Microsoft (MSFT) News Today

Microsoft Corporation (MSFT) stock has seen upside driven by strong AI and cloud momentum, multiple analyst upgrades, and insider confidence, while investors remain cautious amid cybersecurity probes and political scrutiny.

• Positive Sentiment: Analysts continue to boost Microsoft’s outlook, with Evercore ISI raising its price target to $545 and giving an outperform rating, Loop Capital lifting its target to $600, and Wedbush reaffirming an outperform at the same level, reflecting double-digit upside potential. Evercore ISI Issues Positive Forecast for Microsoft
• Positive Sentiment: Microsoft stock hit a new 12-month high following an analyst upgrade, underpinning investor confidence in the company’s growth trajectory. Microsoft (NASDAQ:MSFT) Sets New 1-Year High After Analyst Upgrade
• Positive Sentiment: Tech bull Dan Ives calls Microsoft’s AI-driven era “golden,” reiterating a conservative $600 price target as A.I. and cloud momentum accelerates. Ives: MSFT Entering "Golden Era," TSLA to $500 & Mag 7 Earnings to Show Promise
• Positive Sentiment: Insider Monkey highlights Microsoft as a key tech momentum driver in its “10 Oversold Dividend Stocks to Buy,” noting MSFT’s role in fueling a 13% S&P 500 rebound. 10 Oversold Dividend Stocks To Buy according to Hedge Funds
• Positive Sentiment: Representative Jefferson Shreve disclosed a purchase of $500K–$1M in Microsoft shares, signaling insider confidence. Rep. Jefferson Shreve Buys Microsoft Stock
• Positive Sentiment: Zacks recommends MSFT ahead of Q4 earnings, citing an estimated 13.9% revenue rise from A.I. investments and 34–35% Azure growth. Should Investors Buy Microsoft Stock Ahead of Q4 Earnings Release?
• Neutral Sentiment: Microsoft is part of a “monster earnings week” alongside Apple, Amazon and Mastercard, keeping the focus on its upcoming Q4 results. Catalyst Watch: Monster earnings week includes Microsoft, Apple, Amazon, Mastercard
• Neutral Sentiment: CEO Satya Nadella said recent layoffs have been “weighing heavily” on him, highlighting continued cost discipline amid AI investments. Microsoft's Satya Nadella says job cuts have been 'weighing heavily' on him
• Neutral Sentiment: Options traders note MSFT trading near all-time highs ahead of earnings, reflecting elevated expectations. Options Corner: MSFT Near Highs Ahead of Earnings
• Negative Sentiment: Microsoft is probing a possible leak in its cybersecurity alert system that may have allowed Chinese hackers to exploit SharePoint flaws before they were patched. Reuters: Microsoft probing if Chinese hackers learned SharePoint flaws
• Negative Sentiment: A failed SharePoint security patch has been exploited by Chinese hackers in a global campaign, raising questions about Microsoft’s patch management. WSJ: A Failed Microsoft Security Patch Is the Latest Win for Chinese Hackers
• Negative Sentiment: Recent cyberattacks and hacks have highlighted vulnerabilities in Microsoft’s infrastructure, potentially denting investor sentiment. The Bigger Story Underneath the Microsoft Hack
• Negative Sentiment: JD Vance criticized Microsoft for laying off U.S. workers while relying heavily on H-1B visas, adding political scrutiny to the company’s labor practices. JD Vance Slams Microsoft For Firing Americans