Microsoft Stocks Move Higher With Cloud Growth Supporting Baird's Higher Target
Published . Updated .
Baird lifts its target 20% after updating its model for Azure and Microsoft 365.
Directly affected
- MSFT Microsoft+4.0% 30d
Named in this report.
Indirectly affected
- IGV iShares Expanded Tech-Software ETF+5.6% 9d
iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story.
- ORCL Oracle-12.4% 30d
Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.
- CRM Salesforce-3.2% 30d
Salesforce (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.
- GOOGL Alphabet-21.2% 30d
Alphabet (computer programming, data processing, etc.): software firms move with business tech spending. Linked by “cloud” (software) in this story.
- META Meta Platforms-17.0% 30d
Meta Platforms (computer programming, data processing, etc.): software firms move with business tech spending. Linked by “cloud” (software) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| MSFT | +2.03% | +1.97% | base | -1.82% | after close | after close | after close |
| IGV | +6.72% | +7.27% | base | -2.29% | after close | after close | after close |
| ORCL | -3.53% | +10.41% | base | -8.85% | after close | after close | after close |
| CRM | +8.05% | +5.78% | base | -1.33% | after close | after close | after close |
| GOOGL | +13.19% | +16.25% | base | +0.86% | after close | after close | after close |
| METANo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Microsoft Stocks Move Higher With Cloud Growth Supporting Baird's Higher Target Yahoo Finance
Source: Yahoo Finance
The price since 2 Nov 2026: Ishares Tr (IGV) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Salesforce (CRM) | that day | -1.33% | final price |
| Salesforce (CRM) | three days earlier | +5.78% | final price |
| Salesforce (CRM) | five days earlier | +8.05% | final price |
| Alphabet (GOOGL) | that day | +0.86% | final price |
| Alphabet (GOOGL) | three days earlier | +16.25% | final price |
| Alphabet (GOOGL) | five days earlier | +13.19% | final price |
| Ishares Tr (IGV) | that day | -2.29% | final price |
| Ishares Tr (IGV) | three days earlier | +7.27% | final price |
| Ishares Tr (IGV) | five days earlier | +6.72% | final price |
| Microsoft (MSFT) | that day | -1.82% | final price |
| Microsoft (MSFT) | three days earlier | +1.97% | final price |
| Microsoft (MSFT) | five days earlier | +2.03% | final price |
| Oracle (ORCL) | that day | -8.85% | final price |
| Oracle (ORCL) | three days earlier | +10.41% | final price |
| Oracle (ORCL) | five days earlier | -3.53% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 33 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 35 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Salesforce (CRM), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Salesforce (CRM), worth $15,001 - $50,000 on 17 Aug 2026. That is 77 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Tony Wied bought Salesforce (CRM) (jointly held), worth $15,001 - $50,000 on 14 Aug 2026. That is 80 days before publication. Filed 2 Sep 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 49 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 59 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 67 days before publication. Filed 12 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (IGV)
Companies mentioned with this story
- IGV Ishares Tr
Ishares Tr (IGV) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Microsoft Stocks Move Higher With Cloud Growth Supporting Baird's Higher Target.” Reason on file: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story
- MSFT Microsoft
In “Microsoft Stocks Move Higher With Cloud Growth Supporting Baird's Higher Target,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
- ORCL Oracle
In “Microsoft Stocks Move Higher With Cloud Growth Supporting Baird's Higher Target,” Oracle (ORCL) is linked, with no stored direction, medium confidence. Reason on file: Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
- CRM Salesforce
For “Microsoft Stocks Move Higher With Cloud Growth Supporting Baird's Higher Target,” Salesforce (CRM) is linked, with no stored direction, medium confidence. Reason on file: Salesforce (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
- GOOGL Alphabet
Alphabet (GOOGL) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Microsoft Stocks Move Higher With Cloud Growth Supporting Baird's Higher Target.” Reason on file: Alphabet (computer programming, data processing, etc.): software firms move with business tech spending. Linked by “cloud” (software) in this story
Ishares Tr (IGV)
On 2 Nov 2026, “Microsoft Stocks Move Higher With Cloud Growth Supporting Baird's Higher Target” is the story that connects Ishares Tr (IGV) to this story.
What ties Ishares Tr (IGV) to the headline is this: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story
Also listed, Microsoft (MSFT): Microsoft (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story
The price range for Ishares Tr (IGV), and the dates in the story
IGV traded between 108.83 and 112.61 across 4 sessions. The latest close on file is 112.59. MSFT traded between 514.54 and 551.08 across 20 sessions. The latest close on file is 521.97. ORCL traded between 122.78 and 148.43 across 20 sessions. The latest close on file is 130.70.
How strong the case is around Ishares Tr (IGV)
40 out of 100
“Microsoft Stocks Move Higher With Cloud Growth Supporting Baird's Higher Target” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.