Microsoft Stock Jumps After $90 Billion Q4 as Azure Growth Hits 43%
Updated
Updated · Yahoo Finance · Aug 11
Microsoft Stock Jumps After $90 Billion Q4 as Azure Growth Hits 43%
3 articles · Updated · Yahoo Finance · Aug 11
Summary
Microsoft shares are trading above their 200-day moving average by the widest margin since October, signaling a sharp post-earnings turn in Wall Street sentiment.
$90 billion in fiscal Q4 revenue, up 18%, and 43% Azure and cloud-services growth drove that shift, with Azure topping a $100 billion annual revenue run rate.
$40.6 billion in operating income and $10.2 billion returned to shareholders reinforced confidence that Microsoft is monetizing AI while keeping spending disciplined.
That discipline stood out because Microsoft did not sharply lift capital-expenditure plans like Alphabet and Meta, easing investor worries about AI overspending.
The rebound still follows a weaker 2026 run—Microsoft is up 4.7% year to date versus the S&P 500's 13% gain—but analysts' profit estimates have risen since late July.