跟一个MSFT: AI的
本帖于 2026-01-23 21:29:14 时间, 由普通用户 inet-fan 编辑
https://finance.yahoo.com/quote/MSFT/
Overview
Microsoft (MSFT) is poised for strong earnings growth, with analysts forecasting a 20.1% increase year-over-year and a 3.7% rise in shares following a service outage restoration. The company's robust performance in key segments, particularly in the Intelligent Cloud, highlights its resilience amid mixed market conditions.
Growth Metrics: Revenue growth accelerated to 15.59% in Q1 2026, with earnings growth strengthening to 16.10%, showcasing Microsoft's ability to enhance profitability alongside revenue expansion.
Market Resilience: Microsoft shares rose by 3.7% after restoring access to its Microsoft 365 services, demonstrating positive investor sentiment despite broader market volatility.
Valuation Metrics: The P/E ratio has increased slightly to 36.70x in Q1 2026, indicating stable investor confidence. The EV/EBITDA ratio decreased to 22.57x, suggesting a more favorable valuation relative to earnings.
Insider Transactions: Microsoft insiders reported 11 transactions: 3 tax payment transactions totaling $470,925.16 and 8 equity awards at $0 value. No anomalies were flagged, indicating routine compensation and tax withholding events.
Earnings Expectations: Analysts anticipate earnings of $3.88 per share, reflecting a 20.1% increase year-over-year, alongside revenue expectations of $80.23 billion, a 15.2% increase.
Profitability Metrics: Operating margins improved to 46.27%, while gross margins slightly declined to 68.76%, reflecting effective operational efficiency despite a minor reduction in core profitability