Microsoft Corp. (MSFT)
Microsoft Has Turned The Corner, Why It Leads A Software Turnaround
Microsoft Corporation remains a Buy, with compelling valuation, improved technicals, and robust Q3 results despite recent underperformance among the Magnificent Seven. Q3 delivered a double beat: GAAP EPS of $4.27 and revenue of $82.9B, driven by Azure's 39% growth and AI ARR surging 123% YoY. MSFT is aggressively investing in AI infrastructure, raising capex guidance to $60B/quarter by early FY27, while maintaining strong shareholder returns.
Microsoft vs Palantir: Two AI Plays, One Winner
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) and Palantir (NASDAQ:PLTR) both delivered AI-fueled earnings beats this season, yet the businesses behind those tickers operate at completely different altitudes.
Microsoft Corporation: Make Or Break Moment (Rating Upgrade)
Microsoft Corporation is rated a Strong Buy due to recent underperformance, discounted valuation, and enduring relevance in enterprise software. MSFT's Q3 earnings beat expectations, with cloud revenue up 29% YoY to $54B, and continued AI infrastructure investment seen as a competitive advantage. The gaming segment remains overlooked, with long-term upside potential from subscription models and new hardware despite recent headwinds.
Microsoft Rises 4%, Resists NASDAQ Downtrend
Shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) are climbing in midday trading on Friday, up 4% to around $424.65 while the broader NASDAQ slides.
Bill Ackman's Pershing Square discloses Microsoft stake, touts ‘deeply embedded' software
Ackman, 60, wrote in a lengthy X post that Microsoft operates “two of the most valuable franchises in enterprise technology” in the form of its 365 productivity apps, which include Word and Excel, and its Azure cloud-computing business.
Microsoft, Meta, Amazon and Google. Is Ackman's Hedge Fund Just a Mag 7 Play?
Bill Ackman counts Microsoft, Meta Platforms, Amazon and Google among the holdings of his hedge fund Pershing Square Capital Management.
Ackman reveals new Microsoft position, calls stock ‘highly compelling'
Billionaire investor Bill Ackman said his hedge fund, Pershing Square Capital Management, has initiated a new position in Microsoft Corp (NASDAQ:MSFT), according to a post on the social media platform X ahead of an upcoming 13F filing. “As two of the largest forces in equity markets -- growing index ownership and increasing amounts of capital controlled by extremely short-term-oriented, leveraged, volatility-intolerant investors -- converge, we have found occasional opportunities to acquire some of the most dominant long-term compounding franchises at attractive valuations,” Ackman wrote.
Microsoft Pops as Bill Ackman Takes New Position
Microsoft (NASDAQ:MSFT) stock is moving higher this morning, after Pershing Square's Bill Ackman revealed a new stake in the tech giant, calling the company an attractive AI play following its post-earnings pullback.
Bill Ackman Just Bought Microsoft Stock — Here's Why It Could Be His Biggest Bet Yet
The market has been anything but subtle in its treatment of Microsoft ( NASDAQ:MSFT | MSFT Price Prediction ) in 2026.
Why is Bill Ackman betting on Microsoft as AI fears hammer the stock
Billionaire investor Bill Ackman revealed Friday that Pershing Square has built a new position in Microsoft. He argued that recent weakness in the software giant's stock has created an attractive long-term investment opportunity despite growing concerns over artificial intelligence competition and heavy spending.
Bill Ackman says he built Microsoft position in first quarter
Bill Ackman's Pershing Square Capital Management has built a position in Microsoft, the billionaire hedge fund manager said Friday in a post on X.
Bill Ackman just disclosed a new position in this stock
Bill Ackman, a billionaire investor and chief executive of Pershing Square Capital Management, stated on May 15 that his hedge fund would reveal a new stake in Microsoft (NASDAQ: MSFT).
