Microsoft vs. Alphabet: Which Stock Will Make New Millionaires?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Should l Buy MSFT?
Source: Fool
- Cloud Market Share: According to Synergy Research Group, Google's cloud business achieved a record 21% share of the global market in Q4 last year, indicating sustained growth in a competitive landscape that could enhance the company's overall profitability.
- Revenue Growth Comparison: Google's cloud segment saw a 48% year-over-year revenue increase, doubling its operating income to $5.3 billion, demonstrating its potential as a major profit driver in the rapidly expanding cloud market and reflecting strong performance in technology.
- Microsoft's Market Challenges: While Microsoft's cloud business continues to grow, its market share is declining, particularly in the AI sector, where only 15 million users have adopted Copilot, indicating a lack of market appeal that could impact future profitability.
- Advertising Revenue Performance: Despite economic turmoil and increased competition, Google's ad revenue grew over 13% year-over-year, showcasing the resilience of its core business and ongoing market demand, further solidifying its leadership position in the advertising market.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy MSFT?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 369.370
Low
500.00
Averages
631.36
High
678.00
Current: 369.370
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company that develops and supports software, services, devices, and solutions. Its Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services, spanning a variety of devices and platforms. It comprises Microsoft 365 Commercial products and cloud services; Microsoft 365 Consumer products and cloud services; LinkedIn, and Dynamics products and cloud services. The Intelligent Cloud segment consists of its public, private, and hybrid server products and cloud services. It comprises server products and cloud services, including Azure, and enterprise and partner services, including Enterprise Support Services. Its More Personal Computing segment primarily comprises Windows and Devices, including Windows OEM licensing; Gaming, including Xbox hardware and Xbox content; Search and news advertising, comprising Bing and Copilot, Microsoft News, and Microsoft Edge.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Microsoft Adjusts Copilot Sales Strategy Amid Analyst Feedback
- Sales Strategy Adjustment: Microsoft has revamped its sales strategy for the Microsoft 365 Copilot after analyst feedback, aiming to increase corporate user adoption, with only 15 million seats currently representing 3% of standard bundle seats.
- Quarterly Goals Achieved: The company set ambitious targets for the March quarter and successfully met them, indicating potential in AI product sales despite facing intense market competition.
- Market Reaction: Although Microsoft's stock fell 23% in Q1, the company has ramped up investments in data centers to support cloud customers like OpenAI, reflecting long-term confidence in AI products.
- Future Outlook: Executives express strong confidence in the upcoming June quarter targets, anticipating continued growth in Copilot adoption, even as analysts note that current user growth remains in its nascent stages.
See More
Stock Markets Start Weak, Presenting Buying Opportunities
- Weak Market Performance: Afternoon stock prices from April 1, 2026, indicate that stock markets are starting the year on a weak note, leading investors to feel cautious about future market trends, which could impact short-term investment decisions.
- Emerging Investment Opportunities: Despite the market weakness, this situation creates attractive buying opportunities for investors, particularly value investors who may seek undervalued stocks for long-term gains in a sluggish market environment.
- Market Sentiment Analysis: Current market sentiment reflects concerns over economic recovery, prompting investors to potentially reassess their portfolios in the coming weeks to navigate potential market volatility and uncertainty.
- Need for Strategic Adjustments: In this market environment, investors must consider adjusting their investment strategies to quickly capitalize on opportunities when the stock market rebounds, ensuring maximum returns during future recoveries.
See More
Stock Market Dip Creates Buying Opportunity for Investors
- Market Dip Opportunity: The stock market's sluggish start in 2026 presents an attractive buying opportunity for investors, particularly in the tech sector, which may draw increased capital inflows.
- AI and Trillionaires: A recent report suggests that AI could create the world's first trillionaire, indicating significant future potential and investment value in the tech industry, especially for companies linked to Nvidia and Intel.
- Investment Recommendations: The Motley Fool's analyst team has identified 10 top stocks for investors, notably excluding Microsoft, which reflects a shift in market preference towards other tech stocks that could impact Microsoft's investment appeal.
- Historical Returns Comparison: Stock Advisor boasts an average return of 926%, significantly outperforming the S&P 500's 185%, indicating that its recommended stocks have substantial long-term excess return potential.
