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MICROSOFT WKN: 870747 ISIN: US5949181045 Kürzel: MSFT Forum: Aktien Thema: Hauptdiskussion
336,38
EUR
+0,90 % +3,00
11:50:22 Uhr,
Lang & Schwarz
Knock-Outs auf Microsoft
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Kommentare 26.754
P
Pinacoladaa,
Montag 16:23 Uhr
0
Ja microsoft auf dem preisniveau ist auch ein no brainer, da kann man eigentlich nichts falsch machen😁
z
zsclions,
Montag 16:09 Uhr
0
sieht technisch schon wieder besser aus.rsi fast bei null.massiv überverkauft.rebound überfällig.
P
Fralli90,
Montag 15:49 Uhr
0
Seit Eröffnung ist mein Depot um 0,5% gefallen.
S
Silver0003,
Montag 15:36 Uhr
0
Bin mal gespannt wie Amerika heute handelt
H
Hopper58,
Montag 15:24 Uhr
4
‘This Looks Worse Than It Is,’ Says Bernstein on Microsoft (MSFT) AI Spending
Shalu Saraf
Apr 13, 2026, 02:53 PM
Microsoft, the software giant behind Azure and Office, is facing investor concern over its rising AI-related spending. But Bernstein believes those concerns may be overstated. The firm’s top analyst Mark Moerdler reiterated an Outperform rating and a $641 price target, arguing that the current debate around spending is missing a key point.
The concern is not demand, but when that spending will start paying off. Microsoft is investing heavily to build AI capacity, and that has raised concerns about near-term returns and pressure on Azure margins. However, much of this spending is going toward infrastructure that can begin generating revenue within about six months.
That delay between investment and revenue is likely making growth appear weaker than it really is.
At the same time, a large portion of the spending is focused on higher-margin areas. These include Microsoft’s own software and AI tools like Copilot, which are expected to drive strong recurring revenue.
While Azure margins have come under pressure, the analyst believes this is temporary. Right now, a larger share of Azure’s revenue is coming from early-stage AI workloads, which typically carry lower margins. As these AI services grow and become more efficient, they are expected to generate higher margins over time.
Looking ahead, Bernstein expects Azure growth to pick up, with stronger momentum in the second half of the year.
In short, while Microsoft’s AI spending is drawing attention, the firm believes it is laying the groundwork for the next phase of growth—not weakening the business.
S
Silver0003,
Montag 15:22 Uhr
1
Goldman Sachs Analysts Maintain Buy Rating for Microsoft (MSFT) GuruFocus News 04/13/2026 15:01 On April 13, 2026, Goldman Sachs analyst Gabriela Borges reiterated a bullish outlook on Microsoft, assigning a "Buy" rating. Despite ongoing challenges with computing capacity and a focus on internal artificial intelligence (AI) workloads, Microsoft's Azure platform continues to demonstrate robust growth with rates exceeding 30% when adjusted for constant currency. The recent endorsement from Goldman Sachs highlights the resilience of Microsoft amidst challenges in the tech landscape. The company is focusing on enhancing its Azure platform, which is crucial for its cloud computing business. Azure's growth, particularly in the AI sector, is a significant driver of Microsoft's future revenue streams. Despite increased capital expenditures related to AI, the long-term prospects remain promising, suggesting that Microsoft is positioning itself well to capitalize on the growing demand for cloud services and AI solutions.
Danke
Hopper58,
Montag 15:16 Uhr
1
Goldman Sachs Analysts Maintain Buy Rating for Microsoft (MSFT)
GuruFocus News
04/13/2026 15:01
On April 13, 2026, Goldman Sachs analyst Gabriela Borges reiterated a bullish outlook on Microsoft, assigning a "Buy" rating. Despite ongoing challenges with computing capacity and a focus on internal artificial intelligence (AI) workloads, Microsoft's Azure platform continues to demonstrate robust growth with rates exceeding 30% when adjusted for constant currency.
The recent endorsement from Goldman Sachs highlights the resilience of Microsoft amidst challenges in the tech landscape. The company is focusing on enhancing its Azure platform, which is crucial for its cloud computing business. Azure's growth, particularly in the AI sector, is a significant driver of Microsoft's future revenue streams. Despite increased capital expenditures related to AI, the long-term prospects remain promising, suggesting that Microsoft is positioning itself well to capitalize on the growing demand for cloud services and AI solutions.
P
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| 1 | MICROSOFT Hauptdiskussion | ||
| 2 | alles andere als zu Microsoft | ||
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