As Microsoft (MSFT) broadens its AI reach through partnerships like OpenAI while advancing in-house offerings such as Copilot, Macquarie’s Head of AI & Software Research Fred Havemeyer joins Yahoo Finance Live to discuss why he sees Microsoft shares as undervalued given its generative AI potential.
Havemeyer believes the revenue and profit opportunities for Microsoft in this space are significant. He forecasts potential EPS reaching as high as $2.17 by fiscal 2026, driving his current $430 per share price target. His projections are based on monthly usage fees between $10-30 across Microsoft’s AI portfolio.
With what Havemeyer calls an “”enterprise-capable and ready”” approach to delivering business-focused AI, he argues Microsoft is “”positioned the best”” to drive widespread adoption of AI in the market.
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OpenAI has become CloseAI and on its way to LoseAI (next MySpace) . Customers and developers are leaving or looking for alternatives. OpenAI has a little bit first move advantage, but its team is not as good as GOOG’s or TSLA’s, even some of the new comers. TSLA and GOOG will be the biggest winners along with NVDA and some of the new comers. Within a year or two, OpenAI will be an insignificant AI player, and MSFT will be a mediocre at best.