By Thomas Richmond
Publication Date: 2026-05-04 13:13:00
Quick Read
Microsoft (MSFT) reported Q3 revenue of $82.9B (+18%), operating income of $38.4B (+20%), and AI business revenue run rate of $37B growing 123% year-over-year, with commercial remaining performance obligations providing strong revenue visibility.
Wall Street’s 55 of 58 Buy-rated analysts see 41% upside to a $576.42 target price, betting that Microsoft’s $37B AI revenue run rate and 40% Azure growth will absorb the company’s heavy AI infrastructure spending as monetization accelerates.
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Microsoft (NASDAQ:MSFT) trades around $408, while Wall Street’s consensus target sits at $576.42, meaning analysts see a significant 41% upside for the stock today. Microsoft is one of the world’s most valuable companies, with a $3.16 trillion market cap and a software empire that leans heavily on Azure cloud and its OpenAI partnership. The…
