Here’s What the Street Thinks About Microsoft Corporation (MSFT) Post Earnings

Microsoft Corporation (NASDAQ:MSFT) is one of the best strong buy stocks to invest in according to billionaires. Truist cut the price target on Microsoft Corporation (NASDAQ:MSFT) to $575 from $675 on April 30, maintaining a Buy rating on the shares and telling investors in a research note that the company reported another solid execution quarter with Azure constant currency growth of 39% and AI revenue surpassing a $37B run rate. The firm further stated that management notes demand remains supply constrained, and investor focus remains on $190 billion of expected FY26 capex and margin pressure. However, Truist believes that this suggests a pull-forward of investment to meet supply-constrained AI demand, with returns increasingly tied to scaling usage and monetization over time.

Microsoft Corporation (NASDAQ:MSFT) also received a rating update from Scotiabank on April 30. The firm cut the price target on the stock to $550 from $600 and maintained an Outperform rating on the shares, telling investors that while results for fiscal Q3 were healthy, the “full speed ahead” Q4 guidance and “all systems go” for FY27 targets were the main highlights.

Microsoft Corporation (NASDAQ:MSFT) develops and supports services, software, devices, and solutions. It operates through the Intelligent Cloud, Productivity and Business Processes, and More Personal Computing segments.

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