Quick Read – Goldman Sachs added Microsoft to its U.S.
Conviction List, raising its price target to $640 and implying roughly 38% upside from current levels. – Azure surpassed $100 billion in annual revenue growing at 43%, making it the engine behind Microsoft’s shift to recurring AI-powered subscription revenue. – Goldman projects Microsoft’s EPS growth accelerates from roughly 12% in fiscal 2027 to over 20% by fiscal 2029 as Copilot adoption scales. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn’t make the cut
Grab the names FREE today. Artificial intelligence has entered a new phase. For the past two years, investors rewarded the companies building the picks and shovels of the AI revolution, from semiconductor makers to networking equipment suppliers.
That spending spree isn’t ending, but the focus is beginning to shift. Enterprises now want measurable returns instead of bigger models or larger data centers. That’s creating a different set of winners.