, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to Microsoft Corporation ("Microsoft" or the "Company") (NASDAQ: MSFT) have opportunity to lead the securities fraud class action lawsuit.
IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN MICROSOFT CORPORATION (MSFT), CLICK HERE BEFORE AUGUST 11, 2026 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.
What Is The Lawsuit About?
The complaint filed alleges that, between May 1, 2025 and January 28, 2026, Defendants failed to disclose to investors: (1) that Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) that Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) that Microsoft needed to increase by billions of dollars its capital expenditures and divert GPU and CPU capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related R&D; (4) that, as a result of the foregoing, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and the Company's Copilot offerings had lost market share to rival products, a trend that was increasing; and (5) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
The Law Offices of Frank R. Cruz,
Email us at: [email protected]
Call us at: 310-914-5007
Visit our website at: www.frankcruzlaw.com
Follow us for updates on Twitter: twitter.com/FRC_LAW.
If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
The Law Offices of Frank R. Cruz, Los Angeles
Frank R. Cruz,
Telephone: 310-914-5007
Email: [email protected]
Visit our website at: www.frankcruzlaw.com
SOURCE The Law Offices of Frank R. Cruz, Los Angeles
New York, New York--(Newsfile Corp. - July 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the "Class Period"), of the important August 11, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306506
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Wall Street analysts forecast that Microsoft (MSFT - Free Report) will report quarterly earnings of $4.21 per share in its upcoming release, pointing to a year-over-year increase of 15.3%. It is anticipated that revenues will amount to $87.42 billion, exhibiting an increase of 14.4% compared to the year-ago quarter.
Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
With that in mind, let's delve into the average projections of some Microsoft metrics that are commonly tracked and projected by analysts on Wall Street.
According to the collective judgment of analysts, 'Revenue- More Personal Computing' should come in at $12.04 billion. The estimate points to a change of -10.5% from the year-ago quarter.
Analysts forecast 'Revenue- Intelligent Cloud' to reach $38.12 billion. The estimate indicates a change of +27.6% from the prior-year quarter.
Analysts predict that the 'Revenue- Productivity and Business Processes' will reach $37.16 billion. The estimate indicates a change of +12.2% from the prior-year quarter.
Analysts expect 'Revenue by product and service offerings- Microsoft 365 Commercial products and cloud services' to come in at $27.42 billion. The estimate suggests a change of +12.8% year over year.
The collective assessment of analysts points to an estimated 'Revenue by product and service offerings- Search and news advertising' of $3.78 billion. The estimate indicates a change of +5.4% from the prior-year quarter.
The combined assessment of analysts suggests that 'Revenue by product and service offerings- Enterprise and partner service' will likely reach $2.11 billion. The estimate points to a change of +6% from the year-ago quarter.
The consensus estimate for 'Revenue by product and service offerings- Windows and Devices' stands at $3.54 billion. The estimate indicates a year-over-year change of -18.2%.
The average prediction of analysts places 'Revenue by product and service offerings- Server products and cloud services' at $36.05 billion. The estimate suggests a change of +29.3% year over year.
The consensus among analysts is that 'Percentage Change Y/Y (GAAP)- Revenue' will reach 14.2%. Compared to the present estimate, the company reported 18.0% in the same quarter last year.
Based on the collective assessment of analysts, 'Percentage Change Y/Y (GAAP)- Intelligent Cloud' should arrive at 27.6%. The estimate compares to the year-ago value of 26.0%.
It is projected by analysts that the 'Percentage Change Y/Y (GAAP)- More Personal Computing' will reach -10.5%. The estimate is in contrast to the year-ago figure of 9.0%.
Analysts' assessment points toward 'Percentage Change Y/Y (GAAP)- Productivity and Business Processes' reaching 12.2%. Compared to the present estimate, the company reported 16.0% in the same quarter last year.
View all Key Company Metrics for Microsoft here>>>
Shares of Microsoft have experienced a change of +8.2% in the past month compared to the +0.6% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), MSFT is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
New York, New York--(Newsfile Corp. - July 24, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ: MSFT) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Microsoft securities between May 1, 2025 and January 28, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/MSFT.
Microsoft Case Details
The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements because they failed to disclose that:
Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and as a result of the above, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing.What's Next for Microsoft Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/MSFT, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Microsoft you have until August 11, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Microsoft Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Microsoft Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301533
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
SummaryMicrosoft remains my top AI winner, leveraging its software moat, cash reserves, and strategic OpenAI stake.MSFT's aggressive CapEx and cloud investments are justified by rapid growth in intelligent cloud, driving operating income and margins higher.I expect a short-term selloff post-earnings due to negative free cash flow and CapEx concerns, but view this as a buy-the-dip opportunity.MSFT's long-term thesis remains intact: cloud revenue growth, strong margins, and resilience against AI bubble fallout position it for sustained leadership.lcva2/iStock Editorial via Getty Images
I've been a Microsoft Corporation (MSFT) shareholder for a long time, and it's not always been easy to sit with its stock, but I stand by what I said back in 2024: Microsoft
10.06K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT, GOOGL 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 (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
IRVINE, Calif.--(BUSINESS WIRE)-- #BusinessTechnology--TrustedTech is among the first Microsoft CSPs selected for Unified for Partners, advancing next-generation partner-led support.
SummaryMicrosoft Corporation’s earnings setup is unusually asymmetric: Azure can deliver near-40% growth, and the stock could still fall if management raises CapEx again.The key question for Microsoft is no longer whether AI demand exists, but whether it can convert massive infrastructure spending into enough revenue, margins, and free cash flow.Commercial RPO reached $627B, giving Microsoft far more revenue visibility than a company building capacity without committed customers.This article maps the bull, base, and bear scenarios for Microsoft Azure, CapEx, and the likely stock reaction after earnings.I remain bullish on MSFT stock and would view post-earnings weakness as an opportunity, provided Azure demand, AI monetization, and operating leverage remain intact. Getty Images
Executive Summary In chess, there are times when the game isn't won by keeping all your pieces but by accepting the sacrifice of one to capture the center and prepare the decisive attack. This is an awkward choice, because in
5.19K Followers
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 (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
NEW YORK, July 24, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ:MSFT) and certain of the Company’s senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws.
If you invested in Microsoft, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/microsoft-class-action-lawsuit.
Key Details of the Microsoft ($MSFT) Class Action:
Lead Plaintiff Deadline: August 11, 2026Alleged Misconduct: Securities fraud alleging that Microsoft misled investors regarding its Azure cloud computing platform and AI chatbot CopilotStock Drop: January 28, 2026 – 10% Stock DropCourt: U.S. District Court for the Western District of WashingtonAction: Contact BFA Law to discuss your rights
Investors have until August 11, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Microsoft common stock. The class action is pending in the U.S. District Court for the Western District of Washington. It is captioned City of St. Clair Shores Police and Fire Retirement System, et al., No. 26-cv-02071.
Why is Microsoft Being Sued for Securities Fraud?
Microsoft is a multinational technology company that develops software, cloud services, and devices. In recent years, Microsoft’s cloud computing platform named Azure has been Microsoft’s main growth driver. A key reason for Azure’s recent growth is Microsoft’s multi-billion-dollar investment into AI, including the development of its own generative AI chatbot named Copilot.
According to the complaint, during the relevant period, Microsoft consistently touted Copilot’s best-in-class capabilities, which purportedly drove widespread and growing user adoption. Copilot’s apparent success allowed Microsoft to report surging Azure-related revenue.
As alleged, in truth, Copilot suffered from severe functionality issues that caused user adoption to decline and put Microsoft’s Azure revenue at risk.
Why did Microsoft’s Stock Drop?
On January 28, 2026, Microsoft announced disappointing 2Q 2026 financial results and that Azure growth had slowed suddenly. Microsoft also allegedly revealed for the first time that the number of Microsoft 365 Copilot premium customers totaled only 15 million, materially below analyst estimates.
This news caused the price of Microsoft common stock to decline $48.13 per share, or 10%, from $481.63 per share on January 28, 2026, to $433.50 per share on January 29, 2026.
Additionally, on February 3, 2026, The Wall Street Journal reported in an article titled “Microsoft’s Pivotal AI Product Is Running Into Big Problems” that severe challenges and functionality issues had plagued Copilot, causing the application to lose market share. Specifically, The Wall Street Journal reported that “[c]onfusing brand positioning and interoperability problems have frustrated users.”
Click here for more information: https://www.bfalaw.com/cases/microsoft-class-action-lawsuit.
What Can You Do?
If you invested in Microsoft, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”
Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
SummaryThe strong growth in investing in technology infrastructure to support AI has been a focus the past year and is projected to expand this year and next.For 2026, consensus year-over-year CapEx is expected to increase by almost $300 billion from $384 billion to $682 billion.Will Microsoft and Meta Platforms maintain their capex guidance this year? Getty Images
A look at CapEx spending The strong growth in investing in technology infrastructure to support AI has been a focus the past year and is projected to expand this year and next. The expectations for CapEx spending by
Databricks and Microsoft extend strategic partnership through the 2030s to scale enterprise AI Databricks deepens its bet on Azure, growing its use of Azure Databricks to run its own core business operations and analytics, while both companies advance native integration across the Microsoft stack, including Databricks Genie and Microsoft 365 Databricks increases its use of Microsoft Azure Cobalt to improve performance and efficiency , /PRNewswire/ -- Microsoft Corp. and Databricks on Wednesday announced an expansion of their decade-long strategic partnership, extending into the 2030s. Databricks will deepen its use of Azure Databricks to run core business operations and build its unified lakehouse, while leveraging Azure Cobalt, Microsoft's next-generation Arm-based infrastructure, to improve performance and efficiency. Microsoft will also continue integrating Databricks Data and AI platform across its products, bringing capabilities like Genie, Databricks' AI co-worker, directly into customer workflows. Together, the companies are helping enterprises build AI grounded in their own business context with the cost efficiency, control and choice needed to scale successfully.
Enterprises want AI that understands their customers, products, operations, metrics and business processes, all while running securely where work happens. Yet, most still struggle to connect AI to trusted business knowledge, govern models and agents consistently, and control costs. Microsoft and Databricks are helping customers close that gap:
"For nearly a decade, Databricks and Microsoft have helped enterprises innovate with data and AI," said Ali Ghodsi, Co‑Founder and CEO of Databricks. "Today, our partnership is stronger than ever. With Databricks Genie and Unity AI Gateway deeply integrated across Microsoft's products, we're helping enterprises unify their data and ground AI in business knowledge. This lets customers get the full benefits of agents and models while controlling costs and ensuring governance."
"The next generation of AI will be defined by how effectively organizations turn their unique knowledge into intelligence," said Judson Althoff, CEO, Microsoft Commercial Business. "Microsoft and Databricks are helping customers connect data, AI and business context to accelerate decision-making and drive measurable impact. With Databricks deepening its investment in Azure Databricks and Azure Cobalt-powered infrastructure, customers will benefit from greater performance, efficiency and scale for their most demanding workloads. Databricks' decision to run its own core business operations on Azure Databricks also gives customers confidence in a platform proven at enterprise scale."
Databricks runs core business operations on Azure Databricks
As part of this latest deal, Databricks deepens its commitment to Azure, running its own core business operations and analytics on Azure Databricks, using the very platform it delivers to customers at scale.
Advancing performance with Azure Cobalt
Databricks will also expand its use of Azure Cobalt, Microsoft's next-generation Arm-based infrastructure, to improve performance and efficiency for agentic and data-intensive workloads. Databricks currently uses Cobalt 100 and plans to adopt Cobalt 200, which delivers up to 50% better performance and includes memory encryption enabled by default.
