Benchmark gives Microsoft a "Buy" rating and a $450 target price

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Benchmark analysts say Microsoft is emerging as a core player in the AI space, with a product portfolio that spans digital applications, cloud services, and collaboration tools. The firm believes the recent pullback in the share price offers an opportunity for long-term investors.

The firm notes that Microsoft has data assets that support AI applications, including Microsoft 365, Teams, and products like LinkedIn. The firm also points out that Microsoft’s investment in OpenAI—currently valued at about $85.2 billion—ties a key cloud customer closely to the company’s Azure platform.

Benchmark estimates that Microsoft’s potential total addressable market across software, network security, and other niche areas will grow from $730.5 billion in 2025 to about $1.25 trillion by 2030.

Massive information, precise analysis—on the Sina Finance app

By Zhang Jun SF065

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