机构投资者在2025年Q3出售了微软股份,但丰厚的收入和云层增长刺激了持续的信心。
Institutional investors sold Microsoft shares in Q3 2025, but strong earnings and cloud growth fueled continued confidence.
机构投资者在2025年Q3减少了对微软公司的股份,我的私人CFO有限责任公司将其持有量削减了96.5%,北美九十一个公司出售了1 459股。
Institutional investors reduced their stakes in Microsoft in Q3 2025, with My Personal CFO LLC cutting its holding by 96.5% and Ninety One North America selling 1,459 shares.
尽管内部销售总额达54 100股,包括CEO Judson Althoff和董事会主席Bradford L. Smith的主要出口,但微软公司在Q3上公布了可观的收入,其收入为4.13 EPS和77.67亿美元,比上一年增长18.4%。
Despite insider sales totaling 54,100 shares, including major exits by CEO Judson Althoff and Board Chair Bradford L. Smith, Microsoft posted strong Q3 earnings with $4.13 EPS and $77.67 billion in revenue, up 18.4% year-over-year.
该公司的市场上限为3.39万亿美元,分析师维持着“机动购买”共识和630美元目标。
The company’s market cap stands at $3.39 trillion, with analysts maintaining a “Moderate Buy” consensus and a $630 target.
Azure AI和企业云的增长使人们感到乐观,尽管在欧洲,AI成本和监管监督的上升仍然令人关切。
Growth in Azure AI and enterprise cloud drives optimism, though rising AI costs and regulatory scrutiny in Europe remain concerns.
2026年1月28日的Q2财政结果被视为关键的近期催化剂。
Fiscal Q2 results on January 28, 2026, are seen as a key near-term catalyst.