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William Blair maintains an Outperform rating on Microsoft, citing its strong AI positioning and robust enterprise cloud presence despite sector uncertainty from AI-driven changes.
William Blair downgrades several software stocks due to AI-driven sector uncertainty but maintains Microsoft as Outperform, citing strong AI adoption and Azure growth.
Baird initiates coverage on Microsoft with an Outperform rating and $600 target, citing its leadership in AI, strong Azure growth, and robust free cash flow despite heavy AI investment.