The reasons for optimism are obvious: Microsoft benefits massively from the global AI boom, the integration of OpenAI technologies into its Azure cloud platform, and the growing dominance in the business software market. The cloud segment is also growing at double-digit rates, contributing to rising margins.
For investors, this means: Microsoft is considered by many as a must-have in the portfolio because the company not only delivers stable cash flows, but also positions itself as one of the biggest beneficiaries of the AI era. Compared to other tech heavyweights, the price targets of many analysts have not yet been exhausted - indicating further upward potential.