Deep integrations for Databricks Genie and Unity AI Gateway with Microsoft product stack
By combining the Databricks Data + AI Platform with Azure's global scale, customers can accelerate AI transformation while maintaining control and reliability. As a native Azure service, Azure Databricks makes its AI capabilities available directly within customers' existing Microsoft environment, grounding and operating agents on enterprise data with Genie and Genie Ontology, and governing models, agents and cost through Unity AI Gateway. Deeply integrated across the Microsoft ecosystem spanning Microsoft Entra, Azure Data Lake Storage, Azure security, Microsoft OneLake, Power BI, Microsoft Purview, Microsoft Foundry, Power Platform, Microsoft 365, Teams and Copilot, these capabilities bring governed, real-time data and AI into business workflows, giving organizations the context, control, choice and cost efficiency needed to drive impact.
Continued investment is evident from our recent announcements with Databricks at Data + AI Summit in June.
Customer impact with Azure Databricks
The deepened collaboration strengthens support for joint customers running data, analytics and AI workloads on Azure Databricks, delivering improved performance, security, AI governance and enterprise readiness. Thousands of customers, including Banco Bradesco, the Cincinnati Reds, Electrolux, SMBC and Unilever, already use Azure Databricks to run critical workloads and scale AI with confidence.
Read more on the proven business value of the Databricks and Microsoft partnership on the Microsoft Azure blog.
About Databricks
Databricks is the Data and AI company. More than 20,000 organizations worldwide — including AT&T, Bayer, BMW Group, HSBC, T-Mobile, Unilever, and 70% of the Fortune 500 — rely on Databricks Data + AI Platform to build and scale data and AI apps, analytics and agents. Headquartered in San Francisco with 30+ offices around the globe, Databricks offers a unified platform that includes Genie, Lakebase, Agent Bricks, Lakeflow, Lakehouse, and Unity Catalog. To learn more, follow Databricks on LinkedIn, X, YouTube, and Instagram.
About Microsoft
Microsoft (Nasdaq "MSFT" @microsoft) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of our customers. The technology company is committed to making AI available broadly and doing so responsibly, with a mission to empower every person and every organization on the planet to achieve more.
Microsoft AI released two new in-house models into public preview on Wednesday — MAI-Image-2.5-Pro, its highest-fidelity image generator to date, and MAI-Voice-2-Flash, a speech model built for high-volume enterprise workloads — while publishing production data that amounts to the company's most aggressive argument yet that it can power its own products without leaning on OpenAI's frontier models. The announcement, made by Microsoft AI's Superintelligence team, lands roughly a year after the company committed to building purpose-built models internally, and it arrives with an unusual level of specificity about where those models now run: Bing, PowerPoint, OneDrive, Dynamics 365, Excel, GitHub Copilot, and Azure.
Amazon (AMZN -4.57%) and Microsoft (MSFT -2.13%) are the two biggest names in cloud computing. Their computing platforms have attracted a ton of new clients and are expanding their agreements with many established ones. This is leading to soaring revenue growth for both companies, but which one makes for the better investment now?
Image source: Getty Images.
Each company is widely diversified Both Amazon and Microsoft have legacy businesses that have gotten them to this point, but cloud computing may be what takes them into the future. Amazon is the biggest name in e-commerce and has built an impressive reputation for its wide product selection, rapid delivery, and fair prices. This created a strong base business that allowed it to rapidly expand its cloud computing footprint, and led to it becoming the world's top cloud infrastructure provider. One interesting thing to note is that Amazon Web Services (AWS), its cloud computing platform, actually generates more operating profits than its commerce divisions, accounting for 59% of the bottom line during Q1. One could consider AWS to be Amazon's primary business, especially when the company is spending $200 billion on data center capital expenditures this year.
Today's Change
(
-4.57
%) $
-11.19
Current Price
$
233.66
Microsoft is mostly a software company, and it gets a ton of revenue from its business productivity software. However, its cloud segment, Azure, is becoming an increasingly larger part of its business. Microsoft doesn't publicly break out the individual operating characteristics of each segment, so investors can't know precisely how profitable Azure is. But we know that it's growing at a 40% clip -- faster than AWS' 28% pace. Still, AWS is a larger service than Azure, which could account for that growth mismatch.
Today's Change
(
-2.13
%) $
-8.31
Current Price
$
382.03
These companies' core businesses are highly regarded and pretty safe. It would be splitting hairs to declare a winner here, so I'm calling it a tie.
Winner: Tie
Similar growth rates During their most recently reported quarters, Amazon's overall revenue rose at a 17% pace, while Microsoft's grew at an 18% clip. That tracks with a historical trend of Microsoft growing ever so slightly faster than Amazon. However, that's only from a revenue growth standpoint.
AMZN Revenue (Quarterly YoY Growth) data by YCharts
Both have made significant investments and had one-time events that have affected their earnings per share, making it a harder metric to analyze. However, operating cash flow gives investors a good measure of a company's profit growth potential, and Amazon has jumped ahead of Microsoft in that category as of late.
AMZN Cash from Operations (Quarterly YoY Growth) data by YCharts.
At the end of the day, these two are remarkably close from a growth standpoint, so I have to call this category another tie.
Winner: Tie
Will valuation break the tie? This whole comparison cannot end in a tie, so I'm looking at valuation to determine a final winner. Fortunately, there's a clear winner here.
For some time, Amazon and Microsoft traded within similar valuation ranges. However, they've diverged throughout 2026.
AMZN PE Ratio (Forward) data by YCharts.
Microsoft has fallen well below its normal trading range, making it much cheaper than Amazon. Considering how close in performance these two are from a financial standpoint, I think that Microsoft's lower valuation of 20.5 times forward earnings makes it a better buy. That's a ridiculously low price to pay for the stock, especially considering that the S&P 500 (^GSPC -1.21%) trades for 21.5 times forward earnings.
I'm still bullish on Amazon's stock, too, but Microsoft is the better buy right now.
Hayete Gallot, now executive vice president of Microsoft Security, speaks at a Microsoft event in France in 2024. (Microsoft Photo) GeekWire is profiling over the next few weeks some of the people and teams that are shaping the evolution of Microsoft in what we’re calling its “Microsoft 2.5” era.
AI has had an impact on just about every tech-product category, but especially security. Attackers are using AI; customers are looking to defend with AI. The goalposts keep shifting. “Agentic security” is now the holy grail, and Hayete Gallot, the newly minted executive vice president of Microsoft Security, is leading the charge toward it.
Gallot, a 16-plus-year Microsoft veteran who rejoined the company in February after a 1.5-year Google detour, replaced Charlie Bell, who came to Microsoft from AWS in 2021 and continues at the company as an individual contributor focused on engineering quality.
“Customers care about two things: solving for security and being able to afford it,” Gallot said when I asked during our interview this week why she came back to Microsoft.
“I am a problem solver. And an engineer at heart (and by training). Security is the most important problem right now — and Microsoft is the only place with all of the puzzle pieces to help our customers.”
Since her return, Gallot hasn’t been shy about shaking things up. As noted recently by The Information, at least nine corporate vice presidents who previously reported to Bell have left the company this year.
“We’re making changes to ensure we’re in the best formation to go after this opportunity,” she acknowledged.
“I’m motivated by doing the right thing for our customers, my teams, and tech outcomes,” she said. “I like to move quickly: days and weeks, not months and years, learning through execution, iterating rapidly, and adjusting based on real customer signals.”
The company isn’t starting from scratch. As of 2021, Microsoft claimed security was a $10 billion business for the company. By 2023, security had reached a $20 billion annual revenue rate, officials said.
Those claims haven’t been without controversy. Microsoft has built a huge business in finding and fixing security problems which some customers felt were of the company’s own making.
Microsoft has a wide-ranging and rather unwieldy security portfolio, encompassing identity management (Entra), endpoint protection (Defender), endpoint management (Intune), security information and event management (Sentinel), and compliance (Purview), among others.
In 2023, Microsoft introduced its Security Copilot set of AI analysis services that integrated with some of its existing security offerings. But a portal-based solution like Security Copilot doesn’t offer the kind of end-to-end coverage that an agentic security platform can, Gallot said.
The problem is that attackers are using agents, too. Customers need real-time insight into what’s happening in their environment, and the ability to act just as quickly, Gallot said.
Agentic security is about “taking the signals and turning them into a graph that is useful,” Gallot said. “If you’re trying to reason about 100 trillion signals, it’s not really effective.” The graph, she said, lets agents pick the right model for each threat and close the loop.
In practice, that means the system can quarantine a device or revoke access on its own, for example, rather than waiting for a human.
Microsoft’s core existing security products will continue to play a role as the landscape evolves, both spotting the problems and acting on them. Security Copilot isn’t going away in the process: “You’ll have Copilot and you’ll have agentic security,” she said.
The company’s new Agent 365 “control plane” — a central console for tracking every AI agent a company runs — fits in by letting customers see the “blast radius” of an agent, meaning everything a hijacked agent could reach, Gallot said. It’s similar in concept to Zero Trust, the “never trust, always verify” security model that limited how far an attacker could get with a stolen employee login, but applied now to agents rather than people.
So what exactly is this ‘agentic security’ thing? Microsoft has a whole website dedicated to the very topic.
Traditional AI security and agentic AI security are fundamentally different, Microsoft says. Agentic security doesn’t just protect models and training data; it also can protect tools, workflows, memory, connected systems and more. Because agents can take action, the potential positive and negative stakes are higher.
While AI has helped businesses make strides in finding and fixing vulnerabilities, it hasn’t gone much beyond that. Microsoft introduced its multi-model agentic scanning harness (MDASH) as its first step into the agentic security space, Gallot said.
The company used MDASH internally to boost finding and fixing Windows security issues, and it is now making it available to select customers in an expanded preview. MDASH will allow customers to use the best model for the right task to secure all different types of code bases, she said.
Microsoft is rumored to be readying a more comprehensive agentic security offering, of which MDASH is likely just one piece.
Microsoft is far from the only one doing this. AWS, Anthropic, and OpenAI are offering security tools on their platforms, and dedicated security vendors are building their own agentic platforms.
Microsoft has the advantage of scale in the enterprise. The question is whether Gallot and her new leadership team can turn that scale and emerging AI tools into both a bigger business for the company and better protection for its customers.
The Databricks logo in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab
July 23 (Reuters) - Databricks said on Thursday it would expand its partnership with Microsoft (MSFT.O), opens new tab through the 2030s, a deal under which it will increase its use of the Azure platform and Microsoft's custom chips.
Databricks offers a platform that helps users ingest, analyze and build AI applications using complex data from various sources.
The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here.
One of the most valuable private companies, the San Francisco-based firm's move marks a sizeable win for Microsoft's Azure cloud business and comes as enterprise AI adoption accelerates.
Databricks said it would increase Azure usage to run its own core business operations and analytics, and also boost its usage of Azure Cobalt, Microsoft's Arm-based (O9Ty.F), opens new tab custom processors, for data-intensive and agentic AI workloads.
Under the partnership, Microsoft will also continue integrating Databricks' AI capabilities across its products, including Databricks' conversational analytics tool Genie, to strengthen enterprise AI offerings.
"With Databricks deepening its investment in Azure Databricks and Azure Cobalt-powered infrastructure, customers will benefit from greater performance, efficiency, and scale for their most demanding workloads," said Judson Althoff, CEO of Microsoft's Commercial Business.
Databricks said last week it had signed off on a funding round that values the firm at $188 billion, with the round expected to close later this summer. The company's platform is used by over 20,000 organizations globally, including 70% of the Fortune 500 companies.
Reporting by Deborah Sophia in Bengaluru; Editing by Tasim Zahid
Our Standards: The Thomson Reuters Trust Principles., opens new tab
SAN FRANCISCO--(BUSINESS WIRE)--F9Analytics, in Partnership with Microsoft, introduces RealAccretive, the advanced Multifamily Profit Management solution now available on Microsoft Marketplace and Microsoft Azure. As a US Certified Enterprise Profit Management solution, RealAccretive is engineered to help the multifamily sector increase Net Operating Income (NOI) and Net Cash Flow (NCF) from operations through automated profit management at scale. “As companies learn that the cost and performan.
