Wells Fargo raises target for Microsoft stock from USD 700 to USD 725

Published on 10/05/2026 at 12:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal Q4 revenue hit USD 90.01 billion versus USD 87.63 billion. Microsoft stock costs EUR 461.43 on October 5, 2026 after EUR 459.78, plus 0.36 percent.

Isometric 3D illustration of a connected tech ecosystem on dark blue background, showing server rack data center on left, glowing cloud platform in center with data flow lines, office building cross-section on right, and a gaming controller bottom-right — Microsoft Corporation (US5949181045) isometrisches 3D: Cloud, Server, Rechenzentrum, Office und Gaming-Konsole verbunden, Illustration mit AI erstellt.

Microsoft (ISIN US5949181045) received a higher Wells Fargo price target of USD 725.00 from USD 700.00 on October 1, 2026, while its Lang & Schwarz quote stood at EUR 461.43 on October 5, 2026 at 12:09 p.m. CEST. The bank kept its Overweight rating and placed Microsoft on its fourth-quarter Tactical Ideas list, according to Yahoo Finance.

Target rises as AI evidence builds

The move from USD 700.00 to USD 725.00 represents a 3.57 percent increase in Wells Fargo's target. Analyst Michael Turrin cited Microsoft's AI monetization, November's Ignite conference and new segment reporting as the factors behind the revised view, Yahoo Finance reported on October 1, 2026.

The next reporting structure will combine Microsoft's current three segments into Agents and Infra and Devices and Consumer. The revised disclosure is expected to show Azure revenue in monetary terms while excluding non-consumption components from the Azure metric, giving investors a cleaner measure of cloud demand.

Revenue beats the fiscal quarter consensus

Microsoft reported USD 90.01 billion of revenue in fiscal Q4 2026, ahead of the USD 87.63 billion consensus. Non-GAAP earnings per share reached USD 4.74 versus a USD 4.24 estimate, while commercial remaining performance obligations rose 84.00 percent to USD 678.00 billion, according to Yahoo Finance.

Microsoft's fiscal 2026 revenue reached USD 331.84 billion, and the finance quote placed its market capitalization at USD 3.8 trillion on October 2, 2026. The same quote showed a 52-week range of USD 349.20 to USD 553.72, putting the stock's valuation story alongside a large but still measurable gap to its yearly high.

Dividend and earnings dates add milestones

Microsoft's investor relations page lists a quarterly dividend increase announced on September 15, 2026, while the next payout is set at USD 0.98 per share from USD 0.91. The company also identifies its fiscal 2026 results release of July 29, 2026 as the latest annual reporting milestone on its investor page, Microsoft.

TradingView lists October 27, 2026 as Microsoft's next earnings report date for fiscal Q1 2027, with consensus revenue of USD 90.59 billion, TradingView shows. That report will provide the first test of the new segment structure and the revised Azure disclosure.

Microsoft stock holds above prior close

Microsoft was trading at EUR 461.43 at Lang & Schwarz on October 5, 2026 at 12:09 p.m. CEST, plus 0.36 percent versus the prior close of EUR 459.78 on October 2, 2026. The further course of trading is shown by the continuously updated real-time quote of Microsoft stock.