Microsoft At Heart Of 'Tariff Armageddon': Analyst Flags Deal Delays, Expects Fallout To Hit Upcoming Earnings Season - Microsoft (NASDAQ:MSFT)
1. Wedbush analyst Ives lowers MSFT price target from $550 to $475. 2. Ongoing tariff uncertainties could delay 10-15% of cloud and AI initiatives. 3. Ives believes MSFT will be impacted significantly in upcoming earnings. 4. EPS estimates for FY25 and FY26 have been reduced due to uncertainty. 5. MSFT shares are down 4.09% amid tariff concerns and market volatility.