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Microsoft Q4 Earnings Surge Amid AI and Cloud Partnerships

7/30/2025

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Summary

Story summary

Microsoft announces Q4 earnings, with 20 analysts rating the stock a “buy” and a target price near $580.
Azure revenue is expected to rise by 34.8%, driven by AI demand and the OpenAI partnership.
OpenAI expands its cloud partnerships to include Google Cloud and Oracle, affecting Microsoft's exclusivity.
Wall Street anticipates $73.86 billion in revenue and $3.38 earnings per share for the quarter.
Analyst confidence is strong, with price targets between $600 and $613.

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Story summary

Microsoft announces Q4 earnings, with 20 analysts rating the stock a “buy” and a target price near $580.
Azure revenue is expected to rise by 34.8%, driven by AI demand and the OpenAI partnership.
OpenAI expands its cloud partnerships to include Google Cloud and Oracle, affecting Microsoft's exclusivity.
Wall Street anticipates $73.86 billion in revenue and $3.38 earnings per share for the quarter.
Analyst confidence is strong, with price targets between $600 and $613.