Microsoft’s Valuation Stands Out. Don’t Jump In.
Microsoft is trading at its lowest price to earnings multiple since April 25, 2023. It’s still not time to buy.
Microsoft Co. (NASDAQ:MSFT) Stock Position Cut by FARMERS & MERCHANTS TRUST Co OF LONG BEACH
FARMERS & MERCHANTS TRUST Co OF LONG BEACH cut its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.4% ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
AI Daily: Nvidia reports earnings, Microsoft pushes for looser chip restrictions
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this ...
Seeking Alpha29d
Microsoft: Earnings Beat Overshadowed By AI Spending And Valuation Concerns
Valuation appears stretched; using a residual earnings model, I assign a $394 target price, maintaining a "Hold" rating on Microsoft. For context, Microsoft stock has underperformed the broad U.S ...
Nvidia earnings recap: Jensen Huang shouts out strong Blackwell demand and DeepSeek as company beats estimates
NVDA stock rose after hours as Nvidia's earnings results beat estimates. Blackwell chips brought in $11 billion for Nvidia, ...
Marc Benioff throws shade at Microsoft and Big Tech's massive AI spending
Salesforce CEO Marc Benioff called out Microsoft and other tech giants for spending hundreds of billions on AI without ...
Microsoft: Look Beyond The Short-Term Noise (Rating Upgrade)
Microsoft shares have been selling off lately, down over 14% from its all-time high. Find out why I upgrade MSFT stock from ...
Snowflake Beats Q4 Estimates, Expands Microsoft Partnership To Include OpenAI Models
The Details: Snowflake reported quarterly earnings of 30 cents per share, which beat the analyst consensus estimate of 17 ...
Morningstar26d
After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?
We center our growth assumptions around Azure, Microsoft 365 E5 migration ... value/sales multiple of 13 times and an adjusted price/earnings multiple of 38 times. We model a five-year compound ...