Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.

Barrons2021-03-09

Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software. Analyst Kash Rangan, in a ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

璇瑤
2021-03-09
璇瑤
Microsoft been strong.. I just normal
EvonneL
2021-03-09
EvonneL
Don’t listen to Goldman😁
ENAHSHANE
2021-03-09
ENAHSHANE
Coins
WengYongLi
2021-03-09
WengYongLi
They forgot about one of the potential microsoft subs APXT which focuses on cloud analytics. More growth to be seen
Raayche
2021-03-09
Raayche
[财迷]
- babypink:
  please like and comment on my post :-(
- trollololol:
  ok. reply and like mine too
- Shans:
  Respond pls
- kamy:
  replied
Averyyy
2021-03-09
Averyyy
🥺
- babypink:
  please comment on my post :-(

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1152903264?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-03-09 17:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1152903264","market":"us","top_or_hot":-1,"title":"Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why.","media":"Barrons","content":"<div>\n<p>Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.\nAnalyst Kash Rangan, in a ...</p>\n\n<a href=\"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA\">网页链接</a>\n\n</div>\n","source":"lsy1601382232898","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title> Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n Buy Microsoft, Salesforce and Coupa, Goldman Sachs Says. Here’s Why. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 17:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.\nAnalyst Kash Rangan, in a ...</p>\n\n<a href=\"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"COUP","symbol_name":"Coupa Software Inc","start_time":0,"source_url":"https://www.barrons.com/articles/heres-why-goldman-sachs-says-microsoft-salesforce-and-coupa-are-buys-51615224196?mod=RTA","article_id":"1152903264","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1152903264","pubTimestamp":1615281226,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to t","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"COUP":"Coupa Software Inc","MSFT":"微软","CRM":"赛富时","CPNG":"Coupang, Inc."},"translate_title":"高盛说，买下微软、Salesforce和Coupa。原因就在这里。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COUP":0.9,"CPNG":0.9,"CRM":0.9,"MSFT":0.9},"content_text":"Seeing opportunity in the technology selloff,Goldman Sachson Monday added three software stocks to the firm’s Conviction Buy list:Salesforce.com,MicrosoftandCoupa Software.\nAnalyst Kash Rangan, in a research note, says Microsoft (ticker: MSFT) and Salesforce (CRM) are “well positioned to capitalize on digital transformation spending, which we believe will outpace overall IT budgets for the foreseeable future.\n“Similarly, we see Coupa (COUP) continuing to benefit from the increasing pace of digital transformation in the office of the CFO. Also, we see it as an accelerating growth story in 2021, which sets up well for a steady cadence of positive revenue revisions, and therefore a re-rating of the multiple as well.”\nRangan adds thatCoupaoffers “a large addressable market, high barriers to entry and long-term sustainable growth.”\nOnMicrosoft, Rangan writes that the company can take advantage of multiple secular trends, including public cloud, software-as-a-service, digital transformation, artificial intelligence and machine learning and business intelligence and analytics.\n“We see a pathway for sustained double-digit topline growth alongside continued margin expansion,” he writes. “Moreover, our conversations point to Microsoft Azure increasingly short-listed as a strategic cloud vendor within large enterprise customers where we believe Microsoft is well positioned to continue to take market share.”\nAs forSalesforce, Rangan notes that the stock has declined 19% since announcing the planned acquisition of Slack in late November. “With the stock trading at ~6.5x our calendar 2022 sales estimate, we believe investor sentiment continues to remain muted as investor concerns regarding the pace of margin expansion, organic growth of the core business, and potential dilution from further M&A continues to weigh on the stock,” he writes.\nBut Rangan notes that Salesforce trades “at a sizable discount” to peers, with the lowest multiple of sales of all the large-cap software names he covers. He sees risk/reward “as attractive at current levels.”\nRangan has price targets of $413 on Coupa and $315 on both Salesforce and Microsoft.\nOn Monday, Coupa was down 6.4%, to $267.55, Salesforce was down 1.4% to $207.72 and Microsoft was down 1.8% to $227.39.