"Microsoft's stock peaked at $552.24 on a 52-week basis before sliding to current levels. Over the past month, shares fell 8.4%, and the one-year return stands at -2%."
"Azure grew 39% YoY, and commercial remaining performance obligation surged 110% to $625 billion. This $625 billion backlog provides multi-year revenue visibility."
"CEO Satya Nadella stated: 'We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises.'"
Microsoft's stock trades at $370.87, down 23.14% year-to-date, with a price target of $488.47 indicating a 31.71% upside. Analysts are bullish, with 95% recommending buy and a consensus target of $587.31. Despite a decline in stock performance, earnings show strength with a Q2 FY2026 non-GAAP EPS of $4.14, beating estimates. Azure's growth remains robust at 39% YoY, supported by a $625 billion commercial backlog. Risks include a significant increase in capital expenditures.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]