MSFT · Microsoft
MSFT — Attributed statements and research notes, reproduced as stated. Not investment advice.
What published research said about MSFT in the last 14 days
Pieces from the paid research publishers Quant Data reads whose primary ticker was MSFT, from the ingestion ledger as of 2026-10-23. Titles belong to the publishers. This is a record of who wrote about MSFT, not an endorsement of what they wrote.
| Date | Publisher | Title | Directional statements |
|---|---|---|---|
| 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 |
Each piece is tagged with one primary ticker; passing mentions of MSFT inside pieces about something else are not counted.
Directional statements on MSFT, on the record
Each row is a dated fact: a named source expressed a direction on MSFT. Where a publisher relayed a broker's rating change, the originating voice is in the "via" column. None of these is a recommendation from Quant Data; they are recorded so they can later be checked against what the price did.
| Date | Publisher | Via | Stance | Statement |
|---|---|---|---|---|
| 2026-10-23 | TMT Breakout | BofA | Bullish | 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 | Bullish | 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 | Bullish | 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 | Bullish | Price target raised from $528 to $635; Outperform rating maintained. |
| 2026-10-05 | TMT Breakout | Melius | Bullish | 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 | Bullish | 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 | Bullish | Overweight, price target raised from $550 to $610. |
| 2026-09-09 | TMT Breakout | Wolfe Research | Bullish | Outperform maintained, price target $550, after the FY27 segment reclassification. |
| 2026-09-03 | TMT Breakout | Bernstein | Bullish | Outperform reiterated, $660 price target, after FY27 segment changes moved GitHub Cloud and Security Copilot out of Azure. |
| 2026-09-01 | TMT Breakout | BofA | Bullish | Price target raised from $500 to $600. |
Research notes that mention MSFT
- October 23, 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
- October 20, 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
- October 15, 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
- October 13, 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.
- October 12, 2026 — Seven research notes from four publishers: Meta launches Muse Wonder, CPU prices rise, and a wave of software rating changes
- October 7, 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
- October 5, 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.
- October 1, 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
- September 30, 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
- September 9, 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
- September 8, 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
- September 3, 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
- September 1, 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
Attributed statements and research notes, reproduced as stated. Not investment advice.
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