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微软（MSFT）股票获顶级分析师上调看涨目标价

2026-09-23 00:13:16
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Core Points

Canto Fitzgerald reiterated his optimistic outlook

Analyst Schwartz pointed out potential headwinds

Oppenheimer raised Microsoft's target price to US$570 and reiterated his "outperform" rating

Analyst Brian Schwartz predicts that as of fiscal year 2027, Azure and Microsoft 365 business businesses will continue to expand

Copilot's enhanced revenue generation capabilities and increased investment in computing infrastructure are driving an optimistic outlook

Canto Fitzgerald raised its target price to US$608, maintaining its "overallocation" stance

The analyst consensus rating is "Strong Buy", with an average target price of US$571.51. Hints a potential gain of 14%

Microsoft (MSFT) shares rose in pre-market trading on Tuesday as Oppenheimer decided to raise its price target to $570 from $515. The stock was trading at $501.61, up 4% year-to-date. The revised price target shows that at current levels, the stock price still has about 14% growth potential.

Oppenheimer分析师Brian Schwartz重申了对这家科技巨头的“跑赢大盘”评级。此次修订后的预测是在近期参观微软公司园区后作出的。Schwartz表示，他对微软“在资本纪律下加速增长”的投资论点依然成立。他预计该公司将在严格控制支出的同时扩大运营规模。他预测，Azure和Microsoft 365 Commercial业务将在2027财年之前保持强劲的增长轨迹。他指出，Copilot收入生成能力的改善是这一前景的关键组成部分，同时伴随着计算基础设施部署的扩大。Schwartz还观察到，企业越来越多地选择微软作为首选的企业AI基础设施提供商。这种平台集中化趋势通常有助于提高收入的稳定性和可预测性。从财务角度来看，微软实现了67.94%的毛利率，营收增长了17.79%。InvestingPro根据其专有评估认为该股票被低估。Schwartz强调资本效率是一项战略优势。他指出，微软的资本支出正变得更具可预测性，并且公司正在产生正向自由现金流，这与某些超大规模竞争对手形成对比。### 坎托·菲茨杰拉德重申乐观展望坎托·菲茨杰拉德分析师Thomas Blakey同样提高了其价格目标，将其从522美元上调至608美元，同时保留了“超配”评级。这是本分析中讨论的各机构中最激进的目标价。Blakey表示，近期的增长势头似乎具有持续性。他观察到，尽管微软处于强劲的增长轨道上，但其资本支出指引仍保持稳定。他还指出，微软2026年1750亿美元的资本投资路线图中有约250亿美元受制于零部件供应限制。随着供应链动态的变化，这一因素值得密切关注。### 施瓦茨指出潜在逆风因素Schwartz承认存在潜在挑战。他警告称，某些企业技术投资可能已提前至2026年底进行，这可能会减缓Azure和M365在2027年的扩张步伐。他进一步表示，如果资本部署效率下降，云业务的盈利能力可能会面临逆风。这是一个投资者在微软发布季度业绩数据时将密切关注的风险因素。根据InvestingPro的数据，有17位金融分析师上调了对下一个报告期的盈利预期。这反映了分析师社区的广泛乐观情绪。华尔街对MSFT维持“强力买入”的共识评级，过去三个月内有24份买入建议和一份持有建议。分析师的平均目标价为571.51美元，表明从当前估值来看有14%的上涨潜力。JMP Securities最近上调了微软的评级，突出了其在人工智能领域的开发战略。Citizens保持了“跑赢大盘”的评估，目标价为550美元。此外，微软还发布了其即将推出的AI系统的道德准则，并在实施修改之前征求外部意见。该框架旨在确保AI技术能够辅助而非取代人类工人。
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