Stifel Financial upgraded Microsoft from Hold to Buy, raising its price target to $575 due to strong growth prospects in Azure cloud services and Microsoft 365 Copilot. The analyst highlighted Azure's 43% year-over-year revenue growth and over 30 million paid seats for Copilot as key drivers. This upgrade reflects confidence in Microsoft's ability to sustain mid-to-upper teens revenue growth, supported by rising OpenAI-related revenue. Investors may see about 15% upside from the current price based on this outlook.
Microsoft's market cap stands at $3.70 trillion as of September 23, 2026, 21:42 WIB, with a dividend yield of 0.79%. Despite the recent analyst upgrade to Buy by Stifel, the stock price on Pluang is slightly down 0.06% at $497.68, with a trading volume of 20,867,650 shares. Pluang investors show a balanced sentiment with 55% buying and 45% selling activity, reflecting steady interest in the technology giant.
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Microsoft's Azure cloud service grew 43%, but the company's planned $115.9 billion capital expenditure for fiscal year 2026 highlights the growing importance of AI infrastructure economics. The shift toward hybrid intelligence may move AI inference t...
Amazon announced it will stop using non-disclosure agreements (NDAs) when negotiating data center deals with local governments. This move follows Microsoft’s similar decision earlier this year and responds to community opposition against AI infrastru...
Amazon has decided to stop using non-disclosure agreements (NDAs) when negotiating data center deals with local governments, following Microsoft's similar move. This shift comes as secrecy around AI infrastructure has sparked community opposition, re...
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