Morgan Stanley Resets Microsoft Forecast Ahead of Earnings
Get the Finance newsletter
Daily finance — markets, central banks, M&A, the prints that move money. Free.
- Morgan Stanley reset its Microsoft stock price forecast ahead of the company's upcoming quarterly earnings report.
- Microsoft stock is trading near a one-year low, with July 29 cited as a potential inflection point for the shares.
- Barchart.com framed its Microsoft earnings preview around "soaring AI spending" as a potential drag on the stock, signaling analyst concern about margin pressure from AI capex.
Why it matters: The combination of Morgan Stanley's forecast reset and MSFT trading near a one-year low puts outsized weight on the upcoming earnings print — the company's commentary on AI spending and forward guidance will likely determine whether the stock breaks out of its slump or stays pinned.
