UBS has increased its price target for Microsoft to $675 from $525, highlighting strong demand for AI services that boost growth expectations before the company's October 28 earnings report. The bank expects Microsoft Azure's revenue to grow 47% in the September quarter, driven by enterprise demand, AI infrastructure spending, and OpenAI revenue benefits. Additionally, Microsoft 365's AI tools and security products could provide further upside. UBS raised its valuation multiple to 25 times 2028 earnings, reflecting confidence in Microsoft's AI monetization and profitability, though higher expectations narrow the margin for disappointment.
Microsoft trades at USD 540.67 on Pluang as of Oct 16, 2026 02:02 WIB, near its 52-week high of USD 543.45. The stock gained 1.31% in one day with a market cap of USD 3.96 trillion. Despite strong AI growth expectations, Pluang order activity shows 89% selling and 11% buying interest.
Frederik Mueller presents a diversified dividend portfolio combining a core ETF with high-yield funds and select equities to balance income and growth. The portfolio targets a 4.67% weighted average dividend yield and a 7.14% three-year dividend grow...
Microsoft's Azure cloud division, which grew revenue by 40% to $101.9 billion in the past year, was reportedly asked to cut costs by 20%. This move, denied by Microsoft, is believed to help fund rising AI data center expenses and higher engineer sala...
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Microsoft's stock is predicted to rise about 21% to $646.49 over the next year, driven by robust Azure cloud growth of 43% and a massive $678 billion commercial backlog. The company’s recurring revenue streams, including Microsoft 365 Copilot's expan...
