Microsoft TodayMSFTMicrosoft$436.06 -0.11 (-0.02%) 52-Week Range$344.79▼$468.35Dividend Yield0.76%P/E Ratio35.09Price Target$507.77Add to WatchlistMicrosoft Corporation NASDAQ: MSFT announced that prices for its popular Xbox gaming console will increase due to rising development costs associated with tariffs. The news, while logical, shows that technology stocks aren't completely insulated from the current tariff problems besetting the broader economy. Like most console manufacturers, Microsoft primarily m ...

证券研究报告·海外公司点评·计算机 微软（MSFT） FY25Q3 业绩点评：业绩好于预期，继续看 好云业务快速增长 买入（维持） | Table_EPS] [盈利预测与估值 | FY2023A | FY2024A | FY2025E | FY2026E | FY2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万美元） | 211,915 | 245,122 | 278,960 | 314,772 | 355,067 | | 同比（%） | 6.88 | 15.67 | 13.80 | 12.84 | 12.80 | | 归母净利润（百万美元） | 72,361 | 88,136 | 99,117 | 117,414 | 135,259 | | 同比（%） | -0.52 | 21.80 | 12.46 | 18.46 | 15.20 | | EPS-最新摊薄（美元/股） | 9.73 | 11.86 | 13.33 | 15.79 | 18.19 | | P/E（现价&最新摊薄） | 44.72 | 36.71 | 32.65 | 27.56 | ...

◼ FY2025Q3 PBP、IC 和 MPC 业务均好于预期： 证券研究报告·海外公司点评·计算机 微软（MSFT） FY25Q3 业绩点评：业绩好于预期，继续看 好云业务快速增长 买入（维持） | Table_EPS] [盈利预测与估值 | FY2023A | FY2024A | FY2025E | FY2026E | FY2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万美元） | 211,915 | 245,122 | 278,960 | 314,772 | 355,067 | | 同比（%） | 6.88 | 15.67 | 13.80 | 12.84 | 12.80 | | 归母净利润（百万美元） | 72,361 | 88,136 | 99,117 | 117,414 | 135,259 | | 同比（%） | -0.52 | 21.80 | 12.46 | 18.46 | 15.20 | | EPS-最新摊薄（美元/股） | 9.73 | 11.86 | 13.33 | 15.79 | 18.19 | | P/E（现价&最新摊薄） ...

Core Viewpoint - Nvidia has faced significant stock volatility in 2025, with a year-to-date decline of 15%, primarily due to concerns over potential demand reduction for its data center chips amid tariff implications [1][9] Group 1: Tariff Impact and Customer Spending - Although semiconductors are exempt from aggressive tariffs, Nvidia's customers may still experience increased costs, potentially leading to reduced capital expenditures [2] - Major customers like Meta, Microsoft, Alphabet, and Amazon have provided positive updates on their AI spending plans for 2025, indicating continued demand for Nvidia's chips [2][12] - Meta raised its 2025 capex forecast to $64 billion to $72 billion, Microsoft plans to spend around $80 billion, Alphabet maintains a $75 billion forecast, and Amazon is set to spend approximately $105 billion [12] Group 2: Nvidia's Technological Advancements - Nvidia's H100 GPU was the leading AI data center chip in 2023 and most of 2024, but has been succeeded by the more advanced Blackwell and Blackwell Ultra architectures, with the latter offering up to 50 times faster AI inference in specific configurations [4][6] - The upcoming Rubin GPUs, expected in 2026, are projected to deliver 3.3 times more compute performance, further enhancing Nvidia's position in the AI market [7] Group 3: Market Position and Future Growth - Nvidia generated $115.2 billion in data center revenue for fiscal 2025, marking a 142% increase from the previous year, with predictions of data center spending exceeding $1 trillion annually by 2028 [14] - Demand for Nvidia's chips currently exceeds supply, making it difficult for companies to cancel orders without risking a competitive disadvantage in AI [16] - Nvidia's stock is viewed as a buying opportunity, trading at a P/E ratio of 39, significantly lower than its 10-year average above 50 [11]

Microsoft’s strategy to install artificial intelligence (AI) as a default feature on its software may be paying off. The company is seeing a 10% rise in revenue from consumer subscriptions to Office 365 in the three months ending in March compared to a year ago, according to a Thursday (May 1) report from The Information, citing Microsoft. The company added that this growth rate was faster than each of the past four quarters. Microsoft raised the lowest price of its software by 30% in January, which cost us ...

