| MSFT |
Report |
Azure CC Growth (Q4 FY26) |
BEAT |
pred ~41% vs. cons 39.7% (Visible Alpha, Jul 28 2026) |
HIGH |
| MSFT |
Report |
Operating EPS (Q4 FY26) |
BEAT |
pred ~$4.35 vs. cons $4.26 (Visible Alpha, Jul 28 2026) |
HIGH |
| MSFT |
Report |
CapEx incl. leases (Q4 FY26) |
BEAT |
pred ~$43-44B vs. cons $42.4B (Visible Alpha, Jul 28 2026) — above cons, negative signal |
MEDIUM |
| MSFT |
Guide |
Azure CC Growth (Q1 FY27) |
BETTER |
guide ~40-42% vs. cons ~40.5% (Visible Alpha FY27 implied) |
MEDIUM |
| MSFT |
Guide |
FY2027 Revenue/OI Growth |
BETTER |
guide ~15%+ vs. cons ~14% implied (Visible Alpha, Jul 28 2026) |
MEDIUM |
| MSFT |
Guide |
CapEx Q1 FY2027 |
UNCHANGED |
guide ~$44-46B vs. cons ~$46B (Visible Alpha FY27 implied) |
MEDIUM |
| MSFT |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| MSFT |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — CapEx overage drives modest sell-side estimate cuts; Azure beat partially absorbed but CapEx concern lingers into the week as models are revised |
MEDIUM |