I keep buying Microsoft because it is the only hyperscaler I trust to own both ends of the AI supply chain: the software everyone already pays for, and the electrons that will decide who actually gets to run the models. That combination is why my finger keeps hitting the buy button, and it is why the recent drawdown feels like a gift rather than a warning.
Here is the setup. Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is down 17.39% year to date and 21.39% over the past year, yet the business underneath it just posted its fourth consecutive EPS beat with $4.27 against a $4.07 estimate. Revenue climbed 18.3% year over year to $82.89 billion. The market is punishing capex. I am accumulating.
The Three Data Points That Keep Me Buying First, the demand signal. Commercial remaining performance obligations reached $627 billion, up 99%. That is contracted, signed, non-cancellable future revenue that nearly doubled in a year. Azure grew 40%, and the AI business alone crossed a $37 billion annual run rate, up 123% year over year. Satya Nadella framed it plainly on the call: “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.”
Second, the quality of the compounding. Return on equity sits at 33.28%, operating margin at 45.62%, gross margin at 68.82%. Debt to equity is 0.176 and interest coverage runs 53.89x. This is a fortress funding a build-out. Shareholders got $12.7 billion returned in a single quarter, up 32% year over year.
Third, and this is the part that turns a good business into a moat: energy. By aggressively funding nuclear restarts, SMRs, and grid-permitting AI, Microsoft turns energy from an external existential risk into a proprietary moat, ensuring its data centers stay powered while turning the energy transition into a software-driven profit center. The LBNL projection has data centers consuming between 6.7% and 12% of U.S. electricity by 2028. Power is the bottleneck now. Microsoft is buying its way to the front of that line.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Why Not Amazon, Alphabet, or NVIDIA Amazon and Alphabet run capable clouds. Neither owns a roughly 27% stake in OpenAI worth about $135 billion, with IP rights extended through 2032 and a $250 billion incremental Azure services commitment from the counterparty. That is a structural revenue lock the other hyperscalers cannot replicate by writing a check. NVIDIA is the pick-and-shovel play, and I own picks and shovels elsewhere. I would rather own the landlord collecting the rent under a contracted backlog than the supplier selling into a replacement cycle.
The Real Risk Capex is the real concern. It hit $30.88 billion in a single quarter, up 84.39% year over year. A widely shared r/investing post argues AI infrastructure depreciates faster than railroads or fiber, with chips obsolete in about two years, and it landed hard because it is partly true. My answer: the $627 billion RPO is contracted revenue against those assets. If the backlog stops growing, I will reassess. It is still doubling.
Why I Keep Buying From Here Over ten years, Microsoft returned 695.26%. Long-term compounders tend to reward holders who look past single-quarter noise. I keep buying Microsoft because it is quietly building the one thing the AI era cannot manufacture on demand: guaranteed power under a signed contract.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Amazon and Microsoft have devised new ways to get people playing video games in the cloud.
Microsoft's Xbox division said Thursday that it will test an advertising-supported way of letting people stream video games.
Amazon, meanwhile, announced plans to add the Luna cloud gaming service to its Prime Video streaming platform. Amazon includes Prime Video in Prime subscriptions, which cost $14.99 per month. Amazon's adjustment will give Luna more front-and-center promotion on its website. Previously, Luna was only accessible through a dedicated website.
The two companies have succeeded in cloud computing but have stumbled as they have tried to get people hooked on games over sometimes unreliable internet connections, which can result in latency.
"Our goal is simple. Give more people more affordable ways to play," Xbox wrote in a blog post.
Microsoft started selling its inaugural Xbox console in 2001. Today, Xbox trails Nintendo and Sony in console sales. The subsidiary is trying to return to growth and widen margins after spending $75.4 billion on Call of Duty publisher Activision Blizzard in 2023.
Since Meta executive Asha Sharma replaced Phil Spencer in February as Xbox CEO, she has appointed new leaders, touted a forthcoming console, pushed for exclusive games and dropped subscription prices. This month, she announced a 20% reduction in force and said Xbox will spin out four development studios.
Xbox has pursued advertising in the past, and customers haven't always been fans. In 2024, one person complained about a McDonald's ad appearing on a screen for selecting games. Publishers Electronic Arts and Take-Two Interactive have experimented with ads and quickly backpedaled in response to criticism.
"Advertising has existed in gaming for decades, from in-game placements to free-to-play models," Xbox said in the post. "But it hasn't always been built with the player in mind. When done well, advertising can help lower the cost of access."
Read more CNBC tech newsMoonshot AI accessed Nvidia's chips despite Chinese export ban, White House official saysAlphabet and Tesla test Wall Street's patience as AI spending overshadows growthAlphabet earnings takeaways: Q2 revenue beats, GOOGL stock sinks on 2026 capex hikeTesla misses on earnings, as free cash flow turns negative and margins slideGamers participating in the Xbox Insider Program can join the test with a one-hour session limit. It applies to games that are already in a user's library.
Xbox has not created a tier of its Game Pass subscription service that contains advertising, but consumers have shown interest in such offerings. Netflix's ad-supported service tier has picked up tens of millions of users, CNBC reported in 2024.
Amazon entered the cloud gaming market during the Covid pandemic, as gaming was gaining popularity, with people spending more time at home. The digital commerce company debuted Luna in 2020, three years after Microsoft had introduced Game Pass, and one year after cloud challenger Google revealed its own cloud streaming option, Stadia.
Google discontinued Stadia in 2023. With Luna, users can play on smartphones and standard computers without purchasing consoles or dedicated gaming PCs.
By integrating Luna into Prime Video, the digital commerce company is doubling down on its push to attract casual players with party games and recognizable intellectual property like "Harry Potter" and "Tomb Raider." Amazon's gaming head, Jeff Gattis, told CNBC in an interview that the company doesn't aim to lure hardcore gamers or compete with console makers.
The unit, which Amazon recently reorganized to unify Luna and its game studios, has struggled to produce big hits, faced executive turnover and undergone several rounds of layoffs. Amazon has recently shut down or offloaded several of its titles, including its massively multiplayer online games "New World" and a planned "Lord of the Rings" project.
Luna has "millions" of users across the U.S. and 13 other countries, with the goal of reaching 10 million to 20 million "as quickly as we can," Gattis said.
In a market where PlayStation, Xbox, Epic Games and Steam are "fighting it out with each other," Gattis said gamers are "well-served, if not overserved." He said there's a robust segment of consumers who want to play games but don't want to invest in increasingly expensive hardware and software.
Amazon is working to fix an awareness gap among consumers who may not know about or understand its gaming strategy, Gattis said.
"I always say people don't have to like our strategy or agree with it, but it is important," he said. "Hopefully, they understand it."
Major tech looks a little soft in pre-market trading on Thursday.
AAPL Technical Analysis
Apple daily chart, holding near 326 after breaking above the 317 level. Source: TradingView Apple looks like it’s going to gap a little bit lower to kick off the trading session on Thursday as the market may be a little overstretched. The $317 level underneath had previously been resistance, so traders may be looking at that as potential market memory. It’ll be interesting to see, but as things stand right now, it looks a little soft, probably overbought, and of course, we get an earnings call on the 30th. Between now and then, there might be some hesitation to get too aggressive by some traders out there.
MSFT Technical Analysis Microsoft daily chart, hovering near 390 below its 50-day EMA. Source: TradingView Microsoft looks like it’s going to open up just a touch lower based on pre-market trading. It is struggling with the 50-day EMA and higher rates at the same time. Microsoft has had a little bit of a rough ride recently. A lot of this can be laid at the feet of Copilot failing, as it just isn’t getting the kind of traction some other AI models are. Whether or not that actually remains, who knows, but there is value in Microsoft. Plenty of traders think so, as there are buyers of dips.
At this point, consolidation looks like what we are going through at the moment, right around that crucial 50-day EMA, which, of course, is a widely followed technical indicator.
AMZN Technical Analysis Amazon daily chart, easing back near 245 after stalling below its May highs. Source: TradingView Amazon looks like it is going to gap lower to kick off the session. The 200-day EMA is sitting at $235.77 and could offer a bit of support. We’ll just have to wait and see, but there are some concerns out there about inflation and the consumer in general. If that’s the case, then some people will leave retail altogether, and of course, retail is what Amazon is known for. It is one of the biggest companies used by Americans. If there are concerns about the American consumer, it translates into this market quite often. We have an earnings call for Amazon on the 30th as well, so between now and then, there might be a little bit of hesitation. We’ll just have to wait and see how that plays out.
If you’d like to know more about technical analysis and how traders use it, please visit our educational area.
SummaryMicrosoft (MSFT) heads into Q4 2026 earnings with robust Azure growth and enterprise positioning, but faces valuation pressure amid AI-driven sector concerns.MSFT maintains a strong buy rating, with a price target of $630.91—62% upside—if long-term median multiples are applied to FY27 earnings.Persistent high CapEx, declining free cash flow, and margin pressures are key risks, with investors seeking clearer linkage between CapEx and incremental revenue or profit.MSFT’s premium valuation depends on better CapEx transparency and addressing risks of AI cannibalization, capital intensity, and evolving revenue models.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » lcva2/iStock Editorial via Getty Images
Microsoft (MSFT) is heading into its Q4 2026 earnings report on July 29th with a strong operating setup, but with substantial pressure on the stock as investors fear AI offsetting the revenue
24.33K Followers
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 than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
At $390, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) looks compelling to contrarians. The AI capital spending panic dragging the stock lower looks more like a setup than a warning sign. The stock has shed roughly a fifth of its value over the past year despite four straight earnings beats, giving contrarians a rare opening on a business whose contracted backlog is nearly doubling.
Microsoft sits at the center of enterprise AI adoption. Azure, Microsoft 365, and the restructured OpenAI partnership feed a single cloud franchise that produced $54.5 billion in Microsoft Cloud revenue last quarter, up 29% year over year. Shares have derated hard, sliding from $552.51 at the Q4 FY25 filing to $390.34, a trajectory that maps almost perfectly to escalating quarterly capex.
The Backlog Is Doing the Talking Commercial remaining performance obligations reached $627 billion, up 99% year over year. That is contracted revenue backed by signed customer commitments. Microsoft’s $190 billion planned calendar 2026 capex is building against signed obligations competitors do not hold.
Monetization is showing up. AI annual run rate hit $37 billion, growing 123%, while Azure ran at 40% growth and Copilot seats climbed 250% year over year. Amy Hood told analysts, “We remain confident in the return on these investments given higher demand signals and increasing product usage.” Return on equity of 33.28% and operating margin of 45.62% confirm spending has not broken profitability.
What the Capex Skeptics See The bear case is real. Q3 capex jumped to $30.88 billion, up 84.39%, and full-year FY25 free cash flow already declined 3.32% as reinvestment accelerated. At a P/E near 28 and P/FCF around 40, Microsoft is priced for the AI story to compound.
OpenAI-related losses widened to $3.1 billion in Q1 FY26 from $523 million a year earlier, and OpenAI is no longer exclusive to Azure for non-API products. More Personal Computing shrank 1%, and insiders have been net sellers across 33 recent transactions. If Azure decelerates below the high 30s, multiple compression accelerates.
Why Patience Has a Case Composite sentiment sits at 42.91, neutral with a 7-day decline of 19.38 points, and Polymarket assigns only a 44.5% probability that shares close above $390 by month-end. The next Azure growth print and Q4 capex disclosure land within days. A guide toward the “over $40 billion” quarterly capex range without matching revenue acceleration would validate the bear thesis. Confirmation of Azure holding 40% or expanding operating margin tips the picture the other way.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
The Numbers Behind the Setup Shares trade at $390.34, down 18.93% year to date and 22.13% over the past year. The S&P 500 gained 9.6% year to date and 18.85% over the same twelve months. The gap is roughly 40 points of relative underperformance during accelerating fundamentals.
