RESOLVING THE LEDGER
This is one outlet's own report from The Motley Fool — the article as it was filed. Other outlets are covering the same event; open the full story to compare every source side by side.
See the full story · 2 sources
For the last five years, I've been the person rolling my eyes at Microsoft 's (NASDAQ: MSFT) valuation and calling it priced for perfection. Today, after its latest set of numbers and the way the company has embedded itself into AI , cloud, and everyday work, I'm finally willing to say it: At these levels, Microsoft is an easy buy for a long‑term investor.
Back in the 2021 to 2022 time frame, my skepticism sounded reasonable. Microsoft was trading at a rich multiple compared with its own history, and it felt like everyone already knew the bull case: dominant Windows, sticky Office, and fast‑growing Azure. I kept waiting for growth to slow or margins to crack.
Instead, 2026 gave a very different picture. In the fiscal year that ended June 30, Microsoft's revenue climbed 18% to more than $331 billion, while operating income rose 21% to more than $155 billion. Net income hit $133.7 billion, with full‑year EPS growth comfortably above 20% even after stripping out gains from OpenAI and Anthropic investments. Those are not the numbers of a mature company just coasting on its legacy.
Continue reading
AIPROPX is an independent multi-source news index — we track, compare, and connect coverage from across the web into one place you won't find anywhere else.