Microsoft Stocks Surge Amidst AI Investment Boom

Morgan Stanley affirmed Microsoft's "Overweight" status, increasing its price target to $530 due to growing confidence in Azure's performance driven by generative AI investments. Microsoft's strong positioning in the GenAI cycle is accelerating Azure business growth.

Microsoft reported quarterly earnings of $3.46 per share, exceeding the consensus estimate by $0.24, with revenue of $70.07 billion, up 13.3% year-over-year. The stock has a market cap of $3.69 trillion, driven by strong revenue growth and high return on equity.

Paladin Wealth LLC increased its Microsoft holdings by 9.5% in Q1, owning 7,891 shares worth $2,962,000. Institutional investors collectively own 71.13% of Microsoft, while executives sold 135,743 shares valued at $60,224,683. Analysts maintain a "Moderate Buy" rating.

During the first quarter, Strong Tower Advisory Services increased its Microsoft (MSFT) holdings by 10.9%, owning shares worth $12,595,000. Institutional investors collectively own 71.13% of Microsoft stock. Analysts issued a "Moderate Buy" rating, noting strong quarterly earnings and increased revenue.

Microsoft shares closed lower on Friday after hitting a 52-week high, signaling potential bearish momentum for Monday's trading. The failure to sustain the high suggests profit-taking and seller dominance, as post-market activity also showed a slight decline.

Milestone Asset Management LLC increased its Microsoft holdings by 10.8% in Q1, acquiring an additional 931 shares, making Microsoft 0.8% of its portfolio, valued at $3.588 million. Institutional investors own 71.13% of Microsoft's stock.

Wedbush increased Microsoft's target to $600, citing accelerated AI adoption and potential $25 billion annual revenue from Copilot. Benchmark raised Tesla's target to $475 due to their robotaxi launch, emphasizing scalable autonomous driving technology and robotics evolution.

Microsoft (MSFT) stock gained 3.88% over five days, peaking near $500 by June 27. Trading volume rose to 32.82 million shares, suggesting increased activity. After-hours trading saw a minor 0.04% decrease, indicating neutral sentiment for Monday's opening.

Several institutional investors, including Norges Bank and GAMMA Investing LLC, have significantly increased their stakes in Microsoft, highlighting strong investor confidence. Microsoft reported a quarterly revenue increase of 13.3%, beating earnings estimates, and announced a dividend payout.

Harbor Investment Advisory LLC raised its stake in Microsoft by 0.2% to own 146,141 shares, valued at $54,860,000, making it the fund's third largest position. Institutional investors own 71.13% of MSFT stock, which shows robust institutional interest.

Cox Capital Mgt LLC increased its Microsoft holdings by 17.2% in Q1, owning 19,081 shares worth $7,163,000. Multiple large investors also significantly adjusted their stakes in Microsoft, including GAMMA Investing LLC, Norges Bank, and Northern Trust Corp.

Microsoft reported strong quarterly earnings, with $3.46 earnings per share outperforming estimates and a 13.3% year-over-year revenue increase to $70.07 billion, surpassing analyst expectations. Microsoft’s stock has a "Moderate Buy" average rating with a $521.14 consensus target price.

Microsoft's recent quarterly earnings report exceeded expectations with $3.46 EPS and $70.07 billion in revenue, representing a 13.3% year-over-year increase. Analysts maintain a "Moderate Buy" rating with a consensus target price of $521.14 for MSFT shares.

Sarasin & Partners LLP reduced its Microsoft holdings by 25.1% in the first quarter, now owning 1,481,378 shares worth $556,094,000. Microsoft's stock has average analyst ratings of “Moderate Buy” with a target price of $521.14, indicating continued investor confidence.

McNaughton Wealth Management LLC increased its holdings in Microsoft Corporation by 16.9% in the first quarter, bringing its total shares to 3,674, valued at $1,379,000. Institutional investors own 71.13% of Microsoft's stock, highlighting strong institutional interest.

Lbmc Investment Advisors LLC increased its position in Microsoft by 5.6% in the first quarter, owning 16,007 shares worth $6,009,000. Microsoft reported earnings of $3.46 per share, exceeding estimates, with a quarterly revenue of $70.07 billion.

Microsoft reported strong quarterly earnings, beating estimates with $3.46 EPS and $70.07 billion revenue, marking a 13.3% year-over-year increase. Analysts maintain a consensus "Moderate Buy" rating with an average target price of $521.14.