Consensus analyst target sits at $557.79, implying 43% upside. The full-chain put/call ratio of 0.44 shows options traders are not positioned for further crash, and Polymarket puts 89.5% probability on a Q4 earnings beat.
At $390, the Contrarian Setup The path to price appreciation is mechanical. A $627 billion contracted backlog converts to revenue on schedule, and management has committed the capacity to service it. Hood said Microsoft expects “another year of double-digit revenue and operating income growth in FY ’27” and supply will “remain constrained at least through 2026.” Constrained supply against contracted demand creates a favorable pricing environment.
Buying a business earning a 33.28% return on equity with interest coverage above 53 times at a P/E in the high 20s reflects a market multiple for elite compounding on a stock that has already given back the froth. Reddit’s most engaged recent post asked whether “MSFT at $385 an absolute steal right now” and sustained bullish traction for nine days running.
The thesis breaks if Azure growth prints below the mid-30s, if capex intensity climbs without matching bookings, or if OpenAI losses meaningfully compress consolidated margins. None are visible in current data. The market is pricing spending as sin while the customer is signing the check, and that gap defines the contrarian opportunity.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Microsoft stock is trading at depressed levels. Where are MSFT shares going? Earnings Preview & HistoryMicrosoft is scheduled to report fourth-quarter earnings on July 29. Analysts estimate EPS of $4.23 along with revenue of $87.61 billion. For the prior quarter, Microsoft reported EPS of $4.27, beating the consensus estimate of $4.07. The company also posted revenue of $82.89 billion, exceeding the consensus estimate of $81.42 billion.
Microsoft has beaten EPS estimates in eight consecutive quarters. Over the last four quarters, the company has averaged an EPS surprise of 0.08% and a revenue surprise of 0.02%.
What to WatchInvestors will be watching Azure growth and AI contribution closely, since commentary on AI services mix, easing capacity constraints, or signs of re-acceleration will matter more than the consolidated revenue beat itself. Capex and forward infrastructure spending, including any signals from long-term purchase commitments, will also be closely tracked, as that’s where the market will handicap future margins.
Finally, Microsoft Cloud segment margins and operating leverage should draw attention, since the bull case hinges on AI revenue scaling faster than compute and data center costs.
From a trend perspective, Microsoft is sitting about 11.2% below its 200-day SMA ($437.53), which keeps the longer-term bias tilted bearish until the stock can reclaim that area. It’s also trading 3% below its 50-day SMA ($400.32) and 2.7% below its 100-day SMA ($399.23), so rallies are still running into overhead supply near the $400 zone.
Near-term, the stock is 1% above its 20-day SMA ($384.64), suggesting it has stabilized versus the last few weeks even if the bigger trend remains heavy. The moving-average structure is still a headwind, with the 20-day SMA below the 50-day SMA (bearish) and the death cross that formed in January (50-day SMA below the 200-day SMA) still in place.
Momentum is best read through RSI, which is at 49.10—basically neutral—implying the stock isn’t stretched enough to scream "capitulation" or "chase." RSI is a quick way to gauge whether recent buying or selling has become overdone, and right now it’s signaling a range-like tug-of-war rather than a clean trend day.
Key levels are tight enough to matter for swing traders watching the next directional break:
Key Resistance: $395.50 — a nearby ceiling that lines up with the stock’s struggle to get back above the $400 area and reclaim intermediate moving averages Key Support: $373.50 — a nearby floor that sits in the lower part of the recent range and closer to the stock’s June low zone than the current price Analyst Consensus & Recent Actions The stock carries a Buy rating with an average price forecast of $547.41. Recent analyst moves include:
Bernstein: Outperform (Maintains Target to $646.00) (July 22) Oppenheimer: Outperform (Maintains Target to $515.00) (July 22) Truist Securities: Buy (Maintains Target to $575.00) (July 22) Microsoft Shares Edges LowerMSFT Price Action: At the time of publication, Microsoft shares are trading 0.42% lower at $388.72, according to data from Benzinga Pro.
Image via Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Market News and Data brought to you by Benzinga APIs
, /PRNewswire/ -- (ACCESSWIRE) Pomerantz LLP announces that a class action lawsuit has been filed against Microsoft Corporation ("Microsoft" or the "Company") (NASDAQ: MSFT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Microsoft and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 11, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Microsoft securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On January 28, 2026, Microsoft announced disappointing results for its fiscal second quarter ended December 31, 2025. First, during the quarter Microsoft's Azure growth had slowed suddenly and fallen below analyst expectations. During the related earnings call, CFO Amy E. Hood revealed that the slower Azure growth was primarily due to computational capacity constraints, as Microsoft had diverted CPU and GPU capacity to Copilot applications and AI-related R&D. Second, Microsoft revealed that its capital expenditures had increased to $37.5 billion during the quarter, causing Microsoft's capital expenditures for the first six months of its fiscal 2026 to increase to $72.4 billion compared to $88.2 billion for all of Microsoft's fiscal 2025. Third, Microsoft revealed, for the first time, that the number of paid Microsoft 365 Copilot seats totaled only 15 million to date, materially below analyst estimates and a fraction of the more than 450 million commercial Microsoft 365 users.
On this news, the price of Microsoft stock fell nearly 10%.
Then, on February 3, 2026, The Wall Street Journal revealed, in an article titled "Microsoft's Pivotal AI Product Is Running Into Big Problems," that severe challenges and functionality issues had plagued Microsoft's Copilot offerings, leading to Copilot losing market share during the Class Period to competing products such as Google's Gemini. The price of Microsoft stock continued to fall in the days after Microsoft's second quarter 2026 earnings announcement as the market continued to digest the adverse news and sources such as The Wall Street Journal revealed new adverse information.
Thereafter, on March 17, 2026, The Wall Street Journal revealed in an article titled "Microsoft Seeks More Coherence in AI Efforts With Copilot Reorganization" that Microsoft was reorganizing its Copilot product teams to unify commercial and consumer versions partly in response to the challenges revealed by The Wall Street Journal's prior reporting on Copilot's problem-plagued development and disappointing customer adoption.
On this news, the price of Microsoft stock continued to fall.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Deadline Alert: Understanding Lead Plaintiff Selection Under the PSLRA in the Microsoft Corporation Securities Class Action
, /PRNewswire/ -- IMPORTANT DATE: August 11, 2026. Investors who purchased Microsoft Corporation (NASDAQ: MSFT) securities between May 1, 2025 and January 28, 2026 and wish to seek appointment as lead plaintiff must file a motion by this date. Submit your information now. You may also contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.
A securities class action is pending against Microsoft and four of its senior executives in the United States District Court for the Western District of Washington. The action alleges that defendants made materially false and misleading statements about the success, adoption, and performance of Microsoft's AI initiatives, including the Copilot product family and Azure cloud platform integration, while concealing significant technical and organizational problems. Microsoft stock traded above $550 per share during the Class Period before alleged concealed deficiencies surfaced.
What Is a Lead Plaintiff?
Under the Private Securities Litigation Reform Act of 1995 ("PSLRA"), the court appoints a lead plaintiff to represent the interests of all class members. The lead plaintiff is typically the investor or group of investors with the largest financial interest in the case who is otherwise adequate and typical of the class. In the Microsoft action, lead plaintiff applicants must demonstrate losses from purchases of MSFT securities between May 1, 2025 and January 28, 2026.
Lead Plaintiff Facts
The lead plaintiff selects and retains lead counsel to prosecute the case on behalf of the entire class Courts generally appoint the applicant with the largest provable financial loss during the Class Period There is no minimum loss threshold required to apply for lead plaintiff status Lead plaintiffs are not personally responsible for litigation costs; counsel works on a contingency basis The lead plaintiff deadline of August 11, 2026 applies only to those seeking this appointment, not to class membership generally Post-Deadline Procedures
After the August 11, 2026 deadline passes, the court will review all motions and appoint a lead plaintiff. The appointed lead plaintiff and lead counsel then guide the litigation through discovery, class certification, and potential settlement or trial. This process typically spans two to four years.
Absent Class Member Rights
Investors who do not seek lead plaintiff appointment are not excluded from the case. Absent class members retain the right to participate in any recovery obtained on behalf of the class. No action is required before the deadline to preserve class membership rights.
"The lead plaintiff process is designed to ensure the class is represented by shareholders with substantial interests in the outcome of the litigation. Investors with significant MSFT losses during the Class Period should evaluate whether seeking this role aligns with their objectives." -- Joseph E. Levi, Esq.
Find out if you might qualify to recover losses or contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.
WHY SUEWALLST: SueWallSt is powered by Levi & Korsinsky LLP. Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States.
Frequently Asked Questions About the MSFT Lawsuit
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: How do I know if I lost enough money to be the lead plaintiff? A: There is no minimum loss threshold. Courts appoint the investor with the largest provable loss who is willing and able to represent the class adequately. Contact SueWallSt before August 11, 2026 to evaluate.
Q: What documents do I need to make a claim? A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.
Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (888) SueWallSt
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
Azzad Asset Management Inc. ADV cut its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,768 shares of the software giant’s stock after selling 1,838 shares during the period. Microsoft accounts for 2.6% of Azzad Asset Management Inc. ADV’s portfolio, making the stock its 3rd largest position. Azzad Asset Management Inc. ADV’s holdings in Microsoft were worth $26,196,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC increased its stake in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new stake in Microsoft during the fourth quarter worth about $34,000. Timmons Wealth Management LLC bought a new position in Microsoft in the fourth quarter worth about $36,000. Fairway Wealth LLC grew its holdings in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares during the last quarter. Finally, LSV Asset Management acquired a new stake in shares of Microsoft during the 4th quarter worth approximately $44,000. Institutional investors own 71.13% of the company’s stock.
Microsoft News Roundup Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Analysts at Morgan Stanley, Bernstein, Truist, and CLSA remained constructive on Microsoft, with reports calling the stock deeply undervalued and setting price targets well above current levels. Microsoft has 3 secret weapons that could drive its stock 50% higher, analyst says Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI, adding another way to grow its cloud and AI ecosystem in Europe and regulated industries. Microsoft to fund Mistral’s European AI expansion in multibillion-dollar deal Positive Sentiment: Microsoft also deepened AI-related ties through new commitments to the DOE’s “Genesis Mission,” reinforcing its role in major public-sector AI infrastructure projects. Microsoft commits $60M to ‘Genesis Mission’ to help power Dept. of Energy’s AI-for-science push Positive Sentiment: Reports highlighted record data-center demand led by hyperscalers including Microsoft, suggesting its AI infrastructure buildout remains robust despite the selloff. Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand Neutral Sentiment: Microsoft’s upcoming July 29 earnings report is the next major catalyst, with Wall Street focused on Azure growth, AI margins, and whether heavy capex is starting to bite. Neutral Sentiment: Several articles noted strong buy-the-dip interest from retail investors, but this is sentiment-driven rather than a direct business update. Negative Sentiment: Investor concern is growing that Microsoft’s elevated AI spending is becoming an overhang, potentially pressuring near-term profitability and limiting upside. Microsoft Q4 Earnings Preview – Oppenheimer Says Demand Is Healthy, ‘But Elevated Capex Remains an Overhang’ on MSFT Stock Negative Sentiment: New securities-fraud class-action headlines tied to alleged AI/Copilot disclosure issues are adding another layer of uncertainty for Microsoft investors. MSFT Shareholder Alert: Microsoft Corporation Securities Class Action Lawsuit – Investors with Losses May Contact Levi & Korsinsky Wall Street Analysts Forecast Growth A number of research analysts recently commented on MSFT shares. Arete Research upped their price objective on Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. DZ Bank restated a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. CLSA started coverage on shares of Microsoft in a research report on Monday. They issued an “outperform” rating and a $535.00 price objective on the stock. Evercore restated an “outperform” rating and issued a $525.00 target price on shares of Microsoft in a research report on Wednesday, July 15th. Finally, BMO Capital Markets lifted their price target on Microsoft from $500.00 to $515.00 and gave the company an “outperform” rating in a report on Tuesday, July 7th. Forty-three research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and an average price target of $556.37.
