The Zhitong Finance App learned that on Monday, Morgan Stanley indicated in a newly released research report that as demand for cloud computing remains strong, data center production capacity continues to expand, and the commercialization process of Microsoft 365 and Copilot accelerates, Microsoft (MSFT.US) is expected to continue its growth momentum in the first quarter of the 2027 fiscal year. The bank expects the revenue growth rate of the Azure cloud business based on a fixed exchange rate to reach about 47% year-on-year, higher than the upper limit of the company's previous guidance range, and maintain Microsoft's “gain” rating and target price of $600.

The Zhitong Finance App learned that on Monday, Morgan Stanley indicated in a newly released research report that as demand for cloud computing remains strong, data center production capacity continues to expand, and the commercialization process of Microsoft 365 and Copilot accelerates, Microsoft (MSFT.US) is expected to continue its growth momentum in the first quarter of the 2027 fiscal year. The bank expects the revenue growth rate of the Azure cloud business based on a fixed exchange rate to reach about 47% year-on-year, higher than the upper limit of the company's previous guidance range, and maintain Microsoft's “gain” rating and target price of $600.