Barclays: The Google search monopoly case has little impact on Microsoft

Zhitong
2024.11.26 06:55
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Barclays Bank released a report stating that the antitrust lawsuit against Google in the United States has little impact on Microsoft, giving Microsoft an "overweight" rating with a target price of $475. Analysts pointed out that Bing accounts for a small proportion of Microsoft's total revenue, and investors have insufficient awareness of the impact of the investigation. If Google is forced to adjust its agreements with partners, Bing may gain market share, but the changes are expected to be minimal in the short term, with impacts anticipated to manifest by 2027