MSFT Cantor Fitzgerald Raises PT to $608 from $522, Overweight Growth accelerating with fundamentals strengthening and the capex guide unchanged C26 capex includes about 25 billion tied to component shortages PT based on 10.5x C27 revenue, in line with the 3 year median, at 27.5x PE below the 30x median
MSFT Cantor Fitzgerald Raises PT to $608 from $522, Overweight Growth accelerating with fundamentals strengthening and the capex guide unchanged C26 capex includes about 25 billion tied to component shortages PT based on 10.5x C27 revenue, in line with the 3 year median, at 27.5x PE below the 30x median