NOW Stock Forecast: Long-term Bullish Outlook For The Fast-growing Company

Chloe PengThe article was written by Chloe Peng, Analyst at I Know First., Master of Science of Finance candidate at Brandeis University.

Summary:

  • The cloud service company ServiceNow achieved 34% revenue growth in Q1 2020 and forecasts a 30% growth in Q2.
  • Zoom adopted the Now platform and customer service management system to launch new services and improve customer support.
  • I have a bullish outlook for NOW during the rest of 2020.

 Servicenow stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here

Microsoft Stock Forecast: The Rebrand To Microsoft 365 Can Boost The Stock Higher

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Microsoft’s stock has been resilient during the March Madness COVID-19 panic sell-off. Many investors understood that as a software company, Microsoft has little headwind from COVID-19 factory shutdowns.
  • Disruption in the production of Surface products is not a handicap for Microsoft. Software sales remain strong during quarantines.
  • The decision to rebrand Office 365 to Microsoft 365 signals an all-in focus toward becoming a one-stop shop for everything.
  • The COVID-19 forced many people to stay at home. Work-from-home is now the new normal for many corporate and government employees.
  • The COVID-19 pandemic is great for Azure and Microsoft’s software subscription sales.

TSMC stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here

Microsoft Stock Predictions: JEDI Cloud Contract Win Is A Big Boost To Microsoft

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Investors should increase their long-term position on Microsoft.
  • Microsoft outplayed IBM, Amazon, and Google. Microsoft recently won the hotly contested 10-year $10 billion U.S. Joint Enterprise Defense Initiative or JEDI cloud-computing contract.
  • Going forward, this contract win can add $1 billion/year in new revenue to Microsoft’s fastest-growing segment, Intelligent Cloud.
  • The halo effect of the JEDI cloud computing contract victory will attract more enterprise/government customers away from Amazon Web Services.
  • The U.S. government’s JEDI contract obviously needed the best security and reliability. Microsoft Azure’s reputation therefore was greatly enhanced from this contract win.

TSMC stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here

AMZN Stock Forecast: Amazon Set to Shine in 2020

This article was written by Ari Herzog, a Financial Analyst at I Know First

Summary

  • Strong Q1 earnings report shows seamless transition towards heightened margins
  • Integration of Business-to-Business (B2B) segment through Amazon Personalize
  • Growth of ‘e-commerce ecosystem’ ties into Amazon’s newfound focus on services
  • Bullish Long Term AMZN Stock Forecast

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here

MSFT Stock Forecast: Why Microsoft Is Set To Lead In Cloud Gaming

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Microsoft has spent more than a decade competing against Sony’s PlayStation in video games hardware/software sales.
  • Two days ago, Microsoft and Sony announced a new partnership in cloud gaming. This was a necessary alliance against Google’s Stadia platform.
  • Microsoft needed Sony’s expertise in streaming video games from its years of operating PlayStation Now. Sony needed Microsoft’s Azure global cloud platform.
  • Microsoft’s Azure data center/server farm network is more successful than Google Cloud. Azure therefore gives Sony a better way to grow PlayStation Now.
  • The extra revenue from hosting the streaming video games of Sony can further boost Microsoft’s cloud computing revenue.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here

BABA Stock Forecast: Alibaba Cloud Is Winning In The Asia Pacific

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • I reiterate my February 13 buy rating for Alibaba. Alibaba is emerging as a potent rival of Amazon Web Services (AWS) and Microsoft Azure.
  • As per Gartner, Alibaba Cloud was no. 1 in the Asia Pacific with 19.6% market share. This is greater than AWS’ 11% and Azure’s 8% market shares.
  • The Belt and Road program of China will accelerate Alibaba Cloud’s growth. Developing countries needing Chinese loans will embrace Alibaba Cloud.
  • Like it is in the Philippines, Chinese government’s loans comes bundled with multi-billion deals involving Chinese companies.
  • As of Q4 2018, Alibaba Cloud is ranked no. 5 global cloud infrastructure services. It has around 1 million paying customers.
  • premiumRead The Full Premium Article

    Subscribe to receive exclusive PREMIUM content here

VMW Stock Forecast: VMware Is A Good Bet On Cloud Computing

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • In spite shelling out $11 billion as special dividend payment to 81% owner Dell, VMWare still touts more than $11.6 billion in cash & short-term investments.
  • VMWare therefore has enough cash for R&D and expansion purposes.
  • Hybrid Cloud is VMware’s best bet to become a major player in global Software-as-a-Service.
  • VMWare’s next growth driver is data virtualization. Data virtualization is projected to have a market size of $278 billion by year 2023.
  • Server virtualization, which VMware dominates, is only expected to have a market size of $8 billion by year 2023.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here

ANET Stock Forecast: Why Arista Networks Remains A Strong Buy

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Cisco and Arista has settled their court battle last year. Arista is now free to keep on taking away networking/data center customers away from Cisco.
  • Compared to Cisco, Arista’s revenue performance over the last five years showed it is the better investment for growth-minded investors.
  • ANET has notably higher valuation ratios than CSCO because it is perceived as the firm with the better growth potential. Cisco is too big and too old, it cannot grow fast anymore.
  • Arista’s management and engineers are former Cisco employees. Arista therefore has the technology and contact lists to disrupt Cisco’s small and large enterprise businesses.
  • I Know First has bullish algorithmic forecasts for ANET.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here

Pages:12»