See More
Brookfield Renewable's Green Energy Business Thrives Amid AI Demand
- Renewable Energy Growth: Brookfield Renewable operated 47 GW of renewable capacity by the end of 2025 and has over 200 GW of projects in development, indicating strong growth potential in the green energy market, with further expansion expected through long-term contracts with hyperscalers like Microsoft and Google.
- Financial Performance Outlook: Analysts project Brookfield's revenue and adjusted EBITDA to grow at CAGRs of 22% and 6% respectively from 2025 to 2028, reflecting its profitability and competitive edge in the green energy sector, with an enterprise value of $58.4 billion still appearing relatively cheap at 15 times this year's adjusted EBITDA.
- GE Vernova's Market Performance: Since its spin-off in 2024, GE Vernova's stock has surged nearly eightfold, with double-digit growth in its Power and Electrification orders in 2025 driven by the expansion of cloud and AI markets, highlighting its critical role in energy transition.
- Future Growth Potential: Analysts expect GE Vernova's revenue and adjusted EBITDA to increase at CAGRs of 15% and 55% from 2025 to 2028, and despite its enterprise value of $233 billion and a meager forward yield of 0.2%, its potential to meet future energy demands makes it a compelling investment for investors.
See More
OpenAI CEO Simo Takes Medical Leave Due to Health Issues
- Leadership Changes: OpenAI CEO Fidji Simo announced a significant medical leave due to a worsening neuroimmune condition, during which President Greg Brockman will oversee product management, potentially impacting the company's product development timeline.
- Health Challenges: In a memo, Simo revealed that her health has been particularly poor over the past month, and despite postponing medical tests to focus on work, she recognized the need for new interventions to stabilize her health, which may affect her long-term performance.
- Strategic Focus: An OpenAI spokesperson stated that despite the leadership changes, the company remains committed to advancing frontier research, expanding its global user base of nearly 1 billion, and powering enterprise use cases, demonstrating ongoing execution strength in key areas.
- Project Restructuring: Additionally, COO Brad Lightcap will transition to a new role focused on
See More
OpenAI Executive Shakeup Amid IPO Preparations
- Executive Role Shift: OpenAI's COO Brad Lightcap is transitioning to lead special projects, reporting directly to CEO Sam Altman, with a focus on overseeing a joint venture with private equity firms to enhance the company's competitiveness in the enterprise software market.
- Health-Related Leaves: Chief Marketing Officer Kate Rouch is stepping down temporarily to focus on cancer recovery, with plans to return in a limited capacity, while the company searches for a new CMO to ensure continuity in marketing efforts.
- AGI Development Leadership Absence: Fidji Simo, CEO of AGI development, will also take a medical leave for several weeks, which may impact the company's core business operations, particularly at this critical juncture ahead of the IPO.
- Funding and IPO Readiness: OpenAI recently closed a $122 billion funding round, including over $3 billion from individual investors, establishing a strong financial foundation for the upcoming IPO and demonstrating market confidence in its future growth.
See More
Microsoft Adjusts Copilot Sales Strategy Amid Analyst Feedback
- Sales Strategy Adjustment: Microsoft has revamped its sales strategy for the Microsoft 365 Copilot after analyst feedback, aiming to increase corporate user adoption, with only 15 million seats currently representing 3% of standard bundle seats.
- Quarterly Goals Achieved: The company set ambitious targets for the March quarter and successfully met them, indicating potential in AI product sales despite facing intense market competition.
- Market Reaction: Although Microsoft's stock fell 23% in Q1, the company has ramped up investments in data centers to support cloud customers like OpenAI, reflecting long-term confidence in AI products.
- Future Outlook: Executives express strong confidence in the upcoming June quarter targets, anticipating continued growth in Copilot adoption, even as analysts note that current user growth remains in its nascent stages.
See More
Stock Markets Start Weak, Presenting Buying Opportunities
- Weak Market Performance: Afternoon stock prices from April 1, 2026, indicate that stock markets are starting the year on a weak note, leading investors to feel cautious about future market trends, which could impact short-term investment decisions.
- Emerging Investment Opportunities: Despite the market weakness, this situation creates attractive buying opportunities for investors, particularly value investors who may seek undervalued stocks for long-term gains in a sluggish market environment.
