By Ewan Scott
Publication Date: 2026-09-21 23:22:00
Microsoft Corp (NASDAQ: MSFT) is drawing renewed analyst attention after Rothschild and Co Redburn raised its price target on the software giant to $440 from $400, while maintaining a Neutral rating.
The revised target reflects updated valuation multiples following a broader re-rating across software-as-a-service stocks, with Redburn updating its model after Microsoft’s latest earnings report.
Despite the analyst upgrade, MSFT stock was trading just 0.4% higher in early premarket trade at the time of the report, suggesting markets are absorbing the move cautiously.
The price target revision arrives as Microsoft navigates a swirling industry debate covering AI safety standards, the long-term economics of infrastructure buildout, and growing legal exposure tied to generative AI.
Microsoft AI chief Mustafa Suleyman weighed in publicly on AI regulation, arguing that China’s advances in artificial intelligence should not be used as justification for removing guardrails…
