Microsoft Seen Reaching $523.34, 16% Above Current Levels on AI and Cloud Growth
Updated
Updated · Seeking Alpha · May 31
Microsoft Seen Reaching $523.34, 16% Above Current Levels on AI and Cloud Growth
3 articles · Updated · Seeking Alpha · May 31
$523.34 per share is Bohdan Kucheriavyi’s updated DCF valuation for Microsoft, implying about 16% upside and supporting a continued long position.
Up to $43 billion in annual revenue by 2030 could come from Microsoft’s partnership with Anthropic, a key pillar of the bullish case for its AI and cloud businesses.
Accelerated AI data-center deployment and Copilot’s shift to usage-based pricing are expected to lift recurring revenue and expand margins.
Near-term risks remain, but the report argues Microsoft’s current valuation still looks attractive given its AI monetization path and cloud expansion.
With Anthropic on rival clouds, can Microsoft's multi-billion dollar AI bet truly secure its projected returns?
As AI assistants go usage-based, are businesses unknowingly stepping into a future of uncontrollable cloud costs?