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Stocks A to Z / Stocks M / Microsoft (MSFT)
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Author: tecmo ⎊  😊 😞
Number: of 31 
Subject: Earnings Fiscal Q1
Date: 10/30/2024 4:22 PM
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No. of Recommendations: 3
Earnings are out, and they are pretty good.

EPS : $3.30 +10%
Revenue : $$65.59B +16%

TTM Numbers
Price   : $
Revenue : $254B  (12x)
EPS     : $12.13 (35x)

Earnings growth is lagging revenue growth, which is not surprising given the amount of AI investment that is going on right now. The share price is still extremely elevated (trading at the very upper end of the range).

tecmo
...

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Author: tecmo ⎊  😊 😞
Number: of 31 
Subject: Re: Earnings Fiscal Q1
Date: 10/31/2024 10:02 AM
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No. of Recommendations: 4
A quick note on valuation.

Stock is trading at $410 after the results are out, looking forward to this time next year we might see EPS of $14. Multiples have ranged from 28 to 36, but 30 is the more stable average - which would forecast a price of $420 - so not much upside from here (not surprising since its essentially a multiple compression).

tecmo
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