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Microsoft: AI Paradigm Shift Is Imminent [Seeking Alpha]
Last microsoft corporation earnings: 4/29 04:06 pm
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US:NASDAQ Investor Relations: microsoft.com/en-us/investor
I reiterate a Strong Buy rating for MSFT stock with a $738/share price target, reflecting confidence in Microsoft's long-term growth as AI inferencing and agentic AI drive a paradigm shift. Near-term MSFT margin pressure is expected from heavy AI investments and PC market weakness, but custom silicon and evolving data center architecture may improve economics by eFY28. MSFT's capital budget is set to expand significantly, with $44B forecasted for eQ4'26 and continued growth through eFY28 to support cloud infrastructure buildout. Pali Rao/E+ via Getty Images Microsoft Corporation ( MSFT ) produced a groundbreaking Q3 '26 earnings release , adding 1GW of data center capacity while increasing the RPO by 99% to $627b, suggesting that demand for cloud compute capacity remains heightened while justifying This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of INTC either through stock ownership, options, or other derivatives. I wr
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- Amazon, Microsoft, Alphabet Ride AI Surge as Cloud Growth Explodes [Yahoo! Finance][Yahoo! Finance]
- Opinion: Microsoft Probably Should Have Rallied After Those Solid Earnings [Yahoo! Finance][Yahoo! Finance]
- "Magnificent Seven" Companies Microsoft, Amazon, Alphabet, and Meta Just Reported Earnings. Here Are the Winners and Losers [Yahoo! Finance][Yahoo! Finance]
- Xbox owners can now disable Quick Resume for specific games [Verge, The][Verge, The]
- Musk Says No Written Agreement for His Early Donation to OpenAI [Yahoo! Finance][Yahoo! Finance]
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