Microsoft Holds $500 Price Target From Goldman, Sees No AI Setback
Goldman Sachs continues to favour Microsoft, affirming a "Buy" rating and a $500 price target despite reports of possible AI data center lease cancellations or delays. This stance stands in contrast to the potential impact on Microsoft's AI efforts, which some commentators interpret as a sign of evolving priorities rather than a reduction in its AI focus. The bank analysts behind Goldman's briefing emphasize Microsoft's stable revenue, strong balance sheet, and ongoing cloud and AI investments.
- Microsoft's ability to navigate these uncertainties and integrate its AI capabilities across product lines may prove crucial in determining the overall impact on the company's strategic direction.
- Will the reported lease changes be a mere blip on the radar for investors, or do they signal a deeper shift in Microsoft's priorities that could affect its stock performance in the long term?