Barclays analyst Raimo Lenschow maintains $Microsoft (MSFT.US)$ with a buy rating, and maintains the target price at $475.
According to TipRanks data, the analyst has a success rate of 49.5% and a total average return of 1.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Microsoft (MSFT.US)$'s main analysts recently are as follows:
Although Microsoft's Q3 results did not meet expectations, optimism remains regarding Azure's prospects for 2025.
The analyst has no reservations about Microsoft's Q1 results, which are deemed generally stable and satisfactory. Despite Q2 total revenue consensus being set at reasonable levels, Microsoft's guidance fell short, resulting in a post-earnings decline in share prices. The most significant shortfall in guidance was observed in the More Personal Computing segment. However, this area is considered less critical to Microsoft's core investment thesis, given the company's focus on higher-margin, more reliable annuity streams. Even so, the recent developments are acknowledged as minor near-term obstacles.
Microsoft's Azure saw a growth of 34% in constant currency in the first quarter, slightly surpassing expectations by 1 percentage point, attributed in part to the up to 12 percentage points contribution from GenAI, amid persistent demand outpacing supply. Looking ahead, Azure's growth is anticipated to decelerate to 31%-32% in the upcoming quarter but is projected to pick up pace in the latter half of FY25. Additionally, total GenAI revenue is expected to surpass a $10 billion annual run rate in the second quarter of FY25.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克莱银行分析师Raimo Lenschow维持$微软 (MSFT.US)$买入评级，维持目标价475美元。
根据TipRanks数据显示，该分析师近一年总胜率为49.5%，总平均回报率为1.1%。
此外，综合报道，$微软 (MSFT.US)$近期主要分析师观点如下：
尽管微软第三季度的业绩未达到预期，但对Azure2025年的前景仍然持乐观态度。
这位分析师对微软第一季度的业绩没有任何保留意见，该业绩被认为总体稳定且令人满意。尽管第二季度的总收入共识设定在合理水平，但微软的预期仍未达到，导致财报后股价下跌。在 “更多个人计算” 板块中观察到的指导缺陷最为显著。但是，鉴于微软专注于利润率更高、更可靠的年金流，该领域被认为对微软的核心投资论点不那么重要。即便如此，最近的事态发展仍被认为是短期内的小障碍。
微软的Azure在第一季度按固定货币计算增长了34％，略高于预期1个百分点，部分原因是GenAI在持续需求超过供应的情况下贡献了多达12个百分点。展望未来，Azure的增长预计将在下个季度减速至31％-32％，但预计将在25财年下半年加快步伐。此外，预计在25财年第二季度，GenAI的总收入将超过100亿美元的年增长率。
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