Microsoft Hits New Heights with $530 Price Target—All Eyes on AI Powerhouse
Wall Street just made its bet, and Microsoft is leading the AI charge with record momentum.
Momentum is surging at Microsoft (MSFT), the tech titan listed on NASDAQ under the Software & Services sector, as Morgan Stanley raises its price target to $530—up from $482—citing strong returns from its generative AI investments and accelerating Azure growth.
Just this Thursday, MSFT climbed to a fresh all-time high, closing around $497.45 after gaining 1% on the day. Analysts at Morgan Stanley noted that disciplined capital expenditures are paying off, with AI-driven demand boosting Azure’s expansion. Growth is backed by a projected mid-teens compound annual earnings increase.
Wedbush and Wells Fargo have chimed in, echoing bullish sentiment. Wedbush reiterated their “Outperform” rating and extended their target to $600, highlighting Copilot and Azure as the engines behind a “massive adoption wave” expected by fiscal 2026. Wells Fargo also lifted their target to $585, praising Microsoft’s leadership in AI despite premium valuation.
This wave of upward revisions reflects recognition that Microsoft’s strategy—$80 billion in AI-centric data center capex, deeper OpenAI integration, and robust cloud services—is translating into tangible value. With Azure revenue growing around 33% year-over-year and OpenAI synergies expected to boost enterprise AI adoption, MSFT is positioned as the primary beneficiary of the ongoing AI revolution.
Investors and analysts alike are watching closely: Microsoft now directly competes with Nvidia for global tech dominance, both surpassing the $3 trillion market cap threshold. As Wall Street eyes an AI-fuelled trajectory toward $600 per share, Microsoft stands at the center of the next tech frontier—AI-powered cloud infrastructure.