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Microsoft (NASDAQ: MSFT) Receives Bullish Price Target from Oppenheimer

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  • Oppenheimer analyst Brian Schwartz sets a bullish price target of $600 for Microsoft (NASDAQ: MSFT), suggesting a potential increase of about 19.58%.
  • Microsoft's advancements in artificial intelligence (AI) through its Azure platform and Copilot are key drivers behind the optimistic revenue projection of $276 billion.
  • The collaboration with Replit to introduce 'Vibe Coding' showcases Microsoft's commitment to expanding its AI capabilities, further attracting investor interest.

On July 9, 2025, Oppenheimer analyst Brian Schwartz set a bullish price target of $600 for Microsoft (NASDAQ: MSFT), which was trading at $501.76 at the time. This target suggests a potential increase of about 19.58%. Schwartz's optimism is rooted in Microsoft's advancements in artificial intelligence (AI), particularly through its Azure platform and innovative solutions like Copilot.

Schwartz upgraded Microsoft's stock rating to "Outperform," highlighting the company's potential to significantly boost revenue through AI. He projects a potential revenue increase of $276 billion as Microsoft leverages its AI capabilities. This projection underscores the belief that Microsoft's AI initiatives, such as Copilot and Azure-deployed partner AI revenue, will drive substantial growth through fiscal year 2030.

Microsoft's collaboration with Replit to introduce 'Vibe Coding' to enterprises further enhances its AI-driven offerings. This initiative allows users to build software without writing code, showcasing Microsoft's commitment to expanding its AI capabilities. Schwartz believes that Microsoft's strong growth in Azure will continue to attract investor interest, as its AI business is not yet fully reflected in the stock price.

The current stock price of Microsoft is $501.73, reflecting a 1.03% increase. The stock has fluctuated between $499.74 and $506.78 today, with the latter marking its highest price over the past year. Microsoft's market capitalization stands at approximately $3.73 trillion, with a trading volume of 11.99 million shares. Schwartz anticipates that Microsoft will be recognized as "one of the long-term AI winners in software," reinforcing the bullish outlook.

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