$Microsoft(MSFT)$ Microsoft St-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Microsoft(MSFT)$

Microsoft Stock Dips Amid OpenAI Acquisition Concerns and Market Factors:

Microsoft (MSFT) stock has fallen over 8.6% in the past five days, partly due to investor concerns about OpenAI's $3 billion acquisition of AI coding assistant Windsurf. Despite Microsoft's partnership boosting MSFT in June 2024, the external acquisition raises worries about OpenAI potentially diverting resources from enhancing Microsoft's AI. This comes after OpenAI's $40 billion funding round.

Windsurf, a competitor to Cursor and offerings from Anthropic, is seen as industry consolidation. Despite the downturn, MSFT is down about 12% YTD but outperforming many tech stocks due to its resilient Azure cloud business.

Analysts maintain a "Moderate Buy" rating with a $497.63 price target (39% upside), viewing MSFT as a defensive stock. However, lowered price targets reflect recession concerns potentially impacting enterprise cloud spending. At a P/E of around 28x (14% below its TTM average), MSFT is seen as a potential solid buy at lower levels.

@TigerEvents @TigerWire @Tiger_comments @Daily_Discussion @TigerStars @TigerCommunity

Microsoft Analyst Ratings and Price Target Adjustment

UBS maintains a 'Buy' rating on Microsoft and cuts the price target from $510.00/share to $480.00/share.

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Comments

Valerie Archibald
04-29
Valerie Archibald
MSFT will skyrocket after earnings Wed close. BUY
- Gehlot:
  M already in🤞🏽
Mortimer Arthur
04-29
Mortimer Arthur
I heard it said any good news will send msft much higher
EVBullMusketeer
04-27
EVBullMusketeer
Thank you for sharing.

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Despite Microsoft's partnership boosting MSFT in June 2024, the external acquisition raises worries about OpenAI potentially diverting resources from enhancing Microsoft's AI. This comes after OpenAI's $40 billion funding round.</p>\n<p>Windsurf, a competitor to Cursor and offerings from Anthropic, is seen as industry consolidation. Despite the downturn, MSFT is down about 12% YTD but outperforming many tech stocks due to its resilient Azure cloud business.&nbsp;</p>\n<p>Analysts maintain a \"Moderate Buy\" rating with a $497.63 price target (39% upside), viewing MSFT as a defensive stock. However, lowered price targets reflect recession concerns potentially impacting enterprise cloud spending. 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Despite Microsoft's partnership boosting MSFT in June 2024, the external acquisition raises worries about OpenAI potentially diverting resources from enhancing Microsoft's AI. This comes after OpenAI's $40 billion funding round. Windsurf, a competitor to Cursor and offerings from Anthropic, is seen as industry consolidation. Despite the downturn, MSFT is down about 12% YTD but outperforming many tech stocks due to its resilient Azure cloud business. Analysts maintain a \"Moderate Buy\" rating with a $497.63 price target (39% upside), viewing MSFT as a defensive stock. However, lowered price targets reflect recession concerns potentially impacting enterprise cloud spending. 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BUY","text":"MSFT will skyrocket after earnings Wed close. BUY","html":"MSFT will skyrocket after earnings Wed close. 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