Seeking Alpha
26 Oct 2026, 18:47 UTC · 1h ago
Microsoft And Alphabet Q3 2026 Earnings Previews
Impact · against what's priced in
The earnings previews contain no catalysts for Microsoft or Alphabet as the mentioned trends are already reflected in their current valuations. Expected AI infrastructure spending and Alphabet's recent price underperformance are already baked into the market's assumptions.
- MSFT+0.00
Already priced in
- The price assumes
Microsoft 365 commercial revenue growing in the mid-teens
The description of Microsoft's business as resilient and a driver of stable revenues supports the baseline growth assumptions already baked into the current price.
What MSFT's price assumes · Sep 21
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