By kucoin.com
Publication Date: 2026-10-30 18:25:00
By Hannah Pedone and Emily Bary
Various factors indicate that Microsoft is in a better financial position than its cloud rivals, analysts say
CEO Satya Nadella has won back Wall Street’s trust.
After spending a good chunk of the past year in Wall Street’s doghouse, Microsoft currently stands as the winner among the major cloud companies.
Jefferies trading-desk analyst Jeffrey Favuzza issued that verdict following Amazon.com’s (AMZN) Thursday earnings report, which showed cloud growth coming up short of what some investors were expecting.
Amazon’s cloud business increased revenue at a 39% clip in the third quarter, while analysts tracked by FactSet had been expecting 37% growth. But institutional investors had been targeting growth more in the neighborhood of 43% to 44%, various analysts noted ahead of Amazon’s report.
See also: Amazon’s stock drops – even in the face of a bold new cloud forecast
The report from Amazon makes Microsoft (MSFT) “look even better,” Favuzza wrote in a note to…
