Microsoft Corp. NASDAQ: MSFT is reminding investors why it's a market bellwether. Shares are up more than 6% after a blowout earnings report driven by artificial intelligence (AI) and cloud growth.
Microsoft's market capitalization climbed past the $4 trillion mark on Thursday morning.
Microsoft (NASDAQ:MSFT) delivered a strong Q4 performance, surpassing consensus estimates for earnings, sales, and its future outlook. This positive news has sent the stock up 8% in pre-market trading, extending its impressive rally of over 50% since its April low of around $350.
Microsoft Corporation delivered strong Q4 results, driven by 26% Y/Y growth in Intelligent Cloud and robust free cash flow, sending shares up over 8% in the after-hours market. I remain bullish on Microsoft due to its leading Cloud position, accelerating AI CapEx, and ability to translate top-line growth into higher free cash flow. Microsoft's Azure has put the Cloud company on a $100B annual free cash flow run-rate.
Microsoft Corp. (NASDAQ: MSFT) has joined Nvidia Corp.
Sam Vadas and Diane King Hall kick off Thursday's coverage from the NYSE as investors react to two huge earnings beats from Microsoft (MSFT) and Meta (META). Microsoft's surge has the company on track to surpass a $4 trillion market cap valuation.
Strong performance of core businesses gives cover to blowout AI investments—for now.
Microsoft (NASDAQ: MSFT) surged in pre-market trading on Thursday, climbing 8.41% to $556.38, after delivering a blockbuster fiscal FY25 Q4 earnings report that crushed Wall Street expectations and prompted major analyst upgrades.
Microsoft said Wednesday that annual revenue for its flagship Azure cloud computing platform has surpassed $75 billion, up 34% from a year earlier.
Microsoft ended its fiscal year with a blowout fourth-quarter performance, driven by demand for cloud and artificial intelligence (AI) services that led to a 34% increase in Azure's annual revenue to a record $75 billion. Enterprises accelerating their cloud migration as well as increased AI usage across Microsoft's cloud stack boosted the quarter.
Microsoft Corporation (NASDAQ:MSFT ) Q4 2025 Earnings Conference Call July 30, 2025 5:30 PM ET Company Participants Amy E. Hood - Executive VP & CFO Jonathan Neilson - Vice President of Investor Relations Satya Nadella - Chairman & CEO Conference Call Participants Brent John Thill - Jefferies LLC, Research Division Karl Emil Keirstead - UBS Investment Bank, Research Division Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division Keith Weiss - Morgan Stanley, Research Division Mark L.
While the top- and bottom-line numbers for Microsoft (MSFT) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.