Microsoft owns about 27% of OpenAI, valued at $135 billion in a recent restructuring, with OpenAI's IPO expected around 2027 at a potential $1.2 trillion valuation. This stake, currently unpriced by public markets, represents a significant hidden asset within Microsoft's $3.81 trillion market cap. The investor prefers holding Microsoft shares to benefit from OpenAI's growth, supported by Microsoft's strong revenue growth, large cloud backlog, and solid financial metrics. Despite rising capital expenditures and OpenAI losses impacting earnings, demand for Microsoft's cloud services remains high, and the investor sees value in owning Microsoft ahead of OpenAI's public listing.
Microsoft shares trade at USD 518.40 on Pluang as of Oct 02, 2026 21:02 WIB, showing a 1.09% gain in the last day. The stock holds a market cap of $3.81 trillion, reflecting its significant scale in the technology sector. Despite a majority of Pluang investors selling, with 77% sell orders, the stock remains a key holding with a typical hold time of 141 days.
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