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 $10B run-rate in Q2 of FY25.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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星展銀行分析師Sachin Mittal維持$微軟 (MSFT.US)$買入評級，維持目標價531美元。
根據TipRanks數據顯示，該分析師近一年總勝率為72.1%，總平均回報率為20.2%。
此外，綜合報道，$微軟 (MSFT.US)$近期主要分析師觀點如下：
微軟的第三季度業績未達預期，但對2025年Azure展望仍持積極態度。
公司已承認微軟第一季度業績爲「總體穩定良好」，與他們的預期一致。儘管第二季度總營業收入一致，看似可實現，微軟的指導卻不盡如人意，導致盤後股價下跌。指導中最顯著的不足在於更個人計算板塊。然而，這一板塊被認爲對微軟的核心投資論點不太重要，因爲更高毛利、更穩定的年金流更爲公司價值核心。儘管如此，最近的事件被認爲會帶來近期的不便障礙。
微軟的Azure平台在第一季度以恒定貨幣計數展現出34%的增長，略高於預期，部分歸因於GenAI貢獻，爲需求持續超過供應帶來12個百分點。預計Azure的增長將在即將到來的季度減速至31%-32%，然後在FY25的下半年加快步伐。此外，管理層預計總GenAI收入將在FY25年第二季度超過100億美元的運行率。
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