Key facts: Analysts bullish on Microsoft; key player in S&P 500 growth
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- Analysts from Jefferies, UBS, Stifel, and Evercore ISI are bullish on Microsoft after the Ignite conference, noting strong adoption of the Copilot platform and price targets up to $730.1
- Citi strategist Scott Chronert identified Microsoft as a key player in the megacap growth trade, representing about 20% of the S&P 500's market cap.2
- Microsoft is boosting its in-house semiconductor development to cut costs and improve efficiency, reducing reliance on Nvidia for AI data center graphics processors.3