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Search resuls for: "John DiFucci"


13 mentions found


☆ Microsoft earnings are coming up. Here’s what traders are looking for in the report
  + stars: | 2024-04-25 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +4 min
Investors will be looking to see if Microsoft's report can restart the rally, but the bar for success might be high. The AI narrative Microsoft is viewed as one of the companies best-positioned to take advantage of recent advances in artificial intelligence. Another area is Copilot , the AI tool that Microsoft is packaging with its Office suite of software products. "That said, we expect AI contribution to Azure growth to increase w/ our checks pointing to strong demand for Azure AI services & elevated workloads as more models go into production. Wall Street is overwhelmingly positive on the stock, with more than 90% of the analysts covering Microsoft giving it a rating of "buy" or "strong buy," according to LSEG.
Persons: Jefferies, Brent Thill, MSFT's, LSEG, Brad Reback, Reback, MSFT, Guggenheim, John DiFucci, DiFucci, — CNBC's Michael Bloom Organizations: Microsoft, Investors, Wall Street Locations: MSFT, F4Q
☆ Friday's analyst calls: Rivian to nearly double, cloud stock gets an upgrade
  + stars: | 2024-03-15 | by ( Lisa Kailai Han Fred Imbert | Lisa Kailai Han | Fred Imbert | ) www.cnbc.com   time to read: +5 min
Piper Sandler raised its rating on Rivian to overweight, noting the stock can rally 96% from here. Baird's $1,050 price target implies that Nvidia stock could still rally another 19%, adding onto its eye-watering 78% gain so far this year. After soaring more than 200% last year, Nvidia shares have surged another 77% in 2024. "Make no mistake: buying RIVN is risky and a botched midyear re-tooling effort could yet surprise investors negatively," Potter wrote. Snowflake shares have struggled this year, losing 20%, in part due to Frank Slootman stepping down his CEO role.
Persons: Piper Sandler, Guggenheim, Baird, Trista Gerra, Blackwell, Gerra, Lisa Kailai Han, Alexander Potter, Tesla, Rivian hasn't, Potter, Rivian, John DiFucci, DiFucci, Snowflake, Frank Slootman, Fred Imbert Organizations: CNBC, Nvidia, GTC, Guggenheim Locations: Rivian
☆ Wednesday's analyst calls: DraftKings bull case, credit card play for the long haul
  + stars: | 2023-11-15 | by ( Brian Evans Fred Imbert | Brian Evans | Fred Imbert | ) www.cnbc.com   time to read: +7 min
Wednesday's batch of analyst research included bullish calls on a credit card giant and a sports betting name. The firm downgraded the pharmaceutical stock to neutral from overweight and lowered its price target to $55 per share from $68. The bank downgraded the Canadian Solar to underweight from neutral in a Wednesday note and lowered its price target to $22 per share from $32. The analyst noted that the guidance given confirms his bull case for the stock, which consists of a $70 price target. The bank initiated coverage of the credit card giant with an overweight rating and a $184 per share price target — which implies more than 17% upside from Tuesday's close.
Persons: Morgan Stanley, Guggenheim, John DiFucci, there's, Brian Evans, Cantor Fitzgerald downgrades, Myers Squibb Cantor Fitzgerald, We've, Olivia Brayer, Myers Squibb, — Brian Evans, Julien Dumoulin, Smith, Wells, Omar Mejias, Mark Strouse, DraftKings, Stephen Grambling, Grambling, Fred Imbert, millennials, Z, Gen, Terry Ma Organizations: CNBC, Barclays, American Express, Guggenheim, FactSet, Myers Squibb, Bank of America, Wells Fargo, Warner Music Group, accel, JPMorgan, American Locations: Bristol, Generac, Europe, CSIQ
☆ Guggenheim upgrades Microsoft, says generative AI is 'too strong' to ignore
  + stars: | 2023-09-25 | by ( Pia Singh | ) www.cnbc.com   time to read: +2 min
Generative AI advancements can help Microsoft bounce back from its recent losses, according to Guggenheim. Analyst John DiFucci upgraded the stock to neutral from sell, saying the "potential monetary benefit from Generative AI is too strong a force to contend with" despite the company's recent underperformance. The analyst removed his price target on the stock as he believes the stock is trading around a fair valuation. Prior to the upgrade, DiFucci was the last analyst with a sell rating on Microsoft, according to FactSet. Guggenheim expects Office to continue to benefit from these factors, even aside Generative AI, he said.
Persons: John DiFucci, OpenAI, DiFucci, Guggenheim, GenAI, Michael Bloom Organizations: Microsoft, Guggenheim, ChatGPT, Microsoft's, Office
☆ Microsoft shares hit a record high this week. How the pros are playing it
  + stars: | 2023-07-21 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Pretty much everyone believes that generative AI is going to be a critical place to be in the coming decades, and I think Microsoft is far ahead of everyone else." At its steep multiple and price appreciation, she is refraining from buying shares that look "due for a breather." MSFT 5D mountain Microsoft shares this week Most analysts and investors agree that Copilot represents a big opportunity for Microsoft, but some remain skeptical of how much it will be able to monetize and how many users it can attract. Earnings next week could offer the next big catalyst for Microsoft. Microsoft is so well known that any kind of growth investor would have that philosophy."
