Morgan Stanley Analyst Keeps A Buy Rating On Microsoft Corporation (MSFT)

Microsoft Corporation (NASDAQ:MSFT) is among the 12 Best Performing Dow Stocks in 2025. 

Morgan Stanley analyst Keith Weiss reaffirmed a Buy rating on Microsoft Corporation (NASDAQ:MSFT) and set a price objective of $650 on December 8, 2025.

Further developments followed on December 9 from theFly, where Jefferies stated that OpenAI’s hiring of Denise Dresser, the CEO of Slack, as its new CRO positions the company for a major enterprise push in 2026. The firm sees this as a tactical opportunity for Microsoft Corporation (NASDAQ:MSFT) and also advantageous for Oracle and CoreWeave, recognizing their exposure to OpenAI’s backlog.

Separately, on December 9, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) CEO Satya Nadella would invest $17.5 billion in India. Nadella announced X as international IT companies build infrastructure in one of the fastest-growing digital markets in the world.

Microsoft Corporation (NASDAQ:MSFT) cautioned that spending would increase this year after reporting a record capital expenditure of around $35 billion for its fiscal first quarter in October. It is anticipated that American tech companies will invest over $400 billion in artificial intelligence this year, as reported by Reuters.

Microsoft Corporation (NASDAQ:MSFT) has projected that it is unlikely to possess enough AI capacity until at least June 2026, when its current fiscal year ends.

The company’s expenditures have so far paid off, as revenue at its Azure cloud computing division rose 40% between July and September, above projections. Furthermore, its fiscal second-quarter forecast exceeded projections.

Microsoft Corporation (NASDAQ:MSFT) creates and licenses consumer and enterprise software.

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