How The AI Story Is Reshaping Microsoft (MSFT) And Analyst Views On Its Edge
unknown📝 Article Content
Microsoft’s fair value estimate has been trimmed from US$622.19 to US$603.22, as fresh research folds in higher AI related capital spending and more cautious assumptions around how that investment could filter through to future cash flows. At the same time, revenue growth in the model has been marked at 16.08% instead of 15.39%, reflecting research that still sees AI and cloud as important long term demand drivers, even as capital intensity becomes a bigger focus. Stay tuned to learn how you...
📄 Summary
Microsoft’s fair value estimate has been trimmed from US$622.19 to US$603.22, as fresh research folds in higher AI related capital spending and more cautious assumptions around how that investment could filter through to future cash flows. At the same time, revenue growth in the model has been marked at 16.08% instead of 15.39%, reflecting research that still sees AI and cloud as important long term demand drivers, even as capital intensity becomes a bigger focus. Stay tuned to learn how you...