Microsoft (MSFT) stock returned 36.8% from July 24 to October 22, 2026, against 3.7% for the S&P 500, after losing 17.7% in the six months before July 24. Before the run, management had cited enterprise-wide deployments, a 67% rise in commercial bookings driven by Azure commitments from OpenAI, and Azure revenue passing $75 billion, up 34%, while revenue growth in filings climbed from 13.3% to 18.3% through March 2026. Investors paid 28.9 times trailing earnings on October 22, up from 20.7 times at the end of June. Revenue for the quarter ended June 2026 reached $90.0 billion, up 17.7%, and the operating margin was 45.1%, against 44.9% a year earlier. Microsoft is expected to report next on October 28, 2026.
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MSFTcloud computingartificial intelligenceearnings
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Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/22/2026 | 521.58 |
| Change that session | -2.13% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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