The hiked target reflects the 'tidal wave of Copilot and Azure monetization now on the doorstep for MSFT,' with deal conversions for AI deployments accelerating as the AI Revolution takes hold.
Wedbush analysts strongly view this as Microsoft's 'iPhone Moment,' emphasizing AI's potential to change the cloud growth trajectory in Redmond and create transformational AI monetization opportunities.
Microsoft is seen as having a competitive edge in the cloud against Amazon and Google, with Copilot deployments projected to boost Microsoft's trajectory by $25 billion by fiscal year 2025.
While AI use is growing in fiscal 2024, 2025 is expected to be the inflection year for AI growth at Microsoft, presenting significant opportunities in the AI field.
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