Here's What Dan Ives Think About Microsoft Corporation (MSFT) [Yahoo! Finance]
Microsoft Corporation (MSFT)
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Source: Yahoo! Finance
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%.
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