Check Out Our Latest Analysis on MSFT
Insider Activity In related news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 over the last three months. Insiders own 0.03% of the company’s stock.
Microsoft Stock Performance NASDAQ:MSFT opened at $390.34 on Thursday. The company has a 50-day moving average of $399.57 and a 200-day moving average of $408.91. The firm has a market cap of $2.90 trillion, a price-to-earnings ratio of 23.23, a price-to-earnings-growth ratio of 1.22 and a beta of 1.13. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s quarterly revenue was up 18.3% on a year-over-year basis. During the same period in the prior year, the business earned $3.46 earnings per share. Analysts forecast that Microsoft Corporation will post 16.71 earnings per share for the current fiscal year.
Microsoft Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s payout ratio is 21.67%.
Microsoft Company Profile (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
See Also Five stocks we like better than Microsoft Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINESchwab U.S. Large-Cap Growth ETF $SCHG Shares Sold by B&D White Capital Company LLC
CFS Investment Advisory Services LLC decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 8.7% during the first quarter, according to its most recent filing with the SEC. The firm owned 13,936 shares of the software giant’s stock after selling 1,320 shares during the period. CFS Investment Advisory Services LLC’s holdings in Microsoft were worth $5,159,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of the business. Longfellow Investment Management Co. LLC lifted its holdings in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors bought a new stake in Microsoft during the 4th quarter valued at $34,000. Timmons Wealth Management LLC purchased a new position in shares of Microsoft in the 4th quarter valued at $36,000. Fairway Wealth LLC increased its holdings in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after acquiring an additional 66 shares during the period. Finally, LSV Asset Management bought a new position in shares of Microsoft in the 4th quarter worth $44,000. Institutional investors own 71.13% of the company’s stock.
Microsoft News Summary Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Analysts at Morgan Stanley, Bernstein, Truist, and CLSA remained constructive on Microsoft, with reports calling the stock deeply undervalued and setting price targets well above current levels. Microsoft has 3 secret weapons that could drive its stock 50% higher, analyst says Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI, adding another way to grow its cloud and AI ecosystem in Europe and regulated industries. Microsoft to fund Mistral’s European AI expansion in multibillion-dollar deal Positive Sentiment: Microsoft also deepened AI-related ties through new commitments to the DOE’s “Genesis Mission,” reinforcing its role in major public-sector AI infrastructure projects. Microsoft commits $60M to ‘Genesis Mission’ to help power Dept. of Energy’s AI-for-science push Positive Sentiment: Reports highlighted record data-center demand led by hyperscalers including Microsoft, suggesting its AI infrastructure buildout remains robust despite the selloff. Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand Neutral Sentiment: Microsoft’s upcoming July 29 earnings report is the next major catalyst, with Wall Street focused on Azure growth, AI margins, and whether heavy capex is starting to bite. Neutral Sentiment: Several articles noted strong buy-the-dip interest from retail investors, but this is sentiment-driven rather than a direct business update. Negative Sentiment: Investor concern is growing that Microsoft’s elevated AI spending is becoming an overhang, potentially pressuring near-term profitability and limiting upside. Microsoft Q4 Earnings Preview – Oppenheimer Says Demand Is Healthy, ‘But Elevated Capex Remains an Overhang’ on MSFT Stock Negative Sentiment: New securities-fraud class-action headlines tied to alleged AI/Copilot disclosure issues are adding another layer of uncertainty for Microsoft investors. MSFT Shareholder Alert: Microsoft Corporation Securities Class Action Lawsuit – Investors with Losses May Contact Levi & Korsinsky Insiders Place Their Bets In other news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares of the company’s stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company’s stock.
Microsoft Trading Down 1.9% Microsoft stock opened at $390.34 on Thursday. The stock has a 50-day moving average of $399.57 and a two-hundred day moving average of $408.91. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a one year low of $349.20 and a one year high of $555.45. The stock has a market cap of $2.90 trillion, a PE ratio of 23.23, a price-to-earnings-growth ratio of 1.22 and a beta of 1.13.
Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the previous year, the firm earned $3.46 earnings per share. The company’s revenue was up 18.3% on a year-over-year basis. On average, research analysts anticipate that Microsoft Corporation will post 16.71 EPS for the current fiscal year.
Microsoft Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s payout ratio is currently 21.67%.
Wall Street Analysts Forecast Growth A number of brokerages recently weighed in on MSFT. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $646.00 price objective on shares of Microsoft in a research report on Wednesday. Raymond James Financial downgraded shares of Microsoft from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 5th. New Street Research decreased their price target on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Scotiabank upgraded shares of Microsoft from an “outperform” rating to an “outperform” rating in a report on Monday, July 6th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Forty-three research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus price target of $556.37.
View Our Latest Research Report on Microsoft
Microsoft Company Profile (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
Further Reading Five stocks we like better than Microsoft Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play
Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINENVIDIA Corporation $NVDA Shares Sold by Ferguson Wellman Capital Management Inc.
NEXT HEADLINE »Baader Bank Aktiengesellschaft Makes New $390,000 Investment in J.B. Hunt Transport Services, Inc. $JBHT
DSM Capital Partners LLC lowered its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 6.4% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,541,875 shares of the software giant’s stock after selling 104,627 shares during the quarter. Microsoft comprises approximately 10.1% of DSM Capital Partners LLC’s holdings, making the stock its 2nd largest holding. DSM Capital Partners LLC’s holdings in Microsoft were worth $570,756,000 as of its most recent SEC filing.
Several other hedge funds have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC boosted its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new stake in Microsoft in the fourth quarter valued at approximately $34,000. Timmons Wealth Management LLC acquired a new stake in Microsoft in the fourth quarter worth $36,000. Fairway Wealth LLC raised its holdings in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares during the period. Finally, LSV Asset Management bought a new position in shares of Microsoft during the fourth quarter worth $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.
Insider Activity at Microsoft In related news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by insiders.
Microsoft Stock Performance Shares of MSFT stock opened at $390.34 on Thursday. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45. The company’s fifty day simple moving average is $399.57 and its 200-day simple moving average is $408.91. The firm has a market cap of $2.90 trillion, a PE ratio of 23.23, a P/E/G ratio of 1.22 and a beta of 1.13. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter last year, the firm earned $3.46 earnings per share. The firm’s revenue for the quarter was up 18.3% compared to the same quarter last year. Equities research analysts expect that Microsoft Corporation will post 16.71 EPS for the current fiscal year.
Microsoft Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.
Microsoft News Roundup Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Analysts at Morgan Stanley, Bernstein, Truist, and CLSA remained constructive on Microsoft, with reports calling the stock deeply undervalued and setting price targets well above current levels. Microsoft has 3 secret weapons that could drive its stock 50% higher, analyst says Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI, adding another way to grow its cloud and AI ecosystem in Europe and regulated industries. Microsoft to fund Mistral’s European AI expansion in multibillion-dollar deal Positive Sentiment: Microsoft also deepened AI-related ties through new commitments to the DOE’s “Genesis Mission,” reinforcing its role in major public-sector AI infrastructure projects. Microsoft commits $60M to ‘Genesis Mission’ to help power Dept. of Energy’s AI-for-science push Positive Sentiment: Reports highlighted record data-center demand led by hyperscalers including Microsoft, suggesting its AI infrastructure buildout remains robust despite the selloff. Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand Neutral Sentiment: Microsoft’s upcoming July 29 earnings report is the next major catalyst, with Wall Street focused on Azure growth, AI margins, and whether heavy capex is starting to bite. Neutral Sentiment: Several articles noted strong buy-the-dip interest from retail investors, but this is sentiment-driven rather than a direct business update. Negative Sentiment: Investor concern is growing that Microsoft’s elevated AI spending is becoming an overhang, potentially pressuring near-term profitability and limiting upside. Microsoft Q4 Earnings Preview – Oppenheimer Says Demand Is Healthy, ‘But Elevated Capex Remains an Overhang’ on MSFT Stock Negative Sentiment: New securities-fraud class-action headlines tied to alleged AI/Copilot disclosure issues are adding another layer of uncertainty for Microsoft investors. MSFT Shareholder Alert: Microsoft Corporation Securities Class Action Lawsuit – Investors with Losses May Contact Levi & Korsinsky Analyst Upgrades and Downgrades Several equities analysts have recently weighed in on the company. Barclays reiterated an “overweight” rating on shares of Microsoft in a report on Wednesday, June 3rd. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $502.00 price target on shares of Microsoft in a research note on Thursday, June 4th. Truist Financial reiterated a “buy” rating and issued a $575.00 price target on shares of Microsoft in a report on Wednesday. China Renaissance lowered their price objective on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating for the company in a research report on Monday, May 4th. Finally, Arete Research raised their price objective on shares of Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Forty-three analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $556.37.
Read Our Latest Stock Report on MSFT
Microsoft Profile (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
Further Reading Five stocks we like better than Microsoft Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play
Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEBaader Bank Aktiengesellschaft Makes New $390,000 Investment in J.B. Hunt Transport Services, Inc. $JBHT
NEXT HEADLINE »Commonwealth of Pennsylvania Public School Empls Retrmt SYS Increases Stake in NVIDIA Corporation $NVDA
Capital Planning LLC lessened its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.7% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 53,905 shares of the software giant’s stock after selling 1,511 shares during the period. Microsoft accounts for 6.5% of Capital Planning LLC’s holdings, making the stock its 3rd biggest holding. Capital Planning LLC’s holdings in Microsoft were worth $19,954,000 at the end of the most recent reporting period.
A number of other institutional investors have also bought and sold shares of MSFT. Vanguard Group Inc. boosted its holdings in shares of Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock worth $347,211,391,000 after buying an additional 15,955,898 shares in the last quarter. State Street Corp increased its stake in shares of Microsoft by 2.1% in the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock valued at $148,060,557,000 after acquiring an additional 6,388,930 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Microsoft by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after acquiring an additional 1,911,142 shares during the period. Morgan Stanley boosted its stake in Microsoft by 0.8% during the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock worth $58,624,690,000 after acquiring an additional 980,439 shares in the last quarter. Finally, Norges Bank acquired a new stake in Microsoft in the fourth quarter worth $50,664,631,000. Institutional investors own 71.13% of the company’s stock.
Microsoft Trading Down 1.9% Shares of MSFT stock opened at $390.34 on Thursday. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The company has a 50-day simple moving average of $399.57 and a two-hundred day simple moving average of $408.91. The company has a market capitalization of $2.90 trillion, a price-to-earnings ratio of 23.23, a PEG ratio of 1.22 and a beta of 1.13.
Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same quarter last year, the business posted $3.46 EPS. The company’s revenue for the quarter was up 18.3% on a year-over-year basis. Research analysts anticipate that Microsoft Corporation will post 16.71 EPS for the current fiscal year.
Microsoft Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.
Analyst Upgrades and Downgrades Several brokerages have recently weighed in on MSFT. CLSA started coverage on shares of Microsoft in a report on Monday. They set an “outperform” rating and a $535.00 price objective on the stock. TD Cowen reaffirmed a “buy” rating and set a $540.00 price target on shares of Microsoft in a research note on Thursday, June 4th. Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price objective for the company in a research note on Wednesday, May 13th. Cantor Fitzgerald restated an “overweight” rating and set a $502.00 price objective on shares of Microsoft in a report on Thursday, June 4th. Finally, Raymond James Financial lowered Microsoft from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 5th. Forty-three research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $556.37.
