Microsoft: Reset In Expectations For 2023


  • Using multiple levers to drive revenue, Microsoft is demonstrating its ability to drive growth in revenue through pricing actions.
  • The partnership with a leading financial services firm shows continued strength in cloud in the current macro backdrop.
  • Azure expectations have been reset, in my view, after the recent miss and weak results from AWS.
  • My 1-year target price for Microsoft is $305, implying 27% upside from current levels.

Lockdown Continues In Sydney As NSW Prepares To Ease Restrictions

Lisa Maree Williams

With the stock price of Microsoft (NASDAQ:MSFT) down 30% in 2022, 2023 could be a year of redemption for the company.

Investment thesis

I think the recent sell off was due to weakness in its Azure segment

Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Leave a Reply

Your email address will not be published. Required fields are marked *