Microsoft Corp. (MSFT) RBC & Jefferies Maintain “Buy” Ratings

STA Research
January 6th, 2026
Microsoft Corporation Reiterated by RBC Capital MArkets Rishi Jaluria Maintains Buy Rating Microsoft Reiterated "Buy" rating  by Jefferies Financial Group 
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Microsoft Corporation (MSFT)

Microsoft continues to command strong analyst support, with both RBC Capital Markets as well as Jefferies Financial Group also reaffirming a “Buy” recommendation on the stock, underscoring broad confidence in the company’s long-term growth outlook. RBC analyst Rishi Jaluria’s maintained Buy rating reflects expectations that Microsoft remains well positioned to deliver durable earnings growth, supported by its diversified business model and leadership across several high-growth technology segments.

Analysts remain particularly constructive on Microsoft’s cloud and artificial intelligence strategy, with Azure continuing to be a key driver of revenue expansion and margin leverage. Ongoing integration of AI capabilities across Microsoft’s product ecosystem, including enterprise software, productivity tools, and cloud infrastructure, is viewed as a significant competitive advantage that can sustain growth over the medium to long term. This breadth of exposure allows Microsoft to benefit from both enterprise IT spending and the accelerating adoption of AI-driven solutions.

Jefferies Financial Group’s reiterated Buy rating further reinforces the view that Microsoft’s fundamentals remain intact despite broader market volatility. Analyst’s suggests confidence in Microsoft’s ability to generate strong free cash flow, maintain pricing power, and return capital to shareholders through dividends and share repurchases. Microsoft’s balance sheet strength and recurring revenue base continue to provide resilience, even in a more uncertain macroeconomic environment.

Taken together, the reaffirmed Buy ratings from both RBC Capital Markets and Jefferies highlight Microsoft’s standing as a high-quality large-cap technology leader. The consistent analyst support reflects expectations that Microsoft will continue to outperform peers through disciplined execution, innovation in cloud and AI, and a business model that offers both growth and stability for long-term investors.

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