Cantor Fitzgerald Turns More Bullish on Microsoft (MSFT) Ahead of Q4 Earnings

Microsoft Corporation (NASDAQ:MSFT) is one of the Trending AI Stocks in Focus This Week.  On July 16, Cantor Fitzgerald analyst Thomas Blakey raised the price target on the stock to $581.00 (from $512.00) while maintaining an “Overweight” rating. The firm is bullish on the stock ahead of earnings on July 30.

Analysts at the firm said that Microsoft is on track for another round of robust results as it approaches its fiscal fourth-quarter earnings. The two main sources of growth for the tech giant are its artificial intelligence strength and spending on cloud computing among commercial clients.

In an investor note, the analysts highlighted how it doesn’t expect Microsoft to surprise investors like last quarter, particularly since the economy is still weak. However, momentum looks robust as identified by recent checks, which show positive signs for the near future and the second half of 2025.

“We are raising our PT to $581 (from $512), or 12.5x C26 revenue which is a premium to MSFT one-year NTM [next twelve months] average given recent acceleration in Azure and Microsoft’s positioning as a leading agentic AI platform with checks indicating positive momentum to continue in 2HC25.”

Microsoft Corporation (NASDAQ:MSFT) provides AI-powered cloud, productivity, and business solutions, focusing on efficiency, security, and AI advancements.

While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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