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Barton Investment Management, managed by J. Barton Riley, recently executed a significant transaction involving Microsoft ((MSFT)). The hedge fund reduced its position by 1,314 shares.
Recent Updates on Microsoft stock
Microsoft’s stock has declined about 5–6% over the past month and roughly 1–2% in the last week, even though it is still up around 7–8% over the past year, with recent trading about $455–$460 per share. Despite this pullback and a roughly 15% drop since the last quarterly report, Wall Street remains strongly bullish, with a consensus 12‑month price target near $630 and a “Strong Buy” rating, implying substantial upside. Analyst Derrick Wood reaffirmed his Buy rating on January 20, 2026, with a $625 target, expecting roughly 37% constant‑currency Azure growth (with potential upside of about 2 points) and forecasting that capacity additions could push Azure growth above 40% in the second half of 2026. Surveys and third‑party data indicate Microsoft is the leading destination for new AI and cloud spending—76% of respondents plan to allocate AI budgets to Microsoft, and it now ranks #1 in overall cloud spend intentions—while a large $250 billion OpenAI‑related contract is expected to boost remaining performance obligations, reinforcing the medium‑term AI and cloud growth story even if the stock stays range‑bound near term.
Spark’s Take on MSFT Stock
According to Spark, TipRanks’ AI Analyst, MSFT is a Outperform.
Microsoft’s strong financial performance and positive earnings call outlook are the most significant factors driving the score. While technical analysis shows mixed signals, the company’s robust growth in cloud and AI segments, along with strategic investments, support a positive long-term outlook. Valuation reflects high growth expectations, balancing the overall score.
To see Spark’s full report on MSFT stock, click here.
More about Microsoft
YTD Price Performance: -6.72%
Average Trading Volume: 24,828,520
Current Market Cap: $3378.2B