By Brian Sozzi
Publication Date: 2026-08-13 13:27:00
Microsoft’s (MSFT) revitalized stock price may have further room to run, simply based on signals the company sent in its latest earnings report.
The big call
JPMorgan analyst Samik Chatterjee came out bullish on Microsoft stock in a note on Thursday, taking his price target to $625 from $550. The revised price target assumes about 30% upside from current trading levels.
Chatterjee made two important points in explaining his price target hike:
Point one: “We have a favorable view on the growth outlook for the company, wherein we envision an acceleration in the growth of both Azure and M365 Commercial Cloud with AI infrastructure buildout being the key underlying driver for acceleration in both businesses,” Chatterjee wrote. “With M365 cloud products, including Copilot, acting as the internal customer for Microsoft’s AI infrastructure, the company is well positioned to leverage the buildout in the form of a high-margin,…
