Microsoft reports fiscal 2027 first-quarter results, for the quarter ended Sept. 30, on Oct. 28. The stock fell about 25% from its starting price by late March, rebounded, sank back to that low in June, and is now up about 10% for the year, trailing the S&P 500's gain of almost 13%. Azure, the company's fastest-growing segment, grew 43% in fiscal Q4, a slight acceleration from 40% in Q3 and 39% in Q2. The author is concerned that Azure's growth is not accelerating while AWS and Google Cloud are, with Alphabet reporting on Oct. 28 and Amazon the day after. The author says he is not adding Microsoft shares to his portfolio for now.
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MSFTearningscloud computingartificial intelligence
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Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/20/2026 | 531.87 |
| Change that session | -0.31% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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