Oppenheimer raises target for Microsoft stock from USD 570 to USD 625

Published on 10/27/2026 at 11:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Microsoft reports fiscal first-quarter results on October 28, 2026. Microsoft stock costs EUR 474.98, 0.24 percent above its Xetra close.

Analyst targets meet the earnings test

Oppenheimer cited infrastructure availability as Azure's constraint on October 26, 2026.
Microsoft reported USD 90.01 billion in fiscal fourth-quarter revenue against USD 87.62 billion consensus.
Microsoft stock trades at EUR 474.98 at 11:47 a.m. CEST at Lang & Schwarz on October 27, 2026, 0.24 percent above the Xetra close of October 26, 2026.
Microsoft's fiscal first-quarter results are scheduled for October 28, 2026.

Microsoft, US5949181045, Illustration mit AI erstellt.

Microsoft stock (ISIN US5949181045) was trading at EUR 474.98 at Lang & Schwarz on October 27, 2026, at 11:47 a.m. CEST, up 0.24 percent versus the Xetra close of October 26, 2026 at EUR 473.85. Investing.com reported on October 26, 2026 that Oppenheimer raised its Microsoft target to USD 625 from USD 570 and kept an Outperform rating.

What constrains Azure growth?

Oppenheimer's assessment puts infrastructure capacity ahead of demand as the immediate constraint on Azure expansion. The firm also identified fiscal 2027 capital spending as a risk, while citing a 68 percent gross margin and healthy enterprise demand in its October 26, 2026 note.

Quarterly results set the test

Microsoft's fiscal fourth-quarter results provide the latest reported baseline. According to MarketBeat, revenue for the quarter ended June 30, 2026 reached USD 90.01 billion, up 17.70 percent year over year and above the USD 87.62 billion consensus. Adjusted earnings per share came to USD 4.74 against USD 4.24 expected.

Three dated steps to October

On July 29, 2026, Microsoft reported USD 90.01 billion in fiscal fourth-quarter revenue, according to MarketBeat.

On October 20, 2026, BMO Capital raised its Microsoft target to USD 600 from USD 515, as reported by Yahoo Finance.

On October 26, 2026, Oppenheimer raised its target to USD 625 from USD 570 and maintained an Outperform rating, according to Investing.com.

Next date is October 28

The next substantiated event is Microsoft's fiscal first-quarter 2027 results after the market close on October 28, 2026. Microsoft Source said the earnings webcast will begin at 2:30 p.m. Pacific Time.

Microsoft stock stays near its high

The primary Nasdaq quote was USD 532.60 on October 26, 2026, while the 52-week range was USD 349.20 to USD 553.72. The euro quotation therefore remains 14.20 percent below the primary-market high, using separate currencies and no direct performance comparison.

Microsoft's valuation now faces a near-term test from the October 28 report. Revenue growth must continue to support the investment required for Azure capacity and artificial intelligence infrastructure.

Microsoft stock was trading at EUR 474.98 at Lang & Schwarz on October 27, 2026, at 11:47 a.m. CEST, 0.24 percent above the Xetra close of October 26, 2026 at EUR 473.85. The further course of trading is shown by the continuously updated real-time quote of Microsoft stock.