Cantor Microsoft · MSFT

Cantor Fitzgerald Maintains Overweight on Microsoft, $502 Price Target

1 min read Reproduced verbatim
Rating
Overweight
Unchanged
Target
$502
Unchanged
Outcome
Reached
on August 10, 2026
Cantor and Microsoft logos

What the analyst said

Cantor Fitzgerald analyst Thomas Blakey reiterated an Overweight rating and $502.00 price target on Microsoft (NASDAQ: MSFT).

“Microsoft hosted Build 2026 this week, which was scaled back this year with an apparent increasing focus on developers and with announcements centered on the company’s evolution from Copilot as a collection of AI assistants to a fullstack enterprise agent platform spanning proprietary models, contextual grounding, agent runtimes, governance, security, developer tools, scientific discovery, quantum and new AI-native device form factors.

We view this much deeper iteration and coalescence around the AI/intelligence layer impressive and come away incrementally more positive on Microsoft’s positioning across the AI stack, as the company is connecting its core solutions into a more cohesive platform for deploying, securing and monetizing enterprise agents.

As such, we continue to view the narrative as shifts in 2HC26 and into 2027 from AI will ultimately disrupt the software industry, and certain software platforms (i.e., Microsoft) will benefit from AI.”

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This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

MSFT trades at $531. The 28 analysts who set a target in the last 3 months range from $515 to $750, with a median of $630. This $502 target is 20% below the median, the lowest on the Street.

Since the note MSFT has moved +24% (from $427). 12-month window: day 155 of 365, closes on June 4, 2027.

Track record

This call✓ Target reached on August 10, 2026, 3 months after the note. Same target as this firm’s April 30, 2026 note, so it is scored there.

Firm track recordCantor: 80% of its 55 targets at least a year old were reached within 12 months (#10 of 26 firms); on Microsoft, 0 of 2. Accuracy ranking →

Cantor on Microsoft

Cantor price targets on Microsoft

8 calls from July 31, 2025 to October 29, 2026. The target went from $639 to $630 (−1%). The rating stayed Buy.

Cantor targetMSFT share price
  1. October 29, 2026Target raised from $608 (+4%)Buy$630
  2. September 21, 2026Target raised from $522 (+16%)Buy$608
  3. July 30, 2026Target raised from $502 (+4%)Buy$522
  4. July 27, 2026Kept the $502 targetBuy$502
  5. June 4, 2026 This noteKept the $502 targetBuy$502
  6. April 30, 2026Target cut from $581 (−14%)Buy$502
  7. October 20, 2025Target cut from $639 (−9%)Buy$581
  8. July 31, 2025Earliest call shownBuy$639
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Other analysts on Microsoft

BairdBuy Raised price target +20%, kept rating Oct 30 $600from $500 ArgusBuy Kept rating Oct 30 UBSBuy Raised price target +4%, kept rating Oct 29 $700from $675 TD CowenBuy Raised price target +4%, kept rating Oct 29 $650from $625 DA DavidsonBuy Raised price target +18%, kept rating Oct 29 $650from $550
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.