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：
公司對微軟的第一季度結果進行了積極評估，指出穩定和總體良好表現。儘管第二季度營業收入的預期被視爲可以實現，但微軟的指導產生了偏差，導致股票價值在盤後下跌。與預期最顯著的偏差出現在更個人計算領域。儘管如此，分析師認爲這一領域對微軟核心投資主題的影響較小，重點放在更高利潤、更一致的年金流上。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，這被認爲是較少令人擔憂的。
微軟在第一季度Azure的營收增長率爲34%，稍微超過1%的預期，其中GenAI做出了重大貢獻，需求持續超過供應。展望未來，預計Azure的增長率將在接下來的一個季度放緩至31%-32%，但預計在FY25的下半年將加速增長。此外，預計總GenAI營收將在FY25第二季度超過100億美元的年率。
預期微軟股價將保持相對穩定，直到產能明顯放鬆並Azure的增長加速，預計將在三月季度開始。展望2025年日曆年，預計公司的增長將加劇，受人工智能項目推進的推動，這可能會爲接下來一年帶來更樂觀的前景。
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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