Truist加入唱多微软(MSFT.US)阵营:AI“锄与铲”投资佳选之一
智通财经网·2025-11-03 07:56

Core Viewpoint - Truist Securities maintains a "Buy" rating on Microsoft (MSFT) with a target price of $675, highlighting the company's financial flexibility and growth potential in the AI sector [1][2] Group 1: Financial Performance and Outlook - Microsoft reported strong demand acceleration across various end markets and product areas, particularly for its Azure cloud platform and commercial bookings [2] - Truist expresses confidence in the sustained growth momentum of Azure and commercial bookings, viewing Microsoft as a top choice for integrated growth and profitability in AI [2] Group 2: Analyst Ratings and Target Prices - Morgan Stanley reaffirms its "Overweight" rating on Microsoft, raising the target price from $625 to $650 [2] - JPMorgan also maintains an "Overweight" rating, slightly increasing the target price from $565 to $575 [2] - Bank of America reiterates its "Preferred Stock" buy rating with a target price of $640 [2] - Wedbush believes Microsoft is poised to join Nvidia in the $5 trillion market cap club, maintaining a "Outperform" rating with a target price of $625 [2]