Oppenheimer upgrades Microsoft to 'outperform' on AI potential

ReutersJul 9, 2025 4:07 PM

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Brokerage Oppenheimer upgrades Microsoft MSFT.O to "outperform" from "perform" on strong AI momentum

Shares of the tech giant rise 0.8% to $500.55 premarket

Oppenheimer says MSFT is one of the "long-term AI winner(s)" in cloud software market as co's AI revenue stream accelerates on strong Azure growth and supports valuation

It expects co to generate $45 bln in AI revenue in CY26 in a bull case scenario

Brokerage establishes PT of $600, implying a 20% premium to stock's last close

Fifty-five brokerages rate the stock "buy" and higher, seven "hold"; median PT is $510 - data compiled by LSEG

MSFT up 17.82% YTD as of Tuesday's close

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