By Ali Ahmed
Publication Date: 2026-06-01 23:01:00
Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 27, Morgan Stanley, in a note to clients, discussed whether Wall Street is fully valuing the scale of future AI revenues at Microsoft Corporation (NASDAQ:MSFT) and whether investors are underestimating how much monetization the company’s fast-growing AI infrastructure can support.
Analyst Keith Weiss pointed out that “GenAI demand well ahead of supply has yielded swiftly ramping Capex forecasts” for Microsoft Corporation (NASDAQ:MSFT).
Microsoft Headquarters
However, Morgan Stanley noted that revenue expectations have not increased at the same pace. According to the bank, its “Monetization per Megawatt and Capex-Implied Azure forecasts suggest revenues estimates may be inappropriately lagging, leaving room for upward revisions.”
Weiss also said that Morgan Stanley’s analysis of…
