How Schwab Network’s view on $MSFT changed

Channel profile →This channel has 17 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, Bird (analyst firm), CEO, Citigroup, Citizens, Goldman Sachs, JP Morgan Chase, JPMorgan, Jefferies, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal, Wells Fargo7 entries

2026-10-01Bullish

“Thursday's First Moves: AMZN Conviction List Add, MSFT PT Hike, ACN Surges”Wells Fargo

Wells Fargo bull thesis on MSFT: overweight rating, PT $725, driven by AI stack (Azure/Copilot) and Nov Ignite conference as catalysts.

We see stocks moving upwards. We are observing some gains in the technology sector in general , as most of the " Big Seven" stocks were in the green today, whether we are talking about Amazon, Nvidia, Microsoft, Apple or Alphabet (Google) for various reasons.

Last but not least, Microsoft. We'll be talking about this stock with Wayne Kaufman later on the show, and you have some news too.

Watch the source02:55

2026-09-23Bullish

“Bull v. Bear: MSFT Upgrade Points to AI Growth Adding Muscle to Mag 7 Stock”

Microsoft's strong management and balance sheet support a bull thesis as AI-driven revenue growth resumes and margin concerns fade.

Microsoft has received a sign of confidence from Stifel, which upgraded the tech giant to a 'buy' rating from 'hold'. The company raised its price target from 530 to 575. This means it is about 15 percent higher than yesterday's closing price.

Stifel expects strong growth in Microsoft's Azure cloud business and increasing use of Copilot and GitHub.

Watch the source00:03

2026-09-23Bullish