By John Ballard, The Motley Fool
Publication Date: 2026-04-20 11:06:00
Shares of Microsoft (NASDAQ: MSFT) fell as much as 36% in late March before rebounding. Even after the bounce, the stock is still down about 23% despite the business continuing to perform well.
The decline coincided with a broader rotation out of artificial intelligence (AI) stocks. Yet analysts remained bullish throughout the sell-off, with recent calls citing Microsoft’s AI and cloud momentum.
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Last quarter, revenue from Azure, Microsoft 365, and other cloud services rose 26% year over year, reaching an annual run rate of $204 billion. That’s a large share of Microsoft’s overall revenue, supported by high-growth, recurring subscriptions. Azure remains the standout, with revenue up 39% year over year.
After the…
