Microsoft Maintains Strong Buy Consensus Despite Stock Decline

Microsoft continues to hold a Strong Buy consensus among 56 analysts, with an average 12-month target price of $570.72, despite experiencing a 15% decline in stock value year to date, currently trading around $373. According to NS3.AI, bullish analysts highlight the growth of Azure and robust profit margins as key factors supporting the positive outlook. Conversely, bearish analysts express concerns over Microsoft's projected capital spending for FY2026, estimated between $80 and $146 billion, along with weak monetization of Copilot and exposure to OpenAI.