BNP Paribas gives Microsoft (MSFT.US) a "Buy" rating: Azure price increase will gradually take effect with contract renewals, and a deal with SpaceX may be announced soon.
智通财经2026/09/21 23:46According to Jinzhizao Finance APP, investment institution BNP Paribas stated on Monday that after meeting with Microsoft (MSFT.US) executives, they believe Microsoft still has room to further raise Azure prices in the long term. BNP Paribas analyst Stefan Slowinski said that Microsoft executives admitted Azure prices are rising, but added that the company will not break existing contracts and will only increase prices after contracts expire. Slowinski gives Microsoft a "Buy" rating with a target price of $549.
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