MSFT · Microsoft
MSFT — Declarações atribuídas e notas de pesquisa, reproduzidas como publicadas. Não é aconselhamento financeiro.
O que a pesquisa publicada disse sobre MSFT nos últimos 14 dias
Peças dos publishers de pesquisa paga que o Quant Data lê cujo ticker principal era MSFT, do registro de ingestão em 2026-10-23. Os títulos pertencem aos publishers. Este é um registro de quem escreveu sobre MSFT, não um endosso do que escreveram.
| Data | Publisher | Título | Declarações direcionais |
|---|---|---|---|
| 2026-10-23 | FundaAI | Preview|MSFT FY1Q27: GPT-5.6 Improves Copilot User Experience, Deployment Is Much Faster Than for Competing Products, and More Customers Are Adding Seats at Scale; Azure Expected to Beat Guidance | 2 |
Cada peça é marcada com um único ticker principal; menções de passagem a MSFT dentro de peças sobre outro assunto não são contadas.
Declarações direcionais sobre MSFT, em registro
Cada linha é um fato datado: uma fonte nomeada expressou uma direção sobre MSFT. Quando um publisher repassou a mudança de rating de uma corretora, a voz de origem está na coluna "via". Nenhuma delas é uma recomendação do Quant Data; elas são registradas para que possam depois ser confrontadas com o que o preço fez.
| Data | Publisher | Via | Posição | Declaração |
|---|---|---|---|---|
| 2026-10-23 | TMT Breakout | BofA | Altista | Maintained Buy rating with a $600 price target, framing Copilot as the enterprise operating layer across apps, data, and security. |
| 2026-10-23 | FundaAI | FundaAI | Altista | Forecasts FY1Q27 Azure revenue growth of 47% and M365 Commercial Cloud growth of 18%, both exceeding the high end of official guidance. |
| 2026-10-20 | TMT Breakout | BMO | Altista | Raised Microsoft (MSFT) price target from $515 to $600, maintaining an Outperform rating and citing Azure upside from committed-consumption contracts. |
| 2026-10-07 | TMT Breakout | Evercore ISI | Altista | Price target raised from $528 to $635; Outperform rating maintained. |
| 2026-10-05 | TMT Breakout | Melius | Altista | Upgraded to Buy from Hold with a price target of $665, citing enterprise AI demand and Azure capacity. |
| 2026-10-01 | TMT Breakout | Wells Fargo | Altista | Price target $725, expecting fiscal Q1 Azure growth of about 46% in constant currency versus 44-45% guidance. |
| 2026-09-30 | TMT Breakout | Piper Sandler | Altista | Overweight, price target raised from $550 to $610. |
| 2026-09-09 | TMT Breakout | Wolfe Research | Altista | Outperform maintained, price target $550, after the FY27 segment reclassification. |
| 2026-09-03 | TMT Breakout | Bernstein | Altista | Outperform reiterated, $660 price target, after FY27 segment changes moved GitHub Cloud and Security Copilot out of Azure. |
| 2026-09-01 | TMT Breakout | BofA | Altista | Price target raised from $500 to $600. |
Notas de pesquisa que mencionam MSFT
- 23 de outubro de 2026 — Ten research notes from nine publishers: Tech earnings anxiety triggers market rotation to defensive sectors, while Amazon's Trainium3 and Microsoft's Copilot show structural progress
- 20 de outubro de 2026 — Ten research notes from six publishers: Citrini runs an autonomous drug design campaign, FundaAI reviews OCP 2026 timelines, and TMT Breakout tracks credit default swap spreads
- 15 de outubro de 2026 — Ten research pieces from six publishers: ASML and TSMC earnings reviews, Anthropic's Q3 revenue debate, and a deep dive into ASML's secret hybrid bonding tool
- 13 de outubro de 2026 — Eight research pieces from six publishers: Meta's Muse Wonder returns to the frontier, SK Hynix faces HBM4 defect rumors, global liquidity drops, and Paul Tudor Jones warns of a bearish 2027.
- 12 de outubro de 2026 — Seven research notes from four publishers: Meta launches Muse Wonder, CPU prices rise, and a wave of software rating changes
- 7 de outubro de 2026 — Ten research pieces from six publishers: Marvell's ambitious 2030 targets, ASML's capacity expansion, optical switch growth, and rising Treasury yields pressure tech valuations
- 5 de outubro de 2026 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
- 1 de outubro de 2026 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- 30 de setembro de 2026 — Eight pieces from five publishers: Micron's fiscal Q4 beat and lower gross-margin guide, a first look at FTAI's power business, and a contrarian Treasury note
- 9 de setembro de 2026 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- 8 de setembro de 2026 — Eight notes from five publishers: OpenAI's Astra reshapes the AI capex debate, GS/Citi TMT conference recaps, and a wave of sell-side rating changes
- 3 de setembro de 2026 — Eight research notes from six publishers: Broadcom's $230B AI guide splits Wall Street, Snowflake's flywheel accelerates, and gold sits at a bull/bear fork
- 1 de setembro de 2026 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
Declarações atribuídas e notas de pesquisa, reproduzidas como publicadas. Não é aconselhamento financeiro.
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