Microsoft Stock Is Entering an ‘Inflection’ Year. What Dan Ives Thinks Is Coming for MSFT.

Nvidia (NVDA) bulls may feel betrayed by Dan Ives. Although the popular tech analyst from Wedbush remains one of the biggest cheerleaders of the world’s most valuable company, NVDA did not make it onto Ives’ list of stocks to watch out for in 2026. Instead, one of the names that Ives is excited about more this year is Microsoft (MSFT).

Why is the Wedbush analyst so excited about MSFT stock? Let’s take a closer look.

Making the case for Microsoft in a recent investor note, Ives and his team of analysts stated that Wall Street is “underestimating the Azure growth story” and that “the AI-driven shift about to happen in Redmond heading into 2026 [makes] Microsoft one of our favorite large-cap tech names.” Ives and his team continued, “While AI use cases built markedly in [fiscal 2025], it’s clear [fiscal 2026] for Microsoft remains the true inflection year of AI growth as CIO lines build for deployments.”

This optimism…