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Wedbush: Microsoft Will Be Second to Join $4 Trillion Club

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July 10 - Microsoft MSFT is likely to become the next company to surpass a $4 trillion market capitalization, driven by accelerating enterprise adoption of artificial intelligence.

Analysts led by Daniel Ives said Microsoft's position in the AI ecosystem continues to strengthen as demand grows across financial services, retail, and the public sector. The team noted that customer deal activity tied to large-scale AI deployments is accelerating, with many use cases rolling out across Microsoft's enterprise base.

Wedbush estimated that by fiscal 2028, over 70% of Microsoft's commercial users will be leveraging its AI tools, particularly through services like Copilot. Based on recent partner feedback, the firm projects these offerings could add nearly $25 billion in revenue by fiscal 2026.

The analysts described this period as Microsoft's shining moment, with AI transforming its cloud trajectory. They view the company as the current leader in enterprise-scale AI, ahead of rivals Amazon AMZN and Alphabet GOOGL.

Wedbush reiterated its Outperform rating on the stock with a $600 price target. Microsoft remains on the firm's Best Ideas List.