Microsoft Corp. (MSFT)
Microsoft: Better AI Deals Are Available
Microsoft exceeded expectations in FQ2'25 due to strong Azure performance, but shares fell 6% due to disappointing FQ3'25 revenue guidance. Azure delivered double-digit growth, but growth nonetheless decelerated slightly. Despite robust free cash flows and double-digit operating income growth, I maintain a hold rating and don't see much upside for MSFT.
Microsoft Cloud Hits Capacity Wall: Buy, Sell or Hold MSFT Stock?
MSFT's cloud growth hits the capacity wall despite strong AI momentum. Investors can hold existing positions or wait for a better entry point.
Microsoft founder Bill Gates explores the making of his internal operating system in new memoir
As he prepares to turn 70 later this year, Microsoft founder Bill Gates' new memoir explores how his childhood quirks, upbringing, friendships and experiences coalesced into shaping his internal operating system.
Microsoft Corporation (MSFT) is Attracting Investor Attention: Here is What You Should Know
Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Why Bill Gates agrees with Nvidia's CEO on quantum's timeline
Few companies have had the same impact on society as tech giant Microsoft (MSFT). Co-founded by Bill Gates and Paul Allen, the company fundamentally changed how work was done with the invention of Windows.
Nvidia Stock Investors Just Got Good News From Meta Platforms and Microsoft
China's DeepSeek recently published a research paper that shocked Wall Street. The startup company claims it spent less than $6 million to train an artificial intelligence (AI) model whose performance matches or nearly matches that of leading U.S. models.
Microsoft: Fiscal Q2 Review, A Defining Leader Of Commercial AI
Microsoft is a leader in AI, offering consumer and enterprise solutions and leveraging its Azure Cloud with strong partnerships. The company reported mixed Q2 performance with $69.6b in sales, 12% YoY growth, and $3.23 EPS, driven by Intelligent Cloud and Microsoft 365 strength. Azure growth missed estimates, though. AI infrastructure investments caused slight margin compression, but AI revenue run rate grew 175% YoY to $13b, showcasing MSFT's early lead in AI.
Microsoft Post-Earnings: A Rare Dip Play You Don't Want To Miss
Microsoft's revenue and earnings growth remain strong, with Azure and cloud services leading the charge, even as growth rates decelerate. Azure's growth missed expectations by ~$200M due to challenges in balancing AI adoption with legacy business and capacity constraints. Despite a 33.4x P/E and a near 43.7x EV-to-FCF, Microsoft's strong balance sheet and 15% YoY revenue growth, coupled with ~45% operating margins, justify its pricey valuation.
Microsoft Q2 Earnings: Non-AI Services Weigh On Azure, While AI Bookings Exceed Expectations
Microsoft's stock dropped 6% post-2Q FY2025 earnings due to Azure revenue softness, despite beating total revenue and GAAP EPS estimates. Azure revenue growth is expected to decelerate in 3Q FY2025, impacted by currency headwinds and capacity constraints. Significant acceleration in commercial RPO growth in 2Q indicates stronger-than-expected AI demand, with recent Azure weakness linked to the non-AI segment.
Microsoft and Meta's AI Investment Plans Are Full Steam Ahead
Giants in the tech industry are reporting earnings for the first time in 2025 to much anticipation. Investors have been eager to hear how hyperscalers will respond to DeepSeek, which shook markets.
Should You Buy Microsoft Stock on the Dip?
Microsoft (MSFT 0.02%) reported quarterly financial results that caused the stock price to be lower.
Microsoft: Earnings Beat Overshadowed By AI Spending And Valuation Concerns
Microsoft shares dropped 4% post-Q2 2025 results, despite beating estimates. Q2 FY2025 saw 12% revenue and 10% EPS growth YoY, driven by strong cloud and AI performance, with AI revenue up 175% YoY. Concerns arise over Microsoft's aggressive $80 billion CAPEX plan for 2025, questioning its effectiveness in building a sustainable competitive advantage in AI.
