The Motley Fool
15 Oct 2026, 08:15 UTC · 1h ago
Microsoft Had Its Best Quarter in 28 Years. Is it Too Late to Buy the Stock?
Impact · against what's priced in
The earnings report provides strong confirmation of Microsoft's AI trajectory but contains no catalysts, as the current valuation already accounts for the specific growth rates and backlog figures reported.
- MSFT+0.00
Already priced in
- The price assumes
A cloud platform backlog of $678 billion, which is already ten times quarterly cloud revenue.
The report confirms the $678 billion cloud commercial remaining performance obligations and the 43% Azure growth, both of which are explicitly accounted for in the current price.
What MSFT's price assumes · Sep 21
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