$MSFT - STIFEL Upgrade MSFT to Buy and increase TP to $575. We are increasingly comfortable with the company's ability to sustain mid/upper teens revenue growth as open-weight model advancement has boosted management's LLM agnostic strategy (Azure & Copilot), COGS/OPEX operational efficiencies are supportive of stable operating margins and strong cash-flows should limit the company's need for outside financing. Within Azure, even in the face of capacity constraints, we expect accelerating revenue growth 1 Heart reaction.
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