Over the next five years, Microsoft’s stock market value is set to definitively surpass Apple’s, 13 institutional investors predict.
The company’s shares have gone up 7% this year, pushing it ahead of Apple as the world’s most valuable company, with its stock value recently exceeding $3 trillion. Amid these shifts, 13 investments strategists and portfolio managers predicted Microsoft will be more valuable than Apple five years from now as well.
Microsoft “has more levers to pull in the forms of Azure cloud, gaming, enterprise software, and of course, AI is the most compelling,” said King Lip, chief strategist at Baker Avenue Wealth Management. “Apple is most reliant on the iPhone, which is a mature market, and the company has yet to detail how it will compete in the AI arms race.”
While the investors pointed to generative AI as a significant driver of Microsoft’s gains over Apple, some noted the two companies may both end up falling below AI chipmaker Nvidia.
