Microsoft Corporation (NASDAQ: MSFT) is highlighted in the AI Stocks in Focus on Wall Street. Raymond James analyst Andrew Marok maintains an Outperform rating with a $600.00 price target ahead of the fiscal second-quarter 2026 earnings report on January 28. Azure cloud services perform well, but concerns exist over AI memory constraints.

Raymond James remains optimistic about Microsoft stock despite declining sentiment. Azure cloud services show strong performance, driven by non-AI workloads due to limited AI supply. Concerns arise over memory supply and higher prices potentially delaying demand/supply equilibrium. Microsoft focuses on cloud, productivity, and AI solutions for efficiency and security.

While Microsoft (MSFT) offers AI-powered solutions, other AI stocks may provide greater upside potential with less downside risk. The company’s earnings call this week may not address concerns about memory supply and prices. Explore AI stock opportunities with Insider Monkey’s free reports on the best short-term AI stock and others in the market.

Read more at Yahoo Finance: Raymond James Reiterates Outperform on Microsoft (MSFT) Ahead of Earnings