Microsoft Cloud RPO Hits $625B Up 110% As Barclays Keeps $600 Target
Barclays reiterated a Buy rating on Microsoft with a $600 price target and will partner with the UK government to develop deepfake detection standards. Commercial remaining performance obligations reached $625 billion, up 110% year-over-year, while Azure revenue rose 39% and commercial cloud bookings jumped 230%.
1. Barclays Reiterates Buy Rating
On February 6, Barclays maintained its Buy rating on Microsoft and set a $600 price target, reflecting confidence in the company’s AI and cloud leadership. The firm highlighted Microsoft’s robust growth prospects and its continued investment in emerging technologies.
2. UK Partnership for Deepfake Detection
Microsoft will work with Britain’s government, academics and industry experts to establish a standardized framework for testing and evaluating deepfake detection tools. The initiative aims to combat fraud, non-consensual imagery and other harms by stress-testing AI models against real-world threats.
3. Strong Cloud Performance Metrics
Commercial remaining performance obligations jumped to $625 billion, a 110% increase year-over-year, signaling substantial future revenue visibility. Azure revenue grew 39%, and commercial cloud bookings surged 230%, underscoring accelerating demand for Microsoft’s cloud services.