Cantor Fitzgerald Reiterates Overweight on Automatic Data Processing, Maintains $310 Price Target

Microsoft vs. Automatic Data Processing: Scale vs. Seasonality in Revenue

Microsoft demonstrates superior revenue growth and consistency compared to Automatic Data Processing, with Microsoft growing at mid-teens rates while ADP grows at mid-single-digit rates. Microsoft's $388 billion annual revenue, driven by 43% Azure cloud growth and 30 million Copilot paid seats, positions it as the leader in AI monetization. ADP's AI platform The Zone shows adoption but hasn't meaningfully lifted revenue growth yet, suggesting the gap between the companies may continue to widen.

Cantor Fitzgerald Maintains Overweight on Automatic Data Processing, Raises Price Target to $310

Cantor Fitzgerald analyst Ramsey El-Assal maintains Automatic Data Processing (NASDAQ:ADP) with a Overweight and raises the price target from $295 to $310.

Citigroup Maintains Neutral on Automatic Data Processing, Raises Price Target to $287