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Morgan Stanley on Microsoft (MSFT): 'Unbundling Teams is unlikely to change the O365 commercial growth trajectory'

April 1, 2024 12:18 PM EDT

Morgan Stanley analyst Keith Weiss reiterated an Overweight rating and $465.00 price target on Microsoft (NASDAQ: MSFT).

The analyst comments "Our Take - No Meaningful Change to Microsoft O365 Momentum, Still Benefitting from Consolidation Theme. Unbundling of Teams is unlikely to change much on O365... More

Melius on Microsoft (MSFT): 'may own the most valuable AI real estate'

April 1, 2024 6:23 AM EDT

Melius analyst Ben Reitzes reiterated a Buy rating and $475.00 price target on Microsoft (NASDAQ: MSFT).

The analyst comments "Microsoft may own the most valuable AI real estate: When looking at the adoption of Copilots (Microsofts various Generative AI productivity tools) - it's not about revenue right now. The initiative is really about creating the new computing interface for AI. About 200mm users... More