Here’s What Dan Ives Think About Microsoft Corporation (MSFT)

Ives highlighted that during the past month, the institution witnessed a 20% to 25% acceleration successful deals, arsenic a effect of AI usage cases yet exploding. He added that with the institution expected to merchandise net successful January, Microsoft Corporation (NASDAQ:MSFT) is simply a array pounder, and 2026 is its telephone year. Ives besides believes that among hyperscalers, Microsoft has been the astir overlooked and slightest respected.​

Regarding valuation concerns of the AI hyperscalers and whether Microsoft Corporation (NASDAQ:MSFT) is immune to these valuation threats, Ives noted that investors are inactive underestimating the maturation numbers. He elaborated that the demand-to-supply ratio stands astatine 12 to 1, suggesting immense country for growth. Ives believes that the Street is underestimating Microsoft’s 2026 maturation figures by astatine slightest 15% to 20%. ​

That said, Dan Ives maintained an Overweight standing connected Microsoft Corporation (NASDAQ:MSFT) with a $625 terms target, suggesting much than 28% upside from the existent level.

While we admit the imaginable of MSFT arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.