Azure Growth and Copilot Stack Drive Bull Case: What It Means for MSFT

Posted on by Eben@CANSLIM Research

In a report titled “Microsoft Corporation 1Q27 Preview: Azure growth and a growing focus on the enterprise AI stack”, the analysis reiterates a Buy rating and argues that continued Azure expansion, growing Copilot monetisation and improving visibility into returns on AI investment justify higher estimates across FY27 to FY29. The note raises its FY27 revenue forecast to $391.9bn from $388.5bn and FY27 EPS to $19.70 from $19.55, with FY28 EPS moving to $23.43 and FY29 to $28.49.

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