J.P. Morgan analyst Samik Chatterjee maintained Microsoft's “overweight” rating on Thursday, with a target price of $625. He mentioned in the research report that investors will closely track the business growth rate of Azure, the commercial version of Microsoft 365 Cloud, and Copilot. “However, compared to the current quarter's earnings report itself, the stock price reaction is likely to be determined more by the performance outlook.” Chatterjee said investors want to see signs that cloud business and AI growth are sustainable. Yorkville Ives analyst Dan Ives maintained Microsoft's “outperforming the market” rating on Friday, with a target price of $615. Ives listed Microsoft as one of his “top five technology targets until 2027.” Ives said that hyperscale cloud vendors such as Microsoft, Alphabet, and Amazon are expected to “calm the volatile market” by centrally disclosing financial reports.

J.P. Morgan analyst Samik Chatterjee maintained Microsoft's “overweight” rating on Thursday, with a target price of $625. He mentioned in the research report that investors will closely track the business growth rate of Azure, the commercial version of Microsoft 365 Cloud, and Copilot. “However, compared to the current quarter's earnings report itself, the stock price reaction is likely to be determined more by the performance outlook.” Chatterjee said investors want to see signs that cloud business and AI growth are sustainable. Yorkville Ives analyst Dan Ives maintained Microsoft's “outperforming the market” rating on Friday, with a target price of $615. Ives listed Microsoft as one of his “top five technology targets until 2027.” Ives said that hyperscale cloud vendors such as Microsoft, Alphabet, and Amazon are expected to “calm the volatile market” by centrally disclosing financial reports.