Microsoft Corp. (MSFT)
With Halo: Campaign Evolved, Microsoft Brings Prized Xbox Game to PlayStation
As part of a strategic shift away from exclusivity, Microsoft is bringing Halo to Sony's competing console for the first time.
Microsoft hopes Mico succeeds where Clippy failed as tech companies warily imbue AI with personality
Clippy, the animated paper clip that annoyed Microsoft Office users nearly three decades ago, might have just been ahead of its time.
Microsoft Stock Has Barely Budged Since July. Earnings Are About to Change That.
A surge in cloud-computing earnings—and high-profile investments in AI—should help the company catch up with other tech leaders.
Will Xbox Content Strength Continue to Lift MSFT's Gaming Revenues?
Xbox's rising content revenues, surging Game Pass growth and fresh hardware launches position Microsoft for sustained gaming momentum.
MSFT vs. AAPL: Which Mega-Cap Tech Stock is the Better Buy Now?
Microsoft outpaces Apple with 39% Azure growth, $13B AI business, and clear enterprise AI monetization, while Apple faces tariff headwinds and uncertain AI revenues.
Microsoft has ‘comfortable' AI lead, strong Q1 results expected: analysts
Wedbush analysts believe Microsoft Corp (NASDAQ:MSFT) has a “comfortable” lead in the AI revolution and expects the tech giant's upcoming fiscal first quarter 2026 earnings and outlook to be “robust”. In a note to clients on Wednesday, the analysts stated that Microsoft's stock, in their opinion, has yet to price in the next wave of Cloud and AI growth, given what they called the company's strong competitive Cloud edge over Amazon and Google.
Microsoft (MSFT) Reports Next Week: Wall Street Expects Earnings Growth
Microsoft (MSFT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Why Microsoft (MSFT) is a Top Stock for the Long-Term
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Microsoft: Insatiable Compute And Enterprise SaaS Demand - Wait For Dip Buying Opportunity
MSFT has delivered robust cloud/ enterprise SaaS monetization results during the ongoing AI boom, with demand only gated by compute capacity. These reasons are also why the hyperscaler has hinted at a drastically higher FQ1'26 capex spending along with an ongoing in-house AI chip investments ahead. While there may be near-term noise arising from MSFT's higher compute costs, as observed in the lower cloud gross margins, the management has well balanced these with richer Enterprise margins.
Microsoft: A Cautious Buy Ahead Of Q1 Earnings
Microsoft's stock fell 8% since the last article, creating a better margin of safety and upside potential if growth surprises continue. Valuation at 32x earnings looks high, but strong revenue growth, quality business segments, and historical multiples justify it. MSFT's key risks include AI demand fading, cloud competition, Xbox uncertainty, and potential overvaluation affecting upside.
Microsoft: Very Bullish Into Upcoming Earnings
Microsoft remains a top enterprise technology leader, strategically positioning itself as an AI winner through diversified investments and partnerships. MSFT's approach leverages a diverse set of AI relationships, reducing infrastructure risk and accelerating AI capabilities without heavy upfront costs. Valuation is reasonable at 33x forward EPS, with potential for multiple expansion, as AI investments mature, and drive future revenue and earnings growth.
Microsoft Expands Security Offering: Is it the Next Revenue Pillar?
Microsoft's MSFT security business is solidifying its position as a major revenue contributor, with the company now serving nearly 1.5 million security customers following the robust performance in fiscal 2025. The tech giant closed fiscal 2025 with Microsoft Cloud revenues surpassing $168 billion annually, up 23%, while prioritizing security above all else in its engineering investments.
