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Microsoft's (NASDAQ:MSFT) partnership with Anthropic shows how the company is advancing AI tools and productivity, according to an analyst.
The Microsoft Analyst: JPMorgan analyst Mark Murphy maintained an Overweight rating on Microsoft with a price target of $575.
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The Analyst Takeaways: Murphy shares initial thoughts from Microsoft's Ignite conference in a new investor note, coming away "incrementally positive" on the company.
"Microsoft lighting the path forward with a compelling vision for enterprise AI," Murphy said. He said Microsoft is reimagining how business is done through AI and productivity.
"Microsoft further defines its vision for the future of AI as it sees the technology evolving from concept and experimentation and toward implementation and utilization," Murphy said, adding that Microsoft is laying out a compelling and differentiated blueprint for the AI opportunity.
Microsoft's new deal with Anthropic will see Microsoft's Azure utilized by Anthropic for its Claude AI model.
The analyst said this partnership broadens Microsoft's AI strategy. "While MSFT continues to encounter some AI capacity constraints modestly restricting Azure growth, we see it planting the longer-term seeds for success."
Murphy noted that Microsoft showed "the intelligence revolution is in full flight."
"We continue to see Microsoft as a structural share gainer."
MSFT Price Action: Microsoft stock is down 0.7% to $489.10 on Wednesday, versus a 52-week trading range of $344.79 to $555.45. Microsoft shares are up 16.8% year-to-date in 2025.
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Posted In: MSFT
