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Wrong Keith Weiss?

Mr. Keith E. Weiss

Equity Analyst

Morgan Stanley & Co.

Direct Phone: (212) ***-****       

Email: k***@***.com

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Morgan Stanley & Co.

1585 Broadway

New York City, New York 10036

United States

Company Description

Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 590 investment professionals around the world and $406 billion in assets under management or supervision as of June 30, 2016. Morgan Stanley Investment M ... more

Find other employees at this company (62,000)

Background Information

Employment History

Manager of Financial Analysis


Web References (50 Total References)

Keith Weiss (Morgan ... [cached]

Keith Weiss (Morgan Stanley): I was wondering if you could give us some of the initial feedback that you've gotten from your customers and from the channel to the elimination of upgrade pricing at the end of this fiscal year. 

Salesforce (CRM) Retains Barclays' Buy Rating Ahead Of Q3 Print | Benzinga [cached]

In a report published on November 8, Morgan Stanley's Keith Weiss mentioned that the current valuation of the company's stock represented a compelling buying opportunity.

Intuit Inc. (NASDAQ:INTU) - Morgan Stanley Downgrades Intuit, See Margins 'Bumping Up Against A Ceiling' | Benzinga [cached]

While the FY17 guidance provided by Intuit Inc. (NASDAQ: INTU) appears achievable, margin expansion beyond FY18 could prove to be challenging, Morgan Stanley's Keith Weiss said in a report. He downgraded the rating on the company from Equal-weight to Underweight, while maintaining the price target at $105.

Analyst Weiss mentioned that the Base Case for Intuit suggests operating margins of 34 percent in FY17, which means that management's margin guidance of 33-34 percent appears achievable. QuickBooks Desktop's [QBDT] shift to three-year revenue recognition "provides a key source of margin expansion" in FY17 and FY18.
Margin Could Hit A Ceiling
Weiss added, however, that Intuit may find it difficult to achieve margin expansion beyond FY18, "as a growing mix of Small Business revenue versus the higher margin Tax business offsets the tailwind of steadily improving Small Business segment margins."
The Base Case analysis suggests that Intuit's operating margins could find a ceiling at ~35 percent beyond FY18 and through FY21, the analyst stated. This translates to mid-teens earnings growth over the next several years.
Although Intuit's stock deserves a premium due to the durable subscriber base, the current multiples reflect this and have limited upside from current levels, Weiss commented.

Morgan Stanley Overweight On Symantec Again, As Company Enters 'Period Of Favorable Model Dynamics' - Symantec Corporation (NASDAQ:SYMC) | Benzinga [cached]

Following the Blue Coat acquisition, Morgan Stanley's Keith Weiss believes Symantec Corporation (NASDAQ: SYMC) is "better positioned than ever to address the long-term secular themes within security."

Weiss reinitiated coverage of the company with an Overweight rating and price target of $27.
Weiss believes the addition of Blue Coat meaningfully strengthens the enterprise security business by expanding the TAM, raising the growth profile of the top line to the low teens and improving profitability.

Morgan Stanley Resumes Coverage On VMware At Overweight - Vmware, Inc. (NYSE:VMW), EMC Corporation (NYSE:EMC) | Benzinga [cached]

Morgan Stanley's Keith Weiss believes VMware, Inc. (NYSE: VMW) now has a product portfolio at a scale that could stabilize top line growth, with margins moving up, while the stock multiples are expected to move back in-line with the peer group.

Weiss re-initiated coverage of the company with an Overweight rating and price target of $86.
Now, with the peak uncertainty regarding the Dell-EMC deal behind us, having received shareholder approval on June 19, Weiss believes VMware's fundamentals would present an attractive opportunity for investors at the current valuation levels.
Inflection Point
"The newer product categories such as AirWatch, NSX and vSAN have now reached sufficient scale to overcome the drag on overall growth from the maturing virtualization business, by our analysis," Weiss stated.

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