Seeking Alpha

Microsoft Corporation (MSFT)

  • 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.
    | 1 Comment
  • 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%.
    | Comment!
  • 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)
    | Comment!
  • 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.
    | 1 Comment
  • 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)
    | Comment!
  • 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.
    | 1 Comment
  • 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)
    | Comment!
  • Mar. 22, 2012, 12:30 PM
    B. Riley is out with positive comments on Tivo (TIVO +1%) this morning, saying that Microsoft's (MSFT +0.3%) dismissal its lawsuit removes a cloud for any potential suitor of TIVO that saw it as a deterrent to acquire the company.
    | Comment!
  • Mar. 2, 2012, 10:29 AM
    Renren (RENN +7.8%) shares pop after announcing its social networking application is the first of its kind selected for Microsoft's (MSFT) Windows 8 app store. "Renren HD has adopted features such as tiled Metro-style user interfaces and creative content delivery, resulting in a significantly enhanced user experience," RENN says.
    | 1 Comment
  • Mar. 1, 2012, 11:50 AM
    As praise for Windows 8 (MSFT +1.4%) rolls in, hardware partner Nokia (NOK -2.2%) isn't sharing the love. “Mobile World Congress has been a big disappointment for Nokia," Nomura says, with a "very difficult Q1" on the horizon. But a Canalys analyst says NOK isn't getting the credit it deserves for delivering "four credible handsets on a new platform that are competitive in just over a year." (also)
    | Comment!
  • Feb. 16, 2012, 5:10 PM
    More on Microsoft (MSFT): Bill Gates' divesting of shares necessitates the re-weighting, according to Morgan's Adam Holt. S&P calculations exclude shares held by insiders totaling over 10%. Once Gates' holdings drop below that level, his shares become part of the float, making an increased weighting necessary.
    | 1 Comment
  • Feb. 16, 2012, 5:01 PM
    Microsoft's (MSFT) weighting in the S&P 500 will likely be increased, Morgan Stanley's Adam Holt has told clients, according to Bloomberg's Dina Bass. He expects the change - which would force index funds to up their holdings of Mister Softee - to take place in the fall. (earlier)
    | Comment!
Visit Seeking Alpha's
MSFT vs. ETF Alternatives
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