Goldman Sachs Growth Stocks: Top 12 Stock Picks

2. Microsoft Corporation (NASDAQ:MSFT)

Goldman Sachs’s Stake: $24,839,150,587

5-Year Sales Growth: 14.52%

5-Year Earnings Growth: 18.80%

Stock Upside: 50.15%

Microsoft Corporation (NASDAQ:MSFT) is one of Goldman Sachs’s top growth stock picks. On February 18, Microsoft Corporation (NASDAQ:MSFT) and CrowdStrike announced that the CrowdStrike Falcon cybersecurity platform is now available for purchase on Microsoft Marketplace. Customers can now apply existing Microsoft Azure Consumption Commitment (ACC) toward those purchases.

Microsoft said the marketplace availability is designed to streamline procurement and billing for organizations buying Falcon. The company framed the move as helping customers deploy Falcon’s unified, AI-native protection across endpoints, cloud workloads, identity, AI, and data.

Commenting on the development, Microsoft’s commercial business CEO Judson Althoff said, “Security is the foundation for AI Transformation,” and added that enabling ACC to be used toward Falcon on Microsoft Marketplace gives customers “financial flexibility” to optimize cloud spend while adopting a rigorous security posture.

In a different update, on February 17, Microsoft and Ericsson said they are integrating enterprise 5G management capabilities into Windows 11. This will make 5G-connected PCs easier to deploy, secure, and manage at scale.

​Microsoft’s Windows 11 operating system will act as the enterprise platform where 5G-connected PCs can be deployed and managed broadly. At the same time, Microsoft Intune, a cloud-based unified endpoint management service, will be used as the IT control plane for provisioning, management, and security of devices and their 5G connectivity.

Microsoft Corporation (NASDAQ:MSFT) is a technology company. It develops and sells software, hardware, and cloud services, including Windows, Office, Azure, and LinkedIn.