Microsoft Corp. (MSFT)
Microsoft's stock gets an upgrade. Why these analysts say it's underappreciated in AI.
The sustaining growth of the company's AI revenue and cloud platform Azure are not fully priced into the stock, Oppenheimer analysts said.
Microsoft: Approaching Future-Defining Cash Flow Inflection Point
Microsoft is a clear leader in AI monetization, with favorable OpenAI deal terms and accelerating revenue from AI products. Operational execution remains stellar, with broad-based double-digit growth, expanding margins, and a record backlog across Azure, 365, and enterprise suites. Capital intensity is nearing an inflection point, positioning Microsoft for significant free cash flow expansion as AI investments start to mature.
3 Reasons Why Growth Investors Shouldn't Overlook Microsoft (MSFT)
Microsoft (MSFT) could produce exceptional returns because of its solid growth attributes.
3 Reasons to Buy Microsoft Stock Despite 11.7x P/S Premium Valuation
Microsoft's explosive $13B AI revenues surge 175% YoY, justifies 11.76x P/S premium. Azure cloud market share gain makes MSFT a must-buy for 2025.
OpenAI and Microsoft Bankroll New A.I. Training for Teachers
The American Federation of Teachers said it would use the $23 million, including $500,000 from the A.I. start-up Anthropic, to create a national training center.
Microsoft's Azure Driving Cloud Growth: What's the Path Ahead?
MSFT ramps up global Azure infrastructure with $80 billion AI data center push as cloud growth accelerates.
Microsoft: The Ultimate Buy-and Hold Stock
Key Points in This Article: Buy-and-hold investing rewards patience with compounding returns and reduced costs, ideal for long-term wealth creation.
Microsoft is closing its local operations in Pakistan
Microsoft is closing its operations in Pakistan, marking the end of a 25-year presence in the South Asian nation.
Microsoft: Cloud Pointing To Market Cap Convergence With Alphabet
Google Cloud is growing faster than Microsoft Cloud, maintaining a 28% CAGR versus Microsoft's slowing 22% growth. Google's legacy advertising business is nearly twice the size of Microsoft's legacy segment and is growing at the same 10% rate. The market undervalues Google's future potential, especially as its cloud and subscription revenues accelerate and rival Microsoft's scale.
Microsoft and Nvidia Are the Odd $4 Trillion Power Couple
AI has propelled the two companies toward an exclusive club, but Microsoft's path forward is more complicated.
Microsoft layoffs hit 830 workers in home state of Washington
Microsoft's latest job cuts affected a wide swath of employees in the company's home state of Washington. Nearly a dozen game design workers in the state were part of the layoffs, along with three audio designers and two mechanical engineers.
