Microsoft Corp. (MSFT)
Here's how Microsoft can prove the doubters wrong this earnings season
Increasing its cloud capacity is key for Microsoft, as the company can't currently meet all is AI demand due to a shortage of graphics processing units.
The Zacks Analyst Blog Microsoft, Lenovo, and Dell
MSFT heads into fiscal Q2 earnings with strong Azure and Copilot momentum, as investors weigh AI-driven growth against a premium valuation.
The Zacks Analyst Blog Microsoft, Apple, Meta and Tesla
MSFT headlines a pivotal week as Mag 7 Q4 earnings begin alongside the first Fed meeting of 2026, with investors eyeing guidance amid AI spending.
Microsoft And Meta Earnings Preview: Capex Growth Looms Amid AI Investment
Big tech companies' growing need to invest in technology infrastructure to support generative AI is continuing to raise expectations for capital expenditures in 2026. According to Visible Alpha consensus estimates, expectations for Microsoft's fiscal second-quarter 2026 total revenue have remained stable since late July 2025, driven by a resilient view of the company's core business segments. According to Visible Alpha consensus estimates, Meta's total fourth-quarter 2025 revenue is expected to be $58.36 billion, driven by solid performance in the Family of Apps segment, especially in the US and Europe.
Microsoft's plans for 15 more data centers win approval at former Wisconsin Foxconn site
The village board in Mount Pleasant, Wisconsin, unanimously approved Microsoft's site plans for 15 more data centers near an existing facility. Jobs at the project could last 10 years, said Mount Pleasant's village board president, David DeGroot.
Microsoft: Cloud Adoption Remains As The Top Growth Catalyst (Earnings Preview)
Microsoft Corporation maintains a Strong Buy rating with a $646 price target, supported by robust cloud computing growth despite near-term AI adoption headwinds. Despite slow Copilot adoption, MSFT's cloud business remains resilient and is not necessarily dependent on AI application uptake. The slow enterprise AI adoption may suggest a longer growth cycle, particularly if manufacturers turn to physical AI in the coming years.
Hyperscaler Earnings Preview: MSFT & META
A major week of earnings results is upon us, with several hyperscalers – Meta Platforms META and Microsoft MSFT – on the docket. Both stocks have underperformed the S&P 500 by a notable margin over the last three months, as shown below.
Microsoft Hit My Price Target And Pulled Back: Why I'm Upgrading To Strong Buy
Microsoft Corporation is upgraded to Strong Buy with a $624.43 price target, reflecting 34% upside versus FY27 earnings. MSFT's EBITDA and free cash flow outperformed expectations, while capital expenditures are set to accelerate to 53%-58% of operating cash flow. AI-driven growth is a key opportunity, but overemphasis risks neglecting profitable non-AI segments, which still drive significant Azure and segment growth.
2 OpenAI-Adjacent Stocks To Buy Now
It seems like any stock sitting adjacent to OpenAI has been punished severely in the past couple of months.
Can gold and silver keep climbing? Plus. Meta, Microsoft, and Tesla earnings preview
Opening Bid anchor Brooke DiPalma breaks down the latest market news for January 26, 2026. Gold is trading above $5,000 per ounce after momentarily hitting a new record high above $5,100; silver also hit a record milestone above $110.
Microsoft: The AI Reality Check Investors Can't Ignore
While Microsoft Corporation's long-term AI-driven growth opportunity remains intact, it faces rising execution risks in the near term, as its capital-intensive investment cycle has yet to translate into clear incremental returns. MSFT stock's extended pullback since late October underscores growing investor concern over AI ROI visibility, particularly as rising capex, infrastructure supply bottlenecks, and energy-related cost headwinds weigh on profitability prospects. While Microsoft's core productivity software and cloud computing operations continue to demonstrate durable fundamentals, intensifying competition in AI-driven upselling opportunities and slowing PC demand introduce incremental near-term challenges.
Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software
Microsoft on Monday unveiled the second generation of its in-house artificial intelligence chip, along with software tools that take aim at one of Nvidia's biggest competitive advantages with developers.
