Microsoft stock falls, analysts trim price targets ahead of Q4 earnings

Microsoft (NASDAQ: MSFT) Stock Price Surges 1.8% As Nasdaq Drops, Valuation Discount Draws Investor Attention

Microsoft (NASDAQ: MSFT) climbed 1.8% to $402.70 on Thursday afternoon, extending Wednesday’s 2.8% gain even as the Nasdaq Composite fell roughly 1% in a chip-led selloff. The two-session advance of 4.6% since Tuesday’s close added approximately $132 billion to Microsoft’s market capitalization, a striking divergence from broader market weakness. Price action suggests traders are actively separating enterprise AI revenue from chip-cycle risk, wi…

Microsoft stock falls, analysts trim price targets ahead of Q4 earnings

Microsoft (NASDAQ: MSFT) shares fell 1.5% on Friday, extending a difficult year for the software giant as investors continued to weigh heavy artificial intelligence spending against the company's long-term growth prospects.The stock has declined more than 20% in 2026 and nearly 23% over the past year, even as Microsoft has continued investing aggressively in AI infrastructure and Azure cloud services.Several Wall Street firms revised their price…