Microsoft (MSFT) Stock: What Wall Street Expects from Q4 Earnings on July 29
TLDR
- Microsoft reports fiscal Q4 earnings on July 29, with Wall Street expecting EPS of $4.24 and revenue of $87.62 billion
- MSFT stock is down ~21% year-to-date, pushing its forward P/E to a 10-year low of 20.61
- BNP Paribas projects Microsoft will spend $262 billion on capex in fiscal 2027, up from $104.3 billion in the first three quarters of fiscal 2026
- Truist analyst Terry Tillman has a Buy rating and $575 price target, calling the negative sentiment “overdone”
- 46 of 51 analysts rate MSFT a Buy, with a mean price target of $544.92 — implying ~42.7% upside
Microsoft heads into its fiscal fourth-quarter earnings report on July 29 with a cloud hanging over it — and that cloud is capital expenditure.
The backdrop isn’t great. Alphabet reported a strong Q2 on July 22, raised its capex forecast by $15 billion to $205 billion, and still saw its stock drop over 6% the next day. Investors are increasingly uneasy about the scale of AI spending across big tech, and Microsoft is next in the hot seat.
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