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Faces High Expectations Heading Into Q2, BofA Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660649514","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660649514?lang=en_us&edition=fundamental","pubTime":"2026-08-18 23:21","pubTimestamp":1787066473,"startTime":"0","endTime":"0","summary":"CrowdStrike  is faced with high expectations heading into Q2 results and annual Fal.Con conference, BofA Securities said in a Tuesday note. The Q2 results are due Aug. 26.Investors may need a meaningful net new annual recurring revenue beat to justify elevated expectations after a 19% rally in the shares post Q1, the report said. The metric is forecast to rise 29.3% from a year ago, roughly in-line with consensus.\"Following last quarter's negative stock reaction to a 2-3% topline beat, we believe investors may need to see a +3% beat to 2Q/FY nnARR consensus, at these levels,\" the note said.The note said Flex traction, AI Detection And Response adoption, and module expansion remain key parts of the narrative.\"The numbers will serve as evidence of whether platform consolidation remains intact, and AI threats are steering buyers to the leading platforms,\" the report said.BofA kept its neutral rating, saying that increasing demand for cyber security on AI tailwinds is balanced by a lofty v","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU2357305700.SGD","BK4598","LU2272731600.USD","WCBR","LU1974910355.USD","LU2125909759.SGD","LU2265009873.SGD","BK4585","IGV","CRWC","LU2272731782.SGD","BUG","LU1804176565.USD","LU1720051017.SGD","BK4551","LU1548497426.USD","LU2125909916.SGD","LU1923623000.USD","LU2433249047.HKD","BK4560","IE00B894F039.SGD","LU1992135399.USD","LU1917777945.USD","LU1988902786.USD","LU2125909247.SGD","IE00B19Z9P08.USD","LU2023250504.SGD","BK4543","LU1923622614.USD","PSWD","BK4532","BK4097","CIBR","IE00BZ9MQY76.HKD","LU1951200564.SGD","SPAM","LU2106854487.HKD","LU2264538146.SGD","LU1720051108.HKD","CLOD","CRWL","AIPI","LU1992135472.HKD","HAKY","IE00B19Z9Z06.USD","BK4528","LU1951198990.SGD","CRWD","LU0081259029.USD","LU1064131342.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660349517","title":"Cboe data shows mixed options sentiment in Microsoft with shares up 0.37%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660349517","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660349517?lang=en_us&edition=fundamental","pubTime":"2026-08-18 23:05","pubTimestamp":1787065512,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in Microsoft (MSFT), with shares up $1.75, or 0.37%, near $482.11. Options volume relatively light with 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Q4 Strong: Azure +43%, Copilot Embedding, But Capex Tests FCF as $480 Holds Support","url":"https://stock-news.laohu8.com/highlight/detail?id=2660449599","media":"TradingKey","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660449599?lang=en_us&edition=fundamental","pubTime":"2026-08-18 23:00","pubTimestamp":1787065200,"startTime":"0","endTime":"0","summary":"MSFT Q4: Revenue $90B (+18%), Azure +43% (45% cc), Cloud $54.9B, Copilot embedding. Strong but capex risk: billions/quarter on data centers. Margin/FCF pressure potential. Technical: $480 support (23.6% Fib), $511.80 resistance. Jackson Hole (Aug 21-22) tests capex confidence.\n 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Chatter: Blackstone-Backed QTS Commences Bond Sale to Fund Data Center Construction","url":"https://stock-news.laohu8.com/highlight/detail?id=2660137493","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660137493?lang=en_us&edition=fundamental","pubTime":"2026-08-18 22:35","pubTimestamp":1787063740,"startTime":"0","endTime":"0","summary":"Blackstone-backed  QTS Realty Trust units began a high-grade bond sale to help fund the construction of a data center tied to Microsoft , Bloomberg reported Tuesday, citing a person familiar with the matter.The initial price talk on the five-year notes is for a yield of roughly 7.63%, while the financing is expected to be about $3.9 billion, or around $1 billion more than the size initially floated to investors, the report said, citing the person.Citigroup , Goldman Sachs , JPMorgan Chase  and Morgan Stanley  are running the sale, the person reportedly said.QTS didn't immediately reply to a 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or sensitive images.Users whose age is estimated to be under 18 or who state that they are 13 to 17 years old will automatically receive the protections, it 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