Microsoft Beats but Capex Slows; Will It Stay Mag 7's Laggard?

Microsoft (MSFT) extended losses by 3.93% today despite Q3 Azure cloud revenue growth of 40% and AI revenue doubling year-over-year. Bank of America revised its price target post-earnings, while CEO Satya Nadella noted AI commercial value still needs validation in verticals such as healthcare, with GPU and storage constraints expected to persist through year-end. The numbers were far from weak — but markets voted with their feet. Can MSFT shed its last-place standing within the Magnificent 7?

avatarTxyqhxkao
05-01 02:21
LFG MSFT LFG MSFTLFG MSFT
avatartmaxty
04-29 21:30
I loved using this so easy to use

🎯 Q1 2026 U.S. Earnings Season: Real Winners or “Fake Beats”?

As of April 29, approximately 27.6% of S&P 500 companies have reported Q1 results. Current earnings season snapshot: 79% beat analyst expectations Blended earnings growth: +13.2% YoY Marks the 6th consecutive quarter of double-digit earnings growth While headline numbers remain solid, market reaction has become increasingly selective. In Q1 2026, earnings beats alone are no longer sufficient. The decisive factor is now forward guidance. Stocks are no longer being priced on what companies delivered last quarter, but on whether management can confidently signal continued outperformance. Below is a breakdown of this earnings season’s three major groups. 🚀 Group 1: Real Winners Beat + Raise = Repricing Higher These companies delivered both strong earnings and stronger forward outlooks, res
🎯 Q1 2026 U.S. Earnings Season: Real Winners or “Fake Beats”?
Never try u never know must try
avatarJC888
04-29

Q3 Earnings shows MSFT still a Buy, despite -33% fall ?

All eyes will be on US market this Wed, 29 Apr 2026 especially after market close. This is because 4 of Mag 7 will be reporting their quarterly results, namely (in sorted order) : $Amazon.com(AMZN)$, $Alphabet(GOOG)$ , $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$. Of the stocks on the chopping board, I like to zoom-in on MSFT. This post comes at a pivotal moment for MSFT, as it navigates a complex transition from AI hype to the rigorous demands of AI execution. Q3 ’26 Estimates. Based on Wall Street analysts’ consensus estimates, MSFT is expected to report a robust, yet highly scrutinized, set of numbers: Projected
Q3 Earnings shows MSFT still a Buy, despite -33% fall ?
avatarMrzorro
04-28
Microsoft Options Premiums Soar After OpenAI Split News $Microsoft(MSFT)$  's options market is bracing for wild share price swings after the software giant announced Monday the end of its exclusive pact with OpenAI and said it will no longer pay a revenue share to the parent of ChatGPT.  "Microsoft's license will now be non-exclusive," the tech giant said in a corporate blog post Monday morning, announcing the amendment to its pact with the company behind ChatGPT. "OpenAI can now serve all its products to customers across any cloud provider."  Options traders pushed Microsoft's expected price swings to the 100th percentile Monday, meaning it's higher now than any other day in the past year. That trans
avatarKAI2021
04-27
$Microsoft(MSFT)$  good good good
avatarWeChats
04-26
$Microsoft(MSFT)$  MSFT Earnings Showdown: Will Copilot Finally Prove AI is a Cash Machine? ​Microsoft shares are staging a vicious, sustained rebound heading into their Q3 earnings, fueled heavily by Morgan Stanley’s aggressively bullish channel checks. With Azure growth projected in the high-30s on a constant-currency basis, the narrative is officially shifting from "AI infrastructure spend" to "AI software monetization." ​This is the most critical earnings print of the season. After a choppy year-to-date performance, the market is no longer satisfied with just buying the hardware thesis. Wall Street is demanding hard proof that enterprise AI—specifically Copilot—is delivering actual ROI. Is Microsoft about to validate the entire AI softwar
$Microsoft(MSFT)$  yes as long as investor expectaions are realistic. Perhaps a buy put for a week after earnings with say 370 strike as protection.
$Microsoft(MSFT)$  Tiger Coin, I need to post something for that
avatarxc__
04-23

Microsoft Earnings: Morgan Stanley Sees High-30s Azure Growth — Can This Report Finally Validate Copilot ROI and Deliver Full YTD Recovery? 😱📈

$Morgan Stanley Bitcoin Trust ETP(MSBT)$ $Morgan Stanley Bitcoin Trust ETP(MSBT)$ $Microsoft(MSFT)$ Microsoft is heading into its Q3 earnings with Morgan Stanley expressing clear confidence in high-30s constant-currency Azure growth, backed by strong channel checks, improving GPU capacity, and positive CIO survey data. 😤 Shares have already staged a sustained rebound in recent sessions, but the real test comes this week: can the numbers finally prove that Copilot and AI infrastructure investments are delivering measurable ROI, or will the market remain skeptical? With year-to-date losses still fresh in investors’ minds, a strong beat could trigger a full recovery
Microsoft Earnings: Morgan Stanley Sees High-30s Azure Growth — Can This Report Finally Validate Copilot ROI and Deliver Full YTD Recovery? 😱📈
🥰😍 good luck start to earn profit
🥰😍 good luck start to earn profit
avatarWeChats
04-19
$Microsoft(MSFT)$  MSFT Rips to $420 Ahead of Q3 Earnings — Is the Bottom In or Is This a Pre-Earnings Trap? ​Microsoft ($MSFT) is suddenly back on the offensive, decisively reclaiming the psychological $400 level and surging straight to $420. With Q3 FY2026 earnings looming on April 29, the market is aggressively bidding up the tech giant. The bullish narrative is heavily reliant on two things: consistent Azure cloud growth and concrete proof of AI Copilot monetization. But with the stock still carrying YTD baggage and sitting well below its $450+ peak, active traders must determine if this is a genuine structural recovery or just a low-volume pre-earnings pump waiting to be sold. ​Here is the real setup beneath the surface as we approach Ap
$Microsoft(MSFT)$  lets hope so [Bless]  [Helpless]  
avatarMrzorro
04-19
Microsoft Investors Position for More Upside as Stock Nears Bull Market $Microsoft(MSFT)$   investors, traders and speculators are positioning for more upside potential in the software giant, signaling expectations that the company's next quarterly financial results will impress Wall Street. Call options that give their holder the right to buy Microsoft shares at $445 by May 15 attracted the biggest volume among options tied to the software giant Friday except for the zero-days-to-expiration (0DTE) contracts. That expiration date is about two weeks after the company is scheduled to release its next quarterly earnings. The strike price is more than $22 above the current stock price of $422.65. The stock has
$Microsoft(MSFT)$  it's time for MSFT to roar again! Momentum and investors' perception of their fundamentals are finally on its side now
avatarlumeow
04-17
$Microsoft(MSFT)$  huge upside potential? 
$Microsoft(MSFT)$  Yes, because there is not going to be a global shift away from MSWORD and EXCEL. Microsoft should be rewarded for giving the world Excel, it is so useful for so many things. Will buy more if it pulls back again.
avatarBK11
04-15
$Microsoft(MSFT)$  🐲🐲🐲