Tigress Financial Partners has upgraded Microsoft Corporation MSFT 0.09% from Neutral to Buy and believes management is pulling all the right strings with its strategic direction. In a new note, analyst Ivan Feinseth said the combo of improving business fundamentals and aggressive capital return is a recipe for outperformance from Microsoft.
Azure, Bing and Xbox
“We believe MSFT’s expanding cloud transition strategy including Azure, the subscription-based Office 365 model and the future integration with LinkedIn along with new initiatives in Artificial Intelligence (AI), search, gaming and other new products will begin to drive a new acceleration in Business Performance,” Feinseth explained.
He believes Microsoft Azure has closed the gap to become real competition with leading cloud services company Amazon.com, Inc. AMZN 0.74%.
Feinseth noted that Bing is also gaining market share from smaller search rivals and is benefiting from partnerships with Yahoo! Inc. YHOO 0.11%, HP Inc HP 1.07% and Facebook Inc FB 0.04%.
He noted that Microsoft’s Xbox has become much more than simply a gaming device.
“MSFT is…
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