XXEC Inc. reduced its stake in Microsoft by 3.5% in Q1, owning 28,626 shares worth $10.75 million. Institutional investors hold 71.13% of Microsoft shares. Microsoft's Q1 earnings surpassed expectations with $70.07 billion revenue and $3.46 EPS.

Merit Financial Group LLC increased its Microsoft holdings by 13.3% in Q1. Analyst reports show strong growth, with an average rating of “Moderate Buy” and a target price of $521.14. Insiders sold shares worth $60,224,683 over the last 90 days.

Microsoft Corporation reported quarterly revenue of $70.07 billion, exceeding analysts' estimates of $68.54 billion, with earnings per share of $3.46, surpassing expectations of $3.22. Revenue increased by 13.3% compared to the previous year, reflecting strong financial performance.

Vantage Wealth decreased its Microsoft stake by 0.6% during the first quarter, now owning 49,055 shares valued at $18,415,000. Analysts have increased price targets for MSFT, with a consensus rating of "Moderate Buy" and a target price of $521.14.

Microsoft Corporation posted strong quarterly earnings results on April 30th, surpassing analyst expectations with $3.46 EPS and $70.07 billion revenue, marking a 13.3% year-over-year revenue increase. Analysts forecast 13.08 EPS for the current fiscal year.

Baxter Bros Inc. reduced its Microsoft shares by 1.5% in Q1, holding 135,991 shares worth $51,050,000. Insider transactions saw EVP Kathleen T. Hogan selling 21,500 shares, impacting her ownership by 13.75%. Microsoft exceeded earnings estimates with $3.46 EPS.

LVW Advisors LLC increased its Microsoft stake by 3.7% in the first quarter, holding 30,449 shares valued at $11,430,000. Institutional investors own 71.13% of Microsoft's stock. Analysts give Microsoft a “Moderate Buy” with a price target of $521.14.

Quad Cities Investment Group LLC increased its stake in Microsoft by 3.2% in Q1, owning 10,963 shares worth $4,115,000. Microsoft beat analyst estimates in its quarterly earnings, reporting $3.46 EPS with revenue of $70.07 billion, up 13.3% year-on-year.

Graves Light Lenhart Wealth Inc. increased its stake in Microsoft by 1.1% in Q1, while Norges Bank and other institutional investors also expanded their MSFT holdings significantly. Microsoft reported strong earnings and increased revenue in its latest quarterly results.

Gradient Investments LLC increased its stake in Microsoft by 14.9% during the first quarter, owning 275,343 shares valued at $103,361,000. Microsoft reported strong quarterly earnings, with EPS exceeding estimates, indicating robust financial performance and investor confidence.

IMZ Advisory Inc reduced its stake in Microsoft Corporation by 2.1% in the first quarter, owning 5,099 shares valued at $1,914,000, while other major investors increased their MSFT holdings. Microsoft stock shows strong earnings and wide institutional ownership.

Towerpoint Wealth LLC reduced its Microsoft holdings by 9.6% in Q1. Microsoft constitutes 0.8% of Towerpoint's portfolio, as its 28th largest position. The stock experienced substantial activity from institutional investors with significant stake increases and favorable analyst ratings driving optimism.

Hummer Financial Advisory Services Inc increased its Microsoft holdings by 2.0% in Q1, owning 6,219 shares worth $2,335,000. Institutional investors own 71.13% of Microsoft stock, which saw rising earnings and increased analyst ratings, indicating strong market confidence.

Inspirion Wealth Advisors LLC increased its stake in Microsoft by 4.8% in Q1, holding shares worth $2.2 million. Numerous institutional investors also adjusted their positions. Analysts continue to rate Microsoft's stock as a strong buy, with an average target price of $521.14.

Divergent Planning LLC increased its Microsoft shares by 33.6% in Q1. Insiders Bradford L. Smith and Amy Coleman sold shares worth millions. Analysts maintain a "Moderate Buy" rating, with an average target price of $521.14. Microsoft announced a quarterly dividend.

Arlington Financial Advisors LLC increased its stake in Microsoft by 30.3% in the first quarter, owning 7,479 shares valued at $2,808,000. Microsoft reported strong quarterly results with $70.07 billion revenue, surpassing estimates, and analysts forecast continued EPS growth.

High Net Worth Advisory Group LLC increased its Microsoft holdings by 1.9% in Q1, owning 13,086 shares valued at $4.91 million. Institutional investors hold 71.13% of Microsoft stock. EVP Takeshi Numoto and insider Bradford L. Smith sold significant shares recently.