- Entry
- $397.90
- Final
- $392.74 -1.3%
- Target
- $500.00
- Score
- -0.05
* Microsoft’s stock has been stable, trading around $402.85, with a market cap of $2.96T. * Cloud and AI are major growth drivers, with Azure revenue up 31% YoY and AI services growing 157%-175%. * Heavy CapEx investment of \~$80B affects short-term cash flow but aims for long-term AI/cloud leadership. * Valuation suggests a potential price target of \~$500 by FY2026 if growth expectations hold. * Risks include declining free cash flow, valuation compression, and AI adoption uncertainty. * Microsoft’s …
— ORIGINAL POST ·
Microsoft: Growth, Investments, and Future Valuation in AI and Cloud Dominance
· r/investing
· Feb 28, 2025