Www google drive download9/24/2023 6 Ways Microsoft Can Drive Another $100 Billion with AI: Open AI APIs: However, valuation poses a risk to Microsoft’s current stock price, and as outlined below, our firm prefers to wait before we add again to our position. We believe that history will repeat itself and the market is underestimating the impact AI will have on MSFT’s future sales growth across its business lines. ![]() At the time, the market did not comprehend the revenue potential in these two businesses. The stock appreciated 180% over that time frame. It increased from $110 billion to $198 billion in revenue. To provide some context, Azure and Office 365 helped Microsoft add almost $100 billion in revenue over the past four years. ![]() ![]() Analysts have been raising their price targets to the high $300s with an Evercore analyst raising his price target to $400 stating: “the infusion of AI across Microsoft’s product portfolio represents a potential $100 billion incremental revenue uplift in 2027.”
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