Stocks
Microsoft Crushes Q4 FY2026 Earnings Expectations with 17.75% Revenue Growth
Microsoft's Q4 FY2026 earnings call revealed robust financial performance, exceeding analyst expectations.
The tech giant reported revenue growth of 17.75% year-over-year to $90.01 billion, surpassing forecasts by 2.71%, and non-GAAP adjusted EPS rose significantly.
A core thesis driving the company's AI infrastructure investments is that it remains structurally underpriced by the broader market, as seen in the performance of Situational Awareness LP, which gained over 2,000% from its inception through mid-2026.