MSFT Earnings

MSFT reported its earnings on 2026-04-29, showcasing a revenue of 82.89B against an estimate of 81.40B, resulting in a 1.83% surprise. The EPS was 4.27, surpassing the expected 4.07 by 4.91%. The stock experienced a -3.93% price change on the earnings day and a -3.08% change over the next five days, reflecting market reactions to the results.

Following MSFT's earnings announcement on 2026-04-29, the stock price moved by -3.93% on the day of the release. Over the subsequent five days, it saw a -3.08% change. Historically, MSFT's stock price tends to shift by an average of -1.52% in the 10 days leading up to earnings and -1.67% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate MSFT's annual revenue to reach 87.62B, while the EPS is projected at 4.24. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between MSFT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, MSFT's stock price typically moves by -1.52% in the 10 days before its earnings and -1.67% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 4.24 and revenue of 87.62B.

The earnings call summary reveals strong financial performance, with significant growth in revenue, operating income, net income, and EPS. Cloud revenue, a key growth area, rose by 15%, and gaming revenue also increased. Although no additional strategic insights or risks were discussed, the financial results indicate a positive outlook, especially with robust cloud and Office 365 performance. The absence of negative guidance or risks further supports a positive sentiment.