Wall Street raises Microsoft price targets to $625–$640 on Azure and Copilot
Microsoft’s stock crossed $500 this week, opening at $509 on Tuesday. Analysts at JPMorgan and RBC Capital raised their price targets to $625 and $640 respectively, citing growth in Azure cloud services and Copilot AI adoption. Microsoft’s shares have climbed about 7.7% year-to-date, driven by strong demand for AI infrastructure and recurring enterprise subscriptions.
Key points
- JPMorgan sets $625 December 2027 target for Microsoft, 23% above current $509 price
- RBC Capital raises target to $640, citing confidence in Microsoft’s AI and Copilot strategy
- Microsoft’s stock surged past $500 this week, up 7.7% year-to-date on Azure and Copilot growth
The upgrades follow Microsoft’s expansion of Copilot across Microsoft 365, GitHub, and enterprise tools. The platform now includes chat, coding, and automation features, with paid subscriptions reaching 30 million in the latest quarter. However, analysts note risks from high capital spending on data centers and chips, as well as competition from Amazon, Google, OpenAI, and Anthropic. The targets remain estimates, dependent on continued Azure growth and disciplined spending.
The story so far
4 episodes →- Wall Street raises Microsoft price targets to $625–$640 on Azure and Copilotthis story
Microsoft (MSFT) Stock Surges Past $500 as Wall Street Eyes $625
blockonomi.com · 29 September 2026
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Coverage and discussion
2sources- Microsoft’s AI Investment Could Pay Off for Years. Here’s My Price TargetPress · 247wallst.com ·
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