Microsoft Corporation (NASDAQ:MSFT) ranks among the stocks in Bill Gates’ portfolio that analysts are watching. On October 30, Cantor Fitzgerald reaffirmed its Overweight rating and $639 price target for Microsoft Corporation (NASDAQ:MSFT) in response to the company’s F1Q26 earnings report, which revealed that the tech giant had surpassed expectations across most divisions.
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In constant currency, the company’s revenue increased by almost 17%, exceeding Street projections of roughly 14%. Azure cloud services recorded a rise of 39% in constant currency, an increase that was slightly higher than anticipated but steady quarter-over-quarter.
As Microsoft Corporation (NASDAQ:MSFT) continues to expand its AI infrastructure, capital expenditure is expected to climb at an increased pace compared to the 58% growth recorded in fiscal 2025. Microsoft also reported that its artificial intelligence hardware usage has improved due to software-driven optimizations that have raised token delivery for leading LLMs by more than 30% per GPU.
Microsoft Corporation (NASDAQ:MSFT) develops and supports software, services, devices, and solutions worldwide.
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Disclosure: None. This article is originally published at Insider Monkey.
