Microsoft Likely To Beat 4Q Driven by Generative AI, Azure Growth Presents Potential Risks, Analysts Say
Portfolio Pulse from Anusuya Lahiri
Analysts from Morgan Stanley and Guggenheim have given their views on Microsoft's 4Q performance. Morgan Stanley's Keith Weiss maintains an Overweight rating and a price target of $415, expecting Microsoft to exceed expectations due to Generative AI and other factors. However, Guggenheim's John Difucci reiterated a Sell rating with a $232 price target, citing potential risks from Azure's growth and uncertainty around AI workloads. Microsoft's shares traded lower by 1.52% at $349.76 on the last check Thursday.
July 20, 2023 | 3:58 pm
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Analysts have mixed views on Microsoft's 4Q performance. While Morgan Stanley maintains an Overweight rating, expecting Generative AI to drive growth, Guggenheim reiterates a Sell rating, citing potential risks from Azure's growth and uncertainty around AI workloads.
The news directly pertains to Microsoft and its 4Q performance. The differing views of analysts from Morgan Stanley and Guggenheim could create uncertainty among investors, potentially impacting the stock's short-term performance. The importance is high as these are significant analyst ratings that could influence investor decisions. The confidence in this analysis is high as it is based directly on the information provided in the news.
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