From Financial Modeling Prep: 2024-10-08 12:37:00

Oppenheimer analysts downgraded Microsoft (NASDAQ:MSFT) to Perform from Outperform due to concerns over optimistic revenue and earnings projections. OpenAI’s projected losses of $2-3 billion for 2025 were not initially factored in, impacting estimates. Challenges include increased CapEx, higher operational expenses, and slower AI adoption affecting revenue growth. Microsoft’s focus on long-term innovation may delay profitability expansion, potentially leading to lower P/E ratios.



Read more at Financial Modeling Prep:: Microsoft Faces Potential EPS Pressure, Downgraded…