How Recent AI And Cloud Developments Are Rewriting The Microsoft Investment Story

Microsoft’s latest price target revision reflects a slightly higher fair value of about $625.41, supported by a modestly upgraded revenue growth outlook of roughly 15.28% and a marginally higher assumed discount rate of around 8.52%. These small but meaningful tweaks mirror a market narrative that is growing more confident in Microsoft’s long term AI and cloud opportunities while still accounting for rising capital intensity and risk. Stay tuned to see how you can track these evolving...