💻 Technology · Next Week

Microsoft Corporation (NASDAQ: MSFT) beats the adjusted Non-GAAP EPS consensus of ca. $4.21 per share in Q4 FY2026 earnings (July 29, 2026, after close)

Hit ✦ AI-generated prediction Published on 23. July 2026 · Predicted for 29. July 2026 · Based on: Historical Cycle

Probability

73%

Microsoft CFO Amy Hood guided Q4 FY2026 revenue at ~$87B midpoint. EPS consensus is $4.21–4.24 (+YoY). Microsoft benefits from accelerating Azure AI revenue (existing platform prediction: >30% growth), Copilot enterprise monetisation, and strong cloud margins. The company has beaten EPS consensus for six consecutive quarters. No structural downside risks known.

Data basis for this prediction

stocktitan.net: Microsoft sets Q4 FY2026 earnings release for July 29 (offiziell)
Yahoo Finance: MSFT Q4 FY2026 EPS consensus $4.21–$4.24 (23.07.2026)
CNBC: MSFT Q3 2026 earnings + Hood Q4 guidance $86.7–$87.8B revenue (29.04.2026)
MarketBeat: MSFT 6-quarter EPS beat track record (2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit

Microsoft berichtete am 29. Juli 2026 für Q4 FY2026 einen Non-GAAP-EPS von 4,74 USD – deutlich über dem Konsens von 4,21–4,24 USD (+12,5 % Beat). Der Umsatz lag bei 90,0 Mrd. USD (Konsens: ~87 Mrd. USD). Azure wuchs 43 % YoY und überschritt erstmals 100 Mrd. USD Jahresumsatz. Treiber des EPS-Beats waren neben starkem Cloud/KI-Wachstum auch Sondereffekte (u.a. 3,2 Mrd. USD Buchgewinn aus der Anthropic-Beteiligung, geringere Kosten aus dem freiwilligen Ruhestandsprogramm), die insgesamt ca. 0,27 USD/Aktie beisteuerten. Die Vorhersage ist damit eindeutig eingetreten. Quelle: Microsoft Investor Relations Pressemitteilung (29.07.2026), CNBC, Yahoo Finance/Zacks.

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