Microsoft's 2024 Fiscal Year Report
Jul 31, 2024
Microsoft reported its Q4 and fiscal year results this week. As usual, no big surprises here. Overall revenues were up 16%, with good results across the board but a nice bump from the Activision acquisition earlier this year. Cloud was up 19%, behind expectations of 25%+, and the company is investing in capacity to support demand. Management expects this to rebound into the high 20% growth range next quarter. Overall, a good quarter and year. Adjusting some of my assumptions, MSFT gets a meaningful fair value bump up to $516/share. The stock looks attractive at current prices.
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Watch List
| VTEX | -14.29% |
| S | 8.93% |
| CRWD | 70.81% |
| SEMR | 8.00% |
| SNOW | 18.60% |
| SE | 55.51% |
vs. Fair Value Estimates
Buy List
| GOOG | -32.11% |
| NYAX | -49.75% |
| ASR | -28.60% |
| PAYC | -27.87% |
| HRMY | -42.57% |
| YOU | -46.86% |
| MELI | -25.58% |
| ADBE | -33.64% |
vs. Fair Value Estimates
Hold List
| ZETA | -24.16% |
| MSFT | -22.56% |
| ODD | -21.97% |
| FLYW | 4.05% |
| CELH | -14.91% |
| TOST | 32.91% |
| CPNG | -6.13% |
| HIMS | -0.54% |
| MNDY | 15.26% |
| GLBE | 19.36% |
| ZS | 18.72% |
| V | -11.46% |
| ADSK | 9.16% |
| NOW | 48.20% |
| ABNB | -19.09% |
| FTNT | 1.32% |
| TEAM | 12.66% |
vs. Fair Value Estimates