Latest news with #BrianSchwartz
Yahoo
4 days ago
- Business
- Yahoo
Microsoft (MSFT) Gets $600 Price Target—Oppenheimer Calls It a Long-Term AI Winner
Microsoft Corporation (NASDAQ:) is one of the . On July 9, Oppenheimer upgraded the stock to 'Outperform' from Perform with a $600 price target. 'We upgrade MSFT to Outperform from Perform and establish a $600 PT.' The firm said that its AI opportunity and sustained cloud momentum are too attractive to ignore. 'In our view, investors' attention on the ramp of Microsoft's AI revenue stream will only increase as Azure's growth remains strong, offering not only valuation support (akin to AWS [Amazon Web Services] underpinning Amazon's valuation), but also upside potential as this revenue stream continues scaling fast and investors embrace Microsoft as one of the long-term AI winners in software.' -Analysts led by Brian Schwartz. The analysts also highlighted that Microsoft's sustaining growth in its AI business or reacceleration in Azure's growth in fiscal 2026 is not fully reflected in the stock. They also said that 'Microsoft is one of only a few vendors in the software industry capable of delivering a Rule of 60 business profile and at unprecedented scale, which we think lends good support to premium multiples.' Owing to scaling Azure business and accelerating AI adoption across industries, the firm expects Microsoft to be 'one of the long-term AI winners in software.' Microsoft Corporation (NASDAQ:MSFT) provides AI-powered cloud, productivity, and business solutions, focusing on efficiency, security, and AI advancements. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None.
Yahoo
6 days ago
- Business
- Yahoo
Amazon's Azure Still Has More Room To Run
Oppenheimer just lifted its view on Microsoft (NASDAQ:MSFT) and now tags it as an Outperform with a six-hundred-dollar price target. They believe the stock has room to run once investors fully appreciate how AI is fueling Azure's growth. Brian Schwartz and his team point out that cloud and AI revenue aren't fully reflected in today's share price. They compare Azure's trajectory to how AWS has supported Amazon's valuation for years and expect new tools like Copilot Studio to spark another wave of enterprise spending. Warning! GuruFocus has detected 7 Warning Sign with MSFT. What really caught their eye is Microsoft's rare mix of fast expansion and healthy profit margins. This Rule of Sixty combination at such a massive scale is something few companies can pull off and it underpins their case for a premium multiple. Even though the first roll-out of Copilot didn't quite live up to the hype, Oppenheimer thinks the next generation of AI offerings will drive more sustained usage and revenue. That optimism has the stock trading higher in premarket action as investors weigh the potential upside. If Microsoft hits its stride with these AI initiatives, the path to that six-hundred-dollar target looks much more attainable. It's a story about long-term leadership in software rather than short-term hype. This article first appeared on GuruFocus. Sign in to access your portfolio
CNBC
7 days ago
- Business
- CNBC
Oppenheimer's Brian Schwartz sees more upside for Microsoft following record high
Brian Schwartz, Oppenheimer analyst, joins 'Closing Bell Overtime' to talk Microsoft hitting record highs and why he is still bullish on the stock to continue higher from here.
Malaysian Reserve
09-07-2025
- Business
- Malaysian Reserve
Microsoft's current share price doesn't reflect AI upside, Oppenheimer says
MICROSOFT Corp. was upgraded at Oppenheimer on Wednesday, adding to a growing consensus on Wall Street that the software giant is in a strong position within artificial intelligence. Analyst Brian Schwartz raised his view to outperform from perform, saying the current share price of $496.62 doesn't fully reflect the upside potention Microsoft has with AI, even though shares have outperformed this year and are trading near records. 'Sustaining robust growth in its AI business is not fully in the stock, nor is a re-acceleration in Azure's growth in FY26,' he wrote, referring to the company's cloud-computing platform. 'Investors' attention on the ramp of Microsoft's AI revenue stream will only increase as Azure's growth remains strong,' he added. That will not only offer valuation support, but 'also upside potential as this revenue stream continues scaling fast and investors embrace Microsoft as one of the long-term AI winners in software.' Microsoft shares rose 0.9% in premarket trading. They have jumped 40% off an April low, as of their last close, and the year-to-date advance of 18% easily eclipses the 8% gain of the Nasdaq 100 Index. Oppenheimer issued a $600 price target on the stock, representing upside of more than 20% from Microsoft's last close. The average price target is a little under $530, indicating upside of about 6%. With the upgrade, Oppenheimer joins a large cohort of bulls on the stock. Roughly 90% of the analysts tracked by Bloomberg recommend buying, while none have a bearish rating. –BLOOMBERG
Bloomberg
09-07-2025
- Business
- Bloomberg
Microsoft's Current Share Price Doesn't Reflect AI Upside, Oppenheimer Says
Microsoft Corp. was upgraded at Oppenheimer on Wednesday, adding to a growing consensus on Wall Street that the software giant is in a strong position within artificial intelligence. Analyst Brian Schwartz raised his view to outperform from perform, saying the current share price of $496.62 doesn't fully reflect the upside potention Microsoft has with AI, even though shares have outperformed this year and are trading near records.
