Morgan Stanley Names Microsoft Among Nine AI Software Buys at Discount
Morgan Stanley identified nine AI-driven software names, including Microsoft, as undervalued relative to their sector peers. The firm pointed to Microsoft’s embedding of generative AI across Azure cloud services and Office applications as primary catalysts for an upgrade.
1. Morgan Stanley’s AI Software Recommendations
Morgan Stanley’s technology analysts released a list of nine software companies they consider undervalued, with Microsoft among the names highlighted. The team cited the company’s rapid rollout of generative AI features in Azure and its productivity suite as drivers for sustained revenue and margin expansion, arguing current multiples understate long-term growth potential.
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