Microsoft agrees new terms with OpenAI worth $135 billion stake
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Mizuho on Microsoft (MSFT): 'we remain very bullish'
October 28, 2025 1:46 PM EDTMizuho analyst Gregg Moskowitz reiterated an Outperform rating and $640.00 price target on Microsoft (NASDAQ: MSFT).
The analyst comments "This morning, MSFT and OpenAI announced an important agreement reflecting updates to the partnership. We previously contended that, despite growing investor concern, this... More
Wolfe on Microsoft (MSFT): 'We think the cleaner structure of the partnership reduces regulatory risk and reinforces MSFT’s positioning as the dominant AI hyperscaler'
October 28, 2025 1:12 PM EDTWolfe Research analyst Alex Zukin reiterated an Outperform rating and $675.00 price target on Microsoft (NASDAQ: MSFT).
The analyst comments "An Open Marriage. The most eagerly anticipated status update outside of the Taylor Swift / Travis Kelce proposal has been the evolving MSFT / OpenAI relationship. Well, today, we finally understand what an open marriage will look like. First, the $250B Azure commitment is not a vague future allocation, its a firm multiyear spend anchored in MSFTs immediate ability to deliver compute at scale, helping provide sustained visibility for Azure growth and affirming MSFT's role as AI's... More
