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Source document· January 26, 2026

Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results?

View original at finance.yahoo.com
Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results? Microsoft MSFT is slated to report second-quarter fiscal 2026 results on Jan…
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  • LinkedIn revenues expected to grow approximately 10%

    80% confidence
  • Windows OEM and Devices revenues expected to decline in the mid-single digits percent overall

    80% confidence
  • Dynamics 365 revenue growth projected in the mid to high teens

    80% confidence
  • Xbox content and services revenues expected to decline in the low to mid-single digits

    80% confidence
  • Microsoft Q2 fiscal 2026 earnings expected at $3.88 per share, suggesting 20.12% year-over-year growth

    80% confidence
  • Azure revenue growth expected to be 36% in constant currency

    80% confidence
  • More Personal Computing revenues projected between $13.4 billion and $13.8 billion

    80% confidence
  • On-premises server business revenues expected to decline in the low to mid-single digits

    80% confidence
  • Intelligent Cloud segment revenues projected between $30.9 billion and $31.2 billion, representing growth of 25% to 26%

    80% confidence
  • Microsoft 365 commercial cloud revenue growth expected between 13% and 14% in constant currency

    80% confidence
  • Worldwide PC shipments reached 76.4 million units in Q4 2025, up 9.6% year over year

    80% confidence
  • Search and news advertising ex-TAC revenues likely to grow in the low double digits

    80% confidence
  • Productivity and Business Processes segment revenues projected between $33.3 billion and $33.6 billion, representing growth of 11% to 12%

    80% confidence
  • Microsoft Q2 fiscal 2026 revenues expected at $80.23 billion, indicating growth of 15.22% year-over-year

    80% confidence
  • Investors may buy shares ahead of earnings, as Microsoft's platform strategy positions the company for sustained growth

    80% confidence
  • Microsoft represents a compelling buy opportunity ahead of fiscal second-quarter 2026 results despite premium valuation

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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