There appears to be a pivot away from stocks in the SAAS sector which used to trade at very high multiples due to expectations of strong growth to more moderate growth, and MSFT appears to be a casualty of that. AI is here to stay but whether users will pay enough to cover the investment costs are a key unknown, especially when depreciation or AI hardware depreciates more rapidly than expected.
Microsoft Reclaims $400! Can MSFT Recover YTD Losses in Apr?
Microsoft surged to $420. Q3 FY2026 earnings are due April 29, with Azure growth consistency and AI Copilot monetization progress serving as the pivotal valuation re-rating catalysts. With $400 now flipped to support but the $450+ peak still distant, how much further can this pre-earnings recovery extend?
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