July 10 – Microsoft (Nasdaq: MSFT) will probably be the next company that surpasses a market capitalization of $ 4 trillion, driven by accelerating the approval of the company information.
Analysts led by Daniel Ives said that Microsoft’s position in the AI ecosystem continues to strengthen the demand in financial services, retail and the public sector grows. The team noted that the activity of the customer that is linked to large-scale AI implementations is accelerating, with many use cases that roll out over Microsoft’s Enterprise Base.
Wedbush estimated that at Fiscal 2028 more than 70% of Microsoft’s commercial users will use their AI tools, in particular through services such as Copilot. Based on recent feedback from partners, the business projects can add nearly $ 25 billion in income per tax 2026.
The analysts described this period as the radiant moment of Microsoft, where AI transformed his cloud process. They regard the company as the current leader in Enterprise scale AI, for Rivals Amazon (Nasdaq: Amzn) and Alphabet (Nasdaq: Googl).
Wedbush repeated its outperform rating on the shares with a price target of $ 600. Microsoft remains on the best idea list of the company.
This article first appeared on Gurufocus.