$Microsoft(MSFT)$ Oppenheimer raised its Microsoft price target to $570 from $515, keeping an Outperform rating after a recent headquarters meeting. The firm came away comfortable that its acceleration with capital discipline thesis for Microsoft remains intact. In Oppenheimer's view, Azure and M365 commercial can sustain business acceleration in FY27 as Copilot monetization remains strong, more compute capacity comes online, and customers increasingly standardize on Microsoft as the primary enterprise AI platform. Efficiency gains and capital discipline are also key focuses, yielding more predictable capex and positive free cash flow this year, unlike some hyperscaler peers.
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