Wedbush: Microsoft Corporation (MSFT.US) accelerates the landing of AI enterprise applications and raises target price to $600.

Wedbush Securities pointed out in a recent research on Microsoft Corporation (MSFT.US) artificial intelligence products and services that enterprise adoption is accelerating. Analysts have raised Microsoft Corporation's target price from $515 to $600, maintaining an "outperform" rating, and continue to include the company led by Satya Nadella in its best investment list. The institution's analysts mentioned in a report to clients, "As the AI revolution deepens, we observe an 'accelerating increase' in the conversion rate of enterprise AI deployments. Many Microsoft Corporation customers are currently focused on deploying enterprise applications in vertical industries such as finance, government, and retail, with particularly strong performance in these sectors." Further analysis shows that more than 70% of Microsoft Corporation's enterprise and commercial market installed base users will deploy such AI features in the next three years, which is expected to change the company's growth trajectory. Analysts explain, "Our recent research on partners indicates that feedback from Microsoft Corporation customers on Copilot deployments continues to be positive, and it is expected that this could add approximately $25 billion in revenue for Microsoft Corporation by fiscal year 2026." The report also states, "It is estimated that for every $100 spent by customers on Azure cloud services in recent years, there will be an additional $50 in AI investment (originally estimated at $40). Our core belief is that the monetization of cloud services and AI will increasingly dominate Microsoft Corporation's business, driving growth and profit margin improvement in the coming years."