Microsoft (MSFT) News Today

Microsoft Corporation (NASDAQ: MSFT) is seeing a mix of bullish analyst upgrades, AI-driven growth stories, and a few headwinds that are influencing its stock movement today. Key developments include increased earnings forecasts, fresh price-target lifts, insider and congressional buying, plus ongoing discussions around its AI leadership and emerging competition.

• Positive Sentiment: Zacks names Microsoft among five blue-chip stocks with upgraded growth estimates as the Dow reaches new highs. 5 Blue-Chip Stocks to Buy as the Dow Achieves New Milestones
• Positive Sentiment: Patch Tuesday highlights Microsoft’s expanding $37 billion cybersecurity business and AI-driven security edge, supporting its premium valuation. Patch Tuesday Highlights Microsoft’s Growing Security Edge
• Positive Sentiment: Fool.com lists Microsoft among “These 5 AI Stocks Could Be Smart Buys for Long-Term Investors,” citing its cloud and AI momentum. These 5 AI Stocks Could Be Smart Buys for Long-Term Investors
• Positive Sentiment: Zacks Research raises its Q2 2027 EPS forecast for Microsoft, reflecting stronger-than-expected revenue trends. Q2 Earnings Forecast for Microsoft Issued By Zacks Research
• Positive Sentiment: Representative Lisa C. McClain purchased MSFT shares, signaling confidence from a member of Congress. Rep. Lisa C. McClain Buys Microsoft Corporation (NASDAQ:MSFT) Shares
• Positive Sentiment: Fool.com recommends Microsoft as one of “2 No-Brainer AI Stocks to Buy Right Now,” underlining its role as a durable AI platform. 2 No-Brainer AI Stocks to Buy Right Now
• Positive Sentiment: Truist Securities lifts its MSFT target, suggesting nearly 29% upside based on continued cloud and AI growth. Microsoft Corporation (MSFT) Sees Nearly 29% Upside as Truist Lifts Target
• Positive Sentiment: Fool.com also includes Microsoft in “2 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade,” highlighting long-term AI tailwinds. 2 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
• Neutral Sentiment: Sohu publishes a 2025 price prediction for MSFT, offering various valuation scenarios but no consensus direction. Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Insights and Expectations
• Neutral Sentiment: Quiver Quantitative condenses X posts showing optimism around Azure and Copilot but also concerns over recent layoffs and morale. Microsoft Stock (MSFT) Opinions on Earnings and AI Investments
• Negative Sentiment: GuruFocus reports Elon Musk’s “Macrohard” AI venture aiming to simulate Microsoft, posing potential competitive pressure on its AI franchise. Elon Musk's New AI Venture "Macrohard" Aims to Simulate Microsoft (MSFT)