$MSFT

MSFT

Microsoft Corporation Common Stock

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As of 10-01
10-01
Schwab NetworkPublished 2026-10-01
“Thursday's First Moves: AMZN Conviction List Add, MSFT PT Hike, ACN Surges”Wells Fargo
$MSFTBullish
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.

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Parkev Tatevosian, CFAPublished 2026-10-01
“Better Buy: Microsoft or Alphabet? | MSFT Stock vs. GOOG Stock”
$MSFTNo side taken
MSFT has strong fundamentals (margins, productivity) but is slightly overvalued by DCF ($420 vs $509).

So, Alphabet and Microsoft are two companies I've been interested in for over a decade. I follow these two companies closely . They are among the largest buyers of AI components and AI data center builders.

They are among the largest companies in terms of market capitalization in the United States and around the world. In addition, I own shares in both companies, Microsoft and Alphabet.

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