Microsoft (MSFT) Soars: The Real Reason Analysts Just Upgraded Their July Price Targets

Wall Street’s favorite cash cow just got fatter. Microsoft (MSFT) is riding a fresh wave of bullish upgrades as analysts scramble to adjust their July forecasts—but let’s be real, they’re just playing catch-up with reality.

Cloud dominance? Check. Azure’s growth is still eating rivals for lunch, and AI integrations are turning Office suites into money-printing machines. No surprise the Street’s suddenly all-in.

GamePass glitches? Irrelevant. Even if Xbox hardware sales dip, subscription revenue’s the new battlefield—and Microsoft’s already winning.

The cynical take: Half these analysts probably just realized their Excel models still run on MSFT licenses. Talk about vested interests. One thing’s clear—when the tech titan flexes, markets listen. Now watch the retail traders FOMO in late… again.

Microsoft (MSFT) Benefitting from OpenAI Partnership

Furthermore, Reitzes commented on Microsoft’s mixed relationship with ChatGPT developer OpenAI. “While long-term, there are concerns that OpenAI and Microsoft are destined for increased conflicts of interest, the agreement seems to be favorable for Microsoft in general,” Reitzes said. “Even as OpenAI desires for Microsoft to own less than 49%, we see Redmond owning a huge piece of what could be a multi-trillion-dollar entity with OpenAI, no matter what.”

At press time, Microsoft (MSFT) is trading NEAR the top of its 52-week range and above its 200-day simple moving average. The company’s stock is rated as a Strong Buy by Wall Street analysts, with a consensus price target suggesting a potential upside. Microsoft’s investments in AI are seen as yielding solid returns, positioning the company well for future growth in the AI innovation cycle. As the company continues to enhance its AI capabilities and cloud offerings, it remains a key player in the tech industry, and a top choice amongst Mag-7 stocks.