$GLAD

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.