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Microsoft stock teeters at a critical long‑term crossroads as AI concerns weigh shares
business3 days ago

Microsoft stock teeters at a critical long‑term crossroads as AI concerns weigh shares

Microsoft’s stock has fallen about 28% from its October high and sits roughly 3% above its 200-week moving average, a long-run support that has historically preceded rebounds. While near-term patterns of rebounding after touching this level have occurred in the past, investors remain cautious due to AI spending and slower Azure cloud growth versus peers, weighing whether keeping compute in-house could boost longer-term value.

via MarketWatch|
#200-week-moving-average#ai-spending#azure
MSFT set for over 50% upside after pullback, Morgan Stanley argues
business25 days ago

MSFT set for over 50% upside after pullback, Morgan Stanley argues

Morgan Stanley’s Keith Weiss says Microsoft’s latest results remain strong despite a 10% one‑day drop after the F2Q report. Revenue was $81.3 billion (+16.8% YoY) with EPS $4.14, while Azure grew 38% in constant currency and M365 Cloud rose 17%. A jump in data-center spend to $37.5 billion and slower cloud momentum are noted, but commercial bookings surged, and OpenAI-related deals boosted the RPO to about $625 billion. Weiss views the pullback as an attractive entry point and assigns an Overweight rating with a $650 target, implying ~51% upside over the next year; the broader Street consensus remains Strong Buy with a higher target around $603.47.

via TipRanks|
#ai#azure#business
Microsoft Slides on Costs but Cloud Growth Remains the Leader: Is the Dip a Buy?
business26 days ago

Microsoft Slides on Costs but Cloud Growth Remains the Leader: Is the Dip a Buy?

Microsoft topped Q2 fiscal 2026 estimates with revenue of $81.3B (up 17%) and EPS of $4.14 (up 24%), led by Azure’s 39% growth (38% in constant currencies) and a 230% jump in commercial bookings tied to OpenAI/Anthropic; Intelligent Cloud rose 29% to $32.9B, while Productivity and Business Processes grew 16% and More Personal Computing fell 3%. For Q3, the company guided $80.65–$81.75B in revenue with Azure growth of 37–38% in constant currencies. At about 26x FY2026 and 23x FY2027 estimates, the stock looks reasonably valued given the AI-driven cloud momentum, and the author suggests it could be a buy on this dip, though OpenAI exposure adds risk.

via The Motley Fool|
#azure#business#copilot
Microsoft’s AI-Backed Growth Sparks Upgrade Despite Earnings Dip
business27 days ago

Microsoft’s AI-Backed Growth Sparks Upgrade Despite Earnings Dip

Microsoft Q2 FY2026 beat expectations with revenue up 16.8% and EPS up 24% YoY, led by 39% Azure growth and a roughly $625B AI-driven backlog. Despite a ~10% stock drop and high OpenAI concentration, the shares trade about 10% below peers with a ~28x P/E, prompting a Strong Buy upgrade as temporary capex and capacity constraints mask the long‑term AI-led upside.

via Seeking Alpha|
#ai#azure#business
Microsoft's AI Spending Sparks a Market-Open Selloff
business28 days ago

Microsoft's AI Spending Sparks a Market-Open Selloff

Microsoft beat revenue and EPS expectations for the latest quarter, but a 66% rise in capital expenditures focused on AI infrastructure and data centers spooked investors, helping trigger roughly a 12% drop in MSFT stock after Jan. 29 trading. Azure grew 39% YoY, but concerns about margins and capacity constraints suggest investors are waiting to see when the AI investments pay off.

via The Motley Fool|
#ai-spending#azure#business
MSFT Target Cuts After Q2 Print, Bulls Remain on AI-Driven Outlook
business29 days ago

MSFT Target Cuts After Q2 Print, Bulls Remain on AI-Driven Outlook

Microsoft's Q2 FY26 results sparked target cuts (roughly to $600–$605) as higher capital spending and Azure’s slower growth raised near-term concerns, sending MSFT about 10% lower. Analysts, while trimming near-term targets, remain bullish on the long-term AI and platform story, noting Copilot and OpenAI-related momentum and a Strong Buy consensus with an average target around $604 implying meaningful upside.

via TipRanks|
#azure#business#earnings
Microsoft's AI push drives record capex as revenue edges higher, shares slide after hours
business1 month ago

