Microsoft's cloud growth in focus as doubts grow over AI spending

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

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

Microsoft stock: Top 5 most interesting topics Piper Sandler is closely monitoring

Microsoft's (NASDAQ: MSFT) AI revenue could surpass $10 billion in just two years, highlighting its first-mover advantage in artificial intelligence, according to Piper Sandler.

Analysts see the milestone as proof of Microsofts ability to monetize AI at scale, with triple-digit growth driven by widespread enterprise adoption.

Ahead of its earnings report on January 29, Piper Sandler... More