MSFT

Microsoft

NASDAQ: MSFT · Technology · Q1 FY2027

Reports Wed 28 Oct · After market close, webcast 2:30 pm PT (5:30 pm ET)Snapshot as of 23 Oct 2026

Price$524.51

52-week349.20–553.72

Trailing P/E29.22

Yield0.75%

NoteUp 34% since the 29 Jul print ($390.54 to $524.51), about 5% below the $553.72 52-week high

Sold into the printdown 3.5% from the $543.45 close of 13 Oct

NoteOptions imply ±5.5%; last five prints +15.5%, -3.9%, -10.0%, -2.9%, +3.9%

The read in one line

The guide is 44–45% Azure growth and the market has already bet on 46–50%. Azure at 47% or better with the capex frame held is the bull case; a print at the guide is treated as a miss after a 34% run, almost regardless of the EPS beat.

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