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
| RDDT | 10.23% |
| NTNX | 33.26% |
| CRWD | 67.38% |
| SE | 32.25% |
| SNOW | 12.13% |
| APPF | 6.73% |
| PINS | -21.37% |
vs. Fair Value Estimates
Buy List
| SEMR | -36.45% |
| TSM | -37.46% |
| GOOG | -49.51% |
| NYAX | -57.29% |
| MSFT | -28.86% |
| ODD | -30.78% |
| ASR | -26.66% |
| FLYW | -35.81% |
| HRMY | -54.32% |
| YOU | -33.54% |
| ABNB | -29.41% |
| MELI | -27.78% |
| ADBE | -38.87% |
vs. Fair Value Estimates
Hold List
| VTEX | -17.12% |
| ZETA | -20.17% |
| CELH | 40.60% |
| TOST | 17.90% |
| CPNG | -11.25% |
| HIMS | -8.80% |
| PAYC | -18.77% |
| MNDY | 10.68% |
| GLBE | -20.17% |
| ZS | 28.50% |
| V | -3.09% |
| ADSK | -0.07% |
| NOW | -0.03% |
| FTNT | -2.41% |
| TEAM | -2.35% |
vs. Fair Value Estimates