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
| S | 13.51% |
| NTNX | 16.61% |
| CRWD | 78.83% |
| SEMR | 12.90% |
| SNOW | 21.89% |
| SE | 54.36% |
| TSM | -4.32% |
vs. Fair Value Estimates
Buy List
| GOOG | -33.41% |
| NYAX | -52.11% |
| ASR | -28.26% |
| PAYC | -26.58% |
| HRMY | -43.75% |
| YOU | -50.92% |
| MELI | -25.17% |
| ADBE | -32.31% |
vs. Fair Value Estimates
Hold List
| ZETA | -24.57% |
| MSFT | -21.56% |
| ODD | -23.27% |
| FLYW | -2.39% |
| CELH | -20.69% |
| TOST | 35.09% |
| CPNG | -3.40% |
| HIMS | 8.96% |
| MNDY | 17.13% |
| GLBE | 23.47% |
| ZS | 21.04% |
| V | -7.33% |
| ADSK | 12.01% |
| NOW | 57.76% |
| ABNB | -22.78% |
| FTNT | 4.05% |
| TEAM | 19.64% |
vs. Fair Value Estimates