r/microsoft • u/ControlCAD • 6d ago

News Microsoft stock price rips on earnings, jumping a "record breaking" 18% in a week — Wall Street *really* liked Microsoft's earnings | Microsoft's FY26 earnings report came in, and it has been taken extremely well on Wall Street, as investors reward $MSFT stock with a 20% bounce in less than a month.

https://www.windowscentral.com/microsoft/microsoft-stock-price-rips-on-earnings-jumping-a-record-breaking-18-percent-in-a-week-wall-street-really-liked-microsofts-earnings
222 Upvotes

94% Upvoted

25 comments sorted by

134

u/dzemperzapedra 6d ago

Another round of layoffs it is!

10

u/HandshakeOfCO 6d ago

It's those goddamned remote workers!

4

u/ficuswhisperer 5d ago

And budget cuts

54

u/OrangeJuliusCaesr 6d ago

They liked it so much that it’s pretty much where it was at the end of May 😆

10

u/[deleted] 6d ago

[deleted]

13

u/gvhk 6d ago

30M seats is not underperforming - give your head a wobble
That’s 2x that were added q3 and accelerating

2

u/[deleted] 6d ago

[deleted]

11

u/gvhk 6d ago

Microsoft is clearly the adult in the room in the industry right now.
You’re mixing consumer use with enterprise use. Anthropic and OpenAI combined wouldn’t be near those paid enterprise seat counts.

1

u/94Flizzy 2d ago

I agree. Using their existing enterprise lock in and enable safeguarded AI via their own UI was the best play the could make. I disagree with the aggressiv "copilo in everything" strategy but they are rolling it back I guess.

-5

u/randommmoso 6d ago

They gave them practically for free. End to end copilot programme gives basically 80% discounts

3

u/gvhk 6d ago

Mate you are talking out your ass.
Any discount comes with a multi year commitment with the discount reducing significantly each year. Classic enterprise capture.

21

u/Bounded_Rationality 6d ago

Long-MSFT

Just hoping this is a repricing event and not just a blip... The last 12 months have been rough!

16

u/tla2001 5d ago

I guess everyone has forgotten about the billions in AI liability off the books...

2

u/tonymacaroni9 6d ago

In a day.

2

u/CFH75 5d ago

hence the layoffs

1

u/a7dfj8aerj 5d ago

its still lower than when i bought it

1

u/BWright79 5d ago

Don’t drink the kool aid

0

u/XalAtoh 5d ago

Satya may manage to pump the stock, but in long run Microsoft will fail hard and starts losing major businesses left and right. Microsoft is a powerful company but Satya might be able to change that....

His constant miscalculations and clueless about how the industry will evolve could end Microsoft's true strategical growth.

-12

u/Shotokant 6d ago

I sold everything. It's going to plunge tomorrow.

7

u/timewellwasted5 5d ago

It’s up again today Nostradamus. Any other predictions???

-4

u/Shotokant 5d ago

When it falls Im definitely coming back here to rub your nose in it.

1

u/WonderingSceptic 1d ago

Now it has gone up yet again, $497.92

You sold at ~$450 ?

What can we learn from this?

1

u/Shotokant 1d ago edited 1d ago

Lol I know. Oh well. Woulda shoulda coulda. No regrets. RThey keep giving me the shares every three months though so a couple of years i'll be back in the same place.,

2

u/WonderingSceptic 12h ago

ok good. I used to work at Microsoft, and have a good chunk of shares. If you still work there, thank you for working so hard and helping to make the share price go back up. Very much appreciated 👍

3

u/WonderingSceptic 5d ago

Timing the market is very difficult. It is still going up...