Microsoft (NASDAQ:MSFT – Get Free Report) had its target price reduced by investment analysts at Dbs Bank from $678.00 to $573.00 in a note issued to investors on Thursday,MarketScreener reports. Dbs Bank’s target price would indicate a potential upside of 37.89% from the stock’s previous close.
Several other analysts have also issued reports on the company. HSBC cut their price objective on Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. President Capital increased their price objective on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. KeyCorp decreased their target price on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a research note on Thursday, January 29th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $562.69.
View Our Latest Research Report on MSFT
Microsoft Trading Down 1.2%
Microsoft (NASDAQ:MSFT – Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.46 EPS. Equities analysts anticipate that Microsoft will post 16.76 EPS for the current year.
Insiders Place Their Bets
In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John W. Stanton bought 5,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is currently owned by insiders.
Institutional Investors Weigh In On Microsoft
Institutional investors have recently added to or reduced their stakes in the stock. Longfellow Investment Management Co. LLC raised its position in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $34,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft in the fourth quarter worth $36,000. Bayforest Capital Ltd acquired a new position in shares of Microsoft during the 3rd quarter worth about $38,000. Finally, Fairway Wealth LLC lifted its position in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 shares during the last quarter. 71.13% of the stock is owned by institutional investors.
Microsoft News Summary
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft’s cloud and AI strength continues to show up in commentary and post‑quarter analysis — analysts highlight Azure as the growth driver after the company’s recent quarter beat revenue and EPS expectations. This underpins confidence in MSFT’s top-line resilience. Azure Doing The Heavylifting
- Positive Sentiment: Street bullishness is rising: a top analyst and some firms have raised price targets and EPS outlooks (including a recent street‑high target and an Erste upgrade to FY2027 EPS), giving investors a bullish narrative vs. recent volatility. New Street-High Price Target
- Positive Sentiment: Institutional buyers have been adding to positions (notable reported buys by Fisher Asset Management and Cryder Capital), which supports the rally and signals confidence from large investors. Fisher Asset Boost Cryder Capital Buy
- Neutral Sentiment: Xbox pulled back on its Copilot product and Microsoft outlined a voluntary retirement/buyout program — operational moves that trim some discretionary costs but are not material to MSFT’s core cloud profit engine. Xbox Copilot Cancel Employee Buyouts
- Neutral Sentiment: Product/partner execution updates (Dynamics 365 integrations, new partner Frontier designations) support the long‑term AI/cloud narrative but are incremental near‑term catalysts. Dynamics 365 API Integration
- Negative Sentiment: Broadcom’s reported $18B OpenAI chip deal hit financing gaps, and reports flag Microsoft’s ~40% purchase commitment as the key unresolved piece — any pullback or renegotiation could introduce timing or cost uncertainty for MSFT’s AI supply assumptions. Broadcom / OpenAI Deal Issue
- Negative Sentiment: Margins and capital spending are watchers’ items — reporting and analysts note a temporary margin headwind from higher AI capex, and Microsoft is reportedly weighing scaling back hourly clean‑energy goals as data‑center builds accelerate, creating ESG and cost tradeoff concerns. Margins Headwind AI Data Centers vs Clean Energy
About Microsoft
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
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