Microsoft Corporation is strategically positioned for enterprise AI adoption, emphasizing security and agentic AI deployment to drive confidence among customers. MSFT's silicon-to-software model, including Maia 200/300 custom chips, aims to restore Intelligent Cloud margin growth, with material benefits expected by eFY28. I reiterate a Strong Buy rating on MSFT with a $765 price target, reflecting a 20.20x eFY28 EV/EBITDA multiple and a robust cloud growth outlook.

Microsoft Garage co-founder Quinn Hawkins explains how the employee innovation program outlasted bigger, better-funded efforts inside Microsoft for 17 years, as the company winds it down.

With results from about a quarter of S&P 500 members already out, we see a continuation of the broad-based strength we've seen in the last few reporting cycles. Most importantly, the revisions trend remains positive, with estimates for 2026 Q4 and full-year 2027 continuing to rise.

Microsoft stock is an anomaly in the beaten-up AI sector as the large-cap hyperscaler holds near highs ahead of its fiscal Q4 report.

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.

The Carillon Eagle Growth & Income Fund lagged its S&P 500 benchmark during the quarter. Top securities include Microsoft, Chevron, Intercontinental Exchange, AT&T and Accenture. Bottom securities include Corning, DICK's Sporting Goods, Lam Research, Home Depot and TJX.

Get a deeper insight into the potential performance of Microsoft (MSFT) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Microsoft Corporation (NASDAQ:MSFT) shares are in the spotlight, with earnings on deck, Azure growth and capital spending in focus, recent analyst activity, a technical setup showing a short-term cooldown and Edge Rankings all drawing attention.