Microsoft stock price forecast earnings revisions have led to an

Earnings revisions have led to an upward Microsoft stock price forecast, with consensus estimates indicating 15% year-over-year revenue growth, heavily weighted towards cloud infrastructure services. AI is a major catalyst for growth in the cloud computing market, since businesses can use AI in the cloud to get better insights from their data. Oracle (NYSE: ORCL) might be the best cloud stock to buy based on its leadership in enterprise database services and its extensive data center infrastructure that is optimized for AI. Also, Jefferies raised its price target on Microsoft to $675 from $600, maintaining a “Buy” rating and naming it a top pick after a strong fiscal Q4, highlighting Azure’s impressive 39% growth and robust forward-looking indicators. Financial analysts maintain overweight ratings, aligning with Microsoft stock price forecast scenarios that bank on resilience against cyclical downturns due to recurring subscription incomes.