Microsoft's AI push drives record capex as revenue edges higher, shares slide after hours

Microsoft reported fiscal Q2 revenue of $81.3B, up 17%, with capex rising 66% to $37.5B—the majority on computing chips—as AI investments and its OpenAI stake buoyed earnings. Azure grew 39%, just above the 38.8% consensus, and cloud backlog reached a record $625B, with OpenAI contributing a large share. Despite the spending, investors sent the stock down over 7% after hours amid competition from Google’s Gemini and other AI rivals.

via Reuters|
#ai#azure#business
Cloud momentum lifts Microsoft as gaming declines in Q2 2026 results
business1 month ago

Cloud momentum lifts Microsoft as gaming declines in Q2 2026 results

Microsoft reported Q2 2026 revenue of $81.3B and net income of $30.9B, with cloud revenue crossing $50B and up 26% YoY (Azure up 39%), while the More Personal Computing group fell 3% as gaming declines. Windows OEM revenue rose 5% on end-of-life Windows 10 demand, Surface had no new device launches this quarter, and Xbox hardware revenue dropped 32% as overall gaming fell 9%. The company unveiled the Maia 200 AI chip for large-scale workloads, and capex reached $37.5B; commercial cloud bookings surged 230% YoY, and Microsoft 365 consumer and commercial cloud revenues grew 29% and 17%, respectively, with LinkedIn up 11% as AI and cloud remain the focus.

via The Verge|
#ai#azure#business
Microsoft Q2 Beats Estimates, but Azure Growth Triggers After-Hours Selloff
technology1 month ago

Microsoft Q2 Beats Estimates, but Azure Growth Triggers After-Hours Selloff

Microsoft topped fiscal Q2 estimates with $4.14 per share on $81.27 billion in revenue as Azure grew 39% year over year (38% in constant currency), lifting Intelligent Cloud and overall cloud results; however, shares fell after hours on concerns that Azure’s pace cooled versus the prior quarter, while Productivity and Business Processes beat estimates and More Personal Computing was modestly below.

via Seeking Alpha|
#ai#azure#cloud
Azure momentum and big-capex push set stage for Microsoft’s Q2 results
business1 month ago

Azure momentum and big-capex push set stage for Microsoft’s Q2 results

Ahead of and after Microsoft’s Q2 release, Azure AI demand remains a focal point with analysts expecting roughly 38% revenue growth. The company beat on revenue ($81.3B) and EPS ($4.14) while capital expenditures jumped about 66% to $37.5B, reflecting aggressive data-center and AI-infrastructure spending. Microsoft has expanded AI partnerships (Anthropic) and rolled out the Maia 200 AI chip, signaling continued AI-driven investment amid debate on AI demand and capacity.

via Sherwood News|
#ai#azure#business
MSFT Upside Seen as Azure and GenAI Drive Growth Ahead of Earnings
business1 month ago

MSFT Upside Seen as Azure and GenAI Drive Growth Ahead of Earnings

Morgan Stanley analyst Keith Weiss argues Microsoft could act as a positive earnings catalyst ahead of its December-quarter report, highlighting Azure growth, GenAI investments, and a broad platform that could support mid-teens revenue growth and durable high-teens total returns for FY26. Weiss assigns an Overweight rating with a $650 target, and the Street broadly backs MSFT with a Strong Buy consensus as the stock trades around 23x CY27 GAAP EPS.

via TipRanks|
#azure#business#genai
Maia 200: Microsoft’s 3nm AI accelerator aims to outrun rivals
technology1 month ago

Maia 200: Microsoft’s 3nm AI accelerator aims to outrun rivals

Microsoft unveiled Maia 200, its next‑gen AI accelerator built on TSMC’s 3nm process with 100+ billion transistors, designed to host OpenAI’s GPT‑5.2 in Foundry and Microsoft 365 Copilot. Microsoft claims Maia 200 delivers about 3× the FP4 performance of Amazon’s Trainium Gen 3 and FP8 performance above Google’s TPU, while also offering roughly 30% better performance per dollar than its current hardware. Deployment starts today in Azure US Central with more regions to follow, and an early SDK preview will be available to researchers, developers, labs, and open‑source contributors as Microsoft and rivals push into next‑gen AI chips.

via The Verge|
#ai-chips#azure#gpt-52