View Our Latest Stock Report on Microsoft
Insider Buying and Selling In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares of the company’s stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is owned by company insiders.
More Microsoft News Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Analysts at Morgan Stanley, Bernstein, Truist, and CLSA remained constructive on Microsoft, with reports calling the stock deeply undervalued and setting price targets well above current levels. Microsoft has 3 secret weapons that could drive its stock 50% higher, analyst says Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI, adding another way to grow its cloud and AI ecosystem in Europe and regulated industries. Microsoft to fund Mistral’s European AI expansion in multibillion-dollar deal Positive Sentiment: Microsoft also deepened AI-related ties through new commitments to the DOE’s “Genesis Mission,” reinforcing its role in major public-sector AI infrastructure projects. Microsoft commits $60M to ‘Genesis Mission’ to help power Dept. of Energy’s AI-for-science push Positive Sentiment: Reports highlighted record data-center demand led by hyperscalers including Microsoft, suggesting its AI infrastructure buildout remains robust despite the selloff. Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand Neutral Sentiment: Microsoft’s upcoming July 29 earnings report is the next major catalyst, with Wall Street focused on Azure growth, AI margins, and whether heavy capex is starting to bite. Neutral Sentiment: Several articles noted strong buy-the-dip interest from retail investors, but this is sentiment-driven rather than a direct business update. Negative Sentiment: Investor concern is growing that Microsoft’s elevated AI spending is becoming an overhang, potentially pressuring near-term profitability and limiting upside. Microsoft Q4 Earnings Preview – Oppenheimer Says Demand Is Healthy, ‘But Elevated Capex Remains an Overhang’ on MSFT Stock Negative Sentiment: New securities-fraud class-action headlines tied to alleged AI/Copilot disclosure issues are adding another layer of uncertainty for Microsoft investors. MSFT Shareholder Alert: Microsoft Corporation Securities Class Action Lawsuit – Investors with Losses May Contact Levi & Korsinsky Microsoft Company Profile (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
Featured Articles Five stocks we like better than Microsoft Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play
Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
Microsoft (MSFT) stock will be in focus ahead of next week's fiscal fourth-quarter results after Oppenheimer reiterated its bullish stance, saying enterprise de
Microsoft is upgraded from Hold to Buy after a significant pullback, improving risk-reward and making valuations more attractive. MSFT's CapEx surge—expected to exceed $40B in Q4 and $190B for the year—remains the central tension but is justified by robust Azure and AI-driven growth. Azure's 39–40% growth and a massive backlog are critical to converting CapEx into future revenue, supporting the long-term rerating thesis toward $500.
Andrew Arons shares his perspective on the recent market volatility and what investors should be watching. He highlights Microsoft (MSFT) ahead of its earnings report next Wednesday, noting the stock's near 30% decline from all-time highs, pointing to it as a buy opportunity.
New York, New York--(Newsfile Corp. - July 22, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the "Class Period"), of the important August 11, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306163
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”), of the important August 11, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit (“GPU”) and central processing unit (“CPU”) capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development (“R&D”); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft’s Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
Microsoft stock is showing weakness. Why are MSFT shares declining? Three Analysts Argue the Selloff Has Gone Too FarTillman’s view is that a combination of constructive fourth-quarter results and a credible forward outlook could begin reversing that narrative.
Oppenheimer Sees Earnings as a Chance to Reassert AI and Microsoft 365 StrengthThat said, he flagged persistent concerns around capital expenditure growth and returns, competitive pressure in AI and a perception among some investors that management is playing catch-up rather than setting the pace in the AI race as issues unlikely to be resolved by a single earnings report.
Bernstein Sees Limited Downside but Says True Inflection May Take TimeMoerdler identified two conditions the company needs to satisfy to earn a higher valuation multiple from the market: a convincing demonstration that Azure revenue growth justifies the scale of ongoing investment and evidence that Azure’s gross margins are stabilizing after a period of pressure from both CPU and GPU capacity constraints as well as elevated memory costs.
Capex Remains the Central Fault LineAll three analysts converged on capital expenditure as the debate that overshadows everything else heading into the print. Microsoft disclosed total calendar year 2026 capex of $190 billion last quarter, representing a 61% increase from the prior year.
MSFT Shares Are DippingMSFT Price Action: Microsoft shares were down 2.29% at $388.66 at the time of publication on Wednesday, according to Benzinga Pro.
Image: FellowNeko/Shutterstock
Market News and Data brought to you by Benzinga APIs
As of 11:31 AM ET, the Dow Jones Industrial Average (^DJI +0.13%) is up 0.24% to 52,351.14, the S&P 500 (^GSPC +0.01%) has gained 0.07% to 7,514.29, and the Nasdaq Composite (^IXIC -0.31%) has slipped 0.15% to 25,798.97 as tech stocks come under pressure.
Index
S&P 500 IndexToday's Change
(
0.01
%)
+
0.88
Index Level
7,510.08
Gold prices have climbed 1.98% to $4,154.42 as of 11:39 AM ET, while the 10-Year Treasury yield is trading up 0.02% at 4.65%. Utilities and energy stocks are leading sector gains, while technology and communication services are falling.
Today's biggest movesThe Magnificent Seven are in focus this morning, with quarterly results due from Alphabet (GOOGL -0.13%) (GOOG +0.00%) and Tesla (TSLA -0.92%) after the bell. Microsoft (MSFT -2.28%), Amazon (AMZN -1.85%), and Meta Platforms (META -2.69%) all dropped in early trading. Super Micro Computer (SMCIP +17.60%) soared over 24% after the company said it expects its 2026 gross margins to double.
What this means for investorsIt has been a mixed morning of trading as oil prices continued to increase, fueling renewed inflation concerns and pressuring global markets. WTI crude rose over 2% to more than $86 a barrel. Traders are concerned about further supply restrictions as tensions in the Middle East show no signs of de-escalation.
A research note from Goldman Sachs Group highlighted the eye watering level of debt issuance to fund artificial intelligence (AI) build-outs. It said around $489 billion in AI-related debt had been issued this year, with hyperscalers such as Microsoft, Amazon, and Meta accounting for 40% of the debt. As markets brace for Alphabet and Tesla earnings later today, investors will be looking for signs that this intensive spending is driving revenue growth.
Emma Newbery has positions in Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, Goldman Sachs Group, Meta Platforms, Microsoft, and Tesla. The Motley Fool has a disclosure policy.
by Mary Jo Foley on Jul 22, 2026 at 9:36 amJuly 22, 2026 at 9:53 am
Nearly 20 years ago (!), in 2007, I published my first and only book: Microsoft 2.0. It focused on changes I expected at the company in the “Post-Gates” era. What would remain the same and what likely would be different once co-founder and CEO Bill Gates had left the building?
CEO Satya Nadella has not exited the company (yet). But there’s no question that Microsoft and its mission have morphed considerably in the past year or two. I’m not quite ready to christen this the Microsoft 3.0 era, even though Nadella handed the reins of Microsoft’s dominant commercial business to Judson Althoff nearly a year ago.
That decision resulted in Nadella moving into more of a “founder mode” role, allowing him to focus less on the day-to-day work of running the business. (Microsoft historians may recall that Gates made a somewhat similar move back in 2000 when he became Microsoft’s chief software architect.)
While it might not yet be time for Microsoft 3.0, we arguably could be in the “Microsoft 2.5” era. Windows and Office are still around and still play a big role. Microsoft still builds and sells developer tools and databases. But there’s no question that the cloud and all things AI are at the top of the pecking order now.
I’m embarking on a series here at GeekWire that will focus on what matters to Microsoft and, by extension, to its customers, partners, investors, and employees these days. Who are some of the people shaping and leading the company? What are their opportunities and challenges right now?
Over the next few weeks, I will be profiling various Microsoft execs working on plans for Microsoft’s ongoing evolution. Some are company veterans; some are newcomers. I’ll be talking with top execs from Microsoft’s Security, Copilot, Windows + Devices, Xbox, GitHub, and more.
I’m interested in their strategies for Microsoft’s key products and technologies and how they plan to try to turn Microsoft’s ambitious vision into reality. What are their teams building? What do they see as their biggest challenges and opportunities? And where do they see the technologies in their respective areas heading?
I feel like many of us who’ve been keeping track of the biggest tech companies (myself included) have fallen into the trap of blaming or attributing everything a company does to AI. Layoffs? AI is the culprit. Price increases? It’s all thanks to AI. Changing sales strategies? Chalk it up to AI …
But upon further reflection, I believe Microsoft’s strategy is more nuanced than “AI or bust.” There’s no question that Microsoft’s AI ambitions are shaping its goals and tactics. But Microsoft, as a heavily enterprise-focused entity, can’t simply stop supporting products that aren’t built from the ground up with AI (as much as it might like to do so). Nor can it just leave behind customers who aren’t 100% onboard with its AI moves.
Couple those enterprise hurdles with some not-so-popular consumer decisions, like axing 3,200 people in the gaming unit, and Microsoft’s approach to turning the ship looks a lot trickier.
Our Microsoft 2.5 series kicks off Thursday. Stay tuned.
BENSALEM, Pa., July 22, 2026 (GLOBE NEWSWIRE) -- Law Offices of Howard G. Smith reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies. Investors have until the deadlines listed below to file a lead plaintiff motion.
Investors suffering losses on their investments are encouraged to contact the Law Offices of Howard G. Smith to discuss their legal rights in these class actions at (215) 638-4847 or by email to [email protected].
Erasca, Inc. (NASDAQ: ERAS)
Class Period: January 14, 2025 – April 26, 2026
Lead Plaintiff Deadline: August 10, 2026
The complaint alleges that throughout the Class Period the defendants made false and/or misleading statements and/or failed to disclose that: (1) ERAS-0015’s preclinical data was based on improper comparisons to RevMed and placed Erasca at risk of violating patent and trade secret protections; and (2) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Nano-X Imaging Ltd. (NASDAQ: NNOX)
Class Period: March 31, 2025 – April 17, 2026
Lead Plaintiff Deadline: August 11, 2026
The complaint alleges that throughout the Class Period the defendants made false and/or misleading statements and/or failed to disclose that: (1) Defendants overstated purported efficiency gains achieved in Nano-X’s operations, as well as the purported increased demand for its products; (2) in reality, Nano-X’s production and manufacturing operations were poorly aligned with demand for the Company’s products; (3) as a result, Nano-X was experiencing significantly increased operating expenses and cash burn; (4) the foregoing significantly increased the likelihood that Nano-X would be forced to take disruptive remedial measures with respect to its manufacturing operations, entailing significant restructuring and impairment charges; and (5) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Microsoft Corporation (NASDAQ: MSFT)
Class Period: May 1, 2025 – January 28, 2026
Lead Plaintiff Deadline: August 11, 2026
The complaint alleges that throughout the Class Period the defendants made false and/or misleading statements and/or failed to disclose: (1) that Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) that Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) that Microsoft needed to increase by billions of dollars its capital expenditures and divert GPU and CPU capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related R&D; (4) that, as a result of the foregoing, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and the Company’s Copilot offerings had lost market share to rival products, a trend that was increasing; and (5) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Black Rock Coffee Bar, Inc. (NASDAQ: BRCB)
Class Period: September 12, 2025 – May 12, 2026
Lead Plaintiff Deadline: August 17, 2026
The complaint alleges that throughout the Class Period the defendants made false and/or misleading statements and/or failed to disclose: (1) Black Rock Coffee’s new store openings were leading to a cannibalization of its existing services and revenue; (2) Black Rock Coffee overstated the manner in which its expansion strategy was tailored to avoid “sales transfer”; (3) as a result of “sales transfer,” the Company’s financial results were materially impacted; and (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
To be a member of these class actions, you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action. If you wish to learn more about these class actions, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Howard G. Smith, Esquire, of Law Offices of Howard G. Smith, 3070 Bristol Pike, Suite 112, Bensalem, Pennsylvania 19020, by telephone at (215) 638-4847 or by email to [email protected], or visit our website at www.howardsmithlaw.com.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contacts
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
888-638-4847 [email protected]
www.howardsmithlaw.com
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 than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT) both reported quarters shaped by one question: how do you feed AI enough electricity?
