By Vandita Jadeja
Publication Date: 2026-09-30 16:15:00
Quick Read
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Fitzsimmons raised MSFT’s price target to $610, projecting every 10% E5-to-E7 seat shift unlocks $2B in annualized revenue for Microsoft.
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Azure grew 43% and crossed $100B in full-year revenue while Microsoft 365 Copilot surpassed 30 million paid seats last quarter.
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Capital expenditures hit $116B in fiscal 2026 with management guiding to $175B in fiscal 2027, the central risk to margin expectations.
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Piper Sandler analyst Billy Fitzsimmons raised the firm’s price target on Microsoft (NASDAQ:MSFT) to $610 from $550 and kept an Overweight rating.
He cited the company’s “Super App” announcement, the new E7 enterprise licensing plan and consumption-based pricing for Copilot and Cowork. The raised target shows growing Wall Street confidence that Microsoft…