Microsoft: This Looks Like a Stock Rally to 600 USD!

Microsoft 365 has over 450 million paid licenses worldwide. Enterprise and premium plans often generate between €20 and over €40 per user per month.
Simon Betschinger
S. Betschinger
Reading Time: 1 minute

Microsoft has a huge advantage over other companies with AI products: Microsoft maintains existing customer relationships with nearly all corporations in Europe and America. Companies can enable Copilot and other AI services for their employees with just a few clicks. The only reason Microsoft’s stock has been weak in recent months has been the high capital expenditures. Microsoft’s planned capital expenditures (CapEx) for the calendar year 2026 amount to around 175 to 190 billion US dollars. Some investors are nervous about whether these massive...

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