20 September 2026 | 10:16PM EDT Equity Research Microsoft Corp. (MSFT) NDR Meetings: Enterprise shift to AI platforms is validating key strategic decisions from the last 3 years MSFT 12m Price Target: $640.00 Price: $493.78 Upside: 29.6% We hosted investor meetings with Head of IR, Jonathan Neilson; and Director of IR, Danielle Criste; in Stockholm, Zurich and London the week of 9/14. These meetings followed investor meetings and our keynote with CFO Amy Hood in SF the week of 9/7. Our sense is that Microso ...