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Microsoft (MSFT) Gets Bullish Calls From Wall Street Ahead of Q4 Earnings

Microsoft Corporation (NASDAQ:MSFT) is one of the Must-Watch AI Stocks on Wall StreetOn July 29, Goldman Sachs reiterated the stock as “Buy” and said that it is bullish heading into earnings on Wednesday.

“Microsoft is well-positioned to capitalize on this shift with a more capital efficient and higher margin recurring revenue model, just as it did during the on-prem to cloud transition.”

In other news, Bernstein SocGen Group analyst Mark Moerdler reiterated an Outperform rating on the stock with a $540.00 price target.

“After a great Q3 what does Microsoft do for an encore? Microsoft is scheduled to report 4FQ25 after the market closes on July 30th. Q3 was a surprisingly strong quarter (Link) with solid results and a big Azure beat. While investors sentiment improved questions continue as to Azure growth, CAPEX, the OpenAI partnership and overall fundamentals. We have written this preview to help investors prepare for the earnings as Q4 should continue to validate Azure growth and slowing CAPEX and potential stronger FX tailwind.”

A successful entrepreneur gazing across a room full of investors and financiers.

“The focus will not only be on the quarter but also Q1 and FY26 guide. FX could be more of a tailwind than expected as seen negatively in SAP’s 2Q results. At a high-level we believe the street will focus, beyond the reported numbers on: 1) The AI revenue run rate exiting Q4 and color on likely on the run rate going forward; 2) Azure and CAPEX; 3) additional commentary on the OpenAI partnership and 4)high-level guidance for FY26.”

Microsoft Corporation (NASDAQ:MSFT) provides AI-powered cloud, productivity, and business solutions, focusing on efficiency, security, and AI advancements.

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.

READ NEXT: 10 AI Stocks Everyone Is Watching Closely and 10 AI Stocks in the Spotlight Today

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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