BofA Securities Defending on Microsoft (MSFT): 'Remains a rare AI winner in both apps & infrastructure'
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CFRA Reiterates Strong Buy Rating on Microsoft (MSFT), PT $490
January 30, 2025 1:31 PM ESTCFRA 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'
January 30, 2025 7:17 AM ESTWolfe 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
January 30, 2025 5:36 AM ESTMizuho 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)
January 30, 2025 5:19 AM ESTGoldman 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'
January 30, 2025 5:05 AM ESTMorgan 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
DA Davidson on Microsoft (MSFT): 'No Acceleration for Azure, Capex Going Higher'
January 30, 2025 5:04 AM ESTDA Davidson analyst Gil Luria reiterated a Neutral rating and $425.00 price target on Microsoft (NASDAQ: MSFT)
The analyst comments "We maintain our NEUTRAL rating and $425 price target following 2Q25 earnings that were underscored by a continued deceleration of Azure growth despite... More
