22 hours ago
2
Joel South
Wed, April 1, 2026 astatine 9:28 AM CDT 4 min read
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Benchmark initiated sum of Microsoft (MSFT) with a Buy standing and $450 terms target, arguing that a 28% diminution from October 2025 highs has created a compelling introduction constituent contempt the company’s strengthening fundamentals and 110% year-over-year surge successful commercialized remaining show obligations to $625 billion.
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Microsoft’s underlying concern momentum—including 39% Azure growth, $51.5 cardinal successful quarterly unreality revenue, and 59% nett income growth—suggests the stock’s pullback reflects capitalist capex anxiousness alternatively than request deterioration, positioning diligent investors to payment from the AI supercycle arsenic the broader expert statement remains heavy bullish astatine a 33x guardant P/E.
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Benchmark initiated sum of Microsoft (NASDAQ:MSFT) with a Buy standing and $450 terms target, arguing that the stock's steep retreat from its 2025 highs represents a compelling semipermanent introduction point. Microsoft shares person fallen 28% from their October 2025 level of $517.54 to $370.17 arsenic of March 31, 2026, adjacent arsenic the company's underlying fundamentals person strengthened. For diligent investors, Benchmark's thesis is straightforward: the selloff has disconnected terms from concern reality.
| MSFT | Microsoft | Benchmark | Initiation | Buy | $450 |
Benchmark frames Microsoft arsenic a starring AI orchestration level crossed endeavor and user markets, with the pullback driven by capitalist anxiousness implicit superior expenditure levels alternatively than immoderate deterioration successful demand. The steadfast views those AI-related capex concerns arsenic shortsighted fixed beardown request visibility, contracted hardware capacity, and strategical positioning for the AI supercycle.
The information supports that read. Microsoft's commercialized remaining show work surged 110% year-over-year to $625 cardinal successful Q2 FY2026, signaling an unprecedented measurement of contracted aboriginal revenue. Meanwhile, Azure delivered 39% year-over-year maturation successful Q2 FY2026 and has maintained 39% to 40% maturation crossed 3 consecutive quarters. Forward guidance calls for 37% to 38% Azure maturation successful the coming quarter.
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