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Stock impact report

What Makes Microsoft (MSFT) The Best Stock To Buy At Wall Street? [Yahoo! Finance]

Microsoft Corporation (MSFT) 
Last microsoft corporation earnings: 4/29 04:06 pm Check Earnings Report
US:NASDAQ Investor Relations: microsoft.com/en-us/investor
Company Research Source: Yahoo! Finance
On April 13, Mark Moerdler of Bernstein maintained his Outperform rating on Microsoft Corp. (NASDAQ:MSFT) and set a price target of $641. The analyst directly addressed a key point about the stock, which he believes is often misunderstood: AI spending. Microsoft Corp (NASDAQ:MSFT) is one of the 10 Best Major Stocks to Buy According to Wall Street Analysts. According to the analyst, questions regarding Microsoft's growth are not valid. The main concern among investors is not whether the firm is able to capture growth, but when exactly it is likely to do so. The short-term margin compression resulting from higher investments would not be a problem if the timeline were clearer. Mark Moerdler pointed out that most of Microsoft's AI spending is in the high-margin segments. Moreover, the pressure on Azure margins is also temporary, as early-stage AI workloads typically carry low margins. These should pick up soon, with a higher momentum likely in the second half of the year. Microso Show less Read more
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