Microsoft stock news
The gist
Microsoft reported $90B quarterly sales and $4.74 EPS, sending shares up 28% to near $500.
Analysts now debate whether the AI-driven rally still leaves room to run.
How it unfolded
- Sep 18, 2026Microsoft reported fiscal fourth-quarter results with $90B sales and $4.74 EPS, surpassing expectations and driving a 28% stock rally to near $500. Azure grew 43% year over year and full-year Azure revenues surpassed $100 billion for the first time.
- Sep 20, 2026Microsoft stock posted a session gain of 1.62%, trading at $498.25, as geopolitical risk from new US sanctions legislation clouded the outlook for global tech.
- Sep 21, 2026Cantor Fitzgerald raised its price target to $608 from $522, while Citizens and Jefferies maintained Buy ratings with targets of $550 and $575. A TipRanks survey of 35 analysts showed an average Strong Buy rating and mean target of $569.94.