---
title: "Microsoft Stock In Focus -- Wedbush Names MSFT a Top Tech Pick for 2026"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/270523924.md"
description: "Wedbush Securities has named Microsoft a top tech pick for 2026, citing potential outperformance due to AI and cloud growth. Analyst Dan Ives highlights strong demand for Azure and AI tools, predicting a $25 billion revenue boost by fiscal 2026. The note suggests Microsoft's enterprise AI scale positions it well against peers, potentially renewing investor interest despite recent stock stagnation."
datetime: "2025-12-22T18:02:36.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/270523924.md)
  - [en](https://longbridge.com/en/news/270523924.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/270523924.md)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/270523924.md) | [English](https://longbridge.com/en/news/270523924.md)


# Microsoft Stock In Focus -- Wedbush Names MSFT a Top Tech Pick for 2026

Microsoft may outperform expectations next year thanks to stronger-than-anticipated growth tied to its artificial intelligence efforts, Wedbush Securities said in a Monday note to clients.

Analyst Dan Ives said that Wall Street may be underestimating the strength of demand for Azure cloud services and Microsoft's AI tools, such as Copilot. Ives, who rates the stock Outperform with a $625 price target, said recent customer checks show incrementally strong adoption of the company's AI offerings.

He suggested that the combination of cloud and AI monetization could add as much as $25 billion to Microsoft's revenue in fiscal 2026, further boosting growth and margins. Ives said the company's scale in enterprise AI deployments positions it well relative to peers.

Microsoft shares have traded sideways in recent sessions, but the Wedbush call may draw renewed investor interest in the stock's AI story. Investors will watch upcoming earnings and guidance to see whether the company's execution aligns with the upbeat outlook.

Wedbush's note reflects a broader trend of analysts raising their outlooks on companies with expanding AI workloads and cloud services.

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