From Nasdaq: 2025-06-05 11:14:00

Microsoft is aggressively expanding into cybersecurity services, serving 1.4 million customers globally. The European Security Program offers AI-based threat intelligence sharing to all EU member states. The integration of AI into security operations and Entra’s 900 million monthly active users position Microsoft as a key player in the cybersecurity market.

Competition intensifies as CrowdStrike focuses on premium enterprise segments and Palo Alto Networks serves over 80,000 enterprise customers. Microsoft’s multi-workload approach, AI capabilities, and cloud infrastructure advantages position it as a strong competitor in the cybersecurity market.

Microsoft’s fiscal 2025 revenues are estimated at $278.8 billion, with a 13.47% year-over-year growth projection. Earnings are expected to reach $13.33 per share, a 12.97% increase. The stock’s valuation appears stretched at 11.09 times forward sales, exceeding industry averages.

Microsoft stock has returned 10.1% year-to-date, outperforming the Computer & Technology sector. With a Zacks Rank #3 (Hold), the company’s growth potential is closely monitored. Experts recommend seven elite stocks, including Microsoft, for potential early price pops, based on historical market performance.



Read more at Nasdaq: Microsoft Expands Security Footprint: Is it the Next Revenue Pillar?