DBS analyst Sachin Mittal maintains $Microsoft (MSFT.US)$ with a buy rating, and maintains the target price at $531.
According to TipRanks data, the analyst has a success rate of 72.1% and a total average return of 20.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Microsoft (MSFT.US)$'s main analysts recently are as follows:
Microsoft's Q3 results did not meet expectations, yet there remains a positive stance on the Azure outlook for 2025.
The firm has acknowledged the first-quarter results of Microsoft as 'broadly stable-good,' which aligns with their expectations. Despite the second quarter's total revenue consensus being within a reasonable range and seemingly achievable, Microsoft's guidance fell short, which led to a decline in share prices after hours. The most significant shortfall in guidance was within the More Personal Computing sector. However, this sector is perceived as less critical to Microsoft's core investment thesis due to the higher-margin, more consistent annuity streams that are more central to the company's value. Nevertheless, these recent events are considered to present inconvenient obstacles in the near term.
Microsoft's Azure platform exhibited a 34% growth in constant currency during Q1, slightly surpassing expectations, attributed in part to the GenAI contribution, which accounted for up to 12 percentage points as demand continues to exceed supply. It is anticipated that Azure's growth will decelerate to 31%-32% in the upcoming quarter before picking up pace in the second half of FY25. Additionally, management anticipates that total GenAI revenue will surpass a $10B run-rate in Q2 of FY25.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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星展银行分析师Sachin Mittal维持$微软 (MSFT.US)$买入评级，维持目标价531美元。
根据TipRanks数据显示，该分析师近一年总胜率为72.1%，总平均回报率为20.2%。
此外，综合报道，$微软 (MSFT.US)$近期主要分析师观点如下：
微软的第三季度业绩未达预期，但对2025年Azure业绩仍持积极态度。
公司已经承认微软第一季度的业绩为“在可接受范围内表现良好”，与他们的预期相符。尽管第二季度的总营业收入一致区间在合理范围内且看似可实现，但微软的指引不足，导致盘后股价下跌。指引中最显著的不足来自更个人计算板块。然而，这个板块被认为对于微软的核心投资论点不那么关键，因为更高利润、更一致的年金流对于公司价值更为核心。尽管如此，这些最近发生的事件被认为在短期内带来了不便的障碍。
微软的Azure平台在第一季度以恒定货币计算展现出34%的增长，略超预期，部分归功于GenAI贡献，占据了高达12个百分点，需求继续超过供应。预计Azure的增长将在即将到来的季度放缓至31%-32%，然后在FY25下半年加快步伐。此外，管理层预计总GenAI营收将在FY25第二季度超过100亿美元的年营收率。
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