Microsoft Increased Dividend: Is the Greatest Pick?

Microsoft is increasing its quarterly dividend by 10% and plans to repurchase up to $60 billion in stock. Microsoft announced an increase in its quarterly dividend and a new stock repurchase plan. The company has approved a new $60 billion stock repurchase program and announced a quarterly dividend of $0.83 per share. -------- Have you held Microsoft in your portfolio? What's your target price?

Why I Think Microsoft Could be More Ambitious

$Microsoft(MSFT)$ 's latest announcement of a $60 billion stock buyback program and a 10% dividend increase demonstrates the company's robust financial health and confidence in its future. The move, which replaces a similar buyback program from 2021, is a clear signal to investors that Microsoft remains committed to returning value to shareholders. On top of that, the stock has gained 31% over the past year, further solidifying its dominance in the market. But while I appreciate the shareholder-friendly gesture, I can’t help but wonder if there are better ways for Microsoft to invest its cash reserves, especially in innovation and expansion. MSFT Daily Chart over 1 Year Don’t get me wrong, I love seeing a company reward shareholders with buybacks
Why I Think Microsoft Could be More Ambitious
avatarTiger V
09-23

Investment Reflection: Microsoft Stock (September 20, 2024)

My additional investment in Microsoft $Microsoft(MSFT)$   stock on September 20, 2024, stems from the company's impressive advancements in AI, particularly through the widespread adoption of its Copilot AI assistants across various software platforms. Microsoft has successfully leveraged AI as a growth driver, which is now evident in its business performance, especially in areas like GitHub and Microsoft 365. GitHub Copilot: A Major Revenue Driver The most striking success has been the GitHub Copilot, an AI assistant that enhances productivity for developers. This tool, which suggests code and even completes coding tasks, has become a crucial revenue contributor. In fact, GitHub Copilot accounted for 40% of
Investment Reflection: Microsoft Stock (September 20, 2024)
avatarTiger V
09-16

Investment Reflection: Microsoft (MSFT) Stock (September 13, 2024)

My additional investment in Microsoft (MSFT) $Microsoft(MSFT)$  stock on September 13, 2024, is driven by the company’s continued dominance in the cloud and AI markets. Microsoft has proven itself as a key player in artificial intelligence (AI) and cloud computing, showing robust growth in its Azure services and a solid foundation for long-term success. Azure’s Growth and Strategic AI Integration One of the most compelling reasons behind this investment is Microsoft's rapid growth in its cloud business. Azure revenue grew by 29% year-over-year in the last quarter, a clear indication of how enterprises are increasingly migrating to cloud-based solutions. As companies move away from on-premise servers, Microsoft A
Investment Reflection: Microsoft (MSFT) Stock (September 13, 2024)

The highest quality companies in the Fundsmith/Smithson investable universe

What are the highest quality companies in the Fundsmith/Smithson investable universe?I took the complete set of holdings from both funds and ran it through one of my custom quality filters.Here are the ones that rise to the top 👇🏼👇🏼 $Nemetschek AG(NEMTF)$ $MSCI Inc(MSCI)$ $Qualys(QLYS)$ $IDEXX Laboratories(IDXX)$ $Mettler-Toledo(MTD)$ $Microsoft(MSFT)$ $Novo-Nordisk A/S(NVO)$ $HMS Networks AB(HMNKF)$ $Technology
The highest quality companies in the Fundsmith/Smithson investable universe
avatarShyon
07-27

AI Stocks 🧠 - Retracement done?

If you're interested in AI stocks, you're not alone. However, the shine may finally be coming off AI. If so, the rotation out of Big Tech into small caps that has emerged recently could quickly accelerate. The question then is whether outperforming laggards hold up the broader market, or does the AI selloff drive benchmark indices into the red? Another round of upbeat results and outlooks from the second-quarter earnings season will reinvigorate the bull case for all things related to artificial intelligence and microchips. PLTR As you may already know, broad bullishness for AI stocks has played a significant role in Palantir's strong stock price performance as of late. Back in April and May, a wave of fear, uncertainty and doubt about the continuation of favorable GenAI demand trends led
AI Stocks 🧠 - Retracement done?

[Stock Prediction] AAPL or MSFT, which stock is a big winner this week ?

