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The Zacks Analyst Blog Highlights: Microsoft, Berkshire Hathaway, Oracle, Medtronic and Simon Property Group
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For Immediate Release
Chicago, IL – November 12, 2021 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Microsoft Corporation (MSFT - Free Report) , Berkshire Hathaway Inc. (BRK.B - Free Report) , Oracle Corporation (ORCL - Free Report) , Medtronic plc (MDT - Free Report) and Simon Property Group, Inc. (SPG - Free Report) .
Here are highlights from Thursday’s Analyst Blog:
Top Analyst Reports for Microsoft, Berkshire and Oracle
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Microsoft, Berkshire Hathaway, and Oracle. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
Shares of Microsoft have handily outperformed the S&P 500 in the past three months (+14.4% vs. +4.6%) on the back of momentum in its Azure cloud platform amid accelerated global digital transformation. Continuation of remote work and mainstream adoption of hybrid/flexible work models has also been boosting Teams’ user growth.
Microsoft is also witnessing growth in user base of its different applications including Microsoft 365 suite, Dynamics and Power Platform. Surface revenues, however, are likely to decline in the fiscal second quarter owing to supply chain disruptions. Increased spending on Azure enhancements amid stiff competition in the cloud space has been weighing on its margins.
Berkshire Hathaway shares have gained +23.1% in the year to date period against the Zacks Insurance - Property and Casualty industry’s gain of +20.8%. The Zacks analyst believes that Berkshire Hathaway is poised to benefit from its insurance, manufacturing, service and retail businesses, as well as disciplined capital management initiatives.
Continued insurance business growth driving earnings growth as well as generating maximum return on equity. The non-insurance businesses are delivering improved results with increased revenues over the past few years. Exposure to catastrophe loss, however, not only leads to earnings volatility but also affects margins from the property and casualty underwriting business.
Shares of Oracle have gained +68.8% over the past year against the Zacks Computer Software industry’s gain of +49.4%. The Zacks analyst believes that Oracle has been benefiting from the ongoing momentum across its cloud business, driven by strong uptake of Oracle Cloud Infrastructure (OCI) services and Autonomous Database offerings.
Solid demand for the Oracle Dedicated Region Cloud@Customer is also anticipated to drive the top line. High costs related to product enhancements amid increasing competition in the cloud market is likely to limit margin expansion, in the near term though.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Highlights: Microsoft, Berkshire Hathaway, Oracle, Medtronic and Simon Property Group
For Immediate Release
Chicago, IL – November 12, 2021 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Microsoft Corporation (MSFT - Free Report) , Berkshire Hathaway Inc. (BRK.B - Free Report) , Oracle Corporation (ORCL - Free Report) , Medtronic plc (MDT - Free Report) and Simon Property Group, Inc. (SPG - Free Report) .
Here are highlights from Thursday’s Analyst Blog:
Top Analyst Reports for Microsoft, Berkshire and Oracle
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Microsoft, Berkshire Hathaway, and Oracle. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Shares of Microsoft have handily outperformed the S&P 500 in the past three months (+14.4% vs. +4.6%) on the back of momentum in its Azure cloud platform amid accelerated global digital transformation. Continuation of remote work and mainstream adoption of hybrid/flexible work models has also been boosting Teams’ user growth.
Microsoft is also witnessing growth in user base of its different applications including Microsoft 365 suite, Dynamics and Power Platform. Surface revenues, however, are likely to decline in the fiscal second quarter owing to supply chain disruptions. Increased spending on Azure enhancements amid stiff competition in the cloud space has been weighing on its margins.
(You can read the full research report on Microsoft here >>>)
Berkshire Hathaway shares have gained +23.1% in the year to date period against the Zacks Insurance - Property and Casualty industry’s gain of +20.8%. The Zacks analyst believes that Berkshire Hathaway is poised to benefit from its insurance, manufacturing, service and retail businesses, as well as disciplined capital management initiatives.
Continued insurance business growth driving earnings growth as well as generating maximum return on equity. The non-insurance businesses are delivering improved results with increased revenues over the past few years. Exposure to catastrophe loss, however, not only leads to earnings volatility but also affects margins from the property and casualty underwriting business.
(You can read the full research report on Berkshire Hathaway here >>>)
Shares of Oracle have gained +68.8% over the past year against the Zacks Computer Software industry’s gain of +49.4%. The Zacks analyst believes that Oracle has been benefiting from the ongoing momentum across its cloud business, driven by strong uptake of Oracle Cloud Infrastructure (OCI) services and Autonomous Database offerings.
Solid demand for the Oracle Dedicated Region Cloud@Customer is also anticipated to drive the top line. High costs related to product enhancements amid increasing competition in the cloud market is likely to limit margin expansion, in the near term though.
(You can read the full research report on Oracle here >>>)
Other noteworthy reports we are featuring today include Medtronic and Simon Property Group.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.