Microsoft (MSFT) Stock: Baird’s Top Analyst Crowns It the Undisputed Leader of the AI Revolution
Wall Street's AI darling gets a bullish initiation as Baird's top analyst throws gasoline on Microsoft's already blazing AI momentum.
No 'ifs' or 'buts'—just a straight shot of institutional confidence in Nadella's machine-learning empire.
(And yes, this means your grandma's pension fund is probably buying MSFT at ATHs right now.)
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Microsoft recently reported upbeat results for the first quarter of Fiscal 2026, driven by strength in its Azure cloud business amid AI-led demand.
Baird Analyst Is Bullish on MSFT Stock
Power views Microsoft as a frontrunner in the AI revolution via its infrastructure and applications, supported by its partnership with ChatGPT Maker OpenAI (PC:OPAIQ). The 5-star analyst added that the company offers an end-to-end AI platform for both enterprises and consumers.
Additionally, Power thinks that, combined with its multiple leading cloud applications, Microsoft is well positioned to keep growing revenue at a double-digit pace, even at its large size. He expects this growth pace to compare very well to the rest of the market.
Power noted that while MSFT stock has fared well on a year-to-date basis, its trading below its recent highs due to concerns about AI capital spending and cycle concerns. Overall, Power likes the “near- and long-term position.”
Interestingly, Power is ranked No. 309 among more than 10,100 analysts on TipRanks. He has a success rate of 57%, with an average return per rating of 16.6% over a one-year period.
Is Microsoft Stock a Buy, Sell, or Hold?
Given the AI tailwinds, Wall Street has a Strong Buy consensus rating on Microsoft based on 34 unanimous Buys. The average MSFT stock price target of $633.14 indicates about 26% upside potential.
