On Oct 31, major Wall Street analysts update their ratings for $Microsoft (MSFT.US)$, with price targets ranging from $465 to $550.
Morgan Stanley analyst Keith Weiss maintains with a buy rating, and adjusts the target price from $506 to $548.
J.P. Morgan analyst Mark Murphy maintains with a buy rating, and adjusts the target price from $470 to $465.
BofA Securities analyst Bradley Sills maintains with a buy rating, and maintains the target price at $510.
Citi analyst Tyler Radke maintains with a buy rating, and maintains the target price at $497.
Barclays analyst Raimo Lenschow maintains with a buy rating, and maintains the target price at $475.
Furthermore, according to the comprehensive report, the opinions of $Microsoft (MSFT.US)$'s main analysts recently are as follows:
The firm's assessment of Microsoft's Q1 results was positive, noting stability and a generally good performance. Although expectations for Q2 revenue were deemed achievable, Microsoft's guidance fell short, contributing to a decline in the stock value after hours. The most significant deviation from expectations was within the More Personal Computing segment. Despite this, analysts consider this segment less critical to Microsoft's core investment thesis, which focuses on higher-margin, more consistent annuity streams. While the developments present some short-term challenges, they are seen as less concerning in the context of the company's broader financial health.
Microsoft has seen Azure's growth at 34% in constant currency for Q1, slightly surpassing expectations by 1%, with a significant contribution from GenAI, which continues to see demand outpacing supply. Looking ahead, Azure's growth is anticipated to decelerate to 31%-32% in the upcoming quarter but is expected to pick up speed in the second half of FY25. Additionally, it is projected that total GenAI revenue will surpass a $10B run-rate in Q2 of FY25.
The expectation is for Microsoft's shares to remain relatively stable until there is a noticeable loosening of capacity and an acceleration in Azure's growth, anticipated to begin in the March quarter. Looking ahead through the calendar year 2025, it is projected that the company's growth will intensify, fueled by the advancement of artificial intelligence initiatives, which could create a more positive outlook for the following year.
Here are the latest investment ratings and price targets for $Microsoft (MSFT.US)$ from 12 analysts:
Note:
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