This week’s earnings slate will play a role in determining whether tech stocks can now bounce back. Microsoft, Meta Platforms, Apple and Amazon are all set to report their quarterly results in the coming days. Both $Microsoft(MSFT)$ and $Apple(AAPL)$ have market capitalizations around $3 trillion. Can you predict which stock will be a big winner this week,AAPL or MSFT? Share your thoughts in the comments!📖Microsoft Earning Preview$Microsoft(MSFT)$ is set to share its financial performance after the bell on July 30, 2024.Intelligent Cloud remains Microsoft’s highest-growth segment and accounts for 43% of its total revenue. For Q4 2024, expectations are for th
[Stock Prediction] AAPL or MSFT, which stock is a big winner this week ?

MSFT slides amid weak Azure growth and increasing CapEx

$Microsoft (MSFT)$ reported FY24 Q4 Earnings after July 30th.The overall performance is still very strong, but it falls short of being a surprise as market expectations are also more plentiful.Coupled with the cloud business Azure's growth rate can not always chicken blood, the market is worried about the growth rate decline; and on the other hand, the company maintains high capital expenditure (CapEx), but has not yet seen the same amount of real money returns, naturally, the next fiscal year's profitability has an impact.Therefore, the after-hours performance reflects this earnings season investors both "fear(plunge to -8%)" and "greed (pulled back to -3%) characteristics.Investment highlightsAzure growth slowed.The -8% at one point
MSFT slides amid weak Azure growth and increasing CapEx

Tiger Weekly Insights:2024/07/22—2024/07/28

I. Performance of Global Equity Indices (in US dollars) Data source: Bloomberg, compiled by Tiger Brokers II. Key Market Themes i. Earnings reports trigger a continuous decline in big tech; is AI at this moment a pie or a trap? Last week, Google $谷歌(GOOG)$ and Tesla $特斯拉(TSLA)$ released their Q2 earnings reports on the same day. Tesla's net profit plummeted by 42%, significantly below market expectations. In contrast, Google's performance exceeded market expectations, but its guidance for the second half of the year did not provide any pleasant surprises. Consequently, the tech sector took a nosedive, and the Nasdaq index continued to decline. As observed in last week's market commentary, "The difficulty
Tiger Weekly Insights:2024/07/22—2024/07/28

Central Bank Moves and Earnings Flood Shape Market Sentiment

Central Bank Movements and Market Reactions Bank of Japan Policy Shift The Bank of Japan (BoJ) made headlines by raising its benchmark interest rate to around 0.25% from a range of 0% to 0.1%. Additionally, it announced plans to reduce its bond-buying pace to around ¥3 trillion ($19.6 billion) per month in Q1 2026. Governor Kazuo Ueda's decisive move towards policy normalization signals a significant shift from years of ultra-easy monetary policies, including negative interest rates that lasted until March. This hawkish tilt could mark a turning point for the yen as traders anticipate a narrowing of the US-Japan interest rate gap. BoJ Federal Reserve's Stance The BoJ’s actions come just before the US Federal Reserve's meeting, where officials are expected to keep the federal-funds rate unc
Central Bank Moves and Earnings Flood Shape Market Sentiment
avatarTiger V
08-26

Investment Reflection: Additional Investment in MSFT Stock on 23 August 2024

My decision to increase my investment in Microsoft Corporation $Microsoft(MSFT)$   on 23 August 2024, was driven by a strong belief in the company’s long-term growth potential, particularly in AI and cloud computing. Growth in AI-Driven Areas Despite concerns over margin impacts stemming from substantial investments in generative AI, Microsoft’s growth in AI-driven segments such as Azure and GitHub continues to be robust. Azure, being one of the leading cloud platforms globally, is well-positioned to benefit from the expanding adoption of AI across industries. GitHub, with its integration of AI-powered tools like Copilot, also reflects Microsoft’s strategic direction toward enhancing developer productivity
Investment Reflection: Additional Investment in MSFT Stock on 23 August 2024
$Microsoft(MSFT)$  $Roblox Corporation(RBLX)$  $Sea Ltd(SE)$  $Taiwan Semiconductor Manufacturing(TSM)$  $Nasdaq100 Bull 3X ETF(TQQQ)$ share prices have formed a swing low in recent price movements. Swing highs are points on a chart where the price of a security reaches a high point before falling back down, while swing lows are points where the price reaches a low point before rebounding. These highs and

