What Do Analysts Say About Microsoft (MSFT)?

Microsoft Corporation (NASDAQ:MSFT) earns a spot on our list of the 8 Best AI Infrastructure Stocks to Invest in.

What Do Analysts Say About Microsoft (MSFT)?

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As of March 30, 2026, over 90% of covering analysts remain bullish on Microsoft Corporation (NASDAQ:MSFT), with the consensus price target suggesting an upside of around 70%.

Following investor meetings with Microsoft Corporation (NASDAQ:MSFT)’s investor relations team in Asia and Australia on March 25, 2026, UBS lowered its price target from $600 to $510 while maintaining a “Buy” rating. UBS valued the shares at 19 times calendar 2026 anticipated non-GAAP EPS and stated that Microsoft must improve the narrative surrounding Microsoft 365 and Copilot in order for the company to re-rate higher.

On March 5, 2026, Jefferies met with Microsoft Corporation (NASDAQ:MSFT)’s chief of investor relations and reaffirmed its “Buy” rating and $675 price target. Jefferies emphasized Microsoft’s straightforward approach, which enables it to monetize AI infrastructure irrespective of which model or agent wins. It also cited the company’s end-to-end platform across Azure and Microsoft 365, its base of more than 450 million paid M365 seats, and growing AI margins.

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. Its flagship products include Windows, Microsoft 365, Azure, LinkedIn, and Xbox.

While we acknowledge the risk and potential of MSFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MSFT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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