Microsoft Corp. (MSFT)
Microsoft Just Silenced The AI Skeptics, Why I See 20%+ Upside
Microsoft delivered robust fiscal Q4 results, with EPS of $4.74 and revenue of $90 billion, both beating consensus estimates. MSFT's cloud-driven growth, especially Azure's 39% YoY increase, underpins a reiterated "Buy" rating and a 20%+ intrinsic value upside. Heavy capex into AI infrastructure and $130 billion in data center leases signal aggressive long-term positioning despite a near-term FCF dip.
Microsoft: The Turnaround Is Finally Accelerating
I'm keeping Microsoft as a Strong Buy rating, as Azure's 43% growth and robust cloud momentum validate its monetization thesis, while silencing the skeptics resoundingly. MSFT's understated end-to-end stack, including cybersecurity and AI partnerships, positions it ahead of hyperscaler and SaaS rivals for further AI monetization as AI agents take off. MSFT Copilot seats rose to 30 million, but with 400 million potential, significant monetization runway remains the narrative to underpin Microsoft's bullish game.
Lisa Martin: Big Tech Earnings & MSFT Role as a Hyperscaler Benchmark
Lisa Martin breaks down this quarter's Big Tech earnings, explaining why investor reactions are driven as much by expectations and timing as the results themselves. She discusses how hyperscalers are being held to a higher standard, why Microsoft's (MSFT) earnings helped calm concerns that emerged after Alphabet's (GOOGL) report, and how Microsoft has become a benchmark for both cloud computing and AI.
Microsoft Just Changed The AI Narrative
Azure surpassed $100 billion in annual revenue while quarterly growth accelerated to 43%, proving AI demand continues strengthening rather than slowing. Commercial remaining performance obligations surged 84% to $678 billion, providing exceptional revenue visibility supported by broad enterprise AI adoption beyond OpenAI. Capital expenditures increased roughly 70% year over year to $41 billion, yet Microsoft still generated $19.6 billion in free cash flow and expanded operating income 18%.
Microsoft: Wall Street Was Too Focused On CapEx, Not Enough On Growth
Microsoft delivered record Q4 results, with Azure revenue up 43% and total revenue reaching $90 billion, alleviating concerns over elevated AI-driven capital spending. MSFT's forward P/E of 23.4x is below its 5-year average, presenting an attractive entry point given projected multiple expansion toward 30x as AI monetization materializes. Despite near-term margin pressure from accelerated CAPEX, robust cloud growth, and a fortress balance sheet supporting long-term upside, with shares potentially reaching $600 in 2–3 years.
I'm a founder and decadelong Microsoft engineer. Here's who I'd hire to lead the next stage of AI.
Rob Collie, a veteran Microsoft engineer, discusses how to successfully integrate AI as a business. Collie emphasizes the importance of customizing AI models to fit a company's unique operations.
Meta vs. Microsoft: Two AI Spenders, Two Very Different Verdicts From Wall Street
Meta (NASDAQ: META | META Price Prediction) and Microsoft (NASDAQ: MSFT) both reported on July 29, 2026, and the results split Wall Street into two camps.
Two No-Brainer Reasons to Buy Microsoft After 15% Post Earnings Pop
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) at $451.10 screens as attractive on the fundamentals.
Microsoft is Still Down 7% This Year: It Could Soar 93% From Today
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) trades at $451.10, while Wall Street's consensus 12-month price target sits at $555.77, implying roughly 23% upside from current levels.
Microsoft product R&D jobs decline for second straight year, new filing shows
Microsoft's annual report shows the company employed 223,000 people as of June 30, down 5,000 from a year earlier and its first annual decline since 2016.
Microsoft shares are surging. Here's how to still make money, says Mike Khouw
Following Microsoft's (MSFT) Q4 earnings and record-setting appreciation, the immediate binary event risk is officially behind us.
Why Microsoft (MSFT) is a Top Stock for the Long-Term
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