美银证券发表研究报告指，微软即将于7月30日公布6月底止第四财季业绩，预期微软末财季收入录约737.1亿美元，相当于按年增长13.9%。根据合作伙伴的资料，微软的云端运算平台Azure的优势来自于稳定的云端迁移，以及在安全性和数据分析方面的优势。该行认为，Azure按年潜在增长约35.5%。 对于2026财年，该行预测集团收入增长14%，按年升幅与对上财年相若，因为Azure在收入中的比重上升，增长率超过30%。该行预计，集团于2026财年的利润率为45.5%，并料该行对其2026财年资本开支预测991亿美元或有上行空间，或维持于收入占比约31%水平。 该行相信，随着踏入2026财年，微软的AI聊天机器人Copilot将有潜力推动持续增长。该行重申予集团“买入”评级，目标价由515美元上调至585美元。
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