Barclays Reiterates Overweight Rating on Microsoft (MSFT)

Barclays analyst Raimo Lenschow reiterated an Overweight rating and $625.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments: "MSFT announced increased prices for its Office and M365 subscriptions for Commercial customers starting July 1, 2026. This marks the second price increase (following the first in 2022) after the original launch of Office 365 subscriptions in 2011. We view this development as reinforcing MSFT's AI-driven pricing leverage, which is supported by its steady enterprise demand.
MSFT argues that the increase reflects the addition of 1,100 new features across Microsoft 365, Security, Copilot, and SharePoint over the past year. Among the increased prices, M365 F1 subscription is raised the most by 33%, which is worth noting also because the segment has high net seat expansions."

For an analyst ratings summary and ratings history on Microsoft click here. For more ratings news on Microsoft click here.

Shares of Microsoft closed at $480.84 yesterday.

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