Microsoft has expanded AI partnerships and deployments, including a cloud and data overhaul on Azure for Estée Lauder and broad Copilot rollouts. It has also completed several bond tranches, part of a planned US$25b investment-grade offering to fund general corporate needs, including AI infrastructure. Management plans roughly US$175b to US$190b of 2026 capex on chips and data centers. The analysts' base case projects revenue growth of about 20.2% a year over the next three years and earnings rising from US$142.6b today to US$221.5b by 2029, with a consensus price target of US$628.81 against a share price of US$521.97. A bearish view sees revenue of about US$511.4b and earnings of US$206.3b by 2029.
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MSFT
• NeutralMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/30/2026 | 521.90 |
| Change that session | -1.55% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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