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Microsoft nears all-time highs as Azure growth and data center expansion boost optimism

Analyst Insights
14 Sep 2026
Seeking Alpha
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Bullish
Microsoft nears all-time highs as Azure growth and data center expansion boost optimism

Microsoft is approaching its all-time stock price highs driven by strong growth in its Azure cloud platform and plans to aggressively expand data center capacity. The company could triple its compute capacity to 38 gigawatts by 2032, indicating strong long-term demand. Azure revenue recently surpassed $100 billion annually, and usage of its Copilot AI tool is stabilizing, supporting further monetization. Despite some near-term uncertainty around compute buildout and free cash flow margins, the outlook remains positive, with a Buy rating maintained due to favorable risk-reward dynamics.

Microsoft shares are trading at USD 505.24 on Pluang as of Sep 14, 2026 22:42 WIB, up 1.94% for the day. The stock remains below its 52-week high of USD 542.07 but well above the low of USD 352.83. Market capitalization stands at $3.68 trillion, reflecting its significant presence in the technology sector.

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