Quick Read – Microsoft beat Q4 EPS estimates by 12% and grew net income 31% while holding a 46% operating margin, a level of leverage that is rare at trillion-dollar scale. – MSFT’s $678 billion commercial backlog, up 84%, and 30 million Copilot paid seats offer revenue…
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I hit the buy button on Microsoft (NASDAQ:MSFT) again this week, and I have no intention of stopping. What keeps pulling me back is simple. This is a company charging customers for AI at scale while expanding margins, and the market keeps handing me chances to buy it cheaper.
Microsoft closed at $390.54 on July 29, down 23.2% over the last year and 18.89% year to date. That is the setup I keep getting rewarded for accumulating into. The Quarter That Convinced Me to Add Again Microsoft reported Q4 FY26 non-GAAP EPS of $4.74 against a $4.2397 estimate, an 11.81% beat and the fifth straight quarter of beating consensus.