FMP
May 28, 2024 3:45 PM - Davit Kirakosyan
Citi analysts reiterated their Buy rating and a $495 price target for Microsoft (NASDAQ:MSFT) stock following their attendance at the Microsoft Build event. The analysts said they left with a positive impression of the innovations and partnerships presented, although they did not see any immediate revenue accelerators.
The event featured over 60 announcements, primarily focusing on key Copilot updates and data integrations across Microsoft's hardware, infrastructure, and application offerings. The main device-related announcement, Copilot+PCs, highlighted Microsoft's diversifying strategy and potential as a catalyst for new use cases and a future refresh cycle.
The analysts remain confident in Microsoft's leading position in Generative AI, which they believe can drive unique monetization opportunities and potentially accelerate market share gains in cloud infrastructure and PCs.
Oct 31, 2023 8:03 AM - Parth Sanghvi
Free cash flow to the firm (FCFF) and free cash flow to equity (FCFE) are two of the most important metrics used in financial modeling. Both metrics measure the amount of cash that is available to a company's shareholders and creditors, but there is a key difference between the two. FCFF measures...
Nov 25, 2023 6:39 AM - Parth Sanghvi
Choosing the Right Valuation Method: DCF vs. Comparable Companies Analysis Introduction: Valuation methods play a pivotal role in determining the fair value of a company, aiding investors in making informed investment decisions. Two commonly used methods, DCF Valuation and Comparable Companies A...
Dec 23, 2023 2:19 AM - Parth Sanghvi
Introduction: Discounted Cash Flow (DCF) analysis stands as a cornerstone in valuing investments, yet its efficacy is contingent upon various assumptions and methodologies. While a powerful tool, DCF analysis comes with inherent limitations and challenges that investors must acknowledge to make i...