Aug. 17, 2025 11:00 PM ETMicrosoft Corporation (MSFT) Stock, MSFT:CA StockMSFT, MSFT:CABay Area Ideas2.53K FollowersMicrosoft's top-line growth is at multi-year highs, driven by exceptional performance in the Intelligent Cloud segment and Azure's accelerating momentum.Guidance for Q1 shows continued robust cloud demand, with Azure expected to maintain exceptionally strong growth, supporting a bullish outlook.Despite heavy AI infrastructure investment, free cash flow remains resilient, and capital returns to shareholders are increasing, alleviating concerns about CAPEX pressure.Valuation remains attractive given Microsoft's leadership in AI and cloud, justifying a reiterated buy rating and expectation for further outperformance.Jean-Luc Ichard/iStock Editorial via Getty ImagesIn early May, I expressed my view that Microsoft Corporation (NASDAQ:MSFT) (TSX:MSFT:CA) was no longer dead money. In that article, I double upgraded the stock to a buy on the basisThis article was written byBay Area Ideas2.53K FollowersI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best of my ability, hold true to these values which I believe are key for long-term success. I would like to invite all of my readers to leave their constructive criticism and feedback in the comments section so that I can further enhance the quality of my work moving forward. Thank you and God Bless America!Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments