Microsoft Corp. (MSFT)
Microsoft Market Cap Hits $3 Trillion and Closes in on Apple
Microsoft Corp.'s (NASDAQ: MSFT) earnings impressed investors.
Microsoft: Bulls Have All The Reason To Celebrate
Microsoft beat analyst expectations with 13% YoY revenue growth and 16% YoY operating income growth, driven by strong performance across all business segments. Azure's 33% YoY growth and positive Q4 guidance (Azure growth at 34-35% YoY) highlight sustained cloud momentum, boosting investor confidence. Microsoft's stock valuation has depreciated 15% from all-time highs, creating an attractive buying opportunity given the strong earnings and growth outlook.
Why Microsoft's stock is seeing an unusually large gain after earnings
Microsoft saw a surprisingly strong performance in the cloud, but it's also monetizing generative AI well and moderating capital-spending growth.
Wall Street Breakfast Podcast: Meta, Microsoft Soar On AI, Cloud Strength
Microsoft shares surged 7% premarket due to strong FQ3 results, with Azure growth at 33% and a 20% Y/Y rise in Microsoft Cloud. Meta Platforms shares rose 5% after a robust Q1 beat, with revenue up 16% Y/Y, profits up 35%, and daily active users beating expectations.
Wall Street sets Microsoft stock price for next 12 months
Although there has been some anxiety about the data center boom, rising technological competition from China, and the ongoing trade war, Wall Street analysts have remained overwhelmingly bullish about Microsoft (NASDAQ: MSFT).
Microsoft: Q3 Earnings, Recession-Resistant Relative To Mag 7 Peers
Microsoft's strong earnings report highlights its resilience amid global trade tensions and its robust AI-driven growth, positioning it as a top investment opportunity compared to Mag 7 peers. Despite rumors of an AI capex slowdown, Microsoft's long-term compute demand and mission-critical enterprise software ensure continued growth and stability. Microsoft is shielded from tariff impacts affecting other Mag 7 peers, making it a safer investment with a compelling growth/valuation profile.
Nvidia Stock Gains. What Microsoft and Meta Earnings Mean for the Chip Maker.
Nvidia stock was rising after Microsoft and Meta Platforms signaled they will continue to spend heavily on AI data centers.
Microsoft to Continue Building Data Centers as Cloud and AI Lead Growth
Microsoft will continue investing in capital expenditures throughout its fiscal year 2026 after seeing its cloud and artificial intelligence (AI) offerings lead its revenue gains in the third quarter of fiscal year 2025.
Microsoft Jumps After Q3 Earnings, But There's Still More Upside
Microsoft reported strong Q3-2025 results, with revenue of $70.06 billion and EPS of $3.46, beating analysts' expectations. Azure and Microsoft Cloud segments showed impressive growth, with Azure revenue up 33% (35% in constant currency) and Microsoft Cloud revenue up 22% in constant currency. Despite a slight dip in free cash flow due to heavy CapEx, operating cash flow grew, indicating that long-term infrastructure investments are scaling.
Microsoft Corporation (MSFT) Q3 2025 Earnings Call Transcript
Microsoft Corporation (NASDAQ:MSFT ) Q3 2025 Earnings Conference Call April 30, 2025 5:30 PM ET Company Participants Jonathan Neilson - VP, IR Satya Nadella - Chairman and CEO Amy Hood - EVP and CFO Conference Call Participants Keith Weiss - Morgan Stanley Brent Thill - Jefferies Mark Moerdler - Bernstein Research Karl Keirstead - UBS Kash Rangan - Goldman Sachs Mark Murphy - JPMorgan Kirk Materne - Evercore ISI Alex Zukin - Wolfe Research Operator Greetings, and welcome to the Microsoft Fiscal Year 2025 Third Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode.
Microsoft expects some AI capacity constraints this quarter
Microsoft customers could encounter service disruptions when using AI services due to demand outpacing the company's ability to bring data centers online, an executive warned during the company's earnings call
Microsoft (MSFT) Q3 Earnings and Revenues Beat Estimates
Microsoft (MSFT) came out with quarterly earnings of $3.46 per share, beating the Zacks Consensus Estimate of $3.20 per share. This compares to earnings of $2.94 per share a year ago.
