News Formal

Thursday's analyst calls: Street reacts to Broadcom earnings, Microsoft a top pick

  • 📰 CNBC
  • ⏱ Reading Time:
  • 21 sec. here
  • 7 min. at publisher
  • 📊 Quality Score:
  • News: 29%
  • Publisher: 72%

Investment Strategy Notizia

Stock Markets,Microsoft Corp,Broadcom Inc

A semiconductor maker and a tech giant were among the stocks being talked about by analysts on Thursday.

Analysts reacted to Broadcom's latest quarterly results, which sent shares surging. Meanwhile, Jefferies named Microsoft a top pick, calling for about 25% upside. Check out the latest calls and chatter below. All times ET. 6:01 a.m.: Morgan Stanley downgrades Corning, sees more balanced risk-reward Corning shares will have a tougher time moving higher after their run-up this year, according to Morgan Stanley.

mountain MSFT year to date Analyst Brent Thill said Jefferies hosted meetings with Microsoft executives recently. "Our key takes: 1) Capex ramp to continue but expect efficiencies once it reaches scale; 2) Core Azure continues to be healthy, bolstered by AI halo; 3) M365 Copilot is on track, expect benefit in F2H25; 4) recent operating leverage is impressive given significant AI investments.

Abbiamo riassunto questa notizia in modo che tu possa leggerla velocemente. Se sei interessato alla notizia puoi leggere il testo completo qui. Leggi di più:

 /  🏆 12. in İT
 

Grazie per il tuo commento. Il tuo commento verrà pubblicato dopo essere stato esaminato.

Italia Ultime Notizie, Italia Notizie

Similar News:Puoi anche leggere notizie simili a questa che abbiamo raccolto da altre fonti di notizie.

Broadcom Q2 earnings preview: What do Wall Street analysts expect?Broadcom Q2 earnings preview: What do Wall Street analysts expect?
Fonte: Investingcom - 🏆 450. / 53 Leggi di più »