3.1%. MSFT -3.2%. AMD -3.1%. LOGI -3.3%. (more on DELL)
  • Apr. 30, 2012, 7:27 AM
    Barnes & Noble (BKS) +79% premarket as Microsoft (MSFT) wades into e-books with a $300M investment in the company's Nook and College operation. 9to5mac notes the deal seemingly puts an end to patent litigation between the companies and that BKS would seem to be abandoning Android as their future e-Reader OS.
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  • Apr. 20, 2012, 10:42 AM
    Microsoft (MSFT +5.6%) jumps towards new 52-week highs following its FQ2 beat, which was fueled by strong enterprise Windows sales, and growing subscription license revenue for Office and server solutions. BofA (Buy) expects a still-low valuation and a giant upcoming product refresh to drive shares higher. Goldman (Neutral) is more guarded, expecting shares to be range-bound until Windows 8's fall arrival. (transcript)
  • Apr. 20, 2012, 9:00 AM
    Premarket gainers: WOLF +7%. AMRN +6%. CPST +6%. BPOP +6%. ETFC +5%. ING +4%. ARNA +4%. HON +4%. DB +4%. SLB +4%. MSFT +3%. DANG +3%. HERO +3%. E +3%.
    Losers: RVBD -26%. TPX -13%. SNDK -13%. EXPD -6%. NOK -3%.
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  • Apr. 19, 2012, 4:21 PM
    More on Microsoft's FQ3: Windows division revenue +4% Y/Y, a sharp turnaround from FQ2's 6% drop and a positive for the PC industry. Office division +9%, a notable pickup from FQ2's +3%. Server & Tools +14% (+11% prior), fueled by SQL Server and System Center. Entertainment & Devices -16% (+15% prior) due to soft console market, swings from a $210M profit to a $229M loss. Online Services (Bing) remains a cash sinkhole, losing $479M. MSFT +2.5% AH. (PR)
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  • Apr. 19, 2012, 4:05 PM
    Microsoft (MSFT): FQ3 EPS of $0.60 beats by $0.02. Revenue of $17.41B (+6% Y/Y) beats by $230M. Shares +1.8% AH. Company lowers FY12 operating expense guidance to  $28.3B-$28.7B ($28.5B-$28.9B prior). Establishes preliminary FY13 opex guidance of $30.3B-$30.9B. (PR)
  • Apr. 16, 2012, 1:46 PM
    There's no clear trigger behind the latest selloff in Apple (AAPL -3.4%); shares are now down 9% from their Tuesday high. Some speculate Texas Instruments' (TXN) addition to the NASDAQ 100 (QQQ) is playing a role, as index funds will need to sell some Apple to rebalance, but that can't explain why fellow large-cap index members Microsoft (MSFT +0.9%) and Intel (INTC +1%) are up. With Apple still up 43% YTD, perhaps a breather was inevitable.
  • Apr. 10, 2012, 10:19 AM
    Jumping out in Microsoft's (MSFT -0.2%) $1B deal for AOL's (AOL -1.9%) patents is the huge break-up fee: $211M - 20% of the deal price - if it doesn’t close in a timely manner. WSJ reports the high fee represents the culmination of a “really competitive” auction process, in which AOL was concerned with the specific terms of the deal and not the price tag alone.
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  • Apr. 9, 2012, 12:29 PM
    AOL's (AOL +44.1%) patent sale to Microsoft (MSFT -0.7%) fetched at least three times the expected price, Benchmark says; most of Wall Street viewed the patents as worth a maximum of $300M, meaning AOL effectively pulled $7.63/share "out of thin air" to hand to investors. Benchmark hikes its price target on the shares to $28 from $18. (also)
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  • Apr. 9, 2012, 8:52 AM
    While shares of AOL and other patent-holding tech names (I, II) soar to such great heights, Microsoft (MSFT) trades roughly in-line with S&P futures after snapping up a billion dollars plus in new patents - down 1.1% premarket. The company's General Counsel says AOL's portfolio has been on the radar of Microsoft for years.
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  • Apr. 5, 2012, 12:49 PM
    Jim Cramer gives some love to Microsoft (MSFT +1.1%), noting on last night's Mad Money that the stock is a buy in front of a product refresh and both Windows 8 and the next-generation Xbox are slated to debut over the next year. MSFT's cozy 2.54% yield also catches the eye. (video)
  • Apr. 4, 2012, 1:08 PM
    Fodder for the technicians: Microsoft (MSFT -2.7%) crashes beneath its 50-day moving average at the same time its chart forms a nasty head and shoulders pattern. (h/t John Melloy)
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Company Description
Microsoft Corp is engaged in designing, manufacturing, selling devices, and online advertising to a global customer audience. Its products include operating systems for computing devices, servers, phones, and other intelligent devices.
Sector: Technology
Country: United States