Yahoo Finance·2026-03-04 12:30分组1 - Microsoft reported an EPS of $4.14, exceeding the consensus estimate of $3.88 by 6.70%, with a March-quarter estimate of $4.05 indicating a YoY EPS growth of approximately 17.05% driven by AI and cloud workloads [1] - The company has extended its partnership with OpenAI, securing 20% of OpenAI's total revenue through 2032, while maintaining significant long-term Azure spending commitments [2] - Microsoft trades at a forward P/E of 23.99x and a price-to-sales ratio of 10.35x, slightly above the sector medians of 22.01x and 3.27x [2] 分组2 - Palantir Technologies reported an adjusted EPS of $0.24, surpassing the consensus estimate of $0.17 by 41.18%, indicating strong business growth and improving margins [10] - The upcoming earnings report is expected to show a March-quarter EPS of $0.22, reflecting a bold 450% YoY earnings growth forecast [11] - Palantir's stock trades at a premium trailing P/E of 232.53x, with significant partnerships enhancing its AI deployment capabilities [9] 分组3 - Oracle's adjusted EPS of $1.95 exceeded the estimate of $1.29 by 51.16%, showcasing strong performance in its latest quarterly results [13] - The next earnings update is anticipated to show a February-quarter EPS of $1.34, indicating a 13.56% YoY growth [14] - Oracle's stock has a forward P/E of 24.18x, reflecting a modest premium compared to sector medians [13] 分组4 - Salesforce reported revenue of $11.2 billion, up 12% YoY, with an EPS of $2.85, exceeding the estimate of $2.14 by 33.18% [16][17] - The next earnings release is expected to show an April-quarter EPS of $2.32, implying a 19.59% YoY growth rate [17] - Salesforce's stock trades at a premium valuation with a strong buy consensus from analysts [15][17] 分组5 - Intuit's recent quarterly update showed an EPS of $2.83, surpassing the consensus of $2.23 by 26.91%, with total revenue growing to $4.7 billion, up 17% YoY [20] - The upcoming earnings report is expected to show an April-quarter EPS of $11.42, indicating a 9.39% YoY increase [20] - Intuit's stock has a forward P/E of 23.74x, reflecting a premium compared to sector medians [19] 分组6 - The overall sentiment in the software sector suggests a potential bottoming phase, with major players like Microsoft, Palantir, Oracle, Salesforce, and Intuit showing solid earnings trends and strong balance sheets [22]