Microsoft Aktie News

Microsoft shares slid despite strong Azure and Copilot growth. The stock is currently attractively valued after the price dip.

Microsoft has faced a rocky start to the year, with shares sliding 11% in just one month. Despite reporting strong Q2 results, the stock pulled back after management guided for "stabilizing" Azure revenues—a disappointment for investors who were positioned for continued acceleration.

Microsoft's stock is potentially compelling for long-term investors who believe the business is fundamentally “better than average,” according to a portfolio manager.

Microsoft stock took a beating on Thursday as investors became worried about the AI story. Nearly half of Microsoft's backlog is tied to OpenAI, exposing the company to real risks.

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In this video, I'll talk about Meta's, Microsoft's (MSFT 0.83%), and ServiceNow's earnings, and why the market keeps dumping software stocks like Salesforce, Rubrik, and others. Watch the short video to learn more, consider subscribing, and click the special offer link below.

Microsoft Corporation delivered robust Q2 FY2026 results, with revenue up 16.8% and EPS up 24% year-over-year, beating expectations. Azure's 39% growth and a $625B backlog, largely AI-driven, underpin long-term revenue, though 45% is concentrated with OpenAI. Despite a sharp stock drop, MSFT stock trades at a 10% discount to peers, with a P/E of 28.19 and accelerating cloud growth.