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Microsoft price target lowered to $475 from $495 at TD Cowen

TD Cowen lowered the firm’s price target on Microsoft (MSFT) to $475 from $495 and keeps a Buy rating on the shares. The firm said they continue to see shares range-bound until capacity loosens and Azure re-accelerates, which they expect to take hold starting in the MarQ. They think broader growth acceleration in the business can play out as they navigate through CY25, driven by maturing AI initiatives, making the set-up more constructive for next year.

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