By Vandita Jadeja
Publication Date: 2026-10-01 15:15:00
Wells Fargo just added Microsoft to its Q4 Tactical Ideas list and pushed its price target well above Wall Street consensus, betting that Azure and Copilot are about to prove the skeptics wrong.
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Wells Fargo lifted its price target on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) to $725 from $700 and kept its Overweight rating. It also added the shares to its Q4 “Tactical Ideas list”.
Analyst Michael Turrin sees a “favorable tactical setup” heading into the fourth quarter. The higher target shows that Wall Street is growing more confident Microsoft can turn its AI lead into lasting earnings growth.
| Ticker | Company | Firm | Action | Old Rating | New Rating | Old Target | New Target |
|---|---|---|---|---|---|---|---|
| MSFT | Microsoft | Wells Fargo | Price Target Raised | Overweight | Overweight | $700 | $725 |
