After the market closed this morning, MSFT reported better-than-expected sales and profit, suggesting customer demand hasn’t been rattled by tariffs and wider economic uncertainty – shares were trading ~6% higher in extended trading in New York this morning.
- Revenue for the 3rd quarter increased +13% to $US70.1 billion, beating analyst estimates of $68.5 billion.
- EPS of $3.46 beat analyst estimates of $3.21.
This is an excellent result. The Azure and other cloud-computing revenue grew +35% in the quarter, also beating Wall Street estimates, and upgrades are now likely. If the overall market “behaves” through the rest of 2025, we can see MSFT testing its all-time high before Christmas.
- We can see at least 10% upside from MSFT in the coming weeks: MM holds MSFT in its International Equities Portfolio.
MM is long and bullish MSFT
Add To Hit List
