By Vandita Jadeja
Publication Date: 2026-05-29 17:37:00
Quick Read
Microsoft (MSFT) reported AI business revenue of $37 billion annualized run rate, up 123% year over year, with Microsoft 365 Copilot paid seats exceeding 20 million (up 250% YoY) and GitHub Copilot Enterprise deployed in nearly 140,000 organizations.
Commercial remaining performance obligations hit $627 billion, nearly doubling year over year, while Intelligent Cloud revenue rose 30% to $34.68 billion with Azure up 40%.
Microsoft’s stock is down 13% year to date despite stronger business fundamentals, driven by investor undervaluation of the company’s AI platform shift and the contracted revenue backlog supporting future earnings growth.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Microsoft wasn’t one of them. Get them here FREE.
I keep hitting the buy button on Microsoft (NASDAQ:MSFT) because the stock has gotten cheaper while the business has gotten stronger. The shares are down 13.06% year to date and down 7.24% over…
