By Marty Shtrubel
Publication Date: 2025-11-14 21:25:00
Microsoft (NASDAQ:MSFT) is a company at the forefront of the AI boom, using its tech stack and its OpenAI partnership to deliver a complete AI platform for businesses and consumers. And when you factor in its suite of top cloud applications, Baird analyst William Power thinks the company is well-positioned to keep on delivering the goods.
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“While the stock has performed well YTD, it is off its recent highs on AI capex and cycle concerns, and we like the near- and long-term position,” Power, who ranks among the top 4% of Street stock experts, went on to say.
Power identifies several positives in the MSFT story. The company is delivering “strong overall growth at scale,” with FQ1 revenue up 18% to $77.7 billion, driven by Azure and the Intelligent Cloud business. Azure stood out the most, rising 40% in the quarter (39% in constant currency) and leading the hyperscalers. Microsoft’s total cloud revenue rose 25% cc and now accounts for roughly 60%…
