• Stifel Nicolaus sets a price target of $392 for Microsoft Corporation (NASDAQ:MSFT), indicating a potential downside of about -5.36%.
• Microsoft's Azure division reports a 39% growth, highlighting strong performance in cloud computing.
• The stock experienced a 10% decline post-quarterly results, contrasting with Meta Platforms' stock rise.

Microsoft Corporation (NASDAQ:MSFT) is a leading technology company known for its software products, cloud services, and hardware. It competes with other tech giants like Apple, Google, and Amazon. On February 4, 2026, Stifel Nicolaus set a price target of $392 for Microsoft, while the stock was trading at $414.19. This suggests a potential downside of about -5.36%.

Stifel's downgrade of Microsoft from Buy to Hold, as reported by TheFly, reflects a cautious stance despite the company's strong performance in cloud computing. Microsoft's Azure division reported a 39% growth, surpassing the expected 37%. This growth underscores the increasing demand for cloud services, especially from AI-focused businesses.

Despite Azure's impressive performance, Microsoft's stock experienced a 10% decline after its quarterly results. This drop contrasts with Meta Platforms, whose stock rose by about 10% following its capital expenditure plans for 2026. Such market reactions have led to discussions on investment opportunities between these tech giants.

Currently, Microsoft's stock price is $414.19, showing a slight increase of $2.98 or 0.72%. The stock has fluctuated between $409.26 and $419.80 during the trading day. Over the past year, it reached a high of $555.45 and a low of $344.79, with a market capitalization of approximately $3.08 trillion.

The trading volume for Microsoft is 44.21 million shares, indicating active investor interest. As the company navigates market challenges and opportunities, its performance in cloud computing and other sectors will be closely watched by investors and analysts alike.