{"id":27755,"date":"2026-05-05T10:31:19","date_gmt":"2026-05-05T10:31:19","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/27755\/"},"modified":"2026-05-05T10:31:19","modified_gmt":"2026-05-05T10:31:19","slug":"heres-what-rbc-capital-thinks-about-microsoft-msft-after-amended-deal-with-openai","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/27755\/","title":{"rendered":"Here\u2019s What RBC Capital Thinks About Microsoft (MSFT) After Amended Deal With OpenAI"},"content":{"rendered":"\n

Microsoft Corporation (NASDAQ:MSFT<\/a>) is pursuing quantum computing as a core long\u2011term pillar of its Azure cloud platform. The company is developing topological qubits based on Majorana physics, which are aimed at fault\u2011tolerant quantum computers with up to a million logical qubits on a single chip. The company also ranks among the Best Quantum Computing Stocks to Buy and Hold for 10 Years<\/a>.<\/p>\n

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\u200bOn April 27, Microsoft Corporation (NASDAQ:MSFT) was reiterated with an Outperform rating and a $460 price target by RBC Capital. The rating comes after the amended agreement between OpenAI and Microsoft. As per this new deal, Microsoft remains OpenAI\u2019s primary cloud partner, with OpenAI products continuing to launch first on Azure. However, OpenAI now has the freedom to serve its products across any cloud provider, not just Microsoft\u2019s platform. Moreover, the company also retains access to OpenAI\u2019s intellectual property for models and products till 2032. However, the license has changed from exclusive to non-exclusive.<\/p>\n

\u200bAs per the new agreement, Microsoft will also stop paying a revenue share to OpenAI, while OpenAI\u2019s revenue share payments to Microsoft will continue through 2030 at the same percentage but with a total cap. The company also continues to hold a stake in OpenAI as a major shareholder.<\/p>\n

\u200bRBC Capital noted that this new deal can reduce the company\u2019s dependence on OpenAI as it moves towards a multi-modal approach. Overall, the Street is bullish on MSFT, with 95% of the 61 analysts covering the stock maintaining a Buy rating. The 12-month average price target suggests more than 33% upside from the current level.<\/p>\n

While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the\u00a0best short-term AI stock<\/a>.<\/p>\n

READ NEXT:\u00a010 Best Stocks to Buy While the Market Is Down<\/a>\u00a0and\u00a014 Stocks That Will Double in the Next 5 Years<\/a>.<\/p>\n

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds\u2019 investor letters by entering your email address below.<\/p>\n","protected":false},"excerpt":{"rendered":"Microsoft Corporation (NASDAQ:MSFT) is pursuing quantum computing as a core long\u2011term pillar of its Azure cloud platform. The…\n","protected":false},"author":2,"featured_media":22546,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[2693,157,2844,18439,6719],"class_list":{"0":"post-27755","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-openai","8":"tag-microsoft-corporation","9":"tag-openai","10":"tag-quantum-computing","11":"tag-rbc-capital","12":"tag-revenue-share"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/27755","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=27755"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/27755\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/22546"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=27755"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=27755"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=27755"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}