Analysts are more optimistic about Microsoft (MSFT) than Alphabet (GOOGL); MSFT's average target stock price is expected to rise nearly 30% to $630.33 per share, while GOOGL's target stock price is expected to rise 9% to $334.69 per share. Despite Windows 11's market share declining to 53.7% and concerns over its profit model, Microsoft's enterprise-level AI integration continues to drive its growth, with intelligent cloud revenue increasing by 28% to $30.9 billion. Alphabet's market capitalization is as high as $3.75 trillion, and although its Gemini AI and cloud business have also seen growth, converting its free user base into users of Microsoft's entrenched productivity suite remains a significant challenge.