---
title: "Goldman Thinks Microsoft Stock (MSFT) Is Being Underestimated"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/272289540.md"
description: "Goldman Sachs analyst Gabriela Borges has initiated coverage on Microsoft (MSFT) with a Buy rating and a price target of $655, suggesting a 37% upside. Borges believes concerns about Microsoft's AI outlook are overstated, highlighting its strong position in AI across various products. She anticipates stable growth for Microsoft, projecting earnings of over $35 per share by fiscal 2030. Wall Street analysts have a Strong Buy consensus on MSFT, with 32 Buys and two Holds, indicating a potential upside of 31.73% from the average price target of $631.36."
datetime: "2026-01-12T14:48:35.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/272289540.md)
  - [en](https://longbridge.com/en/news/272289540.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/272289540.md)
---

# Goldman Thinks Microsoft Stock (MSFT) Is Being Underestimated

Top Goldman analyst Gabriela Borges initiated coverage on Microsoft (MSFT) with a Buy rating and a $655 price target, implying about 37% upside from current levels. Borges said investors' views on Microsoft's AI outlook have grown more cautious recently, but she believes those worries are overdone. In her view, Microsoft is better placed than most large tech firms as AI use grows across businesses and consumers.

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## **Why Goldman Is Bullish on Microsoft**

The 4-star analyst pointed to Microsoft's reach across the AI stack, from cloud services to AI tools built into everyday products like Office and Windows. That wide presence gives the company more ways to grow as AI adoption picks up.

She also highlighted Microsoft's Copilot tools and AI agents, which are being rolled out across its products. She said this makes AI easier for customers to use and supports steady demand over time.

Because Microsoft controls both the platform and the software, Borges expects the company to deliver more stable growth than rivals that rely on a single product or partner. Looking ahead, Goldman expects that Microsoft could earn more than $35 per share by fiscal 2030 in a stronger scenario. That would mark faster earnings growth than most other large tech companies.

## **Is Microsoft Stock a Buy, Hold, or Sell?**

Turning to Wall Street, analysts have a Strong Buy consensus rating on MSFT stock based on 32 Buys and two Holds assigned in the past three months, as indicated by the graphic below. After a 15% rally in its share price over the past year, the average Microsoft price target of $631.36 per share implies 31.73% upside risk.

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