Microsoft shares trade at $534.55, and 24/7 Wall St. sets a price target of $636.14, implying 19% upside over 12 months. In fiscal Q4, revenue reached $90.01 billion versus an $87.63 billion estimate and EPS of $4.74 beat the $4.24 consensus, with Azure growing 43% and commercial backlog rising 84% to $678 billion. Management guided Q1 Azure growth to about 45%, and Microsoft 365 Copilot has passed 30 million paid seats. The article flags the risk of heavy spending: fiscal 2026 capex rose 79.62% to $115.95 billion, free cash flow fell 6.46%, and Microsoft Cloud gross margin slid to 65%. Its bear case is $539.40 and bull case $738.76.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related tickers and likely impact
MSFT
▲ Likely positiveMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/12/2026 | 541.15 |
| Change that session | +1.14% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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