Microsoft stock rating reiterated as Overweight by Cantor Fitzgerald

Published 20/10/2025, 13:32
Microsoft stock rating reiterated as Overweight by Cantor Fitzgerald

Investing.com - Cantor Fitzgerald has reiterated an Overweight rating on Microsoft (NASDAQ:MSFT), a $3.82 trillion market cap technology giant with $281.72 billion in annual revenue, as the company officially ended support for Windows 10 this week.

The end of support means Microsoft has discontinued software updates, technical assistance, and security patches for the operating system, which remains active on nearly 60% of corporate devices worldwide.

Organizations unable to upgrade immediately can purchase Microsoft’s Extended Security Updates (ESU) program at $61 per device, with costs doubling annually for up to three years as a temporary solution.

Cantor Fitzgerald notes that without upgrades or decommissioning, Windows 10 systems will face increasing cybersecurity risks and potential compliance issues, as attackers are likely to target unpatched vulnerabilities.

Sectors with significant legacy dependencies such as manufacturing, healthcare, and government are expected to be particularly vulnerable to security threats as Windows 10 systems remain in use without official support.

In other recent news, AvePoint Inc received an Overweight rating from Morgan Stanley, with a price target set at SGD23.70. The investment bank sees AvePoint as benefiting from Microsoft’s strong presence in the generative AI market. Meanwhile, Intel Corporation has reportedly secured a significant artificial intelligence client for its advanced 18A/AP manufacturing process, according to tech publication SemiAccurate. This development signals potential growth in Intel’s foundry business. In another update, Anthropic has announced an integration of its AI assistant Claude with Microsoft 365, enhancing enterprise search capabilities for users. This integration aims to streamline access to information across documents, emails, and calendars. Additionally, Nscale has secured a major deal with Microsoft for approximately 200,000 NVIDIA GB300 GPUs, marking one of the largest AI infrastructure contracts to date. This agreement will support AI infrastructure across Europe and the U.S. Lastly, OpenAI plans to ease restrictions on ChatGPT, allowing for more personalized interactions while maintaining mental health safeguards.

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