How Will Microsoft Move After Earnings Beats?

Microsoft beat earnings estimates but lost in the post market trading. --------------- Will Microsoft maintain its $3 trln market cap after earnings? Will you hold Microsoft in the long-term?

avatarZin22
02-06
#How will Microsoft move after Earnings 

Rate Cut Delayed, Treasury Yields Rise 🧐

$Invesco QQQ Trust-ETF(QQQ)$  It's a new week, but if investors are still feeling whiplash from the last one, it's understandable. Earnings from Google parent Alphabet and Microsoft last Tuesday didn't inspire confidence, but by the end of the week bulls were back in charge, thanks to robust results from Amazon.com and Meta. ⚠️ Trading tips: looking at MSFT calls above 408, 410 or dip buy between 403 to 405 on Tuesday as MSFT is having an inside bar on the daily chart signifying a bigger move is about to take place. Got to move it, move it. Microsoft Corp. (NASDAQ:MSFT) is reportedly considering a new multi-platform approach for certain Xbox games, with Indiana Jones and the Great Circle and possibly Starfield being
Rate Cut Delayed, Treasury Yields Rise 🧐
$Microsoft(MSFT)$  even though Microsoft is trending down (well most stocks are since Fed indicated they will not cut rate so soon)... I believe Microsoft will bounce back... Microsoft has been through ups and downs in the market and has proven itself to survive through and through... Thus, having faith in $Microsoft(MSFT)$   @GoodLife99  @rL  @HelenJanet  @xXxZealandxXx  @
$Microsoft(MSFT)$  it is Amazing
avatarJC888
02-01

$MSFT magic fades? Record earnings, falling price?

Is elephant riding a mobile device strange? Did you find it “strange” that the US market fell on Tue, 30 Jan 2024? Honestly, I was not that fazed by it because it was the start of the FOMC meeting, and the first in 2024. If you have been following past Fed’s FOMC meetings, you would have noticed that the market tends to be jittery as the FOMC meeting convenes. It remains volatile until after the 2nd day press conference in the afternoon. Thereafter, depending on how Wall Street chooses to interpret Chairman Jerome Powell’s explanation - the market will act out correspondingly. That being said, I was caught off-guard that the official reports out did nothing to calm the market: (see below) Jobs Opening and Labour Turnover surveys (JOLTs) for December 2023. CB Consumer Confidence report fo
$MSFT magic fades? Record earnings, falling price?
avatarShyon
02-01
Good topic to discuss. Well, I will choose to bet on these all time high stocks if the rally is just at the beginning stage. However, let's say the stock has been rallying for more than 30-40% in one month, it will be very risky to chase on it even it's at its all time high. Usually a healthy stock will tend to pullback during correction and it will be never too late to enter at that moment. Never be FOMO. However, if you don't care about the short to mid term volatility and if you are a long-term investor, then no problem for you to bet on these all time high stocks at any moment if you strongly believe that the companies are going to do better and better in future. Last but not least, buying stocks at high point is not a mistake or something to avoid, just try not to buy at high point w
avatarGman69
01-31
$Microsoft(MSFT)$  theres only one way 😇👍🙏

Microsoft Beats Q2 Earnings. Where Is the Stock Headed?

Share Price Performance: Microsoft ($Microsoft(MSFT)$ ) has soared 8.66% year-to-date, outperforming the S&P 500 and Nasdaq-100, which have posted returns of 3.34% and 3.91% YTD, respectively. Microsoft's stock has increased by 90.71% from its 2022 low, rising from USD 214.25 to the current share price of USD 408.59. In after-hours trading, its share price is currently at a -0.28% loss, trading at USD 407.64. 2Q 2024 Earnings Call: Both Microsoft’s revenue and EPS beat street expectations. Revenue: $62.02 billion vs. $61.12 billion (Beat by 1.5%) EPS: $2.93 vs. $2.78 expected (Beat by 5.4%) Azure YoY Growth: +30% vs +27.7% expected Guidance: While revenue from the Productivity and Business Processes unit, Intelligent Cloud, and More Pers
Microsoft Beats Q2 Earnings. Where Is the Stock Headed?
avatarZin22
01-31
$Microsoft(MSFT)$   #how Will Microsoft move after earnings 

Microsoft Too Expensive?

