‘Not seeing the forest for the trees’: Analysts look past Azure miss as Microsoft slides post-earnings

Wall Street analysts remained overwhelmingly bullish on Microsoft, even as the stock dipped 12% post-earnings.

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Microsoft Corporation (MSFT)’s Fairwater AI data centers drive Azure growth outlook

We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. Microsoft Corporation tops our list for being one of the most profitable stocks. On January 23, 2026, UBS lowered its price target for MSFT to $600 from $650 while maintaining a Buy rating.

Microsoft beats expectations, cloud tops $50B as OpenAI and Anthropic deals reshape its business

Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it also showed continued signs… Read More

Microsoft's Azure Poised for Fairwater Boost

Microsoft Corporation (NASDAQ:MSFT) could be getting a real Azure growth tailwind as its Fairwater AI data centers come online, according to a new note from UBS. UBS analyst Karl Keirstead said recent checks with partners found no meaningful delays,