Here’s What Dan Ives Think About Microsoft Corporation (MSFT)

Here’s What Dan Ives Think About Microsoft Corporation (MSFT)

By Talha Qureshi
Publication Date: 2025-12-28 18:20:00

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Quality Stocks to Buy Before 2026. On December 22, Dan Ives of Wedbush Securities appeared 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…