智通财经网·2025-08-06 07:26Core Viewpoint - Morgan Stanley analyst Keith Weiss raised Microsoft's target price from $530.00 to $582.00 while maintaining an "Overweight" rating, citing strong profit margin growth and a projected operating margin of 45.6% by the end of fiscal year 2025 [1] Group 1: Financial Performance - Microsoft's profit margins are showing robust growth, with the current gross margin exceeding the fiscal year 2020 level by 100 basis points [1] - The company has strong capital expenditures, contributing to increasing revenue from its cloud business [1] Group 2: Operational Strategy - Microsoft is enhancing its profit margins through internal business integration, extending infrastructure lifespan, and optimizing low-growth segments [1] - The company is expected to maintain a stable employee count through fiscal year 2025, with management projecting steady operating margins for fiscal year 2026 [1] Group 3: Market Position - The market has not fully priced in Microsoft's growth potential, particularly in productivity, business processes, and cloud computing [1]