Microsoft (MSFT) just did something few companies ever achieve; every single Wall Street analyst now says to buy the stock.
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Shares edged higher Monday after Guggenheim Securities became the final holdout to turn bullish, upgrading Microsoft to Buy from Neutral and setting a $586 price target. The move means all 61 analysts tracked by FactSet now rate Microsoft a Buy or equivalent, giving the tech giant a rare unanimous endorsement.
Microsoft stock rose 1.6% to $531.78 in premarket trading, while futures for the S&P 500 and Nasdaq Composite also advanced. The company reports quarterly earnings after the market closes on Wednesday.
Wall Street’s Last Holdout Turns Bullish
Guggenheim’s upgrade completes a yearlong march toward full consensus across Wall Street. Analyst John DiFucci said Microsoft’s leadership in both cloud computing and AI-powered software leaves it with “multiple growth engines” for years to come.
Azure remains the main part of this story. The cloud business posted 39% year-over-year growth last quarter, beating estimates and reinforcing Microsoft’s strength in AI infrastructure. Guggenheim expects those recurring revenues to keep topping forecasts through fiscal 2026.
Other firms quickly echoed the optimism. Cantor Fitzgerald reaffirmed its Overweight rating and raised its price target to $639, citing persistent demand for AI computing power and Microsoft’s ability to “capture disproportionate share.”
AI and M365 Give Microsoft More Fuel
Analysts say Microsoft’s AI opportunity extends well beyond Azure. The company’s M365 suite, home to Word, Excel, and Teams, dominates enterprise software. This gives Microsoft a built-in channel to monetize its new AI assistant, Copilot.
By adding Copilot to subscriptions, Microsoft has already boosted pricing on its consumer products. Guggenheim estimates the feature could lift revenue by as much as 30% in that segment, with margins close to 100%. The same formula, analysts believe, will soon extend across corporate users.
Its a Rare Show of Wall Street Unity
Microsoft stock has climbed 24% this year and 61% over the past 12 months, easily outpacing the S&P 500. While some investors see limited room for multiple expansion, analysts are strikingly united in their outlook: no holds, no sells, just buys.
“We believe the company is set up well to outperform for the rest of this year,” wrote Guggenheim’s DiFucci, summing up what now appears to be Wall Street’s collective view.
