🚀 $META - Strong Buy Opportunity!Q2 revenue hit $60.8B (+28% YoY), driven by robust ad growth—impressions +14%, avg. price +12%. AI continues powering efficiency gains across the platform. While near-term pressure from elevated Capex (2026 guide raised to $130-145B) and legal charges weighed on net income, the core advertising engine remains rock-solid with 3.6B Family DAP.
Analyst consensus: Strong Buy. Average price target ~$790–825, implying +35%+ upside from current levels (~$585). Forward P/E ~17x offers compelling value for long-term AI + ad dominance.
Attractive valuation + durable moat. Dip is a buying window! 💼
$MSFT surges ~8-9% in premarket (around $423–426 vs prior close $390.54) after strong Q4 results.
Revenue $90B (+18%), adjusted EPS $4.74 — both beat estimates. Azure growth accelerated to 43%; full-year Azure revenue crossed $100B for the first time. Commercial remaining performance obligations jumped to $678B. Capex guidance (after accounting adjustment) came in more disciplined than feared, easing AI spending concerns.
Near-term sentiment driven by growth delivery + controlled investment. Cloud & AI commercialization remains the key thesis. Watch opening volume and broader tech reaction.
#MSFT #Microsoft #Azure #Earnings