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Microsoft Stock Plunges 20% Amid $190B AI Spend Fears

Microsoft stock falls 20% on $190B AI spend fears, but analysts predict 29% rebound.

  • Microsoft stock (MSFT) opened Tuesday at $368, down nearly 20% in June from a high of $460.
  • Wall Street concerns over the company’s AI capital expenditure exceeding $190 billion have contributed to the downturn.
  • The Zacks Research Team predicts a potential rise to $473, a 29% return from the current price.

Microsoft stock (NASDAQ: MSFT) opened Tuesday at $368 after a precipitous June, marking it as one of the worst performers among the Magnificent 7. The steep decline from $460 to a low of $352 has placed the software giant’s future in the crosshairs of a major market shift. Consequently, investor anxiety over volatility has intensified as Microsoft‘s substantial AI investment strategy comes under scrutiny.

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Wall Street is primarily concerned that the company’s aggressive AI capital expenditure, now over $190 billion, may delay profitability. This financial pressure has Microsoft navigating a slippery slope, with its next major catalyst scheduled for July 29, 2026. Analysts project an earnings per share of approximately $4.21 for that upcoming quarterly call.

Meanwhile, a Price Prediction from the Zachs Research Team offers a contrasting outlook for the embattled equity. Their analysis forecasts Microsoft stock could climb above $400, with slim chances of falling below $300. The firm assigned MSFT a ‘hold’ rating, advising against selling.

The research team’s bullish scenario projects a high target of $473, representing a potential 29% return on investment from the current price. Therefore, a $1,000 investment could theoretically grow to $1,290 if this prediction proves accurate. This forecast suggests the upward potential currently outweighs the downside risk for investors considering an entry position.

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