Cantor Fitzgerald maintains Microsoft stock rating ahead of earnings

Investing.com - Cantor Fitzgerald has reiterated an Overweight rating and $581.00 price target on Microsoft (NASDAQ:MSFT) ahead of the company’s upcoming earnings report. The tech giant, currently trading near its 52-week high of $518.29 and commanding a market cap of $3.82 trillion, has shown robust momentum with a 22% gain year-to-date.

Microsoft is scheduled to release its quarterly results on Wednesday, July 30, after market close, marking the end of its fiscal year. The company enters earnings with strong fundamentals, maintaining a "GREAT" financial health score according to InvestingPro’s comprehensive analysis.

The research firm expects cloud momentum to follow through from a strong first quarter and accelerate into the second quarter, in line with guidance.

Cantor Fitzgerald anticipates Microsoft will provide constructive commentary on the second half of calendar year 2026 and overall fiscal 2026 momentum, along with continued operational efficiencies driving leverage.

The firm also expressed interest in hearing more about OpenAI usage momentum and related revenue impacts on Microsoft’s fiscal 2026 financials. Analysts maintain a highly bullish consensus on Microsoft, with InvestingPro data showing price targets ranging from $432 to $700.

In other recent news, Microsoft is preparing for its fourth-quarter earnings report, with KeyBanc maintaining a Sector Weight rating. The firm noted positive indicators from its value-added reseller checks, suggesting healthy performance levels. Meanwhile, Evercore ISI has raised its price target for Microsoft to $545, reflecting updates in fiscal year 2026 estimates, particularly in relation to Azure cloud services. On the cybersecurity front, Microsoft is investigating a potential leak in its early alert system, which may have allowed Chinese hackers to exploit vulnerabilities in SharePoint. This issue has also impacted the U.S. Department of Energy, though the department stated it was minimally affected due to its cybersecurity measures. Additionally, Microsoft’s subsidiary GitHub launched GitHub Spark, a new platform that simplifies app development using AI and natural language commands. This tool aims to streamline the process from concept to deployment. These developments underscore a mix of financial, technological, and security-related activities at Microsoft.

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