MSFT: Future Cloud Demand Will Drive Expansion In AI Infrastructure And Partnerships

Analysts have increased their price target for Microsoft by $5.62 to $626.65. They cite continued momentum in cloud growth, strengthened profit margins, and improving revenue growth expectations driven by Azure’s performance and expanded partnerships in artificial intelligence.

Shared on 22 Oct 25

Fair value Increased 0.047%

Microsoft’s analyst price target has been revised upward to $625 from $582, a $43 increase. Analysts point to ongoing AI strength, Azure momentum, and durable software growth as key drivers for the valuation boost.

Shared on 08 Oct 25

Fair value Increased 1.12%

Microsoft’s analyst price target has been raised from approximately $614 to $621. This reflects increased confidence among analysts in Azure’s accelerating growth, the company's robust positioning in the AI ecosystem, and recent capacity and customer mix enhancements.

Shared on 04 Aug 25

Fair value Increased 12%

The upward revision in Microsoft's consensus price target reflects slight improvements in expected annual revenue growth and a modest increase in its forward P/E multiple, raising the fair value estimate from $549.90 to $601.67. What's in the News Microsoft expanded automation capabilities in security operations through BlinkOps integration with Microsoft Sentinel, now available via Azure Marketplace, enabling no-code AI-driven security workflows and procurement through existing Microsoft agreements.