Wedbush Calls AI Microsoft's Shining Moment
Warning! GuruFocus has detected 7 Warning Sign with MSFT.
Daniel Ives and the team reckon the AI revolution is in full swing, with enterprise deals accelerating across finance, government and retail. They see Azure and Office AI features driving Microsoft toward a $4 trillion market capand even $5 trillion in the next 18 months.
Over the next three years, more than 70% of its installed base should be running AI tools, and early Copilot rollouts could tack on about $25 billion by FY 26. Wedbush calls this Redmond's shining moment, pointing out stronger cloud wins against Amazon (AMZN) and Google (NASDAQ:GOOG) and smoother supply chains compared to 90 days ago.
They're clear that while FY 25 looks solid, FY 26 is when AI really kicks inand they don't think the Street has fully caught on yet. Investors will be watching the July 30 print for proof.
This article first appeared on GuruFocus.
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