Microsoft Corporation Common Stock (MSFT)
Microsoft Q4 FY 2025 Earnings Preview: Buy Now Or Wait?
Microsoft Corporation stock has surged towards new all-time highs since our last coverage, underscoring investors' confidence in the company's AI strategy, alongside its favorable positioning as a potential tariff haven. However, MSFT stock's ballooning valuation premium may be decoupling from the underlying business' fundamental prospects. In addition to uncertain business implications from the upcoming tariffs, Microsoft also faces a growing range of company-specific challenges that remains underappreciated at its current valuation.
Microsoft's stock has been on fire. Will good earnings be enough to further the rally?
Microsoft's hot stock performance means investors “may need some patience,” even if Azure numbers impress, according to one analyst.
Sell Microsoft Stock Ahead of Its Upcoming Earnings?
Microsoft (NASDAQ:MSFT) is set to announce its earnings report on Wednesday, July 30, 2025. While the actual results in relation to analyst expectations will be the main factor influencing stock movement, event-driven traders might find it useful to examine historical trends.
Magnificent 7 Diverge As Peak Earnings Season Puts Spotlight On Big Tech
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY. Key tech players from the Magnificent 7 release results this week - Meta (META) and Microsoft (MSFT) on Wednesday, and Apple (AAPL) and Amazon (AMZN) on Thursday. Four S&P 500 companies reporting this week have delayed their earnings dates: Teradyne Inc. (TER), PPG Industries (PPG), UnitedHealth Group (UNH), and Kimberly-Clark Corp. (KMB).
Microsoft Edge is now an AI browser with launch of ‘Copilot Mode'
With demand for AI-powered browsers on the rise, Microsoft on Monday launched a new feature in its Edge browser called Copilot Mode, which allows users to browse the web while being assisted by AI. The idea is that the AI can become a helper that can understand what the user is researching, predict what they want to do, and then take action on their behalf.
Microsoft Stock Up More Than Amazon. Don't Buy Into AI-Staff Cuts
ByPeter Cohan,
Microsoft Q4 Preview: AI Is Not A Gamble, It's Already Helping Margins
Microsoft Corporation is uniquely monetizing AI at scale, with real cash flow and expanding margins, not just hype or narrative. AI integration across Azure, Copilot, and enterprise software is driving double-digit growth, with recurring high-margin revenue and unmatched vertical integration. Even with potential multiple compression, accelerating EPS growth supports significant upside; my 12-month MSFT stock target is $600, and I rate Microsoft a Strong Buy.
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q4 Earnings?
Microsoft's 35% Azure growth and $315B backlog position MSFT for strong Q4 results. AI capacity constraints signal robust demand.
Microsoft Q4 Preview: Azure Feeling Last Week's Heat?
At the start of the year, I had picked Microsoft to be the best-positioned hyperscaler, driven by enterprise-focused revenue, Azure's strong growth, and leadership in AI/cloud monetization. My bullish card has played out so far, but Alphabet's recent Q2 earnings just raised the bar higher, with GCP accelerating sequentially from a record of $250M+ deals. Meanwhile, last quarter, Microsoft exceeded expectations, with Azure accelerating to 35% YoY growth and Microsoft Cloud delivering record performance, fueled by AI demand.
The Microsoft Hack Affected Some of the Highest Levels of Government. The Stock Is Up.
Investors are desensitized to cyberattacks and have other issues on their mind ahead of Microsoft's earnings report next week, analysts say.
Microsoft And Meta Earnings Previews
The strong growth in investing in the technology infrastructure to support generative AI has been a focus the past year and is projected to expand this year. Microsoft stock has traded up 28.0% since the last earnings release and is up 37.7% since January 2024. META stock has been up 30.4% since the Q1 release in April and is up 106.9% since January 2024.
Microsoft probing if Chinese hackers learned SharePoint flaws through alert, Bloomberg reports
Microsoft is investigating whether a leak from its early alert system for cybersecurity companies allowed Chinese hackers to exploit flaws in its SharePoint service before they were patched, Bloomberg News reported on Friday.
