Microsoft(MSFT)

Search documents
Nvidia Still A Top Pick As Microsoft, Meta Stick With GPUs Despite DeepSeek Challenge: Analyst
Benzinga· 2025-02-04 18:55
BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp NVDA with a price target of $190.Nvidia is Arya’s top pick ahead of the company’s fourth-quarter earnings call scheduled for February 26. Given the Blackwell product transition and China restrictions, the analyst expects a modest beat, inline sales guidance, and lower gross margin in the first quarter.Also Read: Samsung Q4 Earnings: 12% Revenue Growth, Closes Gap With Apple In Premium Phones, Eyes AI-Powered Growth In 2025However, the ...
Microsoft Still Achieves Double-Digit Growth
Seeking Alpha· 2025-02-04 17:52
Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Microsoft Corporation (NASDAQ: MSFT ) is one of the largest tech companies in the world with a multi-trillion dollar market cap. The company recently anno ...
Microsoft: Don't Let Go Of This Fantastic Buying Opportunity
Seeking Alpha· 2025-02-04 17:09
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Microsoft's Breakout Is Nearly Here - Performance Metrics/Bullish Support Remain Robust
Seeking Alpha· 2025-02-04 14:00
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT, NVDA, TSLA, AAPL, AMZN, META, GOOG either through stock ownership, options, or other de ...
Huge News for Microsoft Stock Investors
The Motley Fool· 2025-02-04 10:00
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his chan ...
微软:2FQ25财报点评:云与SaaS业务指引均降速,资本开支策略注重短期ROI
国信证券· 2025-02-04 03:20
证券研究报告 | 2025年02月03日 微软(MICROSOFT)(MSFT.O)2FQ25 财报点评 优于大市 云与 SaaS 业务指引均降速,资本开支策略注重短期 ROI 业绩总览:微软 FY25Q2 整体财务表现符合指引预期。①整体:本季度公司 实现营收 696.3 亿美元(同比+12%),营业利润同比+17%至 316.5 亿美元, 净利润同比+10%至 241.1 亿美元。②分业务:生产力与业务流程收入 294.4 亿美元(同比+14%),智能云收入 255.4 亿美元(同比+19%),其他个人计 算收入 146.5 亿美元(同比+0%)。③订单指标:季度商业预订量(新订单) 同比上升 67%cc(上季度 23%cc),得益于 OpenAI 对 Azure 带动和核心年订 单增长,商业剩余履约义务(在手订单余额)2980 亿美元(同比+34%)。 投资建议:考虑公司智能云与生产力业务增长放缓的指引,调整 2025-2027 财年收入预测至 2802/3206/3650 亿美元(前值 2801/3210/3658 亿美元), 调整幅度 0%/-1%/-1%。本季度利润超预期但长期 AI 投资折摊压力 ...
Microsoft Cloud Hits Capacity Wall: Buy, Sell or Hold MSFT Stock?
ZACKS· 2025-02-03 21:01
Microsoft's (MSFT) latest second-quarter fiscal 2025 earnings report presents a mixed picture for investors, as the tech giant grapples with infrastructure constraints despite robust demand for its artificial intelligence (AI) offerings. While the company reported strong financial results, with revenues reaching $69.6 billion (up 12% year over year), the outlook for Azure cloud growth has raised concerns about near-term expansion limitations. MSFT's cloud division, Azure, reported 31% growth in the fiscal s ...
Microsoft founder Bill Gates explores the making of his internal operating system in new memoir
Techxplore· 2025-02-03 17:02
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: This image provided by Lakeside High School shows Bill Gates in his senior year at Lakeside High School in Seattle in 1973. Credit: Lakeside High School via AP As he prepares to turn 70 later this year, Microsoft founder Bill Gates' new memoir explores how his childhood quirks, upbringing, friendships and experiences coalesced i ...
Nvidia Stock Investors Just Got Good News From Meta Platforms and Microsoft
The Motley Fool· 2025-02-03 08:50
China's DeepSeek recently published a research paper that shocked Wall Street. The startup company claims it spent less than $6 million to train an artificial intelligence (AI) model whose performance matches or nearly matches that of leading U.S. models. Comparatively, OpenAI spent more than $100 million on its GPT-4 model.Nvidia (NVDA -3.67%) stock declined sharply on the news. Its market value fell nearly $600 billion in a single day, the largest daily loss by any listed company in history. The logic beh ...
Microsoft: Fiscal Q2 Review, A Defining Leader Of Commercial AI
Seeking Alpha· 2025-02-03 04:44
Microsoft (NASDAQ: MSFT ) quickly emerged as a leader in both consumer and enterprise AI. The company has a chatbot and AI assistant called Copilot for consumer use and offers enterprises access to Nvidia ( NVDA ), Advanced Micro Devices (Retail investor researching mostly semiconductors and fintech. Some general macro musings. My goal is to bring you timely and digestible research on the stocks that I cover.Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT either through stoc ...