FeesSafety
Pluang+

Microsoft beats Q1 FY2027 revenue and EPS estimates with strong growth and efficiency gains.

Company Fundamentals
29 Oct 2026, 20:32 WIB
Seeking Alpha
View Source
Neutral
Microsoft beats Q1 FY2027 revenue and EPS estimates with strong growth and efficiency gains.

Microsoft reported strong Q1 FY2027 results, surpassing revenue and earnings per share estimates with 19% revenue growth and 18% EPS growth year-over-year. The company showed improved efficiency, achieving higher Azure growth despite delays in GPU deliveries, and maintained solid profit margins despite heavy infrastructure spending. Capital expenditures were lower than expected due to third-party delays, not reduced demand, with guidance indicating increased spending and continued AI investments ahead. Following a 37% stock rise since the last Buy rating, the analyst has shifted the rating to Hold, reflecting limited further upside at current fair value.

Microsoft shares trade at USD 525.73 on Pluang as of Oct 30, 2026 00:41 WIB, down 0.99% in the last day. Despite the recent analyst downgrade to Hold after a 37% rally, the stock remains near its 52-week high of USD 543.45. Trading volume is active with over 25 million shares changing hands, while typical investors hold the stock for about 144 days on the platform.

More News (MSFT)

Amazon focuses on AWS growth and cash flow; Microsoft shines with Azure; Google struggles with search revenue amid AI competition.

Amazon focuses on AWS growth and cash flow; Microsoft shines with Azure; Google struggles with search revenue amid AI competition.

Amazon's earnings highlight strong AWS growth and retail strength driven by successful Prime Days, with cash flow as a key focus. Microsoft impresses with robust Azure growth and resilient software business, supporting a positive long-term outlook de...

Neutral
4 hours ago
Memory shortage deepens Microsoft Windows PC sales decline, hitting OEM revenue and data center costs.

Memory shortage deepens Microsoft Windows PC sales decline, hitting OEM revenue and data center costs.

Microsoft announced its Windows business will shrink faster in the December quarter due to a global memory shortage impacting PC sales and raising data center costs. Windows OEM revenue, tied to PC maker sales, fell 27% in the September quarter and i...

Market News
Bearish
4 hours ago
Intel stock falls 4% pre-earnings as foundry hopes dim and Big Tech earnings disappoint

Intel stock falls 4% pre-earnings as foundry hopes dim and Big Tech earnings disappoint

Intel shares dropped 4% ahead of its Q3 2026 earnings report, pressured by a setback in its foundry business and weak Big Tech results. Terafab's talks with Taiwan Semiconductor undermine Intel's foundry ambitions, which still operates at a loss desp...

Bearish
4 hours ago
Amazon falls 3% as Alphabet's 12% drop raises pressure on AWS earnings report

Amazon falls 3% as Alphabet's 12% drop raises pressure on AWS earnings report

Amazon's stock dropped 3% ahead of its Q3 report, pressured by Alphabet's 12% plunge after disappointing results. Investors are closely watching Amazon Web Services (AWS) growth and margins, with analysts expecting strong revenue growth of 38% for AW...

Market News
Bearish
5 hours ago
Microsoft posts 18.8% revenue growth and 39.6% net margin in strong Fiscal Q1 results

Microsoft posts 18.8% revenue growth and 39.6% net margin in strong Fiscal Q1 results

Microsoft Corporation reported strong Fiscal Q1 results with 18.8% year-over-year revenue growth and a robust 39.6% net profit margin. The company's Rule of 40 score reached 58.4, indicating an excellent balance of growth and profitability. While cap...

Company Fundamentals
Bullish
5 hours ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App