Quick Read

• MSFT has shed 16% year-to-date despite strong fundamentals, and our model issues a 90% confidence BUY with a $519 price target.

• Satya Nadella confirmed Microsoft’s AI business surpassed a $37 billion annual run rate, up 123% YoY, while Azure grew 40% last quarter.

• Even the bear case implies a 14% gain, while $627 billion in commercial RPO gives Microsoft a contracted multi-year revenue floor.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn’t make the cut. Grab the names FREE today.

Microsoft (NASDAQ:MSFT) is trading at an unusually soft spot heading into the second half of 2026, and our model says the setup is attractive. Shares changed hands near $401.89…