Core Insights - The earnings reports from the Magnificent 7, including Amazon, Apple, Meta Platforms, Microsoft, Alphabet, and Tesla, were broadly positive, with Microsoft standing out as a leader in cloud growth and performance [1][4][18] Group 1: Microsoft Performance - Microsoft reported a 33% year-over-year growth in Azure revenue, the fastest among major cloud providers, with AI services contributing 12 percentage points to this growth [4] - The Intelligent Cloud segment generated $26.8 billion in revenue, up 21% from the previous year, with operating income reaching $11.1 billion [4] - Microsoft holds the highest Zacks Rank of the Magnificent 7 group at 2 (Buy) and has been the best-performing stock over the last month, three months, and year-to-date [2] Group 2: Competitive Landscape - Amazon Web Services (AWS) reported $29.3 billion in revenue, growing at 17%, the slowest pace in five quarters, raising concerns about its growth momentum [5] - Google Cloud's revenue increased by 28% year-over-year to $12.3 billion, with operating income improving significantly from $900 million to $2.2 billion [6] - Microsoft's leadership in enterprise cloud and AI infrastructure positions it favorably for long-term value creation [6][7] Group 3: Tariff Risks - Microsoft has lower tariff exposure compared to Apple, Meta, and Amazon, making it less vulnerable to US-China trade tensions [8] - Apple is particularly sensitive to rising import costs due to its reliance on Chinese manufacturing, which could impact its revenue from Chinese consumers [9] - Amazon's global retail supply chain is heavily dependent on low-cost manufacturing in China, which could affect its margins due to tariffs [10] Group 4: Valuation Insights - Microsoft currently has the highest earnings multiple among the Magnificent 7, but this premium is justified given its strong fundamentals and growth prospects [13][15] - Other companies in the group are trading below their five-year averages, which may appeal to valuation-conscious investors [14] - Microsoft is expected to grow its earnings by 14.6% annually over the next three to five years, indicating robust growth potential [14] Group 5: Investment Considerations - Microsoft is viewed as a compelling core holding for long-term investors due to its strong cloud growth, earnings momentum, and low exposure to macro risks [16][18] - The stock's premium valuation reflects growing investor confidence in its leadership in AI and enterprise business [18]

Core Viewpoint - Microsoft (MSFT) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system emphasizes the importance of changing earnings estimates in determining near-term stock price movements, making it a valuable tool for investors [2][4]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling actions that affect stock prices [4]. Positive Outlook for Microsoft - The upgrade reflects a positive outlook for Microsoft's earnings, which is expected to lead to buying pressure and an increase in stock price [3][5]. - For the fiscal year ending June 2025, Microsoft is projected to earn $13.27 per share, representing a 12.5% increase from the previous year, with a 1.5% rise in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks based on earnings estimate revisions, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - The upgrade to Zacks Rank 2 places Microsoft in the top 20% of Zacks-covered stocks, indicating its strong earnings estimate revision feature and potential for market-beating returns [10].

Selecting stocks to buy and hold for a lifetime will naturally lead investors to focus on the best companies in the world. With all the uncertainty swirling around the markets and economy this year, this is more relevant than ever.Some of the best companies to invest in are ones that sell a service that appeals to the masses, especially those that monetize those services through a recurring revenue model like subscriptions. These types of businesses are typically rewarded with higher valuations by investors ...

Microsoft just got the market focused on business results again.In this podcast, Motley Fool analyst Nick Sciple and host Dylan Lewis discuss:Microsoft posting double-digit growth across five segments and continuing to put capital expenditures to work on AI and the cloud.Why Microsoft is leading big tech and has the best near-term outlook for the "Magnificent Seven" stocks.Meta's advertising present and AI future.Motley Fool analyst Yasser el-Shimy and host Mary Long continue their conversation about Warner ...

Investor based in Geneva, Switzerland. Follow me on Twitter @GenevaInvestor for daily macro & investing nuggets. I write about macroeconomics, global trends, and what I believe are asymmetric investment opportunities in the market. I have a Master's degree in Business Management. I am currently bullish on PLTR, US equities, Bitcoin. Friend "Rex Investing" is also a contributor to Seeking Alpha. Check out our Podcast: ‘Stock Market Lube’, available on Spotify.All opinions and analysis on SA are exclusively m ...