Microsoft's recent performance has been underwhelming, with its stock growing only 1.3% over six months and valuation concerns persisting. The company is facing increased competition from other tech giants, partly due to AI fatigue.
Despite this, Microsoft remains a beneficiary of the growth in artificial intelligence (AI). Analysts at Oppenheimer have downgraded their rating on the stock from "outperform" to "perform", citing high consensus estimates for revenue and earnings. However, other analysts remain bullish on the company's prospects.
The impact of AI is also being felt in Microsoft's partnerships. For example, OpenAI has reportedly shifted its relationship with Microsoft, moving towards a more independent approach to data centers and cloud services. This could potentially affect Microsoft's profit margins.
Microsoft's stock price was recently compared to that of Nvidia, which some analysts believe is the most beholden to Nvidia for high-priced chips. However, other analysts remain optimistic about Microsoft's growth prospects in AI, with one analyst predicting a long-term success story.
* AI generated summary of articles
MSFT News
13-Oct-2024 7:00 AM CST - Barchart Microsoft Stock Has Underperformed in 2024, But Can It Catch Up in Q4? With a YTD gain of just over 10%, Microsoft (MSFT) stock is underperforming the S&P 500 Index ($SPX). The stock's returns are the second-lowest among the closely followed "Magnificent 7" group, with only Tesla (TSLA) faring worse.
11-Oct-2024 4:54 AM CST - MSN Has Microsoft's Stock Hit a Peak? Has Microsoft's stock hit a peak, or is it overdue for a rally? If you believe Wall Street analysts, you might be bullish on Microsoft stock in the short run. Their price targets typically look at where they think a stock will go in the next 12 months or so.
10-Oct-2024 3:24 PM CST - MSN Microsoft announces quarterly earnings release date Microsoft Corp. will publish fiscal year 2025 first-quarter financial results after the close of the market on Wednesday, Oct. 30, 2024, on the Microsoft Investor Relations website at A live webcast of the earnings conference call will be made available at 2:30 p.
10-Oct-2024 12:49 PM CST - Yahoo Is Outlook down? Thousands report Microsoft 365 issues Thousands of people reported issues with Microsoft 365 services Thursday afternoon, according to Downdetector. The issues were primarily affecting Outlook. Just before 12 p.m., over 2,000 people had reported issues with Microsoft 365.
10-Oct-2024 11:23 AM CST - Business Insider Microsoft Rolls Out New AI Tools For Healthcare Organizations (RTTNews) - Microsoft Corp. (MSFT), Thursday announced the launch of new healthcare AI models in Azure AI Studio, capabilities for healthcare data solutions in Microsoft Fabric, the healthcare agent service in Copilot Studio, and an AI-driven nursing workflow solution to support healthcare organizations.
Microsoft's recent performance has been underwhelming, with its stock growing only 1.3% over six months and valuation concerns persisting. The company is facing increased competition from other tech giants, partly due to AI fatigue.
Despite this, Microsoft remains a beneficiary of the growth in artificial intelligence (AI). Analysts at Oppenheimer have downgraded their rating on the stock from "outperform" to "perform", citing high consensus estimates for revenue and earnings. However, other analysts remain bullish on the company's prospects.
The impact of AI is also being felt in Microsoft's partnerships. For example, OpenAI has reportedly shifted its relationship with Microsoft, moving towards a more independent approach to data centers and cloud services. This could potentially affect Microsoft's profit margins.
Microsoft's stock price was recently compared to that of Nvidia, which some analysts believe is the most beholden to Nvidia for high-priced chips. However, other analysts remain optimistic about Microsoft's growth prospects in AI, with one analyst predicting a long-term success story.
* AI generated summary of articles
MSFT News
13-Oct-2024 7:00 AM CST - Barchart Microsoft Stock Has Underperformed in 2024, But Can It Catch Up in Q4? With a YTD gain of just over 10%, Microsoft (MSFT) stock is underperforming the S&P 500 Index ($SPX). The stock's returns are the second-lowest among the closely followed "Magnificent 7" group, with only Tesla (TSLA) faring worse.
11-Oct-2024 4:54 AM CST - MSN Has Microsoft's Stock Hit a Peak? Has Microsoft's stock hit a peak, or is it overdue for a rally? If you believe Wall Street analysts, you might be bullish on Microsoft stock in the short run. Their price targets typically look at where they think a stock will go in the next 12 months or so.
10-Oct-2024 3:24 PM CST - MSN Microsoft announces quarterly earnings release date Microsoft Corp. will publish fiscal year 2025 first-quarter financial results after the close of the market on Wednesday, Oct. 30, 2024, on the Microsoft Investor Relations website at A live webcast of the earnings conference call will be made available at 2:30 p.
10-Oct-2024 12:49 PM CST - Yahoo Is Outlook down? Thousands report Microsoft 365 issues Thousands of people reported issues with Microsoft 365 services Thursday afternoon, according to Downdetector. The issues were primarily affecting Outlook. Just before 12 p.m., over 2,000 people had reported issues with Microsoft 365.
10-Oct-2024 11:23 AM CST - Business Insider Microsoft Rolls Out New AI Tools For Healthcare Organizations (RTTNews) - Microsoft Corp. (MSFT), Thursday announced the launch of new healthcare AI models in Azure AI Studio, capabilities for healthcare data solutions in Microsoft Fabric, the healthcare agent service in Copilot Studio, and an AI-driven nursing workflow solution to support healthcare organizations.
