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gabriella borges

T3 · host / generalist

Senior equity research analyst covering Microsoft, maintains buy rating with $640 price target.

2 calls·1 name·100% bull·last heard 12 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$MSFTMicrosoftposition

Analyst raises Microsoft target to $640 on cloud growth and Copilot monetization

Microsoft showed highest cloud growth in years with moderating capex, and GitHub Copilot reached 30M users proving consumption-based monetization works. The market has penalized Microsoft but discovery of AI value across products will drive re-rating over next 12 months.

Bloomberg Tech2026-07→

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recurring themes

2 total
$MSFT
···
Microsoft
HIGHgabriella borges·Bloomberg Tech·12 days ago· position
Analyst raises Microsoft target to $640 on cloud growth and Copilot monetization
Microsoft showed highest cloud growth in years with moderating capex, and GitHub Copilot reached 30M users proving consumption-based monetization works. The market has penalized Microsoft but discovery of AI value across products will drive re-rating over next 12 months.
"HIGHEST CLOUD GROWTH IN YEARS. MODERATING SPENDING. THE BIG THEME HAS BEEN ALL THIS MONEY TO HYPERSCALERS THROWING OUT ARE THEY GOING TO SEE A RETURN? MICROSOFT SHOWED US THERE IS…"
0:51
$MSFT
···
Microsoft
HIGHgabriella borges·Bloomberg Tech·12 days ago· position
Microsoft raises price target to $640 on cloud growth and Copilot monetization
Microsoft's highest cloud growth in years with moderating capex and proven Copilot monetization (30M users) demonstrates hyperscalers can generate ROI on AI infrastructure spend.
"THERE WERE A COUPLE OF INTERESTING DYNAMICS WHEREIN YOU TAKE SOMETHING LIKE GITHUB FOR EXAMPLE. THAT'S NOW PROVED TO BE ABLE TO BE MONETIZE IN A CONSUMPTION BASIS SUCH THAT CUSTOM…"
1:41