Microsoft

By Philip van Doorn Microsoft is expected to keep putting up strong numbers, while Apple turns into a slow-grower. Apple Inc. has long been the most valuable U.S. company, but Microsoft Corp. seems poised to overtake it. A look back at the companies’ financial performance and a look ahead at expected revenue and profits make the case that Apple is no longer a growth stock and that Microsoft is the better long-term investment. Late Friday morning, Apple (AAPL) remained in the top spot with a market capitalization of $2.893 trillion, just ahead of Microsoft (MSFT) at $2.884 trillion. Apple’s stock was down 3.4% for 2024, while Microsoft was up 3.1% for the new year. Read: Apple stock looks expensive vs. the rest of the ‘Magnificent Seven’ P/E valuation Here’s a quick comparison of total returns (with dividends reinvested) for the stocks, and for the SPDR S&P 500 ETF Trust SPY, […]

Piper Sandler analyst Brent Bracelin reiterated Microsoft Corp (NASDAQ:MSFT) with an Overweight and a $455 price target. After attending several developer sessions at the Microsoft AI event in San Francisco today, the analyst remained encouraged by the momentum around the most mature AI products (GitHub Copilot and Azure AI) but felt the new 3-month-old M365 Copilot remains in the early enterprise adoption phase. Microsoft remained his favorite AI All-Star stock, but tactically, after the 57% move in 2023, it might need further AI proof points and time to grow into the premium multiple over the next 3-6 months. Regardless, Microsoft has a first-mover advantage in AI that makes this a core growth holding. GitHub Copilot Enterprise (scheduled to GA in February) features enough compelling enhancements to justify the $39/month price point (vs. GitHub Copilot individual pricing at $10/month and business version at $19/month). The number of GitHub Copilot users has scaled quickly to

By Eric J. Savitz Microsoft edged past Apple Friday to reclaim the title of the world’s most valuable public company. The software giant now has a valuation of $2.89 trillion, slightly ahead of Apple at $2.87 trillion. Microsoft has been gradually closing the gap. Over the last 12 months, its shares have rallied 62.9%, versus a 39.4% gain for Apple. So far in 2024, Microsoft shares are 3.3% higher, while Apple is off 3.4%. Microsoft’s valuation briefly exceeded Apple’s market cap on an intraday basis earlier this week, before falling back. Apple had spent more than 500 days as the stock market’s most valued company. Microsoft last held the top spot on a closing basis in November 2021. The emergence of the artificial intelligence software boom has been a boost to Microsoft shares. The company has been aggressively rolling out Copilot AI software across its portfolio, the Azure cloud business

Piper Sandler analyst Brent Bracelin reiterates Microsoft (NASDAQ:MSFT) with a Overweight and maintains $455 price target.

Microsoft (NASDAQ:MSFT) stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/09/2024 12.22% BMO Capital $400 → $420 Maintains Outperform 01/02/2024 21.57% Piper Sandler $425 → $455 Maintains Overweight 12/28/2023 20.23% Wedbush $425 → $450 Maintains Outperform 12/15/2023 20.23% Mizuho $420 → $450 Maintains Buy 12/13/2023 60.31% Truist Securities → $600 Initiates Coverage On → Buy 12/05/2023 14.89% Argus Research $390 → $430 Maintains Buy 12/05/2023 24.51% China Renaissance → $466 Initiates Coverage On → Buy 11/29/2023 26.91% Tigress Financial $433 → $475 Maintains Buy 11/24/2023 12.22% Mizuho $420 → $420 Reiterates Buy → Buy 11/24/2023 4.2% RBC Capital $390 → $390 Reiterates Outperform → Outperform 11/22/2023 13.55% Wedbush → $425 Reiterates Outperform → Outperform 11/20/2023 15.42% Evercore ISI Group → $432 Reiterates Outperform → Outperform 11/20/2023 8.21% Macquarie $405 → $405 Reiterates Outperform → Outperform 11/20/2023 13.55% Wedbush → $425 Reiterates Outperform

