- Bank of America forecasts a substantial increase in artificial intelligence spending, projecting it will reach $155 billion by 2030.
- Microsoft (MSFT, Financial) is positioned to benefit significantly from this growth due to its strategic partnerships and product offerings.
- Wall Street analysts predict potential upside for Microsoft's stock, with an average price target of $513.04.
Bank of America anticipates that spending on artificial intelligence agents will soar to $155 billion by 2030. At the forefront, Microsoft (MSFT) is expected to emerge as a major beneficiary. This outlook is largely due to Microsoft's strategic advantages through its Microsoft 365 and Azure partnerships. The company is poised to accelerate the monetization of its AI initiatives, particularly starting in 2026.
Wall Street Analysts Forecast
According to predictions from 49 analysts, the average one-year price target for Microsoft Corp (MSFT, Financial) stands at $513.04. This figure comes with a high estimate of $650.00 and a low estimate of $423.00. The average forecast suggests a potential upside of 5.20% from the current trading price of $487.67. Investors can access more refined estimate data on the Microsoft Corp (MSFT) Forecast page.
Brokerage Recommendations
The consensus from 62 brokerage firms results in an average recommendation rating for Microsoft Corp (MSFT, Financial) of 1.8, indicative of an "Outperform" status. This rating scale, ranging from 1 to 5, categorizes 1 as a Strong Buy and 5 as a Sell, reflecting positive analyst sentiment regarding Microsoft's market potential.
GuruFocus Valuation Insights
GuruFocus estimates project that the GF Value for Microsoft Corp (MSFT, Financial) in one year will be approximately $505.39. This represents a potential upside of 3.63% from its present price of $487.67. The GF Value signifies GuruFocus' assessment of the fair value for Microsoft's stock, determined by analyzing historical trading multiples, past business growth, and anticipated future performance. For more detailed analysis, visit the Microsoft Corp (MSFT) Summary page.