By Vandita Jadeja
Publication Date: 2026-05-29 17:37:00
Quick Read
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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.
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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%.
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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.
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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…