Microsoft Corp. (MSFT)
Discipline and Demand Are Why I'll Keep Buying Microsoft After Its Blowout Quarter
I bought more Microsoft (NASDAQ:MSFT | MSFT Price Prediction) the morning after fiscal Q4 landed, and I would hit the button again tomorrow.
Microsoft Just Did the Unexpected So I'm Loading Up
I hit the buy button on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) again this week, and I have no intention of stopping.
Microsoft Posts Record Revenue as Cloud Services Cross $100 Billion. Here's Our New Price Target
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) just posted the kind of quarter that should have launched shares higher.
Microsoft FY 2026: Here's What The Market Might Have Misunderstood
Microsoft delivered strong FY results, driven by Intelligent Cloud and Azure, with Azure growing 43% YoY and surpassing $100 billion in annual revenue. Corporate services, particularly server demand and AI-related offerings, are now the primary earnings drivers, while consumer segments continue to decline except for resilient Microsoft 365 Consumer subscriptions. Capex remains elevated at $41 billion quarterly, but reported capex expectations dropped due to accounting changes, not actual spending reductions.
Microsoft: I'm More Bullish Than Ever
Microsoft delivered a strong Q4, with revenue up 17.8% Y/Y and Azure growth guidance accelerating to 45%. MSFT's commercial backlog surged 84% Y/Y to $678 billion, and Copilot monetization is scaling rapidly, supporting robust cloud demand. Management reaffirmed FCF positivity in FY27, extended asset lifespans, and guided another year of double-digit revenue and operating income growth.
Microsoft's $678 Billion Backlog Just Weakened AI's Biggest Bear Case
Microsoft Corporation delivered record Q4 revenue of $90B, with operating income up 18%, maintaining margins despite heavy AI infrastructure costs. Azure revenue surpassed $100B annually, growing 41% for the year, with MSFT management guiding for 45% constant-currency growth in Q1'27. Commercial remaining performance obligations surged 84% to $678B, signaling robust, diversified demand beyond AI model developers and undermining circular-money bear arguments.
Microsoft blinked a little in the AI capex race. Wall Street loved it.
A version of this story originally appeared in the BI Tech Memo newsletter. Sign up for the weekly BI Tech Memo newsletter here.
Microsoft Q4 Earnings Crush Expectations: Time to Buy MSFT Stock?
Microsoft (MSFT) stock spiked 15% in Thursday's trading session after delivering blockbuster results for its fiscal fourth quarter yesterday evening.
Review & Preview: Microsoft's $450 Billion Cushion
Massive single-day market cap gains prove once again that a few heavyweights can carry the entire market on their back.
Microsoft Crushes Earnings as AI Investment Proves Lucrative
Microsoft has finally cleared the cloud growth hurdle that's been impacting sentiment over recent periods, with shares popping as a result. Multi-year share underperformance and sound valuation offer a compelling opportunity for investors looking for a strong mega-cap tech option.
Microsoft's Earnings Beat: A Ripple Effect Across ETF Landscape
Driven by strong growth in the Azure cloud and Copilot businesses, Microsoft (MSFT) delivered another standout quarterly earnings report, topping Wall Street expectations and reinforcing the company's role as a leader in the AI infrastructure buildout. Key Takeaways Microsoft delivered strong earnings exceeding analyst expectations with an EPS of $4.74 and $90 billion in revenue.
Microsoft's One-Day Market-Cap Gain Makes History
Plus, banks are in talks to lend $15 billion for a Google-backed Anthropic data center, and Spider-Man's youngest fans might help make the new movie a hit.