For long term investing, valuating the fair value of a company is crucial for long-term success. $Microsoft(MSFT)$, a tech giant, has been a favorite among investors, but is it currently overpriced? Let's delve into a two-stage Discounted Cash Flow (DCF) model and consider recent price targets from analysts to paint a comprehensive picture. Microsoft Windows The two-stage DCF model estimates the next ten years of cash flows, considering a higher growth period followed by a steady growth phase. Microsoft's levered free cash flows are projected up to 2033, and the present value of these cash flows is calculated, resulting in a Present Value of 10-year Cash Flow (PVCF) of US$867 billion. The Terminal Value is then determined
Microsoft Too Expensive?
Let's take a look and hope that it will pull back
if you need a reference, look at 3 months ago and what happened to $Microsoft(MSFT)$ stock. it dipped and then surged in the next month. Microsoft is the safest bet you have in any company out there. leave it rideAzure growth stable, AI model built, data Centers wrapping up, $Activision Blizzard(ATVI)$ acquisition has settled (gaming expected to grow 40%), time to profit on these high margin productsThis is a buy and hold stock. The funny business by shorts and traders in general after hours is meaningless. The stock should soar going forward.
Love this report. Love where this stock will be heading over next few years. Nothing holding it back. Will be adding on any stock weakness. Go $Microsoft(MSFT)$ !Haters crack me up. MS has been a winner for decades & growing as strongly as ever. I can't imagine that ANY shorts have made nearly as much as us longs. Cheers to fellow longs happily watching our incredible MS positions grow!

The signal will Trend upward and don't sell MSFT

$Microsoft(MSFT)$ Dont be surprised if this goes on a roller coaster ride, along with others. This is just a scare tactic. Currently as i type only down $1.79 if you are going to sell because of that you shouldnt be in the stock market. Go to vegas and spin a wheel instead. My opinion all this talk about a 370 350 and much lower is just that. Speculation! See you at 415- 420 at open $$$$$$ long and strong! ignore all the ups and downs. it's just noise in the signal. the signal will Trend upward. don't sell this stock. watch over the next few weeks. you will regret if you sell this stock. this isn't $Tesla Motors(TSLA)$
The signal will Trend upward and don't sell MSFT

$500 by end of February

We are at the peak of a double top in the broader markets. It's not Microsoft or any singular company...this is the signal for the DXY to start spiking and everyone to run to t-bills. Microsoft will be fine, it will just go from being expensive to cheap.if this was going to tank it would already be doing it. it's not. this will climb fast over the next few weeks. look at what their stock did 3 months ago after earnings report. dip, then climb climb climbthis report was right on target with their business plan. AI is Raising productivity. this is a subscription service with continuing revenue. the rate of growth increased. don't sell this stock, you will regret it.$500 by end of February
$500 by end of February
If the stock drops, I will seize the opportunity to buy more. I have been holding onto my shares since 2002, and I have complete faith in $Microsoft(MSFT)$ 's long-term success, anyone betting against Microsoft is going to lose. Investors who are building an AI portfolio simply must have Microsoft as a core holding. This is a buy and hold for the next 8 years. :-)

MSFT Q2: Is AI Over Priced-in?

$Microsoft(MSFT)$ reported better-than-expected earnings after the market closed on January 30, which was reasonably accepted by investors.1. The main business segments maintained at least the growth rate of the previous quarter, with many advantages from exchange rate changes.2. AI did not bring obvious incremental growth, and user growth was not significant, indicating a lack of momentum.3. Profit margins have significantly improved, prioritizing operational efficiency, which can support valuation but may further lower growth expectations.Why is the market insensitive to a beat?1. The market had already priced in the expectations before the financial report. With chip companies continuously improving performance and AI-related businesses already
MSFT Q2: Is AI Over Priced-in?

Google Cloud vs Azure YoY growth trends

1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google Cloud at a ~$37B run rate growing 26% (not constant currency). Google cloud includes GCP and GSuiteQuarterly YoY growth trends in below chart, this quarter came in below expectations.ImageBelow is an estimate of net new ARR added over the last few quartersImageYoY growth trends in net new ARR per quarterImage2. $Microsoft(MSFT)$ Azure at a ~$74B run rate growing 28% constant currencyQuarterly YoY growth trends below. Also shown estimated growth ex AI services. Not all software co's have the AI accelerant Microsoft does!In last 3 quarters AI Services run rate has gone ~$500m > ~$2B > ~$4B ImageBelow is an estimat
Google Cloud vs Azure YoY growth trends
$Microsoft(MSFT)$   Microsoft posted better-than-expected net income of $21.9 billion or $2.93 per diluted share. The company's revenue rose roughly 18% from a year ago to $62 billion, driven by growth in the intelligent cloud business. Microsoft's market cap briefly surpassed $3 trillion in intraday trading Wednesday after the stock climbed more than 1% and hit around $404 per share. The stock erased some of its gains throughout the day and closed at $401.5 per share. Overall, Microsoft stock looks like a hold at its current valuation. Sure, shares could pull back after such a big run-up, but the long-term thesis for holding the stock looks very strong. Compiled from sources:
avatarAd0750
01-31
$Microsoft(MSFT)$  Here’s how Microsoft performed after every earning release since 2020.