Reported 29 days ago
As Microsoft (MSFT) prepares to announce its fourth-quarter fiscal 2025 earnings, Bernstein SocGen Group maintains an Outperform rating and a $540 price target for the stock. Following a strong third quarter, concerns remain about Azure's growth, capital expenditures, and the implications of its alliance with OpenAI. Investors are particularly focused on guidance for fiscal year 2026, Azure's performance, and expected AI revenue as the company enters Q4.
Source: YAHOO