The Great Software Consolidation: Why Microsoft Wins It All [Seeking Alpha]
Microsoft Corporation (MSFT)
Last microsoft corporation earnings: 4/29 04:06 pm
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US:NASDAQ Investor Relations:
microsoft.com/en-us/investor
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Source: Seeking Alpha
MSFT posted 17% YoY revenue growth and resilient software performance, with Azure growing 39%, both exceeding guidance. Concerns about AI disruption and OpenAI concentration are outweighed by MSFT's diversified portfolio and integration of generative AI. At 22x FY27 earnings, MSFT is priced for 15–18% annual returns, with potential upside if CapEx eases and share repurchases resume. Looking for a portfolio of ideas like this one? Members of Best Of Breed Growth Stocks get exclusive access to our subscriber-only portfolios. Learn More » lixu/iStock Unreleased via Getty Images Generative AI is coming for software margins. But the market has chosen to punish Microsoft ( MSFT ) stock. While MSFT has a large software business, I expect it to be a long-term winner in the space More on my IG service Sign Up For My Premium Service "Best of Breed Growth Stocks" After a historic valuation reset, the growth investing landscape has changed. Get my best research at your fingertips
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MSFT
News
- Microsoft Is A Buy Amid Software Meltdown (Rating Upgrade) [Seeking Alpha]Seeking Alpha
- Microsoft's Post-Earnings Share Sell-Off Creates Opportunity For Long-Term Investors [Seeking Alpha]Seeking Alpha
- Microsoft says hackers are exploiting critical zero-day bugs to target Windows and Office users [TechCrunch]TechCrunch
- Microsoft Corporation (MSFT) Forecasts 37%–38% Azure Growth as Investors Question Heavy Outlays [Yahoo! Finance]Yahoo! Finance
- Microsoft fixes Notepad flaw that could trick users into clicking malicious Markdown links [Verge, The]Verge, The
MSFT
Earnings
- 1/28/26 - Beat
MSFT
Sec Filings
- 2/3/26 - Form 4
- 2/3/26 - Form 4
- 2/3/26 - Form 4
- MSFT's page on the SEC website