Microsoft Corp. (MSFT)
Microsoft: A Multi-Year Compounder With Seat Growth And Azure Acceleration
Microsoft remains a buy as core business indicators, especially Azure, show robust growth and momentum. The recent Q4 earnings print revealed a re-acceleration in commercial bookings, supporting a longer-term rally thesis. The company is expecting double-digit revenue growth in FY '27 with commercial revenue growth accelerating each quarter.
Microsoft's AI Spending Didn't Change—Wall Street's View of It Did
Microsoft NASDAQ: MSFT investors have owned two different companies in 2026. Or at least, they've been told two very different stories about the same one.
Microsoft Just Had Its Best Quarter Since 1991
Microsoft just posted its strongest quarterly stock gain in 35 years, but the rally left it barely above where it started the year and still below its all-time high.
Microsoft: Beware Of Meta's Muse Hype
I was a Strong Buy after the October 2025 rout. With Microsoft up nearly 40% since my last coverage, I'm still bullish, but I'm cutting conviction because the macro changed. I've seen the AI agent story before. Microsoft may monetize this wave (or not), but three years of forgotten agent launches make me skeptical. I want one clean proof point next quarter. Copilot paid seats moving well above 30 million, with management saying Autopilot actually drove the increase.
‘Agents are very harsh customers': Microsoft exec warns many apps will lose pricing leverage
Microsoft's Charles Lamanna says most business software will end up running behind AI agents rather than in front of users, leaving apps with less pricing power and customer loyalty.
Piper Sandler Raises Microsoft Target, Sees Billions in Potential From E7 and AI
Piper Sandler just set one of Wall Street's boldest Microsoft targets, and the reasoning goes well beyond last quarter's blowout earnings.
The AI Revolution Could Be Microsoft's Next Trillion-Dollar Opportunity
Azure's explosive backlog and Copilot's paid seat growth have bulls eyeing targets near $700, but a capex surge that outpaced free cash flow by a wide margin could threaten the entire AI thesis before it pays off.
Microsoft: The Xbox Segment Revamp
The Xbox segment is expected to recover post-FY2026 decline via restructuring, exclusive game releases, and the competitive Xbox Helix console launch in 2028. Streamlining unprofitable studios, raising hardware prices, and focusing on high-value exclusive content are expected to improve margins and subscriber growth. Game Pass revenue and upcoming franchise releases are projected to drive Xbox Content and Services growth, offsetting recent hardware and subscriber declines.
At A.I. Event, Trump Asks Meta, OpenAI and Microsoft to Make Safety Decisions Themselves
President Trump's meetings with tech leaders produced some voluntary safeguards and a commitment to rebrand artificial intelligence as “super intelligence,” the term that Mr. Trump prefers.
Microsoft's 10-K Makes Me Second-Guess My Own Bull Case
Microsoft Corporation remains a Strong Buy as in-house AI models drive up to 89% GPU cost savings, supporting robust margins despite surging capex. Cloud gross margin held at 65% in the June quarter, and the 8% dividend raise appears sustainable, with free cash flow covering the payout more than twice over. Copilot's shift to usage-based pricing, launching Nov. 2 for small businesses, positions MSFT to capture incremental revenue and profit as adoption scales.
OpenAI takes on Microsoft with the launch of what feels a whole lot like ChatGPT's own office suite
OpenAI has been a close partner of Microsoft from the jump, but the AI lab is increasingly going after the company's bread and butter, workplace software, with new features that closely resemble an office software suite like Microsoft's.
Microsoft Stock Has Multiple Engines Driving Its Next Leg Higher
Azure is accelerating past 40% growth, Copilot seats are doubling quarter over quarter, and a commercial backlog approaching $700 billion sits waiting to convert.
