Microsoft well positioned for upcoming generative artificial intelligence innovation cycle
2025-06-26 21:23:59
In a research note, Morgan Stanley analysts Keith Weiss and Josh Baer noted that Microsoft's investment in OpenAI is succeeding. Analysts raised their target share price to $530 after seeing Microsoft's growth in direct monetization and an increase in wallet share in the IT space. Microsoft is well positioned for the upcoming generative artificial intelligence innovation cycle as it makes progress in its Azure AI business, the report said. The report noted that Microsoft will achieve a mid-single-digit compound annual growth rate as it remains disciplined in terms of spending.
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