
MSFT · Nasdaq
The supplied consensus is Buy, backed by 40 analysts, with a mean price target of $630; low and high targets are not available. Among the named target actions in the evidence, Oppenheimer is more bullish at $625, while BNP Paribas maintains an Outperform rating and $604 target. The broader target spread and the most- and least-bullish analysts cannot be established from the supplied consensus data. The clearest revision over the past week is Oppenheimer raising its objective from $570 to $625 and assigning an Outperform rating; Benchmark restated Buy. The substantive disagreement is reflected in positive expectations for Azure and M365 AI demand versus questions about the returns on hyperscaler AI investment.
| Firm | Analyst | Rating | Price Target | Upside | Date | Source |
|---|---|---|---|---|---|---|
| Oppenheimer | — | $625 | +20.0% | Oct 26, 2026 | Open the report this row came from |