Here’s What Dan Ives Think About Microsoft Corporation (MSFT)

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Quality Stocks to Buy Before 2026. On December 22, Dan Ives of Wedbush Securities appeared on a CNBC Television interview to talk about his bull case for Microsoft Corporation (NASDAQ:MSFT). He says that investors are underestimating Microsoft and Azure growth. ​

Ives highlighted that during the last month, the company witnessed a 20% to 25% acceleration in deals, as a result of AI use cases finally exploding. He added that with the company expected to release earnings in January, Microsoft Corporation (NASDAQ:MSFT) is a table pounder, and 2026 is its call year. Ives also believes that among hyperscalers, Microsoft has been the most overlooked and least respected.​

Regarding valuation concerns of the AI hyperscalers and whether Microsoft Corporation (NASDAQ:MSFT) is immune to these valuation threats, Ives noted that investors are still underestimating the growth numbers. He elaborated that the demand-to-supply ratio stands at 12 to 1, suggesting huge room for growth. Ives believes that the Street is underestimating Microsoft’s 2026 growth figures by at least 15% to 20%. ​

That said, Dan Ives maintained an Overweight rating on Microsoft Corporation (NASDAQ:MSFT) with a $625 price target, suggesting more than 28% upside from the current level.

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