Seeking Alpha
13 Nov 2026, 12:19 UTC · 1h ago
Wall Street Breakfast Podcast: Microsoft Still On Hold With IT
Impact · against what's priced in
The report that IT spending remains 'on hold' is a negative signal for Microsoft, as it threatens the high growth rates currently baked into the stock price. While not a catastrophic shock, it creates friction for the 30% cloud growth and mid-teens M365 growth the market already assumes.
- MSFT−0.15
Challenges what's priced in
- The price assumes
Server and cloud revenue growing near 30% annually
Reports of IT spending being 'on hold' directly conflict with the high revenue growth rates the market currently assumes for cloud and M365 commercial segments.
What MSFT's price assumes · Sep 21
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