Analysis points out that most investors have overlooked Microsoft's AI moat, with its AI business's annualized revenue run rate reaching $37 billion, a year-over-year increase of 123%.
The article suggests that Microsoft has built one of the strongest AI moats in the market, making it a buyable stock. Data shows that Microsoft's revenue for fiscal year 2026 is projected to be approximately $331 billion, an 18% increase; its latest quarterly revenue for Azure and other cloud services grew by about 40% year-over-year, with Azure growing by 43% in the fourth quarter, exceeding analyst expectations. Additionally, Microsoft 365 Copilot has surpassed 30 million paid users, and the company plans to invest approximately $175 billion in capital expenditures by 2026 for AI infrastructure such as data centers and GPUs. Analysts from JPMorgan Chase and others have set Microsoft's 2027 target price in the mid-$500 range.
Source:Yahoo财经 · Source Link
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