MSFT Earnings
Wednesday, Apr 29 2026
EPS Estimate
$4.07
$3.94 – $4.23
Revenue Estimate
$81.4B
Track Record
4/4 beats
Current Price
$393.11
Our Position
neutralMicrosoft Azure Backlog Surges to $625B
structured data
est. revisions stable
Microsoft’s dominant Azure growth and massive contract backlog cement its leading AI cloud infrastructure position, underpinning durable revenue streams amid heightened competitive risks and market valuation pressure.
Watch: April 29 earnings call for updated AI guidance and margin impact from supply deals.
Data Signal Summary
3 bullish
0 bearish
Insider buying cluster
Put/call 0.4 (bullish skew)
Price uptrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
uptrend
1-Month Return
-0.6%
From 52w High
-27.2%
P/E Ratio
23.2
Est. Revisions (30d)
+0.0% 17up/6dn
Analyst Target (mean)
$585 $392–$730 +49%
Options P/C Ratio
0.41
Est. Dispersion
7% 30 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong D.E. Shaw, Citadel, Tiger Global, Coatue, Elliott
Recent Activity
analyst ratings
4 ratings
Mizuho
→Outperform
1d ago
Piper Sandler
→Overweight
1d ago
BNP Paribas
→Outperform
4d ago
UBS
→Buy
20d ago
filing changes
HIGH
NEW items added:
Addition of detailed Strategic and Competitive Risks section in current filing.
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