Buy MSFT by Sep 28, 2026.

This is just my view. MSFT software segment is locked in. The thing to look out for whether multiple expands and earnings increase relies on 2 metrics in the longer term, Model pricing and Enterprise AI usage adoption. Ofcourse there are other factors such as Open AI, Azure growth, free cashflow conversion, and gross margin to look out for, but below should ultimately decide whether it goes up or down. |Scenario|Model Pricing|Enterprise Agentic AI usage|MSFT impact| |:-|:-|:-|:-| || |Best case:|Falls …