Microsoft Corporation Common Stock (MSFT)
Cloud & AI Power Microsoft's Fiscal Q3 Earnings: ETFs to Tap
MSFT reports blowout third-quarter fiscal 2025 results powered by cloud computing and AI growth.
Microsoft Fiscal Q3 Earnings Review: Rule Of 40 Continues
Microsoft's FQ3 2025 earnings report shows a strong Rule of 40 score of ~52, driven by 15% growth and a ~37% net profit margin. I see good reasons for the score to further improve as its cloud segment grows at a rapid pace. I expect this segment to become its largest profit contributor in the near future and carry higher margins.
Microsoft Q3: Great Earnings With AI And Azure Strength
Microsoft reported record Q3 earnings, with revenues up 13% to $70.1 billion and strong growth in Azure and AI, driving the stock price higher. The company's cloud and AI segments are crucial growth drivers, with Azure sales growing 33%, surpassing expectations and highlighting robust demand. Despite trade environment concerns, Microsoft's cloud and AI services remain resilient, with tariffs having minimal impact on their primarily service-based growth.
Meta, Microsoft Spike On Robust Earnings Reports—As Microsoft Reclaims Crown As World's Largest Company
Shares of Meta and Microsoft surged Thursday after earnings for two of the U.S.' handful of trillion-dollar companies came in well above expectations, kicking off a crucial week for on-edge big technology stocks as tariffs complicated investor appetite for artificial intelligence-driven growth.
Microsoft smashed expectations with AI-fuelled quarter. But what does it mean for UK investors?
Microsoft Corp (NASDAQ:MSFT) latest results landed with the force of a Raphinha shot from the edge of the box, at least according to analysts at Wedbush. After markets closed on Wednesday, the tech giant beat forecasts across the board, raised guidance, and made it clear that the AI boom is more than just hype.
Microsoft Q3: AI Narrative Intact (Rating Upgrade)
Previous to this earning session, my main concern was a slowdown in data center demand, as noted by some reports pointing to a slowdown in Microsoft Corporation's data center buildout. My concern is now gone after FQ3 2025 results. Revenue from Azure grew 33% YOY. Furthermore, Microsoft's AI business drove 16 pps of that improvement. It seems that the limiting factor to burn through their CapEx is the constraints around power supply and not data center demand.
Meta and Microsoft beat earnings. Wall Street's eyes are now on Apple and Amazon.
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Microsoft Market Cap Hits $3 Trillion and Closes in on Apple
Microsoft Corp.'s (NASDAQ: MSFT) earnings impressed investors.
Microsoft: Bulls Have All The Reason To Celebrate
Microsoft beat analyst expectations with 13% YoY revenue growth and 16% YoY operating income growth, driven by strong performance across all business segments. Azure's 33% YoY growth and positive Q4 guidance (Azure growth at 34-35% YoY) highlight sustained cloud momentum, boosting investor confidence. Microsoft's stock valuation has depreciated 15% from all-time highs, creating an attractive buying opportunity given the strong earnings and growth outlook.
Why Microsoft's stock is seeing an unusually large gain after earnings
Microsoft saw a surprisingly strong performance in the cloud, but it's also monetizing generative AI well and moderating capital-spending growth.
Wall Street Breakfast Podcast: Meta, Microsoft Soar On AI, Cloud Strength
Microsoft shares surged 7% premarket due to strong FQ3 results, with Azure growth at 33% and a 20% Y/Y rise in Microsoft Cloud. Meta Platforms shares rose 5% after a robust Q1 beat, with revenue up 16% Y/Y, profits up 35%, and daily active users beating expectations.
Wall Street sets Microsoft stock price for next 12 months
Although there has been some anxiety about the data center boom, rising technological competition from China, and the ongoing trade war, Wall Street analysts have remained overwhelmingly bullish about Microsoft (NASDAQ: MSFT).
