🇺🇸 US MSFT

Microsoft Corporation — FY2025 Record Results & AI Era Investment Thesis

🏢 Microsoft Corporation ✍️ AiAlphaLens Research 📅 March 17, 2026

Research Summary

Microsoft delivered FY2025 revenue of $281.7B (+15% YoY) and operating income of $128.5B (+17% YoY). Azure revenue exceeded $75B with AI business ARR surpassing $13B. Operating margin expanded to 45.6%. BUY | PT $500.00 (+22.5% upside from $408.00).

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