Microsoft 'In Major Growth Mode,' Not Slowing Down: 4 Analysts See Strong Azure Demand, AI Monetization Efforts
Portfolio Pulse from Chris Katje
Microsoft analysts are optimistic about the company's future, despite short-term setbacks like capacity constraints and weaker guidance. Analysts highlight strong Azure growth and AI monetization as key drivers. Bank of America, Wedbush, Piper Sandler, and Goldman Sachs maintain positive ratings with high price targets.

October 31, 2024 | 4:13 pm
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
Microsoft's strong Azure growth and AI monetization efforts are seen as key drivers for future growth, despite short-term capacity constraints and weaker guidance. Analysts maintain positive ratings with high price targets.
Analysts from major firms like Bank of America, Wedbush, Piper Sandler, and Goldman Sachs maintain positive ratings on Microsoft, citing strong Azure growth and AI monetization as key drivers. Despite short-term capacity constraints and weaker guidance, the long-term outlook remains positive with high price targets.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100