$MSFT getting a price target bump from Wells Fargo—now at $700, up from $625. They're keeping their Buy rating.
That's a roughly 12% lift in their target. The question isn't whether Microsoft has momentum (it does), but whether $700 reflects reasonable assumptions about Azure growth, AI monetization timelines, and margin expansion—or if we're pricing in a best-case scenario.
Still a quality name. Just worth asking what's already baked in at these levels.
That's a roughly 12% lift in their target. The question isn't whether Microsoft has momentum (it does), but whether $700 reflects reasonable assumptions about Azure growth, AI monetization timelines, and margin expansion—or if we're pricing in a best-case scenario.
Still a quality name. Just worth asking what's already baked in at these levels.