BofA Securities analyst Bradley Sills maintains $Microsoft (MSFT.US)$ with a buy rating, and maintains the target price at $510.
According to TipRanks data, the analyst has a success rate of 51.4% and a total average return of 3.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Microsoft (MSFT.US)$'s main analysts recently are as follows:
While Microsoft's Q3 results did not meet expectations, the outlook for Azure leading into 2025 remains positive and supports a continued Buy recommendation.
The analyst expressed no concerns with Microsoft's Q1 results, which were characterized as broadly stable and satisfactory. Despite Q2 total revenue consensus being reasonable and seemingly achievable, Microsoft's guidance fell short, prompting a decline in share value after hours. The most significant shortfall in guidance was within the More Personal Computing segment. However, this segment is deemed less critical to Microsoft's core investment thesis than the higher-margin, more consistent annuity streams. The developments are viewed as presenting near-term challenges, albeit not fundamentally alarming.
Microsoft has seen Azure's growth exceed expectations by 1% point in constant currency terms during Q1, with a significant contribution of up to 12% points from GenAI, due to persistent demand outpacing supply. Although Azure's growth is anticipated to decelerate to 31%-32% in the upcoming quarter, it is projected to pick up pace again in the second half of FY25. Furthermore, total GenAI revenue is expected to surpass a $10B run-rate in the second quarter of FY25.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Bradley Sills維持$微軟 (MSFT.US)$買入評級，維持目標價510美元。
根據TipRanks數據顯示，該分析師近一年總勝率為51.4%，總平均回報率為3.4%。
此外，綜合報道，$微軟 (MSFT.US)$近期主要分析師觀點如下：
儘管微軟的財季三的結果未能達到預期，但Azure在2025年持續看好，支持繼續買入的建議。
分析師對微軟的財季一結果沒有任何擔憂，被描述爲廣泛穩定和令人滿意。儘管財季二的總收入一致預期合理且似乎可以實現，微軟的指導落後，導致晚間股價下跌。指導中最顯著的短板在於「更多個人計算」領域。然而，該業務被認爲相對於微軟核心投資論點來說不那麼關鍵，高毛利、更穩定的年金流更爲重要。這些發展被視爲近期面臨挑戰，儘管並非根本性警告。
微軟在財季一中，Azure的增長以恒定貨幣術語超出預期1個百分點，GenAI貢獻顯著，高達12個百分點，因持續需求超過供應。儘管預計Azure的增長在即將到來的季度將放緩至31%-32%，但預計在FY25下半年再次加速。此外，總體GenAI收入預計將在FY25第二季度超過100億美元的年化水平。
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