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gayclown on 22 April 2014
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http://www.nasdaq.com/symbol/msft/recommendationskowenicki said:
gayclown said:
kowenicki said:
 k. http://economictimes.indiatimes.com/tech/hardware/htc-may-consider-buying-nokias-chennai-plant/articleshow/34053526.cmseanor said:
MSFT shares rose to much in the last 6 months, I don´t know if the market is way too optimistic or they can beat the expectation.

And all of this with a shriking PC market.

I'll file this in the cabinet with all the other posts from people with posts that seem to say: "I think MS is just about Windows license fees"

Come on.  I talk about this so often.  If anything MS is undervalued in its stock price by some margin.


Then expect it to be undervalued until 2015 bc the wall street forecasts say that the stock should slightly decline this year. (2)

Why is that? 

Nokia will be a drain on profit until ssy mid 2015 bc inintegrating and consolidating a company of that size is a very lslarge task (1).  Nokia also just had to hand an entire factory over to the Indian govt for their tax bill. Xbox brand is doing much worse than last year, there are several threads on this.  marissa Mayer, Ceo of Yahoo has continually cocomplained about the Bing deal that Yahoo has with Microsoft, and she has also repotedly been courting Apple to be the default search engine for the Apple suite of products.  If Yahoo is going or is tectechnically able to do this business for others then they dont need Microsoft to do it for them when this is a large expense that Yahoo is gigiving away.  Expect Yahoo to drop the Bing deal within 1 or 2 year regardless of what happens with Apple.MSFTT Server is only treading water bc it is seen as an upsell or addon product to the cloud business. However, linux and unix server platforms have gotten much more investment recently bc they are expected to grow.  Finally, Microsofts cloud business should grow but competion is growing as well, they will have to stay at the top of their game to keep second place in cloud. 

So it's more of a mixed bag, note rough spots than what we've seen a year ago, so expect that.

1. They arent buying all of Nokia.

2. Wrong, its a buy or hold for most and the average prediction is for a slight increase.  Also, analysts nearly always underestimate Microsoft performance. They ahve beat expectations more often than not.

Nasdaq collated analysts consensus as evidence:

 

 

There is far more where this comes from.

Try not to let your opinion cloud your judgement on factual financial information.

 


Nasdaq, as in the derivatives market mooitself polled several analysts who had higher numbers of "hold" reccomendations than "buy" or "dtrong buy" combined.   

http://www.nasdaq.com/symbol/msft/recommendations

Also, bot CNN and the Financial Times, the first two results popping up, both have a 12 month consensus market price of $40.00 , so it will go up  by a few pennies from the current price of 39.9xxxxx.