The Week After: How has MSFT performed since FQ4 earnings?

Following its Q4 FY2025 earnings report on July 30, 2025, Microsoft’s shares (NASDAQ:MSFT) saw a significant jump, with its price soaring to a new all-time high of $555.45 on July 31, 2025. This rally pushed its market capitalization past the $4 trillion mark.

However, in the days since the earnings report, the stock has experienced some cooling. While it remains up overall since the report, it has been trading below that record high.

Check out recent share movement below:
SA Commentary: The SA Investing Group Leader, The Value Portfolio, remains bullish on Microsoft, noting that the strong earnings report and the company’s $4 trillion valuation reinforce this view, driven primarily by robust growth in its AI datacenter operations.

While recognizing that Microsoft Azure is a key growth engine, the leader acknowledges the fierce competition from AWS and Google Cloud, which could put pressure on margins, and highlights, “Despite competitive risks, Microsoft’s financial strength and segment performance support a positive long-term outlook.”

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