Thursday, October 30, 2025

Mizuho: OpenAI Partnership Enhances Microsoft’s Growth Outlook

Microsoft Corporation (NASDAQ:MSFT) continues to be a key AI stock closely monitored by analysts. Mizuho has reaffirmed an “Outperform” rating with a price target of $640, highlighting the recent agreement between Microsoft and OpenAI as mutually beneficial. This partnership enables OpenAI to transition into a for-profit public benefit corporation, with Microsoft acquiring a 27% equity stake in the entity valued at approximately $135 billion. The deal ensures Azure exclusivity, IP rights, and revenue sharing, reinforcing Microsoft’s leadership in AI. Analysts express confidence in Microsoft’s medium-term revenue growth, suggesting substantial opportunities in AI advancement and monetization. However, while MSFT is viewed as a strong investment, some AI stocks may offer more significant upside potential with less risk. For additional investment insights, explore our report on undervalued AI stocks, particularly during the backdrop of recent trade and economic shifts.

For more details, see “10 AI Stocks Analysts Are Watching” and “11 Must-Watch AI Stocks on Wall Street.”

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