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微软_ 长期增长驱动因素深度剖析-Microsoft Corp. (MSFT)_ Deep Dive on Long-Term Growth Drivers
2025-07-29 02:31
28 July 2025 | 4:00PM PDT Microsoft Corp. (MSFT) Deep Dive on Long-Term Growth Drivers MSFT 12m Price Target: $550.00 Price: $512.50 Upside: 7.3% Microsoft reports F4Q25 results on 7/30. We reiterate our Buy rating and our $550 PT on Microsoft as we believe the company can execute well against our F4Q25 expectations for 15% revenue growth (Consensus 14%), 36%/35% USD/CC Azure growth (Consensus 35%/34%), and EPS of $3.39 (Consensus $3.37). These estimates are supported by our increasing confidence in Microso ...