MSFT Stock Gets A Thumbs Up From Barclays – Firm Expects Quarter To Start Showing ‘More Differentiation’ In Software Heera Hari Tue, October 13, 2026 at 10:51 AM EDT 3 min read MSFT +0.85% MRVL -0.40% ORCL +1.30% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Microsoft plans to scale its Azure Maia chip deployments starting in 2027, with Maia 300 expected to enter production deployments that year.
Microsoft, Marvell and Oracle formed an Open Compute Project working group to develop an open specification for integrated hardware security in cloud data centers.
Earlier, Deutsche Bank analyst Brad Zelnick raised his price target to $600 from $550 while maintaining a 'Buy' rating. The move was part of the firm's first-quarter earnings preview.
Microsoft (MSFT) is drawing investor attention after Barclays raised its price target on the stock to $600 from $512 while maintaining an 'Overweight' rating.
Barclays adjusted the target as part of its third-quarter software earnings preview, and said the quarter "should start showing more differentiation in software," according to The Fly.
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MSFT shares were trading 1.5% higher at the time of writing on Tuesday. Microsoft's market capitalization reached $4.02 trillion at Monday's close, surpassing the $4 trillion threshold for the first time since October 2025.
Barclays' latest note follows analyst updates from Deutsche Bank and Phillip Securities on Monday, according to The Fly.
Deutsche Bank analyst Brad Zelnick raised his price target to $600 from $550 while maintaining a 'Buy' rating. The move was part of the firm's first-quarter earnings preview.
Phillip Securities downgraded Microsoft to 'Neutral' from 'Accumulate' and set a $515 price target, citing the recent re-rating of the shares.
Microsoft, Marvell Technology (MRVL) and Oracle (ORCL) announced on Tuesday that they have established a working group under the Open Compute Project (OCP) to develop an open specification for an integrated hardware security module (HSM) for cloud and hyperscale data centers.
The proposed solution is designed to support secure cryptographic key caching and key lifecycle management at the server level. The companies said the approach aims to reduce latency, improve scalability and strengthen cloud workload security.
The working group plans to define an open specification incorporating a hardware security boundary, key vault and attestation chain directly into servers. The companies are targeting an initial draft for the October 2026 OCP Global Summit, with version 1.0 to follow.
On Monday, Microsoft announced plans to scale its Azure Maia family to multi-gigawatt deployments starting in 2027. The company said Maia 200 is already serving production workloads, including Microsoft Copilot, while Maia 300 is expected to begin production deployments in 2027.
Microsoft said it expects Maia 300 to deliver 40% more tokens per megawatt than leading GPU-based systems.
Microsoft is expected to report its fiscal first-quarter (Q1) 2027 results after the closing bell on Oct. 28, 2026. According to Fiscal AI, analysts expect earnings of around $4.72 per share on revenue of approximately $90.4 billion.
Retail sentiment on Stocktwits remained in 'bearish' territory, while message volume was 'normal' and the participation ratio was 'extremely high' over the past 24 hours.
One Stocktwits user believes it's time to book profits in MSFT stock.
Another Stocktwits user believes AI could put pressure on software companies more broadly.
Also read: SpaceX Starlink Mobile Push Prompts Bernstein To Cut VZ, TMUS, CMCSA, CHTR Stocks' Price Targets
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Heera Hari has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits.
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