Microsoft (NASDAQ:MSFT) stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/02/2024 23.76% Piper Sandler $425 → $455 Maintains Overweight 12/28/2023 22.4% Wedbush $425 → $450 Maintains Outperform 12/15/2023 22.4% Mizuho $420 → $450 Maintains Buy 12/13/2023 63.2% Truist Securities → $600 Initiates Coverage On → Buy 12/05/2023 16.96% Argus Research $390 → $430 Maintains Buy 12/05/2023 26.75% China Renaissance → $466 Initiates Coverage On → Buy 11/29/2023 29.2% Tigress Financial $433 → $475 Maintains Buy 11/24/2023 14.24% Mizuho $420 → $420 Reiterates Buy → Buy 11/24/2023 6.08% RBC Capital $390 → $390 Reiterates Outperform → Outperform 11/22/2023 15.6% Wedbush → $425 Reiterates Outperform → Outperform 11/20/2023 17.5% Evercore ISI Group → $432 Reiterates Outperform → Outperform 11/20/2023 10.16% Macquarie $405 → $405 Reiterates Outperform → Outperform 11/20/2023 15.6% Wedbush → $425 Reiterates Outperform → Outperform 11/16/2023 15.6% Wedbush $400 → $425 Maintains

Microsoft (NASDAQ:MSFT) Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 12/15/2023 21.97% Mizuho $420 → $450 Maintains Buy 12/13/2023 62.63% Truist Securities → $600 Initiates Coverage On → Buy 12/05/2023 16.55% Argus Research $390 → $430 Maintains Buy 12/05/2023 26.31% China Renaissance → $466 Initiates Coverage On → Buy 11/29/2023 28.75% Tigress Financial $433 → $475 Maintains Buy 11/24/2023 13.84% Mizuho $420 → $420 Reiterates Buy → Buy 11/24/2023 5.71% RBC Capital $390 → $390 Reiterates Outperform → Outperform 11/22/2023 15.2% Wedbush → $425 Reiterates Outperform → Outperform 11/20/2023 17.1% Evercore ISI Group → $432 Reiterates Outperform → Outperform 11/20/2023 9.78% Macquarie $405 → $405 Reiterates Outperform → Outperform 11/20/2023 15.2% Wedbush → $425 Reiterates Outperform → Outperform 11/16/2023 15.2% Wedbush $400 → $425 Maintains Outperform 11/14/2023 15.2% Barclays $410 → $425 Maintains Overweight 10/30/2023 15.2% Piper Sandler → $425 Reiterates Overweight →

Piper Sandler analyst Brent Bracelin maintains Microsoft (NASDAQ:MSFT) with a Overweight and raises the price target from $400 to $425.

Company Management Amy Hood – EVP & CFO Brett Iversen – VP, IR Satya Nadella – Chairman & CEO Analysts Bradley Sills – Bank of America Brent Bracelin – Piper Sandler Gregg Moskowitz – Mizuho Karl Keirstead – UBS Keith Weiss – Morgan Stanley Mark Moerdler – Bernstein Research. Raimo Lenschow – Barclays Keith Weiss Thank you for taking the question and very nice quarter. The pace of innovation you guys have been putting out has been pretty amazing. And the new products garnering traction probably faster than we’ve expected on our side of the equation. But we’re also working in an overall spending environment, that remains volatile, and I think investors are getting more concerned on it. So two questions on this, one, based on sort of the new products and the innovation, do you think you guys can sustain the type of commercial growth that we saw in

Microsoft (MSFT) on Tuesday reported fiscal Q1 earnings of $2.99 per diluted share, up from $2.35 a year earlier. Analysts polled by Capital IQ expected $2.65. Revenue for the quarter ended Sept. 30 increased to $56.52 billion from $50.12 billion. Analysts projected $54.55 billion.

Microsoft (NASDAQ:MSFT) reported quarterly earnings of $2.99 per share. This is a 27.23 percent increase over earnings of $2.35 per share from the same period last year. The company reported quarterly sales of $56.50 billion which beat the analyst consensus estimate of $51.40 billion by 9.92 percent. This is a 12.72 percent increase over sales of $50.12 billion the same period last year.

Microsoft Returned $9.1B to Holders in Share Repurchases and Dividends in 1Q。