$Microsoft(MSFT)$  one of the best long term investments ever! Ever since reporting earnings the stock price keeps rising without much pullback. MSFT posted Q3 FY2025 earnings of $3.46 per share, well above the ~$3.23 consensus estimate, and $70.1 billion in revenue, topping the ~$68.5 b expectation.

Both profit and revenue upside was driven by excellent performance in its cloud and AI divisions, showcasing robust demand.

Azure cloud revenue grew ~33% YoY, with AI-related infrastructure fueling a large portion of that growth.

• Nadella emphasized that “cloud and AI are the essential inputs…”, reinforcing investor confidence in Microsoft’s long-term strategy.  

Following the earnings beat, multiple analysts raised price targets sharply—for example, Wedbush bumped theirs to ~$515, Bernstein to ~$540—indicating optimism about future growth.

• Visible Alpha consensus shows an average upside potential of ~12% from current levels.

# Winning Trades

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  • LeilaLynch
    ·06-16
    Incredible insights on MSFT! Love it! 🚀 [Heart]
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  • pizzix
    ·06-16
    Absolutely love your insights on MSFT! [Heart]
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