This article first appeared on GuruFocus.
Microsoft (MSFT, Financials) received fresh support from BMO Capital, which reiterated its Outperform rating and $625 price target following meetings at the company’s annual Ignite conference. The firm said Microsoft’s strategy aligns well with emerging opportunities in artificial intelligence while maintaining momentum in its established software businesses.
BMO highlighted Microsoft’s dual market role, describing the company as both an emerging agentic super store in AI and a cost-effective provider of its traditional product lines. Microsoft reported revenue of $293.8 billion, up 15.6% from last year, reflecting continued strength in cloud, productivity and enterprise solutions.
The reaffirmed ratings come amid widespread analyst optimism. Jefferies, UBS, Stifel and Evercore ISI all maintained bullish views after meeting with executives during Ignite, citing accelerating adoption of Microsoft’s Copilot platform among corporate clients. The analyst’s price target is up to $730, pointing to confidence in the company’s ability to leverage AI offerings while expanding recurring software revenues.
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