UBS Raises Microsoft Price Target to $675
- Rating
- Buy
- Target
- $675
- from $525 (+29%)
- Upside
- +25%
- MSFT at $539 today
What the analyst said
UBS analyst Karl Kierstead raised the price target on Microsoft (NASDAQ: MSFT) to $675 (from $525) while maintaining a Buy rating.
“Ahead of Microsoft’s 1Q/Sept print on Oct 28th, we share our thoughts on the set-up, including the latest investor bogeys as well as fundamental trends.
Bottom line, post a material +39% rally in the stock post the 4Q/Jun print, Microsoft shares are now a consensus long, with investor bogeys on Azure and M365 segment growth now higher.
That said, we conclude that the fundamentals support those higher expectations and at 23x CY27 non-GAAP EPS, the valuation multiple is not stretched.
We are also introducing our new Microsoft model, revised for the re-classification announced by Microsoft last month.”
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Where the price stands
MSFT trades at $539. The 27 analysts who set a target in the last 3 months range from $515 to $700, with a median of $600. This $675 target is 13% above the median.
12-month window: day 0 of 365, closes on October 15, 2027.
Track record
This callOpen: a 12-month target, scored on October 15, 2027, a year after the note.
Firm track recordUBS: 82% of its 28 targets at least a year old were reached within 12 months (#15 of 25 firms). Accuracy ranking →
UBS on Microsoft
UBS price targets on Microsoft
5 calls from July 31, 2025 to October 15, 2026. The target went from $650 to $675 (+4%). The rating stayed Buy.
- October 15, 2026 This noteTarget raised from $525 (+29%)Buy$675
- July 30, 2026Target raised from $480 (+9%)Buy$525
- July 27, 2026Target cut from $510 (−6%)Buy$480
- April 30, 2026Target cut from $650 (−22%)Buy$510
- July 31, 2025Earliest call shownBuy$650
Other analysts on Microsoft
MizuhoBuy
Raised price target +18%, kept rating · Oct 15
$600from $510
TD CowenBuy
Raised price target +16%, kept rating · Oct 15
$625from $540
Deutsche BankHold
Raised price target +9%, kept rating · Oct 12
$600from $550
BarclaysBuy
Raised price target +17%, kept rating · Oct 12
$600from $512
Phillip SecuritiesHold
Downgraded · Oct 12
$515