Microsoft Corp. (MSFT)
Microsoft: Insatiable Compute And Enterprise SaaS Demand - Wait For Dip Buying Opportunity
MSFT has delivered robust cloud/ enterprise SaaS monetization results during the ongoing AI boom, with demand only gated by compute capacity. These reasons are also why the hyperscaler has hinted at a drastically higher FQ1'26 capex spending along with an ongoing in-house AI chip investments ahead. While there may be near-term noise arising from MSFT's higher compute costs, as observed in the lower cloud gross margins, the management has well balanced these with richer Enterprise margins.
Microsoft: A Cautious Buy Ahead Of Q1 Earnings
Microsoft's stock fell 8% since the last article, creating a better margin of safety and upside potential if growth surprises continue. Valuation at 32x earnings looks high, but strong revenue growth, quality business segments, and historical multiples justify it. MSFT's key risks include AI demand fading, cloud competition, Xbox uncertainty, and potential overvaluation affecting upside.
Microsoft: Very Bullish Into Upcoming Earnings
Microsoft remains a top enterprise technology leader, strategically positioning itself as an AI winner through diversified investments and partnerships. MSFT's approach leverages a diverse set of AI relationships, reducing infrastructure risk and accelerating AI capabilities without heavy upfront costs. Valuation is reasonable at 33x forward EPS, with potential for multiple expansion, as AI investments mature, and drive future revenue and earnings growth.
Microsoft Expands Security Offering: Is it the Next Revenue Pillar?
Microsoft's MSFT security business is solidifying its position as a major revenue contributor, with the company now serving nearly 1.5 million security customers following the robust performance in fiscal 2025. The tech giant closed fiscal 2025 with Microsoft Cloud revenues surpassing $168 billion annually, up 23%, while prioritizing security above all else in its engineering investments.
Microsoft will test a Copilot AI feature that performs work on local files in Windows 11
Microsoft will bring its Copilot Actions feature that can perform certain tasks to its Windows 11 operating system, enabling work with locally stored files. It's coming first to people in the Windows Insider Program and the Copilot Labs group for trying artificial intelligence experiments.
Microsoft: The Hyperscaler Monetizing AI With Copilots
I rate Microsoft Corporation (MSFT) a Buy, driven by its unique position in both AI infrastructure and AI-powered applications. MSFT's dual AI strategy—hyperscale cloud (Azure) and embedded AI copilots—creates multiple revenue streams and deepens customer integration. Despite a premium valuation, MSFT's higher margins, robust cloud growth, and proven AI monetization justify its pricing compared to peers like AMZN and GOOG.
Nebius: Why Microsoft's Deal Makes It Far More Valuable Than Most Realize
Nebius Group secures a transformative multi-year, nearly $20 billion GPU cluster supply deal with Microsoft, validating its AI infrastructure capabilities. The Microsoft contract provides NBIS with long-term revenue visibility and positions it as a reliable supplier for hyperscalers, enhancing its credibility and financing options. Despite a high price-to-sales ratio, NBIS remains undervalued due to the magnitude of its future revenue streams and foundational role in AI infrastructure.
Nvidia, Microsoft, and BlackRock Just Struck a Massive AI Data Center Deal
AI darling Nvidia just struck another big data center deal—this time as part of a group with Microsoft, BlackRock, and others.
Can LinkedIn Revenue Growth Accelerate Microsoft Stock's Upward Trend?
LinkedIn's revenue surge, expanding AI tools and rising engagement signal new momentum for MSFT's broader growth strategy.
Bytes shares slide 8% as profit dips and Microsoft changes bite
Bytes shares slide 8% as profit dips and Microsoft changes bite Operating profit down 7% to £33 million as rebate changes hit margins Microsoft incentive shift and sales restructure weigh on performance Analysts note 20% valuation discount to rival Softcat despite solid outlook Bytes Technology Group PLC (LSE:BYIT, JSE:BYI) shares fell 8% in early trading after the IT services group posted flat first-half gross profit and a drop in operating earnings, blaming the impact of Microsoft's partner incentive changes and adjustments to its corporate sales structure. For the six months to 31 August, gross profit edged up 0.4% to £82.4 million, while operating profit slipped 7% to £33.1 million.
Microsoft: Time To Outshine The Rest Again (Upgrade)
Microsoft Corporation is facing mounting competitive pressure from Oracle's massive AI infrastructure deals, but maintains a disciplined CapEx approach to protect its margins. MSFT's partnership with OpenAI has bolstered Azure's growth, yet management avoids risky, single-tenant bets that could scupper its multi-tenant cloud framework. Despite near-term margin pressure from AI investments, MSFT's ecosystem remains strong and its moat highly secure amid intensifying cloud competition.
Trump's latest China flare up presents chance to buy big tech names - analyst
Wedbush Securities is anticipating that the latest flare-up in US-China tensions will settle quickly, with analysts describing the recent market sell-off as a chance to buy into technology leaders. Analyst Dan Ives said investor fears of a renewed trade war following China's rare earth export restrictions are overdone, and highlighted signs pointing toward diplomatic cooling.
