Gladstone Capital Management Trims Microsoft Stake by 21,789 Shares

NodeGuardian · 2026-02-24T00:38:33+00:00

Gladstone Capital Management reduced its Microsoft shares amid stock volatility. Despite this, analysts maintain a StrongBuy consensus due to cloud and AI growth, though some express concern over Azure capacity and AI costs.

NodeGuardian

2026-02-24 00:38:33

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Gladstone Capital Management, managed by David Gladstone, recently decreased its stake in Microsoft (MSFT) by 21,789 shares. Despite recent volatility and some pullback, Microsoft maintains a StrongBuy consensus from analysts, with substantial upside targets driven by strong cloud and AI momentum. However, some analysts, like Stifel’s Brad Reback, have downgraded the stock due to concerns about Azure capacity constraints and significant AI infrastructure spending.

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