Microsoft (MSFT) News Today

Shares of Microsoft Corporation (NASDAQ: MSFT) are trading higher today, buoyed by upbeat analyst ratings and continued momentum in AI and cloud initiatives. Investors are weighing multiple factors, from price target hikes and strategic partnerships to geopolitical actions and regulatory developments. Here’s what’s moving the stock:

• Positive Sentiment: Melius Research raised its price target on Microsoft from $595 to $625, signaling strong confidence in a roughly 22% upside. Melius Research Adjusts Microsoft Price Target to $625 from $595
• Positive Sentiment: Morgan Stanley lifted its price target on MSFT to $625 with an “overweight” rating, citing continued strength in AI and cloud businesses. Morgan Stanley lifts Microsoft price target, citing AI and cloud momentum
• Positive Sentiment: Truist Securities reaffirmed its Buy rating on MSFT with a $675 price target following a new non-binding OpenAI deal, underscoring AI partnership upside. Truist Keeps Buy Rating on Microsoft (MSFT) After New OpenAI Deal
• Positive Sentiment: Jim Cramer highlighted an optimistic analyst note, pointing to a turnaround in Microsoft’s software business and robust Azure growth. Jim Cramer Discusses Optimistic Analyst Note About Microsoft (MSFT)
• Positive Sentiment: Nebius (NBIS) CRO Marc Boroditsky praised Microsoft’s AI infrastructure partnership model, likening it to AWS’s success. Nebius (NBIS) CRO on MSFT Partnership & Global A.I. Growth
• Positive Sentiment: Microsoft’s head of strategic partnerships detailed how its AI solutions are transforming NFL sidelines, showcasing enterprise reach into sports tech. How Microsoft's AI play is transforming the NFL sidelines
• Positive Sentiment: Microsoft merged its business-focused AI app stores into a unified marketplace to simplify customer access and drive enterprise AI adoption. Microsoft merges business-focused AI app stores
• Positive Sentiment: Moveworks deepened its partnership by integrating its agentic AI platform into the new unified Microsoft Marketplace. Moveworks Deepens Partnership with Microsoft
• Positive Sentiment: Illumio Insights was featured as a launch partner on Microsoft Marketplace, highlighting AI-driven security observability demand. Illumio Insights Featured as a Launch Partner on Microsoft Marketplace
• Positive Sentiment: Microsoft and Corintis achieved a 3× chip-cooling breakthrough, showcasing innovation in AI hardware efficiency. Corintis collaborates with Microsoft for chip cooling breakthrough
• Positive Sentiment: Napster partnered with Microsoft to implement Azure AI Foundry in its embodied AI companions, expanding Azure’s ecosystem. Napster Partners with Microsoft on Implementation of Azure AI Foundry
• Positive Sentiment: A Zacks report noted Microsoft among three stocks boosting dividends, underlining its income stability in volatile markets. 3 Stocks to Watch That Recently Announced Dividend Hikes
• Positive Sentiment: Institutional buying—now 71% ownership—continues to set a high floor for MSFT shares, providing downside support. Institutional Buying Sets a High Floor for Microsoft Stock
• Neutral Sentiment: Big Tech firms, including Microsoft, are using finance leases to fund data-center buildouts, boosting AI spending without upfront cash outflows. AI spending at Microsoft and Oracle is even higher than it looks...
• Neutral Sentiment: Wall Street consensus sets a 12-month price target range around $600–$650, reflecting broad confidence but varied risk assessments. Wall Street sets Microsoft (MSFT) stock price for next 12 months
• Negative Sentiment: Donald Trump publicly urged Microsoft to fire its Global Affairs President Lisa Monaco, injecting political risk into the executive ranks. Trump says Microsoft should fire its global affairs president Lisa Monaco
• Negative Sentiment: Microsoft disabled certain cloud and AI services for an Israeli military unit after evidence of mass surveillance, prompting geopolitical and reputational concerns. Microsoft cuts cloud services to Israeli military unit over Palestinian surveillance
• Negative Sentiment: European regulators forced Microsoft to provide free Windows 10 security upgrades, pressuring margins and causing a slight stock pullback. Microsoft Stock (NASDAQ:MSFT) Slips as Europe Forces Free Security Upgrades for Windows 10