54 Analysts, One Verdict: Microsoft’s Upside Isn’t Done Yet

5 days ago 5

Vandita Jadeja

Wed, August 12, 2026 astatine 8:30 AM CDT 5 min read

Quick Read

All 54 analysts covering MSFT complaint it a Buy, with our $604 people implying 20% upside backed by $678B successful locked commercialized commitments.
GOOGL trades astatine 15x net contempt 82% unreality growth, and ORCL runs antagonistic escaped currency flow, which unneurotic marque MSFT's 40% nett margins basal out.
It sounds nuts, but SoFi1 is giving caller Active Invest users up to $3,000 successful banal for a constricted time, and each it takes is simply a $50 deposit to get started.2 See for yourself (Sponsor)

Microsoft (NASDAQ:MSFT) has climbed backmost into the spotlight aft a blockbuster Q4 report, and Wall Street is astir unanimous connected wherever it goes next. Of 54 analysts covering the stock, 14 complaint it Strong Buy, 40 Buy, and conscionable 3 Hold, with zero merchantability ratings. Our ain exemplary agrees, and past some.

Satya Nadella stands connected a keynote signifier wearing a acheronian long-sleeve shirt, smiling and gesturing with some fists raised earlier a airy bluish backdrop.

The 24/7 Wall St. terms people for Microsoft is $604.39, implying 19.96% upside from the existent terms of $503.81. Our proposal is bargain with precocious assurance astatine 90%.

24/7 Wall St. Price Target Summary

From Post-Earnings Surge to a $100B Azure Milestone

Microsoft has tally 30.83% implicit the past period and 2.23% successful the past week, though shares are inactive 2.67% beneath wherever they traded a twelvemonth ago. The banal sits astir 2% disconnected its 52-week precocious of $550.24, good supra the 52-week debased of $349.20.

The July 29 Q4 FY2026 study was the catalyst. Microsoft posted gross of $90.01 billion, up 17.75% YoY, and non-GAAP EPS of $4.74 versus a $4.24 estimate, an 11.81% bushed and the 5th consecutive 4th of topping expectations.

Azure grew 43% and crossed $100 cardinal successful yearly gross for the archetypal time, portion commercialized remaining show obligations vaulted 84% to $678 billion. Copilot paid seats topped 30 million.

SoFi Active Invest is offering a limited-time promotion. Open an account, money it with $50 oregon more, and you could person up to $3,000 successful complimentary banal for Active Invest accounts. See for yourself by clicking present now. (Sponsor)

The Case for $620 and Higher

Bulls constituent to RPO of $678 billion, meaning Microsoft has locked successful years of unreality gross earlier it hits the income statement. Azure's 43% maturation is accelerating.

Copilot monetization is scaling faster than projected, and absorption retains optionality connected OpenAI, wherever Microsoft holds astir a 27% involvement worthy an estimated $135 billion. Our bull script points to $629.58, oregon 24.96% upside, if AI monetization continues astonishing to the upside.