Microsoft: After Generative AI, The Path To More Upside

Summary:

  • Microsoft trades at over a $3 trillion market cap but I see more upside ahead.
  • The company has shown stellar enterprise and cloud growth, likely driven by AI tailwinds.
  • The company offers a rare blend of secular growth, high profit margins, and high returns of cash to shareholders.
  • I reiterate my buy rating and outline the path to more upside.
Las Vegas Hosts Annual CES Trade Show

Ethan Miller

Microsoft (NASDAQ:MSFT) trades at an incredible ~$3 trillion market cap, but I still see more upside ahead. The company has been an early generative AI beneficiary, as its investment in OpenAI has been a slam dunk and it has quickly integrated generative AI


Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT, S, AMZN, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am long all positions in the Best of Breed Growth Stocks Portfolio.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.


Sign Up For My Premium Service “Best of Breed Growth Stocks”

After a historic valuation reset, the growth investing landscape has changed. Get my best research at your fingertips today. 

Get access to Best of Breed Growth Stocks:

  • My portfolio of the highest quality growth stocks.
  • My best deep-dive investment reports.
  • My investing strategy for the current market.
  • and much more

Subscribe to Best of Breed Growth Stocks Today!

Leave a Reply

Your email address will not be published. Required fields are marked *