From Yahoo Finance: 2025-06-21 09:39:00

Bernstein SocGen has raised its price target on Microsoft (NASDAQ: MSFT) to $540 from $520, with an Outperform rating. The firm believes Microsoft’s partnership with OpenAI could lead to significant growth in Azure’s cloud infrastructure. Analysts increased revenue forecasts for FY27 and earnings estimates for FY26 and FY27, along with Microsoft’s valuation multiple. While the gains are expected in the long term, Azure’s position in the AI supply chain is seen as a strong investment opportunity. However, some analysts believe there are other AI stocks with higher return potential and limited downside risk.



Read more at Yahoo Finance: Bernstein SocGen Lifts MSFT Target to $540 on AI-Driven Cloud Outlook