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Morgan Stanley Thinks Microsoft's D&C Licensing Division May Be More Stable Than Thought

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In a report published Thursday, Morgan Stanley analyst Keith Weiss reiterated an Equal-Weight rating on Microsoft (NASDAQ: MSFT).

In the report, Morgan Stanley noted, “MSFT's D&C Licensing Division, which includes Windows and Consumer Office and comprises ~22% of MSFT's total rev., garners outsized attention from investors. Our analysis suggests slowing declines in PC shipments, modest tablet gains and increasing contribution from mobile licensing should stabilize D&C License revenue and margin contribution, despite pressure on Windows ASPs and the transition from Office to O365.”

Microsoft closed on Wednesday at $38.27.

Latest Ratings for MSFT

DateFirmActionFromTo
Sep 2014MKM PartnersInitiates Coverage onBuy
Sep 2014BarclaysMaintainsOverweight
Jul 2014Pacific CrestUpgradesSector PerformOutperform

View More Analyst Ratings for MSFT
View the Latest Analyst Ratings

Posted-In: Keith Weiss Morgan StanleyAnalyst Color Reiteration Analyst Ratings

 

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