All articles tagged with #msft
Microsoft jumped about 25% after blowout Q4 FY26 results, led by Azure crossing $100B in annual revenue and Copilot monetization. 24/7 Wall St. assigns a $573.79 price target (roughly 23% upside over the next year) with a bull case near $603.61 and longer‑term projections, while noting capex/free cash flow risks and MSFT’s cloud advantage versus peers; the piece suggests gradual buying on pullbacks rather than chasing the rally.
Microsoft’s stock jumped about 25% over three sessions, its best three-day stretch since October 2000, turning positive for 2026 as Azure cloud growth and Copilot’s 30 million paid seats suggest AI spending is paying off, prompting a rerating by investors.
Microsoft surged about 15% after a blowout Q4: EPS of $4.74 on revenue of $90 billion, with Azure growth accelerating to 43% (guidance 45%), Copilot seats topping 30 million, and Azure revenue over $100 billion. The Intelligent Cloud segment delivered $39.3B, Productivity & Business Processes $37.8B, and More Personal Computing $12.9B, while remaining performance obligations reached $678B and capital expenditures were $41B. The results reinforced confidence that Microsoft’s AI investments are paying off, helping drive the largest single-day market-value increase in history.
Microsoft reported a record fiscal 2026 with revenue about $331 billion (up 18%), led by Microsoft Cloud at $214 billion (up 27%) and Azure at 43% growth in Q4, with the full year Azure revenue surpassing $100 billion. Copilot monetization accelerated, with more than 30 million paid seats, as Microsoft expands from per-seat licensing to seat-plus consumption. Operating income rose 18%, cash flow from operations was $55.4 billion and free cash flow $19.6 billion. Commercial bookings grew 18% ex-OpenAI and the Remaining Performance Obligation reached $678 billion. Management signaled higher CapEx for FY27 amid AI investments and, notably, extended the useful life of data centers and office buildings from 15 to 25 years, shifting depreciation and capex timing. FX headwinds are modest and some product lines (Windows OEM, Xbox) declined, while Azure and Copilot remain key growth engines.
Microsoft beat Q4 revenue expectations with $90 billion (up 18% YoY); Microsoft Cloud revenue rose to $59.3 billion (up 27%), with Azure up 43% YoY. Copilot paid seats surpassed 30 million, while the Productivity and Business Processes segment grew 14.3% to $37.85 billion and More Personal Computing declined about 4.4% to $12.85 billion. Capex for the quarter was $35.8 billion, slightly below forecasts, and management kept the 2026 calendar-capex outlook unchanged after an accounting update. Result: MSFT stock jumped as much as 8% in after-hours trading.
Microsoft is heading for its worst month since 2000, with roughly a 17% drop in June as investors weigh AI spending against traditional software, though some analysts remain bullish with a $550 price target. The broader tech picture is mixed: the XLK is up about 27% in 2026, while the Roundhill Magnificent Seven ETF has fallen roughly 10% over the past month.
Three beaten-down AI infrastructure names—NVIDIA, Broadcom, and Microsoft—sit below 52-week highs even as AI data-center, semiconductor, and cloud revenues accelerate. The article argues the pullbacks create a buying window as the AI infrastructure buildout continues, highlighting Nvidia's massive data-center growth and buybacks, Broadcom's strong results despite a short-term dip, and Microsoft's AI monetization progress.
An FBI warning highlights Kali365, a low-cost cyberattack kit that can capture OAuth tokens to bypass MFA, potentially compromising Microsoft services like Teams, Outlook, and OneDrive. Despite the threat, Microsoft shares jumped roughly 4% as investors weigh Microsoft's gaming strategy and upbeat analyst sentiment (Strong Buy with a $556.88 target, about 25% upside).
Microsoft rolled out a new Surface lineup (including four models priced from about $1,499–$2,000) with features like a hardware privacy screen and haptic feedback, while signaling big changes in its gaming division and hinting at Valve’s Steam Machine developments. Wall Street remains bullish on MSFT with a Strong Buy consensus and an average target around $560, and the stock edged higher on the news.
A rising wave of local resistance and power constraints threatens AI data-center expansion in the U.S., potentially slowing capacity growth for Nvidia, Microsoft, and Alphabet as towns block or delay projects and costs rise, even as AI remains a major growth theme and the big players maintain strong balance sheets.
Microsoft introduced Cloud-Initiated Driver Recovery, an automatic rollback system that reverts faulty Windows Update drivers to their previous versions to prevent devices from remaining on low-quality drivers. The news helped MSFT stock rise over 4% in Friday trading. Microsoft also teased a smaller cloud gaming controller with Wi‑Fi to reduce latency. Analysts show a Strong Buy consensus with a target around $559.98, signaling roughly 31% upside.
Microsoft unveiled MDASH, a Multi-model Agentic Scanning Harness that uses over 100 AI agents to identify and prove exploitable bugs. Early tests found 16 new vulnerabilities in Windows networking/auth, including four critical remote-code execution flaws; another test found all 21 planted vulnerabilities. Xbox Insider updates add new filters. On Wall Street, MSFT has a Strong Buy consensus (33 buys, 2 holds) with a target around $559.98, implying about 37% upside; the stock rose modestly after the news.
IREN Limited jumped more than 40% in five days after announcing a $5.5 billion AI infrastructure deal with Nvidia, including a $3.4 billion cloud services agreement and up to $2.1 billion in equity, with plans to deploy up to 5 GW of Nvidia-aligned AI infrastructure across its data-center pipeline (including a 2 GW Texas campus). The rally comes despite a Q3 earnings miss, with revenue down about 2% to $144.8 million and a loss of $0.30 per share. Ownership shows public companies and individual investors holding about 79.38% of shares, insiders 8.64%, and ETFs 6.77%; analysts maintain a Moderate Buy with a $72.56 price target (~24% upside).
Iren Limited’s stock extended its breakout after Nvidia signed a $3.4 billion cloud-services deal with Iren, with Nvidia set to invest about $2.1 billion via share purchases. Analysts remain bullish despite a Q3 miss, noting the Nvidia pact—alongside Iren’s prior Microsoft AI-cloud engagement—validates Iren’s ability to monetize AI infrastructure and lift its AI Cloud ARR toward $3.7 billion. Price targets from analysts vary (e.g., Compass Point at $105, HC Wainwright at $85) with a street consensus around $72.56, indicating meaningful upside ahead.
Microsoft disclosed that Windows 11 still relies on 30-year-old code, including the Win32 API from Windows 95, a bedrock layer many apps depend on. The revelation pressured MSFT shares despite a bullish analyst consensus and an average price target around $560; a new Xbox dashboard mockup also hints at upcoming UI changes.