Microsoft: I'm More Bullish Than Ever

Microsoft delivered a strong Q4, with revenue up 17.8% Y/Y and Azure growth guidance accelerating to 45%. MSFT's commercial backlog surged 84% Y/Y to $678 billion, and Copilot monetization is scaling rapidly, supporting robust cloud demand. Management reaffirmed FCF positivity in FY27, extended asset lifespans, and guided another year of double-digit revenue and operating income growth. My updated DCF model values MSFT at $544.50 per share, highlighting meaningful upside despite ongoing AI sentiment and competitive risks.

Microsoft Corporation's (MSFT) stock went through a rough ride after I last covered the company in late May and argued that the market was mispricing its shares. In late June, the stock fell to This article was written by Bohdan Kucheriavyi 10.51K Followers Follow I'm a Ukraine-based seasoned investor, who firsthand experienced what’s it like to live in an environment full of systemic geopolitical shocks when the war came to my home country. Despite this, I managed to build an all-weather portfolio that has been able to thrive in volatile markets. My goal is to help investors find event-driven geopolitical ideas that can generate strong returns during periods of economic and political uncertainty.