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Microsoft AI Sales: Reports Denied, Stock Inches Up
6 Dec, 2025
Summary
- Microsoft denied reports of lowered sales quotas for AI offerings.
- Analysts reiterate 'Buy' rating, predicting significant stock upside.
- Microsoft's AI stock is considered cheaper than competitors like Nvidia.
Microsoft has officially refuted claims that it has reduced sales quotas for its artificial intelligence products, addressing reports that suggested lukewarm customer adoption. The company confirmed on December 4th that these allegations were unfounded rumors, aiming to stabilize market perceptions.
Analysts remain optimistic, with D.A. Davidson reiterating a 'Buy' rating and projecting a 35% stock price increase by next year. They emphasize Microsoft's strong position in AI, anticipating continued revenue from its Azure cloud services through its partnership with OpenAI and diversification into other AI ventures like Anthropic.
Further supporting the bullish outlook, Microsoft's stock is trading at a more attractive valuation of approximately 30 times forward earnings compared to competitors such as Nvidia. This, combined with a 'Strong Buy' consensus from Wall Street, suggests significant upside potential for Microsoft shares heading into 2026.
