Yorkville Ives analyst Dan Ives named Microsoft his top software pick for 2027, citing enterprise AI momentum and Azure growth. In Microsoft's first quarter of fiscal 2027, revenue rose 19% to $92.28 billion, beating the $90.62 billion consensus, and EPS was $4.92 versus $4.71 expected. Azure grew 48%, above the 45.2% consensus, and commercial remaining performance obligations reached $677 billion, up 73%. For the second quarter, Microsoft guided to revenue of $96.0 to $97.1 billion and Azure growth of 49% to 50% in constant currency, with capex above $50 billion. Ives maintains an Outperform rating with a $615 price target.
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MSFTartificial intelligencecloud computingearnings
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Related tickers and likely impact
MSFT
▲ Likely positiveMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 11/02/2026 | 507.12 |
| Change that session | -2.83% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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