Microsoft to now include Copilot in Microsoft 365 for consumers

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Evercore ISI Reiterates Outperform Rating on Microsoft (MSFT)

January 17, 2025 5:05 AM EST

Evercore ISI analyst Kirk Materne reiterated an Outperform rating and $500.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "Azure reacceleration in F2H coupled with some normalization in capex growth should help refocus investors on the long-term durability of revenue and EPS growth. There are a lot of positives to highlight when thinking through the fundamental outlook for MSFT heading into 2025, including the ability to monetize Gen AI at both the app and infra layer, its durable growth algorithm, and fortress like balance sheet. However, in the immediate near-term,... More