Is Microsoft Going to $505? 1 Wall Street Analyst Thinks So

Motley Fool10-21 20:25

Microsoft has underperformed the tech sector over the last three months. Investors are worried about it getting a return on its AI investment. KeyBanc sees growth in IT spending ...

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1 Wall Street Analyst Thinks So\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-21 20:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/21/is-microsoft-going-to-505-1-wall-street-analyst-th/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft has underperformed the tech sector over the last three months.\n\n\n\n\n\n\n\nInvestors are worried about it getting a return on its AI investment.\n\n\n\n\n\n\n\nKeyBanc sees growth in IT spending ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/21/is-microsoft-going-to-505-1-wall-street-analyst-th/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4579","symbol_name":"人工智能","start_time":0,"source_url":"https://www.fool.com/investing/2024/10/21/is-microsoft-going-to-505-1-wall-street-analyst-th/","article_id":"2477785235","we_media_id":null,"thumbnails":["https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F794606%2Finvestor-reading-the-newspaper.jpg&op=resize&w=165&h=104"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2477785235","pubTimestamp":1729513500,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"KeyBanc just raised its price target on Microsoft.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4579":"人工智能","BK4550":"红杉资本持仓","BK4592":"伊斯兰概念","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4585":"ETF&股票定投概念","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","BK4097":"系统软件","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","BK4587":"ChatGPT概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","MSFT":"微软","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4588":"碎股","BK4516":"特朗普概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","BK4567":"ESG概念","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4535":"淡马锡持仓","BK4577":"网络游戏","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC"},"translate_title":"微软会涨到505美元吗？1华尔街分析师这么认为","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":1},"content_text":"Microsoft has underperformed the tech sector over the last three months.\n\n\n\n\n\n\n\nInvestors are worried about it getting a return on its AI investment.\n\n\n\n\n\n\n\nKeyBanc sees growth in IT spending accelerating next year.\n\nMicrosoft (MSFT 0.35%) was an earlier winner in artificial intelligence (AI) thanks to its partnership with OpenAI. But lately, investors have been moving away from the enterprise software giant, enticed by Apple's new Apple Intelligence AI platform, and Nvidia's Blackwell platform.Microsoft has lost its title of the world's most valuable company to Apple and recently fell behind Nvidia for the second-most valuable company in the world. The stock is now down 10% from its peak in July, and it's missed out on the latest rally in tech stocks as the Nasdaq Composite is back near all-time highs.However, one analyst sees upside potential in Microsoft.Image source: Getty Images.KeyBanc raises its view on MicrosoftIn a note on Friday morning, KeyCorp hiked its price target on Microsoft from $490 to $505 and maintained an overweight rating on the stock. The research firm said a recent survey showed a rebound in the company's performance and IT budgets heading into next year. KeyBanc found that IT budgets were now expected to grow 4.4% in 2025, compared with an earlier forecast of 3.2%.That finding certainly looks like a positive for Microsoft as corporate IT spending is a primary determinant of its growth. KeyBanc's new price target implies a 21% upside in the stock.Can Microsoft bounce back?Microsoft remains the dominant enterprise software company, but there are valid questions facing the stock, including its valuation at a price-to-earnings ratio of 35 and its ability to justify its investments in AI, as the company faces some skepticism on that front.Additionally, The New York Times just reported that its partnership with OpenAI is facing some tensions as Microsoft wants a payoff from its investment in OpenAI and is interested in investing in other AI start-ups.We should learn more when the tech giant reports earnings later this month. While its Azure cloud infrastructure business has been a bright spot, the company may need more than that for the stock to get back to its winning ways.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.0","shortVersion":"4.29.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2477785235"}