+14% vs analyst target · new source · 4 agree · 0 dissent
Buy and hold 3 months · entry $532.60 · target $603.43 · graded vs the S&P 500 at Jan 26
Why BUY: Seven-plus target hikes into Wednesday's report (UBS $675); Azure seen growing ~47% at ~22.5x forward earnings.
⚠ Expectations are high after a big run; options price a ~4.6% earnings move, and any Azure miss or capex shock can hit it.