MSFT Stock Breaks $500 After Microsoft Upgrade, Valued at $3.74T

Microsoft stock surged past $500 this week on an Oppenheimer upgrade and growing optimism around its tech and sustainability partnerships.

LanzaJet Doubles Down on Azure—Microsoft Stock Reacts Sharply

Quick overview

  • Microsoft stock surged past $500 following an upgrade from Oppenheimer, which set a new price target of $600.
  • The company's strong performance is attributed to robust growth in its Azure cloud services and positive fiscal Q2 2025 earnings.
  • Microsoft's strategic partnership with LanzaJet aims to enhance sustainability efforts and position Azure as a leading platform for climate-focused industries.
  • Overall, investor confidence in Microsoft's long-term potential continues to grow, bolstered by its commitment to technology and environmental goals.

Microsoft stock surged past $500 this week on an Oppenheimer upgrade and growing optimism around its tech and sustainability partnerships.

Microsoft Stock Climbs on Oppenheimer Upgrade

Microsoft (NASDAQ: MSFT) extended its rally this week, breaking above the $500 level after Oppenheimer upgraded the stock from “Perform” to “Outperform.” The influential call came with a new $600 price target, reflecting mounting investor enthusiasm for Microsoft’s rapidly growing software-driven revenue streams.

Oppenheimer’s note argued that as long as Azure maintains strong growth, Microsoft will see sustained valuation support and upside potential. Investors, it said, are increasingly recognizing Microsoft as one of the software sector’s long-term winners, particularly in the race to commercialize artificial intelligence.

Technical Strength Above $500Chart MSFT, W1, 2025.07.09 15:40 UTC, MetaQuotes Ltd., MetaTrader 5, Demo

Technically, Microsoft has been in a firm uptrend since April when the stock bounced off its 100-week simple moving average (SMA) support. The stock is now holding above the $500 threshold after reaching an intraday high of $506.70, setting a new record.

This move caps a remarkable year-to-date performance that saw MSFT shares overcome their early 2025 weakness and push to new highs as confidence returned around tech growth prospects. However, Microsoft is still trailing Nvidia, whose market cap reached above $4 trillion today as NVDA stock trades at $164.

Strategic Sustainability Partnership with LanzaJet

Fueling optimism further is Microsoft’s deepening commitment to sustainability and decarbonization initiatives. Last month, LanzaJet—a pioneer in sustainable aviation fuel (SAF) technologies—announced an expanded strategic partnership with Microsoft.

Under this agreement, LanzaJet named Microsoft Azure as its preferred global cloud platform. The partnership aims to modernize and scale LanzaJet’s operational systems, financial management, and data-driven decision-making capabilities. This cloud integration will support global expansion, optimize supply chains and logistics, and improve plant performance—critical for the growth of next-generation, low-carbon fuels in aviation.

Commitment to Climate Goals

The strengthened collaboration with LanzaJet underscores Microsoft’s broader climate strategy. The company remains committed to achieving carbon negativity by 2030 and continues investing in technology partners that share its environmental vision.

This strategic alignment not only boosts Microsoft’s sustainability credentials but also reinforces Azure’s positioning as the go-to platform for companies in high-growth, climate-focused industries.

Strong Earnings Momentum

Adding to bullish sentiment was Microsoft’s fiscal Q2 2025 earnings release, which investors received positively. The results showcased robust revenue growth and solid execution in cloud and AI businesses.

Following a strong recovery from its Q1 dip, Microsoft shares continued their positive trajectory, hitting all-time highs in response to the earnings beat.

Conclusion: Microsoft’s latest surge reflects a confluence of strong fundamentals, strategic sustainability partnerships, and mounting investor faith in its leadership in software and cloud. With Oppenheimer’s $600 target fueling optimism, the company appears well-positioned to continue its record-breaking run as it expands both technological and environmental horizons.  

ABOUT THE AUTHOR See More
Skerdian Meta
Lead Analyst
Skerdian Meta Lead Analyst. Skerdian is a professional Forex trader and a market analyst. He has been actively engaged in market analysis for the past 11 years. Before becoming our head analyst, Skerdian served as a trader and market analyst in Saxo Bank's local branch, Aksioner. Skerdian specialized in experimenting with developing models and hands-on trading. Skerdian has a masters degree in finance and investment.

Related Articles

HFM

Doo Prime

XM

Best Forex Brokers