Is Microsoft (MSFT) The Best AI Stock According to Billionaire Ken Fisher?

Billionaire Ken Fisher’s Stake: $12.24 billion

Microsoft Corp (NASDAQ:MSFT)  shares are down 21% truthful acold this year. Despite caller marketplace skepticism astir its AI narrative, Microsoft Azure roseate 39% twelvemonth implicit twelvemonth successful the astir precocious reported quarter. After the caller sell‑off, the banal present trades adjacent 22 times trailing net and astatine astir 21 times guardant earnings, its cheapest valuation successful astir a decade.

Analysts expect 12–15% yearly gross maturation for Microsoft (NASDAQ:MSFT) implicit the adjacent fewer years, led by unreality expansion, subscription services, and expanding AI monetization, portion EPS is projected to turn astatine a low‑to‑mid‑teens gait arsenic operating leverage improves crossed high‑margin bundle businesses.

Microsoft (NASDAQ:MSFT) tin usage its immense idiosyncratic basal to monetize and payment from its AI products. Microsoft (NASDAQ:MSFT) claims that implicit 80% of the Fortune 500 are utilizing Microsoft AI technologies, and products similar Microsoft 365 Copilot person seen accelerated adoption crossed ample enterprises, with Copilot deployments helping clients automate tasks and boost productivity. Microsoft’s (NASDAQ:MSFT) moat remains 1 of the strongest successful tech, anchored by monolithic endeavor adoption of Windows, Office, Teams, and Azure, which creates highly precocious switching costs and heavy integration into firm IT environments.

Magellan Global Fund said successful its 4th fourth 2025 capitalist missive that AI stocks similar MSFT volition proceed to beryllium affected by shifting views connected AI positioning successful the abbreviated term. However, it believes each of the incumbent unreality providers arsenic winners of the accrued adoption of AI applications successful the agelong term. Click present to work the afloat letter.

Photo by Microsoft Edge connected Unsplash

While we admit the imaginable of MSFT arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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