Microsoft Stock Surge: Analyst Highlights Expanding Cloud Footprint and OpenAI Momentum

The latest earnings snapshot showed a 14th straight "double beat," with quarterly revenue of $90.01 billion (+18%) and EPS of $4.74 topping consensus. The overall cloud revenue rose 27% to $59.3 billion. Intelligent Cloud revenue climbed 32% to $39.3 billion, and Azure and other cloud services revenue grew 43%, helping frame why buyers are still willing to pay up for the AI/cloud story.

BNP Paribas analyst Stefan Slowinski said Microsoft strengthened its position as a leading AI beneficiary after fiscal fourth-quarter results showed progress across Azure, Microsoft 365 Copilot, GitHub Copilot and AI infrastructure. AI Monetization Gains Traction Slowinski said Microsoft’s fiscal fourth-quarter results addressed nearly every major investor concern going into the report and he...