5 Best AI Infrastructure Stocks to Invest In

2. Microsoft Corporation (NASDAQ:MSFT)

Microsoft Corporation (NASDAQ:MSFT) earns a spot on our list of the 8 best AI infrastructure stocks to invest in.

As of March 30, 2026, over 90% of covering analysts remain bullish on Microsoft Corporation (NASDAQ:MSFT), with the consensus price target suggesting an upside of around 70%.

Following investor meetings with Microsoft Corporation (NASDAQ:MSFT)’s investor relations team in Asia and Australia on March 25, 2026, UBS lowered its price target from $600 to $510 while maintaining a “Buy” rating. UBS valued the shares at 19 times calendar 2026 anticipated non-GAAP EPS and stated that Microsoft must improve the narrative surrounding Microsoft 365 and Copilot in order for the company to re-rate higher.

On March 5, 2026, Jefferies met with Microsoft Corporation (NASDAQ:MSFT)’s chief of investor relations and reaffirmed its “Buy” rating and $675 price target. Jefferies emphasized Microsoft’s straightforward approach, which enables it to monetize AI infrastructure irrespective of which model or agent wins. It also cited the company’s end-to-end platform across Azure and Microsoft 365, its base of more than 450 million paid M365 seats, and growing AI margins.

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. Its flagship products include Windows, Microsoft 365, Azure, LinkedIn, and Xbox.