UBS raises target for Microsoft stock to USD 675

Published on 10/16/2026 at 10:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Microsoft reports fiscal first-quarter results on October 28. Microsoft stock costs EUR 480.98 on October 16, 2026 at Lang & Schwarz, while UBS targets USD 675.

AI growth raises expectations

UBS lifted its Microsoft target to USD 675 from USD 525 on October 15, 2026.
Microsoft reported USD 90.01 billion in fiscal fourth-quarter revenue on July 29, 2026.
Microsoft stock trades at EUR 480.98 at 10:41 a.m. CEST at Lang & Schwarz on October 16, 2026.

Bauhaus-style poster with bold geometric four-quadrant composition separated by thick black lines, each quadrant showing a flat abstract app icon: red envelope, blue grid table, yellow presentation screen, black speech bubble — Microsoft Corporation (US5949181045) Bauhaus-Poster mit vier App-Symbol-Quadranten in Primärfarben Rot, Blau und Gelb, Illustration mit AI erstellt.

Microsoft stock (ISIN US5949181045) was trading at EUR 480.98 at Lang & Schwarz on October 16, 2026 at 10:41 a.m. CEST. Markets Insider reported on October 15, 2026 that UBS raised its Microsoft target to USD 675 from USD 525 and kept a Buy rating. The message for investors is clear: the October results will test whether artificial intelligence spending is translating into durable cloud growth.

Analysts raise the earnings bar

UBS said Azure and Microsoft 365 fundamentals support the higher valuation despite Microsoft's 39 percent rally after the June-quarter results, according to Yahoo Finance. The same report put UBS's valuation at 23 times estimated 2027 adjusted earnings. That combination raises the bar for Azure growth and profitability in the next report.

Investing.com said Microsoft's fiscal fourth-quarter revenue reached USD 90.01 billion on July 29, 2026, up 18 percent year over year, while Azure and other cloud services grew 43 percent. Microsoft Cloud revenue totaled USD 59.3 billion, up 27 percent, giving the latest target increases a measurable operating backdrop.

Three dated milestones shape the setup

On July 29, 2026, Microsoft reported USD 90.01 billion in fiscal fourth-quarter revenue and 43 percent Azure growth, according to Investing.com. On October 15, 2026, UBS raised its target from USD 525 to USD 675, according to Markets Insider. On October 16, 2026, Microsoft's stock was trading at EUR 480.98 at Lang & Schwarz.

Which dates matter next?

Microsoft is scheduled to report fiscal first-quarter results on October 28, 2026, according to Economic Times. Microsoft's investor-relations page also lists a quarterly dividend increase announced on September 15, 2026.

What will the results test?

The June-quarter figures set a demanding benchmark: Azure growth accelerated to 43 percent from 40 percent in the prior quarter, while full-year Azure revenue exceeded USD 100 billion, according to Investing.com. The October 28 release therefore needs to show that rising AI infrastructure costs are accompanied by stronger commercial demand and margin support.

Microsoft stock price in Germany

Microsoft stock was trading at EUR 480.98 at Lang & Schwarz on October 16, 2026 at 10:41 a.m. CEST. The quote gives German investors an intraday euro reference while the company heads toward its October 28 results.

The further course of trading is shown by the continuously updated real-time quote of Microsoft stock.