MSFT Analyst Ratings

Stifel downgraded Microsoft to Hold on Feb 5 with a $392 target, a notable bearish shift. Piper Sandler resumed at Overweight ($600) days earlier, showing a wide split. Consensus remains Buy at $239 average target, but conviction is mixed post-earnings.

ANALYST RATINGS

Buy$581

MSFT

Hold$392

Downgrade

2026-02-05

Overweight$600

Resumed

2026-02-03

Overweight$615

Reiterated

2026-01-29

Outperform$575

Reiterated

2026-01-29

Buy$540

Reiterated

2026-01-29

Downgrade

2026-02-05

Stifel

RatingHold

FromBuy

Target$392

From—

Resumed

2026-02-03

Piper Sandler

RatingOverweight

From—

Target$600

From—

Reiterated

2026-01-29

Wells Fargo

RatingOverweight

From—

Target$615

From$630

Reiterated

2026-01-29

Wedbush

RatingOutperform

From—

Target$575

From$625

Reiterated

2026-01-29

Stifel

RatingBuy

From—

Target$540

From$520

Reiterated

2026-01-29

Robert W. Baird

RatingOutperform

From—

Target$540

From$600

Reiterated

2026-01-29

Piper Sandler

RatingOverweight

From—

Target$600

From$650

Reiterated

2026-01-29

KeyBanc Capital Markets

RatingOverweight

From—

Target$600

From$630

Reiterated

2026-01-29

JP Morgan

RatingOverweight

From—

Target$550

From$575

Reiterated

2026-01-29

Goldman

RatingBuy

From—

Target$600

From$655

Reiterated

2026-01-29

Evercore ISI

RatingOutperform

From—

Target$580

From$640

Reiterated

2026-01-29

Deutsche Bank

RatingBuy

From—

Target$575

From$630

Reiterated

2026-01-29

Citigroup

RatingBuy

From—

Target$635

From$660

Reiterated

2026-01-29

BMO Capital Markets

RatingOutperform

From—

Target$575

From$625

Reiterated

2026-01-29

Bernstein

RatingOutperform

From—

Target$641

From$645

Reiterated

2026-01-29

Barclays

RatingOverweight

From—

Target$600

From$610

Reiterated

2026-01-26

Stifel

RatingBuy

From—

Target$520

From$640

Reiterated

2026-01-23

UBS

RatingBuy

From—

Target$600

From$650

Reiterated

2026-01-21

Mizuho

RatingOutperform

From—

Target$620

From$640