Wedbush Analyst Dan Ives Raises Microsoft's Price Target To $550: 'Tidal Wave Of Copilot And Azure Monetization Now On The Doorstep' For Redmond
Wedbush Analyst Dan Ives Raises Microsoft's Price Target To $550: 'Tidal Wave Of Copilot And Azure Monetization Now On The Doorstep' For Redmond
Wedbush Securities analyst Dan Ives has raised the price target for Microsoft Corp (NASDAQ:MSFT) from $500 to $550, citing positive AI customer feedback and the increasing monetization of Copilot and Azure.
Wedbush證券分析師丹·艾維斯已將Microsoft Corp (NASDAQ: MSFT)的目標股價從500美元上調至550美元，原因是積極的人工智能客戶反饋以及Copilot和Azure日益增長的貨幣化。
What Happened: Ives took to X to announce the price target increase on Sunday. The analyst highlighted the growing interest in Microsoft's AI offerings and the imminent monetization of Azure, a cloud computing service, as the primary reasons for the bullish outlook.
發生了什麼事：艾維斯在週日登上X網宣佈了目標價格的上漲。分析師強調了人們對Microsoft人工智能服務的越來越感興趣，以及雲計算服務Azure即將變現，這是看好前景的主要原因。
"We are raising our price target on Microsoft from $500 to $550 reflecting incrementally bullish recent AI customer checks with a tidal wave of Copilot and Azure monetization now on the doorstep for MSFT. We have seen AI deal conversions for the enterprise accelerating," Ives wrote.
“我們將Microsoft的目標股價從500美元上調至550美元，反映出最近非常積極的人工智能客戶檢查結果，Copilot和Azure即將變現潮已經來臨，我們已經看到企業的人工智能交易加速。”艾維斯寫到。
We are raising our price target on Microsoft from $500 to $550 reflecting incrementally bullish recent AI customer checks with a tidal wave of Copilot and Azure monetization now on the doorstep for MSFT. We have seen AI deal conversions for the enterprise accelerating
— Dan Ives (@DivesTech) June 16, 2024
我們將Microsoft的目標股價從500美元上調至550美元，反映出最近非常積極的人工智能客戶檢查結果，Copilot和Azure即將變現潮已經來臨，我們已經看到企業的人工智能交易加速。
— 丹·艾維斯 (@DivesTech) 2024年6月16日
Microsoft stock gained over 29% in the last 12 months. Investors can gain exposure to the stock via Vanguard Total Stock Market ETF (NYSE:VTI) and SPDR Select Sector Fund – Technology (NYSE:XLK).
微軟股票在過去12個月中上漲了超過29％。投資者可以通過Vanguard Total Stock Market ETF（紐約證交所：VTI）和SPDR Select Sector Fund - Technology（紐約證交所：XLK）獲得該股票的曝光。
Why It Matters: Microsoft has been making significant strides in the AI and cloud computing sectors. The company recently announced a $7.16 billion investment in the construction of new data centers in Aragon, Spain, over the next ten years. This move is expected to bolster Microsoft's cloud infrastructure and enhance its Azure services.
爲雲基礎建設投資716億美元至少在未來十年分佈在阿拉貢，西班牙的新數據中心。這一舉措有望增強微軟的雲基礎架構並增強其Azure服務。
Despite a recent setback with its AI feature, Recall, Microsoft remains committed to AI innovation. CEO Satya Nadella has been driving the company's AI strategy, making significant investments and partnerships.
儘管最近AI功能Recall遇到了挫折，但微軟仍然致力於AI創新。 CEO Satya Nadella一直在推動公司的人工智能戰略，進行重大投資和合作。
Moreover, Microsoft's decision to develop an Arm-based PC chip, in collaboration with MediaTek, is set to challenge Intel's market dominance. This development aligns with Microsoft's focus on AI applications, potentially further boosting the company's position in the AI and cloud computing markets.
此外，微軟與聯發科技共同開發Arm芯片的決定將挑戰英特爾的市場主導地位。這一發展符合微軟對AI應用的關注，可能進一步提升公司在AI和雲計算市場中的位置。
Price Action: Microsoft Corp. closed at $442.57, up 0.22% on Friday; in after-hours trading, it dipped 0.036%. The stock has gained 19.33% year to date, according to the data from Benzinga Pro.
股票價格：根據Benzinga Pro的數據，微軟公司週五收於442.57美元，上漲了0.22％；在盤後交易中，下跌了0.036％。據悉，該股票今年迄今爲止上漲了19.33％。
Image Via Shutterstock
圖片來自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本報道使用Benzinga Neuro生成，並由Kaustubh Bagalkote
譯文內容由第三人軟體翻譯。