Piper Sandler analyst Billy Fitzsimmons has maintained their bullish stance on MSFT stock, giving a Buy rating today.
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Billy Fitzsimmons has given his Buy rating due to a combination of factors, most notably Microsoft’s stronger-than-expected Azure performance and robust guidance. Azure revenue grew 39% year over year in constant currency, outpacing prior expectations, and management is signaling similar or slightly faster growth ahead, which Fitzsimmons views as impressive given the platform’s scale and the emerging AI demand it supports.
He also highlights the rapid expansion of Microsoft’s AI franchise, with AI-related revenue now exceeding a $37 billion run-rate and Copilot adoption rising to over 20 million paid seats, reinforcing the company’s monetization potential. In his view, the sizable increase in planned capital expenditures to roughly $190 billion by 2026, combined with Microsoft’s strategic position in both OpenAI and Anthropic ecosystems, underpins sustained long-term growth and justifies raising the price target from $500 to $540 while reiterating an Overweight recommendation.
According to TipRanks, Fitzsimmons is an analyst with an average return of -7.2% and a 44.00% success rate. Fitzsimmons covers the Technology sector, focusing on stocks such as Microsoft, Salesforce, and ServiceTitan, Inc. Class A.
In another report released today, Barclays also maintained a Buy rating on the stock with a $545.00 price target.