By Vandita Jadeja
Publication Date: 2026-04-17 14:02:00
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Microsoft (MSFT) is a compelling long-term hold at $420.26, down 12.9% year-to-date.
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Microsoft’s $625 billion commercial remaining performance obligation provides years of contracted future revenue.
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Tech dinasour Microsoft (NASDAQ:MSFT) remains a compelling long-term holding. The stock is down 12.9% year-to-date as of mid-April 2026, sitting at $420.26 against a 52-week high of $552.24. That gap reflects a significant discount from recent highs. Here’s why I’m loading up on it.
The commercial remaining performance obligation stands out as a key metric. In Q2 FY2026, that figure hit $625 billion, a 110% surge year-over-year. That is contracted, committed future revenue already on the books. One quarter earlier, it stood at $392 billion, up 51% year-over-year. The acceleration from 51% growth to 110% growth tells me enterprise customers are locking in for years.
A large…
