Microsoft Stock Slumps as Azure ‘Execution Issues’ Make Analysts Wary
Key points
- After reporting the results of the second quarter of fiscal year on Wednesday, Microsoft’s shares fell.
- In Microsoft’s Azure Cloud Computing platform, many analysts have reduced the price goals of the company.
- The consensus of analysts is still the “buy” of Microsoft stocks.
Microsoft(MSFT) Thursday, the company is weaker than expected Finance the second quarter Yun Lang promoted some analysts to reduce their price goals Seven in stock.
UBS maintains a “buy” rating, but reduces its target target from $ 525 to $ 510, and blames the responsibility on Microsoft Azure, a cloud computing platform for technology giants. UBS analysts said the company’s expected sky blue growth is far lower than what hopes.
“The recent debate will be dominated by what happened by ‘Azure?” The question, “They wrote that its growth” worse than we expect. “AI Based on the transcript provided by Alphaense, the market segment of the market segment.
Except for the 19 brokers followed by the visible Alpha, all the agents of all agents of all agents have “buy” or the same rating of Microsoft stocks. Their consensus target price was about $ 516, which was about 24 % from the closing price on Thursday, and then decreased by 6 % every day.
Some analysts point out the signs of AI optimism, including Microsoft’s Azure Ai Foundry news-The customers can be used to build a custom AI application-two months later, more than 200,000 users have reached.
Bank of America calls Microsoft for “preferred” to maintain its price target of $ 510. The bank amended its estimation of its earnings per share in 2025, saying that Microsoft ” AI winner In applications and infrastructure. ”
Morgan Stanley raised its price target from $ 540 to $ 530 and reiterated the “increase holdings” rating.