productivity

搜索文档
Microsoft (MSFT) Named Morgan Stanley’s Top Pick as CIOs See It Leading Generative AI Spending
Yahoo Finance· 2025-10-12 06:18
Microsoft Corporation (NASDAQ:MSFT) is one of the Hot AI Stocks to Keep on Your Radar. On October 9, Morgan Stanley reiterated the stock as “Overweight,” calling it their “Top Pick in large-cap software,” and stating that its “valuation is still at a discount to peers.” “Microsoft remains best positioned to capture incremental share of GenAI spend and IT budgets as workloads move to the cloud.” The firm’s quarterly survey of chief information officers (CIO) further reveals how the company is in an ideal ...
Microsoft’s (MSFT) AI Edge: RBC Sees Growth Across Both Infrastructure and Applications
Yahoo Finance· 2025-10-07 20:52
Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Investors Are Watching Closely. On October 3, RBC reiterated the stock as “Outperform” “We think Microsoft’s position as an Al leader stems from its ability to monetize across both infrastructure and applications.” The firm believes that Microsoft is an AI leader not only from the infrastructure layer but also from end-user applications. This dual strategy enables the company to capture revenue throughout the entire ecosystem. On the same day, ...
Truist Keeps Buy Rating on Microsoft (MSFT) After New OpenAI Deal
Yahoo Finance· 2025-09-26 12:07
Microsoft Corporation (NASDAQ:MSFT) is one of the 15 Best American Tech Stocks to Buy Right Now. On September 15, Truist Securities reaffirmed its Buy rating on Microsoft Corporation (NASDAQ:MSFT) with a $675 price target. This decision came after Microsoft Corporation (NASDAQ:MSFT) signed a non-binding deal with OpenAI for new relationship terms that allow OpenAI to restructure itself into a for-profit company. Truist Keeps Buy Rating on Microsoft (MSFT) After New OpenAI Deal Pixabay/Public Domain The ...
Microsoft Stock (MSFT) Seen Delivering Strong Total Returns, Analyst Notes
Yahoo Finance· 2025-09-19 05:16
公司评级与股息 - 摩根士丹利重申微软公司股票评级为“增持”,认为其股票仍具吸引力 [1] - 公司将季度股息提高8美分至每股0.91美元,相当于年化股息3.64美元,股息率从0.6%提升至0.7% [1] - 此次股息增幅为10%,与公司过去5年平均约10%的增幅以及过去十年8%至11%的年度增长记录相符 [1][3] 股东回报与财务前景 - 10%的股息增长强化了公司强劲的盈利和回报状况,结合两位数的每股收益增长,支持其持续实现强劲的两位数以上总回报前景 [1][2][3] - 公司当前股票回购授权剩余超过550亿美元,表明回购计划将持续进行 [4] - 截至2025年6月30日,公司持有超过900亿美元的现金及短期投资,并预计在2026财年产生超过700亿美元的自由现金流 [4] 业务概况 - 公司提供由人工智能驱动的云服务、生产力工具和商业解决方案,专注于效率、安全性和人工智能进步 [5]