Wedbush Analyst Bullish on Microsoft’s AI Dominance Ahead of Earnings
Microsoft remains the frontrunner in the hyperscale AI race against Amazon/AWS and Google/GCP, according to Wedbush analyst Daniel Ives. The company's Azure platform and enterprise AI stack are poised to capture the lion's share of the market opportunity, with Copilot adoption potentially adding $25 billion in incremental revenue by FY26.
Ives, ranked among the top 4% of Wall Street analysts, anticipates strong quarterly earnings on October 29, calling FY26 the 'true inflection year of AI growth.' Street projections of 37% Azure growth may prove conservative as migration from on-premise solutions accelerates.