Microsoft Stock : ce qu'il faut savoir

Microsoft Stock en Denmark fait l'actualité ce jeudi. Selon CNBC, Microsoft's forecast on revenue and operating margin was light, but the company sees $190 billion in 2026 capital spending, well above Wall Street's estimate.

Les faits

• Microsoft's forecast on revenue and operating margin was light, but the company sees $190 billion in 2026 capital spending, well above Wall Street's estimate.
• As of Wednesday's close, Microsoft stock was down 12% so far in 2026, following its worst quarterly performance since 2008.
• Microsoft beat on the top and bottom lines and on Azure cloud growth.
• The company said it had over 20 million paid seats for the Microsoft 365 Copilot artificial intelligence add-on for commercial productivity subscriptions, with more growth to come.
• Microsoft reported better-than-expected quarterly results on Wednesday and told investors that capital expenditures for the year will reach $190 billion due to soaring memory costs.

L'essentiel

CNBC indique que as of Wednesday's close, Microsoft stock was down 12% so far in 2026, following its worst quarterly performance since 2008. D'après CNBC, Microsoft beat on the top and bottom lines and on Azure cloud growth. Comme le souligne CNBC, the company said it had over 20 million paid seats for the Microsoft 365 Copilot artificial intelligence add-on for commercial productivity subscriptions, with more growth to come. Selon CNBC, Microsoft reported better-than-expected quarterly results on Wednesday and told investors that capital expenditures for the year will reach $190 billion due to soaring memory costs.

Les chiffres

CNBC indique que Microsoft's revenue grew 18% year over year in the quarter, which ended on March 31, according to a statement. D'après CNBC, Adjusted earnings exclude a $14 million decrease in net income from Microsoft's OpenAI investments. Comme le souligne CNBC, With respect to guidance, Microsoft's finance chief, Amy Hood, called for $86.7 billion to $87.8 billion in fiscal fourth-quarter revenue. Selon CNBC, Microsoft foresees Azure cloud growth between 39% and 40% at constant currency, above StreetAccount's 37% consensus.

Le contexte

Selon CNBC, Hood's forecast implies that Microsoft's operating margin for the fiscal fourth quarter will tick down to 44% from 46.3%, and will be narrower than StreetAccount's 44.6% consensus. CNBC indique que Microsoft reported $31.9 billion in fiscal third-quarter capital expenditures and finance leases, up 49% and less than the $34.9 billion consensus among analysts polled by Visible Alpha. D'après CNBC, Microsoft's head count will go down year over year in the 2027 calendar year, which will end in June 2027. Comme le souligne CNBC, Revenue from Microsoft's Azure and other cloud services surged 40%.

Recherches associées

Les recherches associées qui dominent la conversation : Microsoft (MSFT) Reports Earnings Tomorrow: What To Expect • What Satya Nadella Told Investors That the Market Is Missing About Microsoft Stock • Le titre Microsoft n'a pas été aussi peu cher depuis 2018, une occasion de se positionner sur le conglomérat technologique solide sur tous ses segments • Les actions de Microsoft chutent de plus de 10%, plus forte baisse en séance depuis près de six ans • L'action Microsoft bon marché pourrait encore baisser avant de se redresser • Microsoft Stock Gets Bullish Call from BNP Paribas on Copilot Upgrade.

À retenir

• As of Wednesday's close, Microsoft stock was down 12% so far in 2026, following its worst quarterly performance since 2008.
• The company said it had over 20 million paid seats for the Microsoft 365 Copilot artificial intelligence add-on for commercial productivity subscriptions, with more growth to come.
• Microsoft's Productivity and Business Processes segment, which includes Office productivity software, LinkedIn and Dynamics business software, totaled $35.01 billion in revenue.
• Recherches qui explosent : Microsoft (MSFT) Reports Earnings Tomorrow: What To Expect, What Satya Nadella Told Investors That the Market Is Missing About Microsoft Stock, Le titre Microsoft n'a pas été aussi peu cher depuis 2018, une occasion de se positionner sur le conglomérat technologique solide sur tous ses segments, Les actions de Microsoft chutent de plus de 10%, plus forte baisse en séance depuis près de six ans.