Benchmark initiated coverage of Microsoft (NASDAQ: MSFT) on Wednesday, April 1, giving it a “Buy” rating and a price target of $450.
According to the venture capital firm, Microsoft is emerging as a leading platform in artificial intelligence (AI) orchestration, not only in enterprise but also in consumer markets.
The success, analysts argued in a research note, is due to the company’s wide portfolio of software, collaboration tools, and cloud services.
Wall Street bullish on Microsoft
In addition, Benchmark added that the stock’s recent pullback from its October 2025 highs presents a long-term buying opportunity, viewing worries around AI-related capital spending as short-sighted.
Ultimately, strong demand visibility, contracted hardware capacity, and Microsoft’s strategic positioning are all likely to remain catalysts in the coming AI supercycle.
Piper Sandler also reiterated its “Overweight” stock rating on Microsoft with a $600 price target on March 31, commenting that the tech leader’s research capabilities are greatly expanding with the new Critique and Council AI products running on OpenAI and Anthropic models.
As a result, the investment bank believes that while investor sentiment has shifted on Copilot, Microsoft still recognizes the issue and will thus work on addressing it.
Bank of America (BofA) also reinstated its coverage on March 24, giving MSFT shares a “Buy” rating and a $500 price target. According to analyst Tal Liani, the tech company’s strength lies chiefly in its Azure cloud infrastructure platform, which lays the foundation for compute and data solutions.
Microsoft stock price target
Wall Street’s overall positive outlook is evident in the average MSFT share price target for the next twelve months, which currently sits at $586.30, implying a potential rally of more than 63% according to TipRanks data.
Moreover, Microsoft has received no “Sell” recommendations over the past three months, while thirty-three analysts have suggested buying the stock. In other words, analysts collectively view Microsoft as a “Strong Buy.”
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