Microsoft Stock Soars 25% After Blowing Past Q4 Earnings Estimates

Microsoft's stock has surged by 25% over the past three days following its blowout Q4 FY26 earnings report. The company's revenue hit $90.01 billion, up 17.75% year-over-year, with non-GAAP EPS of $4.74 against a consensus estimate of $4.2397, an 11.81% beat.

Azure crossed the $100 billion annual revenue milestone, and Microsoft 365 Copilot passed 30 million paid seats. The extended OpenAI partnership has locked in $250 billion Azure commitment through 2032.

The 24/7 Wall St. price target for Microsoft is $573.79, implying a 23.47% upside over the next 12 months. The recommendation is to buy at 90% confidence.