Cantor Fitzgerald Reiterates Overweight on Microsoft, $502 Price Target

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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