美银证券发表报告指，微软将于4月29日收市后公布2026财年第三财季业绩。展望今次业绩，该行认为有三个主要关注点，分别是Azure收入增长的步伐；Copilot付费用户在Microsoft 365已安装基数中的扩张讯号；非AI业务板块的基础稳定性。该行预期Microsoft 365收入按年增长15.1%，Dynamics继续取得市场份额增长，LinkedIn广告业务趋势亦逐步改善，共同支持生产力与业务流程按年增长11%(固定汇率基准)。该行维持对其“买入”评级及500美元目标价，以反映企业平台的优势，以及Azure持续受AI需求推动。
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