Microsoft Corp. (MSFT)
What's Happening With MSFT Stock?
Microsoft (NASDAQ: MSFT) recently reported its Q2 fiscal 2025 results (fiscal ends in June), with revenues and earnings exceeding the street estimates. The company reported revenue of $69.6 billion and earnings of $3.23 per share, compared to the consensus estimates of $68.8 billion and $3.11, respectively.
Microsoft's Q2 EPS, Revenue Top Estimates
Tech giant Microsoft (MSFT -1.09%) reported impressive earnings for fiscal 2025's second quarter on Wednesday, Jan. 29. Earnings per share (EPS) of $3.23 surpassed analyst consensus expectations of $3.11.
Microsoft Q2 FY2025 Review: More Consolidation Ahead
Despite beating Q2 FY2025 estimates, Microsoft's stock has slid lower on disappointing Azure Cloud growth and a guidance shortfall for Q3 FY2025. Microsoft's premium valuation [>35x P/E] looks mismatched with its decelerating growth, necessitating further stock price consolidation. Increased AI CAPEX spending has led to a significant decline in free cash flow, raising concerns over future ROI, especially in light of DeepSeek developments.
Here's why Microsoft stock is falling despite positive earnings
Microsoft (NASDAQ: MSFT) reported stronger-than-expected financial results for its fiscal second quarter, yet its stock tumbled nearly 4% in premarket trading on January 30.
Microsoft: An Overlooked Metric Flashes Cash Flow Conversion Risks
Microsoft: An Overlooked Metric Flashes Cash Flow Conversion Risks
Microsoft investors braced for a further $125bn hit
Microsoft Corp (NASDAQ:MSFT) shares are set for further losses, with the stock down 4% premarket, after higher-than-expected investment spending unsettled investors. The drop follows concerns over AI-related costs and comes just days after DeepSeek's rise shook the tech sector.
Nvidia Stock Falls. What Microsoft and Meta Earnings Mean for the AI Chip Maker.
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
Microsoft reports 10% quarterly profit growth as it works to show AI investments paying off
Microsoft said Wednesday that its profit for the October-December quarter grew 10% as it works to capitalize on the huge amounts of money it has spent to advance its artificial intelligence technology.
Microsoft Q2 Earnings: Why I'm Bullish Despite Capex Concerns
Microsoft's 5% stock sell-off is an overreaction; 40x next year's non-GAAP operating profits is high but justified by its strong management and capital deployment. Investors should focus on Microsoft's long-term potential and not be swayed by short-term capex concerns or slightly light fiscal Q2 2025 guidance. Microsoft's diverse revenue streams and ability to adapt capex investments ensure continued mid-teens revenue growth and robust free cash flow generation.
Microsoft shares slide on cloud outlook; Meta up after Q4 beat
Microsoft shares fell in Europe on Thursday after it issued a downbeat forecast for its cloud business, while Facebook parent Meta shares rose after beating expectations, as investors scrutinised the companies' spending on artificial intelligence.
Microsoft investors are ignoring this number that suggests better growth ahead
Microsoft Corp. investors focused on the company's disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: bookings.
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
Days after Chinese upstart DeepSeek revealed a breakthrough in cheap AI computing that shook the U.S. technology industry, the chief executives of Microsoft and Meta defended massive spending that they said was key to staying competitive in the new field.
