Microsoft's AI investments are starting to yield significant financial returns, with Azure hitting $100 billion in annual revenue and a backlog of $678 billion in commercial contracts providing strong multi-year revenue visibility. The company reported a 17.8% revenue increase in fiscal Q4 2026 and beat earnings estimates, fueling a bullish outlook with a 24/7 Wall St. price target of $613.43, implying a 22.85% upside from the current $495.22 price. While capital expenditures are high, reflecting heavy AI infrastructure investment, the strong demand and growth projections for Azure and Microsoft 365 Copilot support confidence in continued expansion. Risks include sustained high capex and OpenAI-related losses, but overall, Microsoft is positioned well compared to peers like Alphabet and Amazon, making it a recommended buy with a 90% confidence level.
Microsoft shares are trading at USD 516.17 on Pluang, up 3.66% for the day, reflecting strong investor interest despite heavy AI infrastructure spending. The stock has a market cap of $3.83 trillion and a dividend yield of 0.76%. These figures are current as of Sep 27, 2026 22:41 WIB.
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A $10,000 investment in Microsoft today could potentially double to about $20,731 by 2031, driven by strong growth in Azure and Microsoft 365 Copilot. Azure recently hit $100 billion in annual revenue, with demand outpacing supply, and Microsoft’s co...
