Oppenheimer raised its price target on Microsoft (MSFT) to $625 from $570 and kept an 'Outperform' rating, while Truist raised its target to $600 from $575 and kept a 'Buy' rating. According to Koyfin, 41 of 57 analysts rate the stock 'Buy' and 13 rate it 'Strong Buy', with 12-month targets ranging from $440 to $870 and an average of $602.20. Oppenheimer's checks indicate healthy enterprise demand, and it says infrastructure availability, rather than demand, is the main constraint on Azure growth, with a path to acceleration as capacity comes online. The firm forecasts fiscal first-quarter revenue of $90 billion, up 16% year over year, GAAP earnings of $4.69 per share, and Azure growth of 46% in constant currency, while flagging fiscal 2027 capital expenditure as a key risk. Microsoft reports results after the market closes on Wednesday, October 28, with analysts expecting revenue of $90.75 billion and adjusted earnings of $4.72 per share.
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Related tickers and likely impact
MSFT
▲ Likely positiveMicrosoft
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/23/2026 | 524.53 |
| Change that session | +0.66% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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