Microsoft’s Valuation Is Sufficient As Cloud Growth Stalls (Rating Downgrade)

Summary:

  • Microsoft’s recent earnings release disappointed investors with weaker cloud expectations.
  • The company is currently trading at a high valuation, which may be at risk in coming quarters.
  • Competition is rising in the cloud and AI spaces, with Microsoft’s dominance not assured.

A computer mockup on a wooden desk against the window in a modern and comfortable home office.

BongkarnThanyakij

Microsoft (NASDAQ:MSFT) has gained around 50% from my last article on the company, but the latest earnings make me want to take the other side of the trade.

Stalled cloud growth is the headline

In the latest earnings


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