Microsoft At Heart Of 'Tariff Armageddon': Analyst Flags Deal Delays, Expects Fallout To Hit Upcoming Earnings Season
1. Analyst lowered MSFT price forecast to $475 from $550 amidst tariff uncertainty. 2. Tariff pause doesn't eliminate risks related to Chinese supply chains. 3. 10-15% of cloud and AI initiatives may slow due to heightened uncertainty. 4. MSFT is vital in upcoming earnings season; impacts to be observed soon. 5. EPS estimates for FY25 and FY26 reduced, signaling potential growth slowdown.