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 $10 billion annual run rate in the second quarter of FY25.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克萊銀行分析師Raimo Lenschow維持$微軟 (MSFT.US)$買入評級，維持目標價475美元。
根據TipRanks數據顯示，該分析師近一年總勝率為49.5%，總平均回報率為1.1%。
此外，綜合報道，$微軟 (MSFT.US)$近期主要分析師觀點如下：
儘管微軟第三季度的業績未達到預期，但對Azure2025年的前景仍然持樂觀態度。
這位分析師對微軟第一季度的業績沒有任何保留意見，該業績被認爲總體穩定且令人滿意。儘管第二季度的總收入共識設定在合理水平，但微軟的預期仍未達到，導致業績後股價下跌。在 「更多個人計算」 板塊中觀察到的指導缺陷最爲顯著。但是，鑑於微軟專注於利潤率更高、更可靠的年金流，該領域被認爲對微軟的核心投資論點不那麼重要。即便如此，最近的事態發展仍被認爲是短期內的小障礙。
微軟的Azure在第一季度按固定貨幣計算增長了34％，略高於預期1個百分點，部分原因是GenAI在持續需求超過供應的情況下貢獻了多達12個百分點。展望未來，Azure的增長預計將在下個季度減速至31％-32％，但預計將在25財年下半年加快步伐。此外，預計在25財年第二季度，GenAI的總收入將超過100億美元的年增長率。
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