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Stifel Upgrades Microsoft to Buy, Raises Price Target to $575

By Drooid · Sep 24, 2026, 2:28 AM UTC · How we work

Summary

Story summary

Stifel upgraded Microsoft to Buy and lifted price target to $575 from $530.
Stifel expects Microsoft to sustain mid-to-upper-teens Azure revenue growth.
Copilot seat count reached roughly 30 million in Q4, up 10 million quarter-over-quarter.
Stifel projects free-cash-flow positivity by fiscal 2027 despite higher AI capital spending.
CFO Amy Hood reported dock-to-live times fell more than 50% over the past year.

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Story summary

Stifel upgraded Microsoft to Buy and lifted price target to $575 from $530.
Stifel expects Microsoft to sustain mid-to-upper-teens Azure revenue growth.
Copilot seat count reached roughly 30 million in Q4, up 10 million quarter-over-quarter.
Stifel projects free-cash-flow positivity by fiscal 2027 despite higher AI capital spending.
CFO Amy Hood reported dock-to-live times fell more than 50% over the past year.