微软2025年收入强劲, Microsoft's strong 2025 earnings and AI growth drive bullish forecasts despite mixed investor activity.

2026年初,微软的股票仍然是混合机构活动的首要投资重点,Plancorp和Net Worth咨询小组减少了股份,Welch集团则增加了其地位。 In early 2026, Microsoft's stock remains a top investment focus amid mixed institutional activity, with Plancorp and Net Worth Advisory Group reducing stakes while Welch Group increased its position. 该公司报告说,2025年的Q3收入强劲,估计收入为4.13 EPS和77.67亿美元,比上一年增长18.4%。 The company reported strong Q3 2025 earnings, beating estimates with $4.13 EPS and $77.67 billion in revenue, up 18.4% year-over-year. 华尔街保持"适度购买"共识,目标为631.03美元,受Copilot和Azure人工智能增长预期的推动. Wall Street maintains a "Moderate Buy" consensus with a $631.03 target, driven by AI growth expectations from Copilot and Azure. 尽管内部销售总额超过2 700万美元,而且对竞争和资本支出感到关切,但长期前景依然乐观,分析家预测,如果AI货币化加速,到2026年初,市场上限为5万亿美元。 Despite insider sales totaling over $27 million and concerns over competition and capital spending, long-term prospects remain positive, with analysts projecting a potential $5 trillion market cap by early 2026 if AI monetization accelerates.