Quick Read – MSFT trades down 21% year-to-date, yet Azure grew 40% and Satya Nadella confirmed AI revenue surpassed a $37 billion annual run rate. – Microsoft’s $627 billion signed enterprise backlog and 45% operating margin make it a stronger long-term buy than AMZN or GOOGL. -…
t now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn’t make the cut. Grab the names FREE today
I keep hitting the buy button on Microsoft (NASDAQ:MSFT), and I am adding again before the fiscal Q4 report drops after the close on July 29. My horizon is 12 to 36 months. My reason is one sentence: I am locking in more shares of a high-margin enterprise monopoly at a compressed valuation multiple, and the market has handed me the discount.
The stock trades at $381.70, down 20.72% year to date and 24.69% over the past year. The business remained strong. The multiple compressed.