Jefferies Raises Microsoft Price Target to $550
- Rating
- Buy
- Price target
- $550
- from $475
- Implied upside
- +39%
- vs $395.26 prior close
Jefferies analyst Brent Thill raised the price target on Microsoft (NASDAQ: MSFT) to $550 (from $475) while maintaining a Buy rating.
“MSFT delivered a strong beat across the board in F3Q & guided F4Q total rev 2pts ahead of cons for 1st time in 6 Qs as it has seen consistent demand signals into April.
F3Q Azure growth of 35% yoy cc was 3pts above high end of the guide with outperformance driven by non-AI & F4Q guide implying just 1pt decel at low end.
AI capacity is expected to remain constrained through F4Q as AI demand continues to trend higher than expected. Reiterate Top Pick.”
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Tracking this call
Since this note+34% MSFT $395.26 → $529.76 (Oct 8) · 87% of the way to the target
This call at 6 months✗ Not reached in six months: MSFT closed at $518, 6% below the $550 target, but it moved the way the analyst expected. At 12 months: not reached.
Firm track recordJefferies reached 61% of its 23 scored targets within six months (#24 of 31 firms); on Microsoft, 1 of 3. Accuracy ranking →
