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Stock impact report

Microsoft Is A Buy Amid Software Meltdown (Rating Upgrade) [Seeking Alpha]

Microsoft Corporation (MSFT) 
Last microsoft corporation earnings: 4/29 04:06 pm Check Earnings Report
US:NASDAQ Investor Relations: microsoft.com/en-us/investor
Company Research Source: Seeking Alpha
Q2 results showed robust 17% revenue growth, strong Azure momentum, and resilient software performance despite AI disruption fears. CAPEX surged 66% YoY to $37.5B, but Azure's 39% growth justifies the investment. Furthermore, capital returns are still up YoY. Q3 guidance implies continued solid growth; risks in More Personal Computing and CoPilot AI are outweighed by cloud opportunities and chip tariff exemption tailwinds. frantic00/iStock Editorial via Getty Images Back in November 2025, I expressed my view that investors should buy the dip in Microsoft Corporation ( MSFT ). I reiterated my buy rating as Azure results were robust and while guidance was This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other th Show less Read more
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