- Market Sentiment Analysis: Current market sentiment reflects concerns over economic recovery, prompting investors to potentially reassess their portfolios in the coming weeks to navigate potential market volatility and uncertainty.
- Need for Strategic Adjustments: In this market environment, investors must consider adjusting their investment strategies to quickly capitalize on opportunities when the stock market rebounds, ensuring maximum returns during future recoveries.
See More
Stock Market Dip Creates Buying Opportunity for Investors
- Market Dip Opportunity: The stock market's sluggish start in 2026 presents an attractive buying opportunity for investors, particularly in the tech sector, which may draw increased capital inflows.
- AI and Trillionaires: A recent report suggests that AI could create the world's first trillionaire, indicating significant future potential and investment value in the tech industry, especially for companies linked to Nvidia and Intel.
- Investment Recommendations: The Motley Fool's analyst team has identified 10 top stocks for investors, notably excluding Microsoft, which reflects a shift in market preference towards other tech stocks that could impact Microsoft's investment appeal.
- Historical Returns Comparison: Stock Advisor boasts an average return of 926%, significantly outperforming the S&P 500's 185%, indicating that its recommended stocks have substantial long-term excess return potential.
See More
Brookfield Renewable's Green Energy Business Thrives Amid AI Demand
- Renewable Energy Growth: Brookfield Renewable operated 47 GW of renewable capacity by the end of 2025 and has over 200 GW of projects in development, indicating strong growth potential in the green energy market, with further expansion expected through long-term contracts with hyperscalers like Microsoft and Google.
- Financial Performance Outlook: Analysts project Brookfield's revenue and adjusted EBITDA to grow at CAGRs of 22% and 6% respectively from 2025 to 2028, reflecting its profitability and competitive edge in the green energy sector, with an enterprise value of $58.4 billion still appearing relatively cheap at 15 times this year's adjusted EBITDA.
- GE Vernova's Market Performance: Since its spin-off in 2024, GE Vernova's stock has surged nearly eightfold, with double-digit growth in its Power and Electrification orders in 2025 driven by the expansion of cloud and AI markets, highlighting its critical role in energy transition.
- Future Growth Potential: Analysts expect GE Vernova's revenue and adjusted EBITDA to increase at CAGRs of 15% and 55% from 2025 to 2028, and despite its enterprise value of $233 billion and a meager forward yield of 0.2%, its potential to meet future energy demands makes it a compelling investment for investors.
See More
OpenAI CEO Simo Takes Medical Leave Due to Health Issues
- Leadership Changes: OpenAI CEO Fidji Simo announced a significant medical leave due to a worsening neuroimmune condition, during which President Greg Brockman will oversee product management, potentially impacting the company's product development timeline.
- Health Challenges: In a memo, Simo revealed that her health has been particularly poor over the past month, and despite postponing medical tests to focus on work, she recognized the need for new interventions to stabilize her health, which may affect her long-term performance.
- Strategic Focus: An OpenAI spokesperson stated that despite the leadership changes, the company remains committed to advancing frontier research, expanding its global user base of nearly 1 billion, and powering enterprise use cases, demonstrating ongoing execution strength in key areas.
- Project Restructuring: Additionally, COO Brad Lightcap will transition to a new role focused on
See More
OpenAI Executive Shakeup Amid IPO Preparations
- Executive Role Shift: OpenAI's COO Brad Lightcap is transitioning to lead special projects, reporting directly to CEO Sam Altman, with a focus on overseeing a joint venture with private equity firms to enhance the company's competitiveness in the enterprise software market.
- Health-Related Leaves: Chief Marketing Officer Kate Rouch is stepping down temporarily to focus on cancer recovery, with plans to return in a limited capacity, while the company searches for a new CMO to ensure continuity in marketing efforts.
- AGI Development Leadership Absence: Fidji Simo, CEO of AGI development, will also take a medical leave for several weeks, which may impact the company's core business operations, particularly at this critical juncture ahead of the IPO.
- Funding and IPO Readiness: OpenAI recently closed a $122 billion funding round, including over $3 billion from individual investors, establishing a strong financial foundation for the upcoming IPO and demonstrating market confidence in its future growth.
See More
