Microsoft Stock Eyes Recovery as IT Spending Rises, Analysts Say

TL;DR Summary
Microsoft stock has fallen about 8% over the past three months, but a KeyBanc survey suggests rising IT spending in 2026 could boost Microsoft’s Azure and Copilot AI offerings, supporting a potential recovery for the stock.
- Microsoft Stock Hits a 7-Month Low. Why Wall Street Analysts Are Backing a Recovery. Barron's
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- CIO survey shows 3.8% increase to software budgets in 2026: Morgan Stanley Seeking Alpha
- “Growing, But Not Fast”: Microsoft Stock (NASDAQ:MSFT) Slips as AI Adoption Rates Examined TipRanks
- What Could Set Microsoft Stock on Fire Trefis
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