Microsoft’s Windows 11 transition boosts global PC shipments by 6.5% year over year to 68.4 million in Q2 2025. Lenovo leads with 24.8% share, followed by HP and Dell. Windows 11 commercial deployments surge 75% year over year. Microsoft introduces Copilot+ PCs with AI features, partnering with Adobe, Canva, and Zoom.

Microsoft faces tough competition from Alphabet’s ChromeOS and Apple’s Mac devices powered by M4 chips. ChromeOS evolves with AI-focused features, while Apple launches MacBook Pro and Air with M4 family chips. Apple expected to launch M5 chip-powered MacBooks soon.

MSFT shares up 21.3% year-to-date, outperforming industry and sector growth. Trading at a forward 12-month Price/Sales ratio of 12.04X. Value Score of D. Zacks Consensus Estimate for fiscal 2025 earnings at $13.34 per share with 13.05% year-over-year growth. Microsoft carries a Zacks Rank #2 (Buy).

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Read more at Nasdaq: Steady Transition to Windows 11 Aids MSFT: What’s the Path Forward?