MSFT is gonna report earnings on 26th April along with Google. Is it a buy?
I remember last April when both of them reported on the same day MSFT took a huge shit even after reporting stellar numbers (dropped $15 i believe?)
This year with the big macro headwinds of inflation thanks to unlimited money printing by Jerome Powell seems like earnings wont matter much compared to guidance
It is the only member other than Apple of the $2T club and is still growing like crazy with its tentacles in gaming, cloud , enterprise etc with no signs of slowing or stopping down. There are also “rumors” of a potential stock split. Analyst still predict mammoth Revenue of $48.8 billion and EPS of $2.18, with 15-20% growth on EPS expected in the next 10 years
If earnings are even a slight miss or a bad guidance, do you see MSFT falling 40% like Netflix? With its $2T valuation, it would literally crash the entire US stock market if that happens though..
Disclosure: I have 50 shares of MSFT @ $225 cost basis
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