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Technology giant Microsoft (NASDAQ: MSFT) is set to distribute its first dividend of 2026 in March, reinforcing its long-standing record of steady shareholder returns.
NVIDIA, Palantir and Teradata are transforming industries as Big Data and AI adoption reshapes analytics and decision-making.
Increasing its cloud capacity is key for Microsoft, as the company can't currently meet all is AI demand due to a shortage of graphics processing units.
MSFT heads into fiscal Q2 earnings with strong Azure and Copilot momentum, as investors weigh AI-driven growth against a premium valuation.
MSFT headlines a pivotal week as Mag 7 Q4 earnings begin alongside the first Fed meeting of 2026, with investors eyeing guidance amid AI spending.
Big tech companies' growing need to invest in technology infrastructure to support generative AI is continuing to raise expectations for capital expenditures in 2026. According to Visible Alpha consensus estimates, expectations for Microsoft's fiscal second-quarter 2026 total revenue have remained stable since late July 2025, driven by a resilient view of the company's core business segments. According to Visible Alpha consensus estimates, Meta's total fourth-quarter 2025 revenue is expected to be $58.36 billion, driven by solid performance in the Family of Apps segment, especially in the US and Europe.
The village board in Mount Pleasant, Wisconsin, unanimously approved Microsoft's site plans for 15 more data centers near an existing facility. Jobs at the project could last 10 years, said Mount Pleasant's village board president, David DeGroot.
Microsoft Corporation maintains a Strong Buy rating with a $646 price target, supported by robust cloud computing growth despite near-term AI adoption headwinds. Despite slow Copilot adoption, MSFT's cloud business remains resilient and is not necessarily dependent on AI application uptake. The slow enterprise AI adoption may suggest a longer growth cycle, particularly if manufacturers turn to physical AI in the coming years.
A major week of earnings results is upon us, with several hyperscalers – Meta Platforms META and Microsoft MSFT – on the docket. Both stocks have underperformed the S&P 500 by a notable margin over the last three months, as shown below.
Microsoft Corporation is upgraded to Strong Buy with a $624.43 price target, reflecting 34% upside versus FY27 earnings. MSFT's EBITDA and free cash flow outperformed expectations, while capital expenditures are set to accelerate to 53%-58% of operating cash flow. AI-driven growth is a key opportunity, but overemphasis risks neglecting profitable non-AI segments, which still drive significant Azure and segment growth.
It seems like any stock sitting adjacent to OpenAI has been punished severely in the past couple of months.