Microsoft: Post-Earnings Sell-Off Justified, But The Stock Remains A Buy [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's premium valuation has been challenged as 45% of its $625 billion RPO is tied to OpenAI, raising sustainability concerns. While MSFT's forward multiples are near peer averages, its strong legacy moat and predictable growth support a positive long-term outlook. I see the recent price drop as an opportunity, with AI profitability expected to restore sector multiples and MSFT's risk/reward profile still attractive. jewhyte/iStock Editorial via Getty Images Main Proposition Microsoft ( MSFT ) is a great company that delivered very strong results, but that's not what the market is pricing. On January 29, after Microsoft released its earnings, the stock price fell almost 10%. Many will argue that This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth
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MSFT
News
- Lorne Steinberg's Top Picks for Feb. 6, 2026 [BNN Bloomberg (Canada)]BNN Bloomberg
- Welcome to the $600 billion AI era, where Big Tech is spending like it's a new Gilded Age [Business Insider]Business Insider
- Microsoft: An OpenAI Problem (Rating Upgrade) [Seeking Alpha]Seeking Alpha
- Google and Microsoft offer lucrative deals to promote AI, but even $500,000 won't sway some creators [CNBC]CNBC
- Microsoft AI CEO says vibe coding is making software easier to replace [Business Insider]Business Insider
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