By Marcin Frąckiewicz
Publication Date: 2026-01-01 22:12:00
NEW YORK, January 1, 2026, 16:52 ET
- Wedbush’s Dan Ives named Microsoft his top large-cap AI pick heading into 2026 and set a $625 price target.
- Microsoft shares ended 2025 at $483.62, leaving investors focused on whether AI spending turns into profit growth this year.
- Wall Street’s broader view remains bullish, but analysts are split on how fast AI adoption scales and how long heavy spending lasts.
Wedbush Securities analyst Dan Ives has put Microsoft (MSFT.O) at the top of his 2026 artificial intelligence stock list and set a $625 price target after the company’s shares rose about 16% in 2025. “FY26 for Microsoft remains the true inflection year of AI growth,” Ives wrote in a client note, referring to the company’s fiscal 2026 year. Business Insider
The call arrives as investors reset positions after Wall Street posted another year of double-digit gains, a rally fueled in part by enthusiasm for AI-focused stocks. U.S. equities slipped in the final trading session of 2025,…
