Microsoft had a strong quarter, exceeding expectations with impressive Azure performance and raised fair value.

From Morningstar: 2025-05-01 04:38:00

Microsoft’s third-quarter results exceeded expectations with revenue rising 13% year over year to $70.1 billion and an operating margin of 45.7%. Azure’s performance was impressive, driving growth in traditional and AI workloads. Demand indicators are strong with commercial bookings up 17% and Azure AI services surging. The company raised its fair value estimate to $505 per share. Microsoft’s guidance is better than expected, with revenue projected at $73.7 billion and a 43.4% operating margin. Results support long-term growth in hybrid cloud environments, AI, and Azure. The stock remains a top pick with attractive potential.



Read more at Morningstar: Microsoft Earnings: Strong Quarter, Raising Fair…