Microsoft (NASDAQ:MSFT) Price Target Raised to $675.00 at New Street Research

Microsoft (NASDAQ:MSFT) had its target price boosted by New Street Research from $670.00 to $675.00 in a report released on Tuesday morning,MarketScreener reports. New Street Research currently has a buy rating on the software giant’s stock.

A number of other equities analysts have also commented on MSFT. Benchmark assumed coverage on Microsoft in a research note on Wednesday. They set a “buy” rating on the stock. Deutsche Bank Aktiengesellschaft reduced their target price on Microsoft from $630.00 to $575.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Microsoft in a research note on Thursday, February 12th. Oppenheimer reaffirmed an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of Microsoft in a research note on Monday, March 2nd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $588.97.

Microsoft Stock Performance

Shares of MSFT stock traded up $1.74 on Tuesday, hitting $371.91. The company’s stock had a trading volume of 9,418,461 shares, compared to its average volume of 36,083,719. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The stock’s 50 day moving average is $405.66 and its 200-day moving average is $465.22. Microsoft has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The company has a market capitalization of $2.76 trillion, a PE ratio of 23.24, a PEG ratio of 1.36 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business’s revenue was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $3.23 EPS. Equities research analysts expect that Microsoft will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft’s dividend payout ratio is presently 22.76%.

Insider Buying and Selling

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director John W. Stanton purchased 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Institutional Investors Weigh In On Microsoft

Several hedge funds have recently added to or reduced their stakes in the business. Longfellow Investment Management Co. LLC raised its position in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares in the last quarter. Bernzott Capital Advisors bought a new stake in Microsoft in the fourth quarter worth approximately $34,000. Timmons Wealth Management LLC bought a new stake in Microsoft in the fourth quarter worth approximately $36,000. Bayforest Capital Ltd acquired a new position in Microsoft in the third quarter valued at approximately $38,000. Finally, Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after buying an additional 66 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Plans to invest $5.5 billion in Singapore through 2029 to build cloud and AI infrastructure — reinforces Azure capacity in APAC and supports long‑term enterprise demand for Microsoft’s cloud services. Microsoft Plans to Invest $5.5 Billion in Singapore by 2029
• Positive Sentiment: Commitment to invest >$1 billion in Thailand over two years for cloud and AI infrastructure — expands regional data‑center footprint and potential Azure revenue. Microsoft plans $1 billion investment in Thailand, Thai government says
• Positive Sentiment: Exclusive power‑supply agreement with Chevron and Engine No. 1 to explore large energy projects for data centers — helps secure long‑term energy for AI compute and mitigates a key operational risk for Azure expansion. Microsoft, Chevron and Engine No. 1 sign exclusive deal for power supply
• Positive Sentiment: Benchmark initiated coverage with a Buy and $450 price target — adds institutional support and a bullish analyst viewpoint amid the pullback. Analyst sets Microsoft stock price target
• Neutral Sentiment: OpenAI raised $122 billion at an $852 billion valuation — validates massive demand and capital flowing into AI, which could accelerate cloud spend (benefitting Azure) but also reshapes competitive dynamics in the AI stack. OpenAI Raises $122 Billion in Funding Round Valuing Company at $852 Billion
• Neutral Sentiment: Microsoft reshuffled its entire AI organization — management aligning AI assets could improve execution, but details will determine speed of monetization and margin impact. Microsoft Just Reshuffled Its Entire AI Organization. Should Investors Be Worried — or Excited?
• Negative Sentiment: U.K. competition authority launching an antitrust probe into Microsoft’s business‑software ecosystem and cloud licensing — regulatory action could lead to remedies, pricing/packaging changes or operational constraints in Europe. UK to launch antitrust probe into Microsoft’s business software
• Negative Sentiment: Market reaction to a steep quarterly selloff and commentary that Microsoft just had its worst quarter since 2008 — investor worry centers on heavy AI‑related capex, margin pressure and uncertain adoption/monetization pace for Copilot and other AI products. Microsoft closes worst quarter on Wall Street since 2008 on AI concerns

Microsoft Company Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).