MSFT
📉 Microsoft’s stock price declined despite a strong earnings report, raising questions about market expectations.
☁️ Microsoft Cloud, including Azure, showed significant growth, although slightly below market expectations.
💰 Increased capital expenditures (CAPEX) for AI and cloud infrastructure are impacting free cash flow.
🤔 The stock is trading at a reasonable valuation, but future growth and AI investments need careful consideration.
@invertirdesdecasa:
“Despite presenting an excellent earnings report, Microsoft’s price fell. The company had total revenues of nearly $70 billion, a 12% year-over-year growth. Microsoft Cloud grew by 21%, but this was slightly below market expectations. The growth of Azure was 31% year-over-year. Operating cash flows grew well, but capital expenditures are growing strongly, mainly for chips purchased from Nvidia and AMD. Free cash flow has decreased, concerning Wall Street. Microsoft is returning cash to investors through dividends and share buybacks. The stock is trading at a reasonable valuation, but it is not a bargain.”
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Read more articles by the world’s top 100 analysts on Microsoft (MSFT) at the following link. MSFT stock.
