{"id":65490,"date":"2023-09-26T03:34:18","date_gmt":"2023-09-26T07:34:18","guid":{"rendered":"https:\/\/ifintechworld.com\/investing\/microsoft-stock-gets-an-upgrade-as-ai-narrative-too-strong-to-ignore\/"},"modified":"2023-09-26T03:34:20","modified_gmt":"2023-09-26T07:34:20","slug":"microsoft-stock-gets-an-upgrade-as-ai-narrative-too-strong-to-ignore","status":"publish","type":"post","link":"https:\/\/ifintechworld.com\/?p=65490","title":{"rendered":"Microsoft Stock Gets an Upgrade as AI Narrative &#8216;Too Strong&#8217; to Ignore"},"content":{"rendered":"<div id=\"js-article__body\" itemprop=\"articleBody\" data-sbid=\"WP-BAR-0000752604\">\n<div data-layout=\"wrap\n              \" data-layout-mobile=\"\" class=\"\n        media-object\n        type-InsetMediaIllustration\n          wrap\n  article__inset\n        article__inset--type-InsetMediaIllustration\n          article__inset--wrap\n    article__inset--lead\n  \"><\/p>\n<p>        <!-- eventually when we know what this card will be we can change it and leave this one --><\/p>\n<figure class=\"\n        media-object-image\n        enlarge-image\n        img-wrap\n        article__inset__image\n      \" itemscope=\"\" itemtype=\"http:\/\/schema.org\/ImageObject\"><\/p>\n<div style=\"padding-bottom:66.66666666666666%;\" data-subtype=\"photo\" class=\"image-container  responsive-media article__inset__image__image\"><\/div>\n<\/figure><\/div>\n<p>\n        Microsoft\u2019s<br \/>\n       opportunities with artificial intelligence are enough for an analyst at Guggenheim to upgrade his rating on the stock, but near-term uncertainties keep him from becoming bullish on the tech giant.<\/p>\n<p>Guggenheim analyst John DiFucci upgraded shares of<br \/>\n        Microsoft<br \/>\n       (ticker: MSFT) to Neutral from Sell on Monday and removed his previous $232 price target on the stock. The company\u2019s opportunities with AI are \u201ctoo strong a force to contend with\u201d and enough to keep this analyst from a bearish perspective, he wrote in a research note, but certain concerns of his remain.<\/p>\n<div class=\"paywall\">\n<p>\u201cThe Generative AI narrative is too positive a force to contend with, even though the troubling dynamics we thought might develop, did,\u201d DiFucci said. \u201cWindows has continued to struggle as it\u2019s become obvious that an important driver of this business, PC shipments, will not benefit from resurging relevance of these devices and in hindsight, were a Covid beneficiary like Zoom and<br \/>\n        DocuSign<span>.<\/span><br \/>\n      \u201d<\/p>\n<p>\n        Microsoft<br \/>\n       didn\u2019t respond to a request for comment from <em>Barron\u2019s<\/em>.<\/p>\n<p>The pandemic did boost demand for personal computers as people worked and took classes from home. But the demand environment took a hit as Covid-19 restrictions lifted, impacting many computer and chip manufacturers. <\/p>\n<p>Microsoft reported fiscal fourth-quarter revenue in its personal computing segment of $13.9 billion in July, a decrease of 4% from the prior year. However, signs of life in the PC market have given some glimmers of hope. A report from the market research firm IDC on Aug. 28 said that despite a pressured consumer driven by high inflation, PC shipments are\u00a0estimated to grow\u00a03.7% year over year in 2024.<\/p>\n<p>DiFucci also still has some concerns about the company\u2019s AI future.<\/p>\n<p>\u201cAnd like every other person on the planet, we\u2019ve come to expect that the GenAI \u2018narrative\u2019 will become more than just a story, though we still question how much monetization will be realized and over what timeframe,\u201d he said. <\/p>\n<p>Microsoft Chief Financial Officer Amy Hood said at the Goldman Sachs Communacopia &amp; Technology Conference in San Francisco earlier this month that the company\u2019s suite of generative artificial-intelligence tools will reach $10 billion in revenue faster than any other business in its history.<\/p>\n<p>Shares of Microsoft were down 0.3% Monday. The stock has gained 32% this year.<\/p>\n<p> Write to Angela Palumbo at angela.palumbo@dowjones.com<\/p>\n<\/p><\/div>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/www.marketwatch.com\/articles\/microsoft-stock-upgrade-ai-buy-46747b92?mod=investing\" target=\"_blank\" rel=\"noopener\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft\u2019s opportunities with artificial intelligence are enough for an analyst at Guggenheim to upgrade his rating on the stock, but near-term uncertainties keep him from becoming bullish on the tech giant. Guggenheim analyst John DiFucci upgraded shares of Microsoft (ticker: MSFT) to Neutral from Sell on Monday and removed his previous $232 price target on [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":65491,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"footnotes":""},"categories":[239],"tags":[83],"class_list":["post-65490","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-investing","tag-featured","post_format-post-format-video"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Microsoft Stock Gets an Upgrade as AI Narrative &#039;Too Strong&#039; to Ignore | iFintechWorld<\/title>\n<meta name=\"description\" content=\"Microsoft\u2019s opportunities with artificial intelligence are enough for an analyst at Guggenheim to upgrade his rating on the stock, but near-term\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ifintechworld.com\/?p=65490\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Microsoft Stock Gets an Upgrade as AI Narrative &#039;Too Strong&#039; 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