Microsoft promoted Judson Althoff to be its new commercial CEO in October. Althoff is now making changes to his top ranks, according to an internal memo.
After leaning on its partnership with OpenAI, Microsoft is playing catch-up in the chatbot race. But data shows that it is losing ground with users.
Microsoft Corporation trades below near term historical EV/EBITDA as AI enthusiasm fades and fundamentals regain focus. Cloud and enterprise software remain durable, with strong RPO growth supporting multi-year MSFT revenue visibility. MSFT balance sheet strength stands out, with AAA credit and net debt to EBITDA near zero.
Big Tech earnings are well underway, with Microsoft (MSFT) reporting just last week, and plenty more coming up this week.
Zacks.com users have recently been watching Microsoft (MSFT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Microsoft (NASDAQ:MSFT) shares are fresh off a historic decline following the release of some poorly-received quarterly earnings results.
Investments in artificial intelligence and rapid growth in its cloud platform are boosting Microsoft. Netflix is enjoying great success from its advertising -- while trying to buy Warner Bros.
Microsoft (MSFT) sold off on earnings while Meta Platforms (META) rallied. Michael Ni believes that happened because of how each company is backing margins through CapEx spending.
Microsoft has faced a rocky start to the year, with shares sliding 11% in just one month. Despite reporting strong Q2 results, the stock pulled back after management guided for "stabilizing" Azure revenues—a disappointment for investors who were positioned for continued acceleration.
Microsoft's stock is potentially compelling for long-term investors who believe the business is fundamentally “better than average,” according to a portfolio manager.
Austin Lyons takes investors through the first half of Mag 7 earnings. In his assessment of Microsoft (MSFT), he still sees tech strength and value in its enterprise powerhouse, though he believes Meta Platforms (META) has more room to run with AI integration.
While the long-term outlook for 2026 remains supported by a dovish Fed and the AI revolution, the current convergence of parabolic commodity moves and poor seasonality cannot be ignored.