MICROSOFT $MSFT price-target raised to $510 at Bank of America, citing Copilot upside: "At 41x C25e FCF, we believe shares are pricing in a fair amount of NT upside. However, with a Copilot driven acceleration in the Office business coming, we do not see the multiple…
Microsoft $MSFT stock target hiked at BofA on Azure strength https://t.co/1w3WhQnUYT https://t.co/1pEmeGnWID
$msft bac raising pt to $510, on almost 50x cash flow in 2025. what a deal !!!!! im sure that multiple will hold for 18 months. no worries https://t.co/ZrQJRKlb9U
Morgan Stanley projects Microsoft's capex to almost double this year, from $32B to $63B, with a significant portion allocated to data center capacity for Azure and AI services. Bank of America raises Microsoft's stock target to $510, highlighting Azure's strength and Copilot cycle forming. The price target increase is based on Copilot upside and a 41x C25e FCF valuation.