DeepSeek r1’s breakthrough likely to benefit software stocks: Citi

CFRA Reiterates Strong Buy Rating on Microsoft (MSFT), PT $490

CFRA analyst Angelo Zino reiterated a Strong Buy rating and $490.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "We keep our 12-month target at $490 on a P/E of 32.8x our CY 26 EPS view of $14.92. We adjust our FY 25 (Jun.) EPS to $13.01 from $12.96 and FY 26 to $14.72... More

Microsoft (MSFT) PT Lowered to $475 at Wolfe Research, 'we continue to keep faith that the longterm AI payback will drive accelerating growth'

Wolfe Research analyst Alex Zukin lowered the price target on Microsoft (NASDAQ: MSFT) to $475.00 (from $515.00) while maintaining a Outperform rating.

The analyst comments "Key Thoughts. It's hard to sugarcoat these results as hope fore 2H Azure acceleration and capex moderation got the kibosh, as ex-AI azure growth fell below 20% with no clear signals of a bottom while extremely strong AI bookings are still capacity-constrained limiting 2H AI Azure upside. Shares are likely range bound until such time as either... More

ServiceNow (NOW) PT Lowered to $1,200 at Needham

Needham analyst Mike Cikos lowered the price target on ServiceNow (NYSE: NOW) to $1,200.00 (from $1,500.00) while maintaining a Buy rating.

The analyst comments "We laud ServiceNow's willingness to bend, not break - with its introduction of Consumption-based monetization in CY25. As highlighted in... More

Microsoft (MSFT) PT Lowered to $500 at Mizuho

Mizuho analyst Gregg Moskowitz lowered the price target on Microsoft (NASDAQ: MSFT) to $500.00 (from $510.00) while maintaining a Outperform rating.

The analyst comments "However, Azure revenue growth of 31% Y/Y CC was at the low end of mgmt's guided range (+31%-32%), as MSFT's... More

Goldman Sachs Reiterates Buy Rating on Microsoft (MSFT)

Goldman Sachs analyst Kash Rangan reiterated a Buy rating and $500.00 price target on Microsoft (NASDAQ: MSFT)

The analyst comments "We maintain our Buy rating and $500 price target on Microsoft after a mixed F2Q25 report. The ongoing concerns regarding the cadence of Azure growth remain significant for investors, with the stock down 5% AH. Despite this, improvements in the other two pillars for the stock -... More

Morgan Stanley Defending on Microsoft (MSFT): 'Investors Still Climbing the Wall of Worry – But We Feel Better About the Ascent'

Morgan Stanley analyst Keith Weiss lowered the price target on Microsoft (NASDAQ: MSFT) to $530.00 (from $540.00) while maintaining a Overweight rating.

The analyst comments "Investors Still Climbing the Wall of Worry But We Feel Better About the Ascent. As discussed in our preview, investor sentiment... More

DeepSeek launch: This group of tech stocks is likely a major beneficiary - Bernstein

DeepSeeks disruptive AI model launch could spark significant benefits for infrastructure software providers, according to Bernstein analysts.

While much attention has focused on AI CapEx and compute players, Bernstein believes the ripple effects of DeepSeeks low-cost inferencing performance may make infrastructure software a clear winner.

The firm said lower inferencing costs typically lead to higher demand. Bernstein highlighted OpenAIs release of the cost-efficient 4o-mini model last... More