Benchmark initiated coverage of Microsoft (MSFT) with a Buy rating and $450 price target Microsoft is positioned as a leading AI orchestration platform across enterprise and consumer markets, supported by its broad portfolio of software, collaboration tools, and cloud services, the analyst tells investors in a research note. The recent pullback from its October 2025 highs is viewed as a long-term buying opportunity, with AI-related capex concerns seen as shortsighted given strong demand visibility, contracted hardware capacity, and the company’s strategic positioning for the AI supercycle, Benchmark adds.
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