Microsoft: Sam Altman’s Departure, And The Store Of Many Tailwinds


  • Microsoft started FY24 on a strong note, with significant growth and margin expansion in every segment.
  • With immense opportunities across every part of its business, Microsoft continues to gain share over its rivals, and the path for $400 has never been clearer.
  • Worrisome news regarding Sam Altman’s departure from OpenAI could put pressure on the stock in the near term, but should not overshadow the unparalleled long-term opportunity.
  • I expect Microsoft will continue to provide market-beating returns for the foreseeable future and reiterate a Buy rating.

The Microsoft Store New York City


Microsoft (NASDAQ:MSFT) is the market leader on so many fronts and has so many tailwinds it’s difficult to keep count. The path to surpass Apple (AAPL) as the most valuable company in the world has

Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT 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.

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