Microsoft (MSFT) Down 7.7% Since Last Earnings Report: Can It Rebound?

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• More than 90% of the Fortune 500 now use Microsoft 365 Copilot

  80% confidence

• Microsoft became the top publisher on both Xbox and PlayStation in the reported quarter

  80% confidence

• Microsoft expects to remain capacity-constrained through at least the end of fiscal year 2026, with demand exceeding current infrastructure build-out, resulting in lost revenue opportunities for Azure

  80% confidence

• Total capital expenditure spend will increase sequentially, and the fiscal year 2026 growth rate is now expected to be higher than fiscal 2025, reversing prior guidance that anticipated a slowdown in spending growth

  80% confidence

• Estimates revision have trended upward during the past month

  80% confidence

• For the fiscal second quarter, Microsoft expects Azure and other cloud services revenue growth of approximately 37% in constant currency, as demand remains significantly ahead of available capacity

  80% confidence

• Microsoft has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months

  80% confidence

• Microsoft plans to increase total AI capacity by more than 80% this year and roughly double the total data center footprint over the next two years

  80% confidence