Microsoft Corp. (MSFT)
The Incredible Number Hiding in Microsoft's Earnings Report
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) delivered its fiscal Q3 2026 report after the close on April 29, 2026, beating on both the top and bottom line.
Microsoft Q3: Turning Market Skepticism Into Opportunity
Microsoft Corporation is rated a Buy, with current market skepticism creating an attractive entry point as AI scaling accelerates. MSFT's elevated CapEx—now expected to reach $190B by 2026—aligns with peers and supports Azure's accelerating growth, despite near-term consumer weakness. MSFT stock's forward P/E below 20 for 2028–2029 and 15% expected revenue CAGR suggest undervaluation relative to long-term AI leadership potential.
Microsoft Earnings Look Strong, But Investors Focus on Risks
Earnings reports are like progress reports in the sense that they require investors to digest facts and make educated guesses about the company's future prospects. In the case of Microsoft Corp. NASDAQ: MSFT, investors are more concerned with future risks than with solid results in the present.
Opinion: Microsoft Probably Should Have Rallied After Those Solid Earnings
Microsoft's (NASDAQ:MSFT | MSFT Price Prediction) fiscal third-quarter earnings report had every ingredient of a rally catalyst.
Microsoft: AI Paradigm Shift Is Imminent
Microsoft Corporation delivered robust Q3 '26 results, adding 1 GW of data center capacity and doubling cloud RPO to $627B, underscoring surging cloud demand. I reiterate a Strong Buy rating for MSFT stock with a $738/share price target, reflecting confidence in Microsoft's long-term growth as AI inferencing and agentic AI drive a paradigm shift. Near-term MSFT margin pressure is expected from heavy AI investments and PC market weakness, but custom silicon and evolving data center architecture may improve economics by eFY28.
Microsoft Q3 Earnings Beat Estimates as Cloud and AI Drive Results
MSFT Q3 tops estimates as cloud and AI fuel 18% revenue growth, but steep capex outlook and rising infrastructure spend weigh on sentiment.
Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand
Amazon, Google and Microsoft all showed better-than-expected first-quarter cloud growth on Wednesday. Google was the standout, reporting 63% expansion, though it remains the smallest of the three.
Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried
Shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) are down 5% in midday trading Thursday, changing hands near $402 after closing Wednesday at $424.46.
Wall Street Splits on Microsoft After Earnings: Is the Azure Acceleration Worth the CapEx?
Wall Street is divided on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) after the company's fiscal Q3 2026 report.
Microsoft's AI Engine Just Switched Gears
Revenue reached $82.9B (+18% YoY), while operating income rose 20% to $38.4B, with margins expanding to ~46%. Microsoft's Azure grew 40% YoY, with management confirming demand exceeds supply, signaling constrained rather than slowing growth. AI business surpassed $37B run rate (+120% YoY), with Copilot paid seats exceeding 20M and usage accelerating.
Meta, Microsoft Stock Stalled by Capex Obstacles
Big Tech is the focus on Wall Street today.
Microsoft stock slips 5% after earnings, but analysts are hiking targets
Shares of Microsoft fell sharply on Thursday, dropping around 5% to $402.37 in early trading, as investors reacted to the company's elevated capital spending outlook despite strong cloud growth and an earnings beat. The decline came even as broader markets showed mixed performance.
