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:
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美東時間10月31日，多家華爾街大行更新了$微軟 (MSFT.US)$的評級，目標價介於465美元至550美元。
摩根士丹利分析師Keith Weiss維持買入評級，並將目標價從506美元上調至548美元。
摩根大通分析師Mark Murphy維持買入評級，並將目標價從470美元下調至465美元。
美銀證券分析師Bradley Sills維持買入評級，維持目標價510美元。
花旗分析師Tyler Radke維持買入評級，維持目標價497美元。
巴克萊銀行分析師Raimo Lenschow維持買入評級，維持目標價475美元。
此外，綜合報道，$微軟 (MSFT.US)$近期主要分析師觀點如下：
公司對微軟的Q1業績做出了積極評估，指出穩定性和整體表現良好。儘管Q2營收預期被認爲是可以實現的，但微軟的指導卻不夠，導致股值在盤後下滑。與預期最大偏差來自更個人計算部門。儘管如此，分析人士認爲這部門對於微軟的核心投資論點影響較小，重點是更高利潤率、更連續的年金流。雖然這些發展帶來了一些短期挑戰，但在公司更廣泛的財務健康背景下，這些挑戰被視爲不太令人擔心。
微軟在Q1常貨幣條件下看到Azure增長34%，略高於預期1%，主要得益於GenAI，需求持續超過供應。展望未來，預計Azure的增長率將在即將到來的季度減速至31%-32%，但預計在FY25下半年將加快速度。此外，預計GenAI總收入將在FY25 Q2超過100億美元的運行速度。
預計微軟股票將保持相對穩定，直到產能明顯放寬和Azure增長加速，預計將在三月季度開始。展望2025年整個日曆年，預計公司的增長將加劇，人工智能倡議的推進將推動增長，這可能爲明年創造更爲樂觀的前景。
以下爲今日12位分析師對$微軟 (MSFT.US)$的最新投資評級及目標價：
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