I keep hitting the buy button on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) because I am buying three relationships that no other Mag 7 name can replicate, and the market just handed me a chance to load up while the stock sits down 16.45% year to date and down 20.49% over the past year.
The Three Relationships That Keep Pulling Me Back First, the OpenAI model and API relationship. Satya Nadella spelled it out plainly on the last call: “We have a frontier model royalty-free with all the IP rights that we will have access to all the way to ’32, and we fully plan to exploit it.” Microsoft owns roughly 27% of OpenAI valued near $135B, and OpenAI has contracted an incremental $250B in Azure services. That is a customer, a supplier, and a partner in one seat.
Second, the AMD Helios rack-scale co-development. On July 20, 2026, Microsoft confirmed it will integrate AMD’s Helios AI platform and next-generation EPYC processors into Azure across new HDv2, HXv2, and ND MI455X v7 virtual machines. Microsoft is designing the rack alongside Advanced Micro Devices (NASDAQ:AMD), not renting one.
Third, the Copilot+ PC silicon standard and the enterprise seat base behind it. Microsoft now has over 20 million Microsoft 365 Copilot paid seats, seat adds up 250% year over year, and Accenture alone at 740,000 seats. That is the client-edge lock.
The Data That Makes It Cheap The AI business now runs at a $37B annualized rate, up 123% year over year. Commercial remaining performance obligations sit at $627B, up 99%. Q3 FY26 delivered EPS of $4.27 against $4.09 estimated, the fourth consecutive beat, on revenue of $82.89B, up 18.3%. Operating margin holds at 45.62%, ROE at 33.28%, and debt to equity at 0.176 with interest coverage of 53.89x. At a trailing P/E of 23 and a forward P/E of 20, I am paying a market multiple for one of the highest-quality balance sheets in the market.
Why Not the Obvious Alternatives The names a reader reaches for first are Amazon (NASDAQ:AMZN) for AWS and Alphabet (NASDAQ:GOOGL) for Google Cloud. Neither one owns a royalty-free IP license to a frontier model through 2032. Neither one shows me a $627B RPO backlog that grew 99%. Neither one is running 17 exabytes of enterprise context in a WorkIQ layer that gets stickier every day. Azure grew 40% off a base that crossed $75B in annual revenue in FY25. My money keeps going here because the moat is specific and measurable.
The Real Risk CapEx. Q3 alone hit $30.88B, up 84.39%, and management guided calendar 2026 CapEx near $190B. Free cash flow fell 3.32% in FY25. If AI returns do not materialize, payback stretches. What keeps me steady: roughly two-thirds is short-lived GPU and CPU capacity, with the rest supporting 15-plus year monetization, and operating cash flow climbed 26.01% to $46.68B in a single quarter.
Forward Conviction Analysts carry a $558.21 target with 54 buys and zero sells. I need the three relationships to keep compounding, the dividend of $3.56 per share to keep growing, and management to keep returning capital like the $12.7B they sent shareholders in Q2 alone. As long as OpenAI, AMD, and 20 million Copilot seats pull in the same direction, my buy button stays warm.
Wall Street’s smart money is decisively bullish on data center infrastructure, with TD Cowen’s latest supply chain checks describing record hyperscaler leasing led by Meta Platforms (NASDAQ:META | META Price Prediction), Microsoft (NASDAQ:MSFT), and Alphabet‘s (NASDAQ:GOOGL) Google, while Morgan Stanley has warned clients that the memory shortage will intensify into 2027 and 2028. That view lands after weeks of selling in data center names, creating a contrarian setup. The gap between institutional conviction and current tape is the story.
What the Checks Actually Show TD Cowen serves up a slew of data this week:
Our checks indicate a record ~9.6GW of 2Q26 DC leasing led by META, MSFT, and GOOG, with a record ~12.5GW leasing pipeline as 1) OpenAI upsizes its roadmap to 30GW by 2030, 2) Anthropic ramps +1GW intl. requirements, and 3) Meta leasing continues unabated.
Moreover, the Wall Street Journal reports that OpenAI now plans to spend $750 billion on data centers through 2030, up from a prior plan of $600 billion.
Morgan Stanley, in a note relayed by commentator Tae Kim on X, also conducted their due diligence:
But we spent last week talking to several of our purchasing contacts in the data center space, and the intensity of the shortages in that part of the business show no signs of abating. We see prices up at least 25% on a like-for-like basis from 2q to 3q, above our estimates and above 3rd-party estimates. As importantly, the longer-term concerns that the memory shortage will intensify in 2027 and again in 2028 are still as strong as ever.
That undercuts the AI-bear thesis that hyperscaler spend is peaking.
Analyst price targets reinforce the bullish framing. Vertiv (NYSE:VRT) stock carries a mean target of $379.20 against 22 buy or strong-buy ratings. Micron Technology (NASDAQ:MU) stock shows a consensus price target of $1,491.95 across 40 buy or strong-buy ratings. Equinix (NASDAQ:EQIX) stock shows a mean price target of $1,199.66, with Morgan Stanley recently raising its own target to $1,075.
The Gap Between Targets and Tape Every name on this list has recently pulled back. Vertiv stock is down 9% over the past month, Equinix stock is off 6%, and Digital Realty Trust (NYSE:DLR) stock has fallen 5%. Micron stock sold off 14% on the month before rebounding this week.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
In any case, the fundamentals have held up. Vertiv reported Q1 2026 revenue of $2.649 billion, up 30% year over year (YoY), with a $15 billion backlog and organic orders up 252%. Digital Realty booked a 200-megawatt AI inference lease, the largest hyperscale deal in its history. Micron delivered Q3 FY2026 revenue of $41.456 billion, up 346% YoY, with gross margins of 85% and guided Q4 revenue of $50 billion.
Moreover, Equinix logged record annualized gross bookings of $474 million, with 60% of its largest deals AI-driven. For a retail investor deciding today, the setup is a compression of price against improving fundamentals and hardening analyst conviction.
Names That Could Be Interesting Vertiv is the picks-and-shovels play on power and cooling. The Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR) bundles Equinix and Digital Realty with chip names for diversified exposure, with Equinix at 14% and Digital Realty at 13% of the fund; single-sector concentration is the tradeoff.
Equinix and Digital Realty are the landlords capturing leasing demand directly, with Digital Realty running roughly 3.0 gigawatts in place and about 6.3 gigawatts buildable. Micron is the sharpest expression of Morgan Stanley’s memory-shortage call. CoreWeave (NASDAQ:CRWV) rents AI compute against a $99.4 billion revenue backlog, though a widening net loss, $7.7 billion in Q1 CapEx, and a securities fraud class action make it the highest-risk name here; CoreWeave stock has slid 26% in a month.
The evidence behind TD Cowen’s leasing figures and Morgan Stanley’s memory checks is quantitative, current, and consistent with what these companies are reporting themselves. The bear case is that these remain analyst projections that might not fully play out, valuations are stretched, and these names remain volatile. No matter how you slice it, investors should consider keeping their position sizes modest and treating this sector as ideas worth researching rather than sure things.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Key Dates and Disclosure Events Microsoft Shareholders Need to Know: From "Best-in-Class" AI Claims to Alleged Concealment of Copilot's Critical Failures
, /PRNewswire/ -- Levi & Korsinsky, LLP encourages investors who suffered losses in Microsoft Corporation (NASDAQ: MSFT) to contact the firm. WHO IS AFFECTED: Those who purchased MSFT securities between May 1, 2025 and January 28, 2026 may be entitled to recover damages. Find out if you are eligible to recover losses or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
A securities class action has been filed in the United States District Court for the Western District of Washington alleging Microsoft and certain executives made materially false statements about the Company's AI initiatives while concealing serious operational problems with its Copilot products. Microsoft stock traded above $550 per share during the Class Period before the alleged truth emerged. The window to apply for lead plaintiff closes on August 11, 2026.
April 30, 2025 — 3Q25 Earnings: The AI Narrative Launches
Microsoft reported $26.8 billion in Intelligent Cloud revenue, a 21% increase, with Azure growth of 33%. The lawsuit contends that executives proclaimed Copilot offered "best-in-class AI capabilities" and highlighted "hundreds of thousands of customers" using the product, up 3x year-over-year, while concealing that Copilot suffered from brand positioning confusion, data siloing, and interoperability failures.
September 10, 2025 — Goldman Sachs Conference: The 70% Fortune 500 Claim
At the Goldman Sachs Communacopia & Technology Conference, the action alleges Microsoft's AI CMO represented that "70% of the Fortune 500 are using Copilot in a pretty extensive way" and called it the fastest-growing M365 product ever. The complaint asserts these statements omitted material problems with user experience and computational capacity that were undermining actual adoption quality.
October 29, 2025 — 1Q26 Earnings: $250 Billion OpenAI Contract Announced
As set forth in the complaint, executives disclosed a $250 billion Azure services contract with OpenAI and claimed AI capacity would increase 80% that year with data center footprint doubling over two years. The filing states that these announcements amplified concentration risk concerns while masking organizational problems within the Copilot product family.
December 2, 2025 — UBS Conference: "The Gap Is Very Significant"
The lawsuit chronicles how Microsoft's EVP Experiences and Devices claimed Copilot's daily active engagement had "more than doubled, quarter over quarter" and that Fortune 500 adoption had risen to 90%. The complaint alleges these assertions concealed that Copilot's competitive advantages were overstated and its integration across enterprise workflows faced significant technical barriers.
December 5, 2025 — Annual Shareholder Meeting: Infrastructure "At Scale"
It is alleged that executives told shareholders the Company's cloud infrastructure was "obviously at scale and building out rapidly" for AI workloads and highlighted "major advances in AI innovation" in Copilot. The complaint contends these representations omitted that the Company's return on its multibillion-dollar AI capital expenditures was materially overstated.
Submit your claim before the deadline or call (212) 363-7500.
Chronology of Material Events
April 30, 2025: 3Q25 earnings release claims Azure grew 33% with 16 points from AI services; Copilot described as adopted at a faster rate than any other new Microsoft 365 suite July 30, 2025: FY25 annual results tout Azure surpassing $75 billion in revenue, up 34%; Copilot surpasses 100 million monthly active users September 10, 2025: Goldman Sachs conference presentation claims 70% Fortune 500 Copilot adoption and "best quarter ever" for seat additions October 29, 2025: 1Q26 earnings announce $250 billion OpenAI Azure contract; AI capacity increase of 80%; Copilot surpasses 150 million monthly active users December 2, 2025: UBS conference claims daily Copilot engagement doubled quarter-over-quarter; Fortune 500 adoption at 90% December 5, 2025: Annual shareholder meeting describes infrastructure as "at scale" for AI; highlights Copilot's "work IQ" capabilities "Timely disclosure of material developments is fundamental to fair and efficient markets. The timeline in this case raises important questions about whether investors received accurate information at each stage of Microsoft's AI expansion narrative," stated Joseph E. Levi, Esq.
ABOUT THE FIRM — For over two decades, Levi & Korsinsky has represented shareholders in securities class actions. Ranked in ISS Top 50 for seven consecutive years. Those wishing to serve as lead plaintiff must act by August 11, 2026.
Frequently Asked Questions About the MSFT Lawsuit
Q: When did Microsoft allegedly mislead investors? A: The class period runs from May 1, 2025 to January 28, 2026. The complaint alleges a series of materially false statements were made at earnings calls, investor conferences, and in SEC filings throughout this period, with the alleged fraud revealed through corrective disclosures causing significant stock decline.
