A month has gone by since the last earnings report for Microsoft (MSFT) . Shares have added about 7.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Microsoft due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, es ...

23 May 2025, Bavaria, Munich: The Microsoft logo and lettering can be seen on the Microsoft ... More Deutschland GmbH headquarters building in Parkstadt Schwabing in Munich (Bavaria) on May 23, 2025. Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images)dpa/picture alliance via Getty Images Microsoft (NASDAQ:MSFT) stock has experienced a notable increase of 16% over the last month, surpassing the S&P 500’s 6% rise. This growth is primarily attributed to Microsoft’s impressive Q1 ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: CC0 Public Domain Microsoft sees artificial intelligence transforming the internet as fundamentally as mobile phones have over the past two decades. But the technology's limitations could curb Microsoft's grand vision. Generative AI—which creates content based on a user's request—burst into the zeitgeist in late 2022 w ...

2025 年 5 月 30 日 微软在 2025 年 Build 大会中，通过一系列革新性 AI 工具发布，旨在重构生成式 AI+开放代理生态。公司旨在打造一个开放智能体网络，使得 AI 从孤立运行的模 型转变为数个有能力有身份能联动的智能体，通过云端（Azure）、端侧 （Windows），被开发者编排（Copilot Studio），通过协议互联（MCP），拥 有各自身份（Entra Agent ID），最终形成一个智能体互联网。在 Build 2025 大 会中，微软发布三大 AI 平台更新 : Azure AI Foundry、Windows AI Foundry 及 Copilot Agent，串联起了云、端、协议和治理的完整架构。依托云 - 端 - 浏览器 - OS-Web 五层技术栈，通过 50+项新品的发布，微软持续推动智能体从功能性 概念变成操作系统级存在。我们认为本次更新呈现三大核心趋势：1）多模型与 多代理协作；2）端侧低成本推理；3）统一身份治理与可观测性，基于三大趋 势围绕基础工具与使用场景平台化，推动 AI 代理规模化应用落地。基于其行业 领先的基础模型技术栈、庞大的开发者与企业级 ...

2025 年 5 月 30 日 招银国际环球市场 | 睿智投资 | 公司更新 Microsoft (MSFT US) 微软 2025 Build 大会：构建开放 AI 智能体网络 Windows AI Foundry：端侧 AI 本地化基础设施。本次大会中微软首次提出了 Windows AI Foundry 概念，面向开发者支持 AI 开发全生命周期。微软首次将 AI 开发框架延伸至边缘计算领域，跨平台部署能力覆盖 Windows及 MacOS 系 统，依托 ARM 架构与 NPU 硬件加速，支持离线环境下文本摘要、图像生成等 复杂AI任务执行。同时创新性构建操作系统级上下文管理系统，通过深度整合 文件系统与用户行为数据，实现智能体对终端环境的认知理解能力。此外，端 云协同架构打通 Azure AI Foundry 算力资源，形成混合式 AI 计算网络，有望 显著提升企业级应用的隐私安全与响应效率。 Copilot Studio：助推人人可构建智能体。微软通过三大核心组件构建智能体 协作网络：1）Copilot Studio 低代码开发平台：支持可视化构建多智能体工作 流，实现跨系统任务自动化（如数据检索-邮 ...

Core Insights - Microsoft (NASDAQ: MSFT) has shown a total return that slightly outpaced the broader market since early August [1] Group 1: Company Performance - The previous bullish article on Microsoft was published in early August, indicating a positive outlook for the stock [1] - The stock's performance has been favorable compared to the overall market growth during the same period [1] Group 2: Analyst Background - The analyst has over a decade of experience in finance, particularly in the oilfield and real estate industries [1] - The analyst has developed a strong interest in equity research and provides services for a Dubai-based family office with over $20 million in assets under management [1] - The analyst emphasizes the ability to analyze financial statements, evaluate market trends, and identify growth drivers across various industries [1]

事件： 业绩概览：微软 FY25Q3 营收达 701 亿美元，同比增长 13%，超越彭博一 致预期（685 亿美元）；毛利润 481 亿美元，超越彭博一致预期（467 亿美 元）；每股收益为 3.46 美元，同比增长 18%，超越彭博一致预期（3.21 美元）。公司指引 FY2025Q4 收入 731.5-742.5 亿美元，预计四季度运营费用 为 180-181 亿美元，尽管持续投入 AI，预计 2025 财年全年运营利润率 或将同比小幅上升。 海外公司报告 | 公司动态研究 微软公司（MSFT） 证券研究报告 收入利润均超预期，AI 收入加速增长 生产力与业务流程板块收入 299 亿美元，同比增长 10%，主要由 Microsoft 365 和 LinkedIn 推动。M365 商业云收入增长 12%。 Copilot 和 E5 套餐带动 ARPU 提升。消费订阅受 1 月涨价影响增长至 8770 万。Dynamics 365 收入 同比增长 16%。 更多个人计算板块本季度收入为 134 亿美元，同比增长 6%，超出预期。 Windows OEM 和设备收入增长 3%，受库存高位影响。搜索与新闻广告收 ...

Analyst's Disclosure: I/we have a beneficial long position in the shares of MSFT, AMZN, MA 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. Since September 2024 , I added to my Microsoft (NASDAQ: MSFT ) position a few times, which I described in my previous coverages. MSF ...

Microsoft TodayMSFTMicrosoft$459.63 +9.45 (+2.10%) 52-Week Range$344.79▼$468.35Dividend Yield0.72%P/E Ratio37.01Price Target$513.13Add to WatchlistThe Magnificent Seven stocks have been rallying since the end of April. A key catalyst has been better-than-expected earnings and guidance. However, unlike in 2023 and 2024, the stocks aren’t trading in unison. Some technology stocks are outperforming the rest, and Microsoft Corporation NASDAQ: MSFT is one of those names. Since hitting its 52-week low in early A ...

I've had a 'Neutral/Hold' outlook on Microsoft (NASDAQ: MSFT ). This was prudent for the initial 3 months, but since the Q3 FY25 earnings release in late Apr'25 (the company has a Jun-ending fiscal year), the stock hasProviding alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my pe ...