Microsoft (MSFT) Rises on AI Hype, Yet the Numbers Look Poor
February 10, 2023
Microsoft (MSFT) got a lot of hype this week for using ChatGPT in Bing, taking attention away from company’s poor fundamentals.
Research Reports
Microsoft (MSFT) is Delivering Lackluster Profit Growth Right Now
November 10, 2022
Microsoft (MSFT) is getting hurt by a strong USD (which took sales growth from 16% to 11%) and weak Windows sales post-COVID.
Outside of Azure, Microsoft (MSFT) is Feeling the Pinch of the Recession
August 19, 2022
Microsoft (MSFT) is feeling the recession pinch in reduced ad revenue and slow PC sales. But Cloud revenue rose a solid 20% last qtr.
Microsoft (MSFT) has a Plethora of Avenues for Growth
May 13, 2022
Microsoft’ (MSFT) differentiated businesses (PC software, LinkedIn, Video games, cloud storage) can keep growth chugging along.
Microsoft Helps Turn the Stock Market Higher
February 9, 2022
Microsft (MSFT) helped turn the Bear Market into a Bull Market when it released its earnings as the Cloud division shined.
Microsoft’s Intelligent Cloud Leads The Way in Sales Growth
December 14, 2021
Microsoft’s (MSFT) Intelligent Cloud lead the way in company sales growth last qtr, driven by Azure and other cloud services.
Azure and Microsoft 365 Sales Power Microsoft
September 13, 2021
Big companies are utilizing Microsoft (MSFT) products more now than they ever have, especially Microsoft 365 and Azure.
Cloud Computing Helps Microsoft Grow Profits 39%
June 25, 2021
Microsoft (MSFT) delivered profit growth greater than 30% the past three qtrs, and Cloud computing is leading the way.
Microsoft’s Profits Jump 34% as Companies Upgrade Digitally
February 24, 2021
Microsoft (MSFT) had a spended qtr with 34% profit growth as the company is benefiting from digital transformation.
Microsoft is Feeling the Love of Digital Transformations
November 18, 2020
Microsoft (MSFT) is feeling the positive affects of this new economy as profits jumped 32% last qtr.
Microsoft Just Had Profit Growth Slow From 23% to 7%
August 7, 2020
Microsoft (MSFT) just had qtrly profit growth slow from 37% to 23% and now 7%. That’s bad. Is this time to sell the stock?
Microsoft Saw Two Years of Digital Transformation in Two Months
May 25, 2020
Microsoft (MSFT) saw two years of digital transformation take place the in two months. That’s good news for MSFT stock.
Microsoft is Growing Like it Did in the 1990’s
February 21, 2020
Microsoft (MSFT) is tearing-it-up as profits jumped 37% last qtr. Wow, that’s profit growth like it had in the 1990’s.
Microsoft is Back to Growing Profits 20% Again
November 15, 2019
Microsoft (MSFT) was a fantastic stock from its IPO until 2000. Then it was dead money. Now MSFT is back baby!
Microsoft is in the Sweet Spot of Software
August 23, 2019
Microsoft (MSFT) is in the sweet spot of software with a balanced attack including Office 365, LinkedIn, and Xbox gaming,
Microsoft Speaks Softly, Carries a Big Stock
June 30, 2019
Microsoft (MSFT) speaks softly by giving us beatable expectations. Then the company carries a big stock that’s up 31% this year.
Microsoft’s Profit Growth is Expected to Slow
March 7, 2019
Microsoft’s (MSFT) profit growth just slowed from 36% to 15% and estimates are for 5% growth next qtr. Here’s Sharek’s updated take on MSFT.
Microsoft is a Top Tech Stock to Own
December 4, 2018
Microsoft (MSFT) is doing great, and with Apple’s struggles, MSFT now replaces AAPL as a top tech stock to own.
Microsoft’s Growing Faster than Analysts Expect
August 30, 2018
Microsoft’s (MSFT)continues to grow faster than analysts expect, so my “analysis” has to include how much the company might make.
Microsoft is Tricking its Investors – In a Good Way
July 1, 2018
Microsoft (MSFT) is tricking its investors, But it’s ok, it’s in a good way. Management has been underpromising (+4% EPS growth) and overdelivering (+19% instead) for two years.
Commercial Cloud & LinkedIn Boosting Microsoft
March 19, 2018
Last qtr, Microsoft (MSFT) had 56% sales growth in its commercial cloud division. Wow. No wonder the stock is up 50% in a year. LinkedIn has also played a part in sales/profit growth.
LinkedIn Helps Microsoft’s Numbers Look Pretty
December 27, 2017
Investors were all giddy about Microsoft’s (MSFT) latest qtr, as sales jumped 12%. But without the help of LinkedIn, sales would have increased just 7%.
Perhaps It’s Time Microsoft Stock Simmered Down
August 14, 2017
Microsoft’s (MSFT) up around 25% during the last year — as profits rose 19% on a 5% gain in sales. But with a P/E if 22 and profits set to decline, MSFT could take a breather.
Modern Microsoft Continues to Climb Higher
June 13, 2017
A more modern Microsoft (MSFT) is getting the attention of investors as the company is riding the success of cloud computing, Office products and video games.
I’m Not as Impressed With Microsoft as Some Others Are
March 2, 2017
I’m not as impressed with Microsoft (MSFT) as other investors are, and feel the recent run-up is because of the stock market’s rally.
Microsoft Transformed Itself to Fit the New Economy
November 12, 2016
Microsoft (MSFT) has done a valiant job of transforming itself into a company which profits in the New Economy. Let’s look at MSFT stock.
Microsoft Bounces Back and Acquires LinkedIn
August 13, 2016
Microsoft (MSFT) put out 15% profit growth last qtr and also acquired LinkedIn. But what guys like me really want is consistent double-digit growth.
Microsoft Pooped Out a Poor Quarter
May 20, 2016
Just as I thought Microsoft (MSFT) was gonna grow again, the company pooped out a poor qtr and it’s back to the drawing board.
A New and Improved Microsoft is Winning Again
February 3, 2016
Microsoft (MSFT) is back, as Office 365, Surface and Azure lead the company into a new frontier of computing.
Here’s Why the Dow Was Down 300 Yesterday
August 1, 2014
Want to know why the Dow was down 300 yesterday? Look at how high Microsoft (MSFT) is.
Microsoft’s Secret Transition
February 13, 2014
Microsoft (MSFT) is transitioning itself from software to the cloud, but doesn’t disclose pertinent figures.
Here’s What Microsoft’s New CEO has to Deal With
February 7, 2014
Microsoft’s (MSFT) got a new CEO. Here’s what the guy has to work with, I mean deal with.
I Just Don’t See It
November 5, 2013
Microsoft (MSFT) is at its highs, and I don’t see why. This just isn’t a good buy.
The Move is Over
August 7, 2013
Late last year/early this year, Microsoft (MSFT) was $27 and worth $31. Now the stock’s $32. The run is done. The move is over.
Earnings
MSFT 2023 Q2
February 12, 2023
Microsoft (MSFT) is expected to report qtrly profits (EPS) and revenues:
Profits Estimates: $2.23 vs. $2.22 = +0%
Rev Est: $51,030 vs. $49,360 = +3%