Q: What specific misstatements does the MSFT lawsuit allege? A: The complaint alleges Microsoft made materially false or misleading statements regarding the success, adoption, and capabilities of its Copilot AI products and the returns on its multibillion-dollar AI investments, while concealing brand positioning failures, data siloing, computational capacity constraints, and interoperability problems.
Q: What do MSFT investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as a class member.
Q: What if I already sold my MSFT shares — can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: How long will the lawsuit take to resolve? A: Securities class actions typically take two to four years from initial filing to resolution.
Wall Street expects a year-over-year increase in earnings on higher revenues when Microsoft (MSFT - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis software maker is expected to post quarterly earnings of $4.21 per share in its upcoming report, which represents a year-over-year change of +15.3%.
Revenues are expected to be $87.42 billion, up 14.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.08% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Microsoft?For Microsoft, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.68%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Microsoft will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Microsoft would post earnings of $4.07 per share when it actually produced earnings of $4.27, delivering a surprise of +4.91%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Microsoft doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
by Kurt Schlosser on Jul 22, 2026 at 8:22 amJuly 22, 2026 at 8:22 am
(GeekWire File Photo / Todd Bishop) Microsoft is putting $60 million behind the U.S. Department of Energy’s Genesis Mission, a push to use artificial intelligence to speed up scientific research across the government’s 17 national labs.
The company’s investment is split into two pieces: $40 million in Azure cloud computing and AI credits over three years, and $20 million for engineering and deployment help to get DOE researchers actually using the tools, Microsoft said in a blog post Wednesday.
Microsoft is also launching a new internal group called SPARK — Scientific Partnership Advancing Research & Knowledge — to serve as the single point of contact between the company and DOE on Genesis Mission work. It’s meant to combine Microsoft’s program management, engineering, security and research teams into one coordinated effort, instead of leaving individual labs to navigate Microsoft on their own.
President Trump created the Genesis Mission through an executive order in November 2025, directing DOE to build a unified computing and data platform — since named the American Science and Security Platform — that connects the national labs’ supercomputers, AI tools and scientific datasets.
The order likened the effort’s urgency and ambition to the Manhattan Project, and the White House said it’s expanded into a whole-of-government initiative involving more than 15 federal agencies, backed by more than $5 billion in commitments.
Microsoft named four initial projects taking shape under the partnership, including work with Pacific Northwest National Laboratory in Richland, Wash., to speed up the discovery of new energy storage materials — cutting analysis that used to take years down to weeks — and autonomous lab work with Lawrence Livermore National Laboratory aimed at detecting biological threats earlier.
“We move faster together,” Chris Barry, president of Microsoft’s U.S. Public Sector business, wrote in the blog post announcing the commitment, framing the investment as both a “national security imperative” and economic opportunity for the U.S.
Microsoft isn’t the only Seattle-area cloud giant courting the Genesis Mission. Amazon Web Services was recognized by DOE as a Genesis Mission supporter in December, highlighting its work with Idaho National Laboratory on AI tools for nuclear reactor design, and the company launched its own Genesis Accelerator Initiative in February, offering up to $50 million in cloud credits for DOE-related research over three years.
Previous StoryNew Markdown rival: Open-source DGML format aims to turn docs into data that AI (and humans) can trust
NEW YORK, July 22, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ: MSFT) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Microsoft securities between May 1, 2025 and January 28, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/MSFT.
Microsoft Case Details
The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements because they failed to disclose that:
(1) Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems;
(2) Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests;
(3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit (“GPU”) and central processing unit (“CPU”) capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development (“R&D”); and
(4) as a result of the above, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft’s Copilot offerings had lost market share to rival products, a trend that was increasing.
What's Next for Microsoft Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/MSFT. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Microsoft you have until August 11, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Microsoft Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Microsoft Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
Capstone Wealth Management Group LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 50.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,575 shares of the software giant’s stock after selling 5,787 shares during the quarter. Microsoft makes up 0.9% of Capstone Wealth Management Group LLC’s holdings, making the stock its 27th largest position. Capstone Wealth Management Group LLC’s holdings in Microsoft were worth $2,064,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in shares of Microsoft by 2.3% in the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock valued at $347,211,391,000 after buying an additional 15,955,898 shares during the last quarter. State Street Corp raised its holdings in Microsoft by 2.1% in the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock valued at $148,060,557,000 after acquiring an additional 6,388,930 shares during the last quarter. Geode Capital Management LLC raised its holdings in Microsoft by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after acquiring an additional 1,911,142 shares during the last quarter. Morgan Stanley boosted its holdings in shares of Microsoft by 0.8% during the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock worth $58,624,690,000 after purchasing an additional 980,439 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Microsoft in the fourth quarter valued at approximately $50,664,631,000. 71.13% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets A number of equities analysts have weighed in on the company. Arete Research boosted their price objective on Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. CLSA started coverage on shares of Microsoft in a report on Monday. They issued an “outperform” rating and a $535.00 target price on the stock. Scotiabank raised shares of Microsoft from an “outperform” rating to an “outperform” rating in a research note on Monday, July 6th. Barclays reiterated an “overweight” rating on shares of Microsoft in a report on Wednesday, June 3rd. Finally, BNP Paribas Exane reduced their target price on Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. Forty-two research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $556.37.
Read Our Latest Report on Microsoft
Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI to strengthen Europe-focused AI infrastructure and bring Mistral models deeper into Microsoft’s cloud and AI platforms, reinforcing its long-term AI growth story. Reuters article on Microsoft funding Mistral’s European AI expansion Positive Sentiment: Morgan Stanley turned constructive on Microsoft, saying sentiment on software stocks has become too negative and assigning MSFT an Overweight rating with a $600 price target. Investopedia article on Morgan Stanley software picks Positive Sentiment: Analysts and market commentators say Microsoft could be undervalued heading into earnings, with several pieces arguing the stock may be a bargain if Azure growth and AI execution improve. TipRanks article on Microsoft as a bargain ahead of earnings Neutral Sentiment: Microsoft is scheduled to report fiscal Q4 results on July 29, and investors are focusing on Azure growth, AI spending, and Copilot adoption as the key questions for the call. Proactive Investors article on Microsoft earnings and Azure growth Neutral Sentiment: Microsoft’s expanded AI deal with AMD also supports the bull case for Azure infrastructure, but it underscores that Microsoft is still spending heavily to secure future AI capacity rather than immediately harvesting profits. Proactive Investors article on Microsoft expanding AMD partnership Negative Sentiment: Multiple law firms issued fresh class-action reminders tied to Microsoft’s alleged AI misstatements, keeping legal risk in the spotlight and adding pressure on sentiment. Pomerantz class-action alert for Microsoft investors Negative Sentiment: Headlines about a securities fraud lawsuit and allegations that Microsoft overstated Copilot functionality may weigh on the stock by reinforcing concerns around AI execution and disclosure. PR Newswire lawsuit notice on Microsoft Copilot functionality Microsoft Stock Down 1.1% Shares of NASDAQ:MSFT opened at $397.75 on Wednesday. The firm has a market capitalization of $2.95 trillion, a PE ratio of 23.68, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The firm’s 50-day moving average is $399.87 and its two-hundred day moving average is $409.57.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same period last year, the business posted $3.46 earnings per share. Microsoft’s revenue was up 18.3% compared to the same quarter last year. Analysts predict that Microsoft Corporation will post 16.71 EPS for the current year.
Microsoft Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is presently 21.67%.
Insider Activity at Microsoft In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 over the last ninety days. Insiders own 0.03% of the company’s stock.
Microsoft Company Profile (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
See Also Five stocks we like better than Microsoft Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible
Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
Duncker Streett & Co. Inc. lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 8.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 42,659 shares of the software giant’s stock after selling 4,053 shares during the period. Microsoft comprises about 3.0% of Duncker Streett & Co. Inc.’s investment portfolio, making the stock its 6th biggest position. Duncker Streett & Co. Inc.’s holdings in Microsoft were worth $15,791,000 as of its most recent SEC filing.
Several other hedge funds have also added to or reduced their stakes in MSFT. Vanguard Group Inc. increased its stake in shares of Microsoft by 2.3% in the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock worth $347,211,391,000 after buying an additional 15,955,898 shares during the period. State Street Corp boosted its position in Microsoft by 2.1% during the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock valued at $148,060,557,000 after buying an additional 6,388,930 shares during the period. Geode Capital Management LLC grew its holdings in Microsoft by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock worth $88,056,019,000 after acquiring an additional 1,911,142 shares during the last quarter. Morgan Stanley increased its position in shares of Microsoft by 0.8% in the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock valued at $58,624,690,000 after acquiring an additional 980,439 shares during the period. Finally, Norges Bank purchased a new position in shares of Microsoft in the fourth quarter valued at about $50,664,631,000. 71.13% of the stock is owned by institutional investors.
Insider Buying and Selling In other news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,762 shares of company stock valued at $10,508,361 over the last quarter. Corporate insiders own 0.03% of the company’s stock.
Microsoft News Roundup Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI to strengthen Europe-focused AI infrastructure and bring Mistral models deeper into Microsoft’s cloud and AI platforms, reinforcing its long-term AI growth story. Reuters article on Microsoft funding Mistral’s European AI expansion Positive Sentiment: Morgan Stanley turned constructive on Microsoft, saying sentiment on software stocks has become too negative and assigning MSFT an Overweight rating with a $600 price target. Investopedia article on Morgan Stanley software picks Positive Sentiment: Analysts and market commentators say Microsoft could be undervalued heading into earnings, with several pieces arguing the stock may be a bargain if Azure growth and AI execution improve. TipRanks article on Microsoft as a bargain ahead of earnings Neutral Sentiment: Microsoft is scheduled to report fiscal Q4 results on July 29, and investors are focusing on Azure growth, AI spending, and Copilot adoption as the key questions for the call. Proactive Investors article on Microsoft earnings and Azure growth Neutral Sentiment: Microsoft’s expanded AI deal with AMD also supports the bull case for Azure infrastructure, but it underscores that Microsoft is still spending heavily to secure future AI capacity rather than immediately harvesting profits. Proactive Investors article on Microsoft expanding AMD partnership Negative Sentiment: Multiple law firms issued fresh class-action reminders tied to Microsoft’s alleged AI misstatements, keeping legal risk in the spotlight and adding pressure on sentiment. Pomerantz class-action alert for Microsoft investors Negative Sentiment: Headlines about a securities fraud lawsuit and allegations that Microsoft overstated Copilot functionality may weigh on the stock by reinforcing concerns around AI execution and disclosure. PR Newswire lawsuit notice on Microsoft Copilot functionality Analyst Upgrades and Downgrades MSFT has been the topic of several recent analyst reports. Stifel Nicolaus cut their target price on Microsoft from $415.00 to $400.00 and set a “hold” rating on the stock in a research note on Thursday, June 25th. Weiss Ratings reiterated a “hold (c)” rating on shares of Microsoft in a research report on Monday, July 6th. TD Cowen reissued a “buy” rating and set a $540.00 target price on shares of Microsoft in a research note on Thursday, June 4th. Citigroup upgraded Microsoft from a “market outperform” rating to an “overweight” rating in a report on Thursday, July 16th. Finally, Dbs Bank cut their price target on shares of Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Forty-two analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $556.37.
View Our Latest Stock Analysis on MSFT
Microsoft Trading Down 1.1% NASDAQ MSFT opened at $397.75 on Wednesday. The firm has a market capitalization of $2.95 trillion, a PE ratio of 23.68, a P/E/G ratio of 1.20 and a beta of 1.13. The stock’s 50 day moving average is $399.87 and its 200 day moving average is $409.57. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.
Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter last year, the firm posted $3.46 earnings per share. Research analysts forecast that Microsoft Corporation will post 16.71 earnings per share for the current fiscal year.
Microsoft Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is presently 21.67%.
About Microsoft (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
See Also Five stocks we like better than Microsoft Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible
Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
