Microsoft is rated a 'buy' due to its undervaluation and stability among mega-cap stocks despite concerns over heavy capital expenditures and Azure growth. The company's shift to a usage-based monetization model, including products like Copilot and Dynamics 365, is expected to raise long-term revenue potential and support margin recovery. Planned price increases for the Microsoft 365 suite and faster adoption of Copilot should increase average revenue per user and stabilize margins from the second half of 2026 onward. Trading at a 20% discount to its five-year average price-to-earnings ratio with a target price of $550 per share, Microsoft is seen to have over 30% upside driven by AI-related growth and monetization strategies.
Microsoft plans to overhaul GitHub Copilot's pricing on June 1, moving to a token-based billing system that could drastically increase costs for heavy users, with some facing bills in the thousands instead of the current $10-$39 monthly fees. This ch...
Microsoft reported strong Q3 results, with Azure cloud growth at 39% in constant currency, highlighting sustained demand for AI and cloud services. The company raised its Q4 Azure growth guidance to 39-40%, and Copilot AI adoption surged to over 20 m...
Microsoft is negotiating with AI company Anthropic to provide its Maia 200 AI chips, though no deal has been finalized. Anthropic, facing computing capacity issues, currently uses Nvidia GPUs and has agreements with Amazon and Google for AI chip reso...
Carahsoft Canada Inc. and over 10 technology partners will exhibit advanced defense and security solutions at CANSEC 2026, Canada's premier defense event held May 27-28 in Ottawa. The event gathers military, government, and industry leaders to explor...
In 2026, large-cap value stocks have outperformed growth stocks for the first sustained period in years, driven by sectors like energy and financials benefiting from higher interest rates and stable earnings. Three key ETFs—Vanguard's VOOV, SPDR's SP...
