Oppenheimer analyst Brian Schwartz raised his Microsoft price target to $625 from $570 and kept an Outperform rating ahead of fiscal first-quarter results, due October 28 after the U.S. market close. His research points to strong enterprise demand, with infrastructure availability rather than demand the main constraint on Azure growth. He projects revenue of $90 billion, up 16% year over year, and GAAP EPS of $4.69, versus Wall Street expectations of $90.75 billion and $4.72. Microsoft plans to double data-center capacity over two years, and Copilot is expanding beyond seat-based monetization. Schwartz flagged fiscal 2027 capital expenditure as a key risk to monitor.
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MSFTearningscloud computingdata centersartificial intelligence
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MSFT
▲ Likely positiveMicrosoft
Relevance: medium
| 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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