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":323919359,"gmtCreate":1615298169671,"gmtModify":1703486933480,"author":{"id":"3576793170997774","authorId":"3576793170997774","name":"璇瑤","avatar":"https://static.tigerbbs.com/6835feab4172932a5b89786a7d2beb9a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576793170997774","authorIdStr":"3576793170997774"},"htmlText":"Microsoft been strong.. I just normal","listText":"Microsoft been strong.. I just normal","text":"Microsoft been strong.. I just normal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323919359","repostId":1152903264,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":323029195,"gmtCreate":1615290936417,"gmtModify":1703486836765,"author":{"id":"3575894200290768","authorId":"3575894200290768","name":"EvonneL","avatar":"https://static.tigerbbs.com/cb53b45bdf200111cb5cfc9e7900c627","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575894200290768","authorIdStr":"3575894200290768"},"htmlText":"Don’t listen to Goldman😁","listText":"Don’t listen to Goldman😁","text":"Don’t listen to Goldman😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323029195","repostId":1152903264,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":323020782,"gmtCreate":1615290859646,"gmtModify":1703486836247,"author":{"id":"3570938778601887","authorId":"3570938778601887","name":"ENAHSHANE","avatar":"https://static.tigerbbs.com/4826b7f9114514b02002820348f8e822","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3570938778601887","authorIdStr":"3570938778601887"},"htmlText":"Coins&nbsp;","listText":"Coins&nbsp;","text":"Coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323020782","repostId":1152903264,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":323063012,"gmtCreate":1615290069936,"gmtModify":1703486823641,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"htmlText":"They forgot about one of the&nbsp;potential microsoft subs APXT &nbsp;which focuses on cloud analytics. More growth to be seen","listText":"They forgot about one of the&nbsp;potential microsoft subs APXT &nbsp;which focuses on cloud analytics. More growth to be seen","text":"They forgot about one of the potential microsoft subs APXT which focuses on cloud analytics. More growth to be seen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323063012","repostId":1152903264,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":329773920,"gmtCreate":1615283999760,"gmtModify":1703486738049,"author":{"id":"3578356560645849","authorId":"3578356560645849","name":"Raayche","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3578356560645849","authorIdStr":"3578356560645849"},"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/329773920","repostId":1152903264,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3750865,"gmtCreate":1615285348419,"gmtModify":1635756906686,"authorId":3576747179382758,"author":{"id":3576747179382758,"idStr":"3576747179382758","authorId":3576747179382758,"name":"babypink","avatar":"https://static.tigerbbs.com/5ee4cf851d4f9f94c6c4ad03de99840c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329773920,"type":1,"supId":0,"prevId":0,"content":"please like and comment on my post :-(","text":"please like and comment on my post :-(","html":"please like and comment on my post :-("},{"id":3750907,"gmtCreate":1615285693591,"gmtModify":1635756904815,"authorId":3575040910386797,"author":{"id":3575040910386797,"idStr":"3575040910386797","authorId":3575040910386797,"name":"trollololol","avatar":"https://static.tigerbbs.com/bb3709f9470a5163c6c7031ab692e8c9","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329773920,"type":1,"supId":3750865,"prevId":0,"content":"ok. reply and like mine <u>too</u>","text":"ok. reply and like mine <u>too</u>","html":"ok. reply and like mine <u>too</u>"},{"id":3750935,"gmtCreate":1615286009162,"gmtModify":1635756904197,"authorId":3573188380003001,"author":{"id":3573188380003001,"idStr":"3573188380003001","authorId":3573188380003001,"name":"Shans","avatar":"https://static.tigerbbs.com/d02cb23ad0184feeff1044e729ed1632","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329773920,"type":1,"supId":0,"prevId":0,"content":"Respond pls","text":"Respond pls","html":"Respond pls"},{"id":4082855,"gmtCreate":1618916998387,"gmtModify":1635515579127,"authorId":3559267712174688,"author":{"id":3559267712174688,"idStr":"3559267712174688","authorId":3559267712174688,"name":"kamy","avatar":"https://static.tigerbbs.com/88a23e0929fe2bdeac54d613c0b7197d","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329773920,"type":1,"supId":0,"prevId":0,"content":"<u>replied</u>","text":"<u>replied</u>","html":"<u>replied</u>"}],"langContent":"CN"},{"id":329750604,"gmtCreate":1615282470408,"gmtModify":1703486707557,"author":{"id":"3571692700576674","authorId":"3571692700576674","name":"Averyyy","avatar":"https://static.tigerbbs.com/72e3c582c93f69219f3ff942dbee9aa8","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571692700576674","authorIdStr":"3571692700576674"},"htmlText":"🥺","listText":"🥺","text":"🥺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/329750604","repostId":1152903264,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3751053,"gmtCreate":1615287024006,"gmtModify":1635756898089,"authorId":3576747179382758,"author":{"id":3576747179382758,"idStr":"3576747179382758","authorId":3576747179382758,"name":"babypink","avatar":"https://static.tigerbbs.com/5ee4cf851d4f9f94c6c4ad03de99840c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329750604,"type":1,"supId":0,"prevId":0,"content":"please comment on my post :-(","text":"please comment on my post :-(","html":"please comment on my post :-("}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":35,"commentSize":14,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1152903264"}