He rates the stock as a buy with a $475 target price. Bernstein’s Mark Moerdler came out of Microsoft’s earnings call with the impression that AI is becoming core to the company’s business.

Microsoft’s management defended that spending on the earnings call, in response to questions that touched on Wall Street’s more measured view of AI investments that has come to the forefront ...

A live webcast of the earnings conference call will be made available at 2:30 p.m. Pacific Time. Microsoft company logo. (PRNewsFoto/Microsoft Corp.) (PRNewsfoto/Microsoft Corp.) Microsoft (Nasdaq ...

AI, Azure and security are just some of the biggest topics expected to come up Thursday on the company’s third fiscal quarter earnings call. Updates on Microsoft’s artificial intelligence and ...

What troubles us is also that the CEO, Satya Nadella, during MSFT's 2Q25 earnings call acknowledged that demand exceeds their supply capacity. ”...demand continued to be higher than our ...

Almost $40 million of that went to concrete alone. In other cases, Microsoft has slow-walked negotiations. On a January ...

Its earnings per share (EPS ... However, sentiment turned negative toward Microsoft when it provided an outlook for its fiscal third quarter on its conference call. The company expects revenue ...

Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $220.0 to $530.0 for Microsoft over the recent three months.

There aren't many technology companies that can claim they've been a leader in artificial intelligence (AI), but Microsoft (NASDAQ: MSFT) can do so easily. Microsoft has been gaining on Amazon for ...

A live webcast of the earnings conference call will be made available at 2:30 p.m. Pacific Time. Microsoft (Nasdaq "MSFT" @microsoft) creates platforms and tools powered by AI to deliver ...

AI, Azure and security are just some of the biggest topics expected to come up Thursday on the company’s third fiscal quarter earnings call Updates on Microsoft's artificial intelligence and Copilot ...

A live webcast of the earnings conference call will be made available at 2:30 p.m. Pacific Time. Microsoft (Nasdaq “MSFT” @microsoft) creates platforms and tools powered by AI to deliver innovative ...