Persons: Nancy Tengler, Tengler, Paul Meeks, Meeks, Ken Mahoney, Mahoney, Goldman Sachs, Kash Rangan, Citi's Tyler Radke, Guggenheim's John DiFucci, You've, Michael Bloom Organizations: Microsoft, Laffer, Investments, Mahoney Asset Management Locations: overbought
☆ Watch CNBC's full interview with Guggenheim's John DiFucci
  + stars: | 2023-03-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Guggenheim's John DiFucciJohn DiFucci, Guggenheim senior research analyst, joins 'Squawk on the Street' to discuss his thoughts on cloud stocks and what's ahead for Salesforce.
☆ Top line expectations are pretty low for Salesforce this quarter, says Guggenheim's John DiFucci
  + stars: | 2023-03-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTop line expectations are pretty low for Salesforce this quarter, says Guggenheim's John DiFucciJohn DiFucci, Guggenheim senior research analyst, joins 'Squawk on the Street' to discuss his thoughts on cloud stocks and what is ahead for Salesforce.
☆ Heavyweight tech battle: How Microsoft and Alphabet stack up against each other in the A.I. war
  + stars: | 2023-02-10 | by ( Samantha Subin | ) www.cnbc.com   time to read: +9 min
"It's a new day in search," Microsoft CEO Satya Nadella said Tuesday during an AI event held at the company's headquarters, saying that the "race starts today." So far, Microsoft is making significant headway within AI and rising in popularity in the tech world. Alphabet, he added, "got beaten to market by Microsoft" despite its investments in the space. Alphabet Microsoft may be taking the lead on AI in the near term, but investors shouldn't sleep on Alphabet just yet. "We believe GOOGL has the AI tech and scale to maintain/grow its leading user base," said Morgan Stanley's Brian Nowak in a Thursday note.
☆ Microsoft will need 'a crowbar to pry away' Google's advertising dominance, even with its A.I. investments
  + stars: | 2023-02-08 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
But analysts aren't convinced that significant market share gains will come anytime soon. At the same time, he suspects the announcement will further push Google to roll out more of its own AI search engine features. To be sure, even though Microsoft accounts for just a fraction of the search advertising market, analysts see signs that the company is making significant progress. According to Piper Sandler's Brent Bracelin, Microsoft AI should reach $40 billion in revenue in half the time it took the company's cloud segment to reach that milestone. He also estimates that Microsoft could expand its market share within the digital ad market by as much as 7% sometime in 2026.
☆ Microsoft's investment in ChatGPT makes a lot of sense, says Guggenheim's DiFucci
  + stars: | 2023-01-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft's investment in ChatGPT makes a lot of sense, says Guggenheim's DiFucciJohn DiFucci, Guggenheim senior research analyst, and CNBC's Steve Kovach join 'Squawk Box' to discuss why DiFucci is the only analyst with a 'sell' rating on Microsoft, insight into Microsoft's PC sales, and more.
☆ Watch CNBC's full interview with Guggenheim Partners' John DiFucci
  + stars: | 2023-01-17 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Guggenheim Partners' John DiFucciJohn DiFucci, Guggenheim senior research analyst, joins 'TechCheck' to break down his sell call on Microsoft.
☆ Guggenheim downgrades Microsoft, says vulnerabilities may be exacerbated during an economic slowdown
  + stars: | 2023-01-17 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +2 min
Now is the time to sell shares of tech giant Microsoft , according to analysts at Guggenheim. The firm on Tuesday downgraded the shares to sell from neutral and introduced a $212 price target, implying a more than 11% downside for Microsoft. Microsoft may disappoint on upcoming earnings numbers in the second quarter of 2023 and in their full-year guidance as well. "While most investors see MSFT as a large stable business that can weather any storm, it does have vulnerabilities, some of which could be exacerbated by this macro slowdown," analyst John DiFucci wrote. The biggest headwind the firm sees is MPC business, where consensus numbers are expecting slight growth after several quarters of declines.
☆ This software stock is 'too compelling to ignore,' Guggenheim says in upgrade
  + stars: | 2022-11-07 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Now is the time to load up on shares of Okta , Guggenheim said, noting the stock is "too cheap" for investors to ignore. "While we recognize the company is facing challenges that could take several quarters to effectively address, we find current valuation levels too compelling to ignore," he said. "Trading at an [enterprise value to next 12 months] Recurring Revenue multiple of 3.6x, we believe the stock is currently trading below the intrinsic value of a typical software company assuming no growth or declines." Despite the upgrade, Guggenheim retained its $65 price target on the stock. Okta shares have shed roughly 80% this year.
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