Analyst Bullish on Microsoft (MSFT) Amid ‘Widest and Deepest’ Moat

Microsoft Corp (NASDAQ:MSFT) is one of the 10 Stocks to Watch in July as AI Enthusiasm Returns.

Guy Adami from CNBC recently picked Microsoft Corp (NASDAQ:MSFT) during a stock-picking segment and explained his reasons for being bullish on the software giant:

“I’m gonna take Microsoft, which is odd, but at 32 times, it’s where it’s trading. I mean, it’s expensive, but not expensive to itself over the last couple years. And I think, in my opinion, they probably still have the widest and the deepest moat. So in this game of “would you rather” that I just played—correctly—it’s Microsoft.”

Diamond Hill Long-Short Strategy stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2025 investor letter:

“Other bottom individual contributors in Q1 included our long positions in Microsoft Corporation (NASDAQ:MSFT), Alphabet and Taiwan Semiconductor. Software and information technology services provider Microsoft faced some investor caution around the possibility that artificial intelligence- and cloud computing-related spending could decelerate faster than previously anticipated.”

While we acknowledge the risk and potential of MSFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MSFT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.