Microsoft technical and fundamental analysis

**Microsoft Earnings on Tuesday: Will the Giant Lead Rebound?** Microsoft is set to report fiscal fourth-quarter earnings after the closing bell Tuesday, July 30. The tech giant is projected to report revenue of $64.37 billion, according to estimates compiled by Visible Alpha, representing a 14.6% rise over the year-ago period. Net income is expected to come in at $21.88 billion, or $2.93 per share, a 9.3% increase from the final quarter of fiscal 2023. My insight about potential earnings beats due to Apple paying license fees and increased usage of Microsoft Office integrated with ChatGPT could indeed contribute positively. ### Technical Analysis **Current Price and Trend:** Microsoft's stock has shown a strong upward trend over the past few months, with the current price hovering around
Microsoft technical and fundamental analysis
$Microsoft(MSFT)$   Microsoft Corp. raised its quarterly dividend 10% and unveiled a new $60 billion stock-buyback program, matching the size of a repurchase plan three years ago. The company’s shares gained as much as 2.4%. The software company said late Monday that shareholders as of Nov. 21 will receive a quarterly dividend of 83 cents a share, compared with the current 75 cents. The share repurchase agreement, which has no expiration date, replaces a buyback program announced in 2021 that was also $60 billion.
avatarBarcode
09-16
$Microsoft(MSFT)$ 🚨📰🗞️‼️🔔🚨 🔺🔺AI ENABLED PYTHON IS COMING TO EXCEL 🔺🔺 🤩Microsoft just announced Copilot in Excel with Python combing Microsoft’s AI enabled Excel Copilot features with Python! @Tiger_comments @Daily_Discussion @TigerGPT @TigerPicks @TigerStars
$Microsoft(MSFT)$   Really good news out of Microsoft today with the increase in quarterly dividend and the 60B buyback program.  With its uninterrupted track record of increasing dividends and its generous buybacks, our total yield from holding MSFT keeps increasing every year.  No need to trade or speculate, holding MSFT provides safe returns AND strong growth as it is well positioned to benefit from AI proliferation in everything we do. 
avatarMrzorro
07-29
What to Expect in the Week Ahead (MSFT, META, AAPL and AMZN Earnings After an underwhelming start to earnings from the magnificent 7, Microsoft, Meta, Apple, and Amazon will release earnings this week. $Microsoft(MSFT)$ is set to report fiscal Q4 earnings after the close on July 30. Expectations are EPS of $2.93 on revenue of $64.38 billion. This marks a 9.3% and 14.6% increase, respectively, compared to last year's period. Beyond the headline figures, investors will be watching for sustained growth in Microsoft's cloud platform Azure, which has been fueling sales and earnings growth in previous quarters. Azure has benefited from the AI boom as customers train and run AI workloads through the cloud platform. Cloud re
avatarderickt
09-15
I maintain a long position in$Microsoft(MSFT)$ due to its strategic alignment with my daily operational requirements. As an active user of Microsoft's suite of products, I have firsthand experience with the company's ability to deliver innovative solutions that drive productivity and efficiency.

Volatility and Anticipation: Navigating Earnings Season Amid Market Fluctuations

The $DJIA(.DJI)$ experienced a turbulent trading session, initially opening 100 points higher before shedding 300 points in the first hour. Despite efforts to rebound, the Dow finished down 49 points, or 0.1%. The S&P 500 and Nasdaq Composite also experienced volatile trading but managed to end the day relatively flat. This volatility reflects the market’s heightened sensitivity to incoming news and earnings reports. Market scenario Focus on Big Tech Earnings This week’s heavy news flow includes earnings reports from four of the six biggest companies: $Microsoft(MSFT)$ (Tuesday), $Meta Platforms, Inc.(META)$ (Wednesday), and
Volatility and Anticipation: Navigating Earnings Season Amid Market Fluctuations
$Microsoft(MSFT)$  is the greatest pick. It has managed to revamp itself into new areas, AI, cloud, subscription as a service. It is the best stock to have and will remain years to come with high Roic, and growth rate !

🎁Weekly Higher EPS Estimates: AAPL, MSFT, AMZN, META, BRK.B & More

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q2 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from July 29 to August 2.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with Esti
🎁Weekly Higher EPS Estimates: AAPL, MSFT, AMZN, META, BRK.B & More