Microsoft Stock: Anticipation Ahead of Quarterly Numbers
Tonight, Microsoft will release its quarterly figures for the third quarter of 2025, and expectations are high, especially regarding the growth of Azure and investments in Artificial Intelligence (AI). These factors are crucial for the tech giant’s share price and could represent significant market developments for investors.
Expectations and Forecasts
- Revenue Forecast: BofA Securities expects revenue in Q3 to be around $68.2 billion, reflecting a year-over-year growth of 10.3 percent.
- Azure Growth: Although Azure’s growth has been slightly reduced, it remains an important factor. BofA Securities has lowered the growth forecast for Azure in the fourth quarter to 30.5 percent (normalized for currency), due to increased macroeconomic uncertainties.
- AI Investments: Microsoft recently announced that Gpt-Image-1 is available on the Microsoft Azure OpenAI service, highlighting the investments in AI.
Market Developments and Challenges
- Slow Revenue Growth: According to data from LSEG, Microsoft will record the slowest revenue growth in seven quarters, attributed to challenges in the global economic environment.
- AI Boom and Economic Turbulence: The AI boom is threatened by tariffs and global economic turbulence, which could impact investments in AI. Nevertheless, many investors believe that the long-term potential of AI justifies further investments.
Outlook for Investors
The release of the quarterly figures will be crucial for investors to assess Microsoft’s future development. In particular, the growth of Azure and advancements in AI technology will be in focus. Despite short-term challenges, many experts see long-term potential in Microsoft’s investments, which could influence the stock price.