Veytics Intelligence
2026-10-26 · Yahoo

Oppenheimer raises Microsoft target ahead of earnings amid demand strength

Investing.com -- Oppenheimer analyst Brian Schwartz raised his price target on Microsoft to $625 from $570 on Monday while maintaining an Outperform rating ahead of the company's fiscal first-quarter results. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » The firm's research indicates strong enterprise demand is supporting continued momentum in Azure and Microsoft 365, with infrastructure availability rather than demand serving as the main constraint on Azure growth. Schwartz projects total revenue of $90 billion, representing 16% year-over-year growth, and GAAP earnings per share of $4.69 for the quarter.

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