Lates News

UBS published a research report indicating that Microsoft announced revenue performance far exceeding expectations and that as of the end of April, it had not yet felt significant demand pressure due to macroeconomic or tariff issues. This is reflected in the strong performance of the entire product portfolio, especially the cloud computing service Azure, which grew by 35% in the third fiscal quarter ending in March and is forecasted to grow by 34% to 35% in the fourth fiscal quarter ending in June. UBS raised Microsoft's earnings per share forecast for the fiscal year ending in June 2026 from $14.31 to $14.92 and maintained a "buy" rating. UBS stated that due to Microsoft's high leverage effect in artificial intelligence, they still believe that the stock is reasonably priced, with the "buy" target price raised from $480 to $500.