Today, MSFT stock is attracting Canadian investor attention following OpenAI’s revised long-term compute target of approximately $600 billion by 2030, down from $1.4 trillion, and its strategic $100+ billion funding round. This adjustment still indicates robust AI workloads for Microsoft’s Azure, enhancing cloud growth and monetization opportunities. Currently priced at US$398.46, with a P/E ratio of 24.9 and a 0.88% dividend yield, Microsoft shows strong fundamentals, including a 39% net margin and a solid balance sheet. Analysts maintain a favorable outlook, advising a Buy consensus. However, technical indicators signal oversold conditions. Canadian investors should consider the impact of CAD-USD currency fluctuations and tax implications, as U.S. dividends face a 15% withholding in TFSA accounts. Key upcoming dates include the April 29, 2026 earnings call, which will provide insights into Azure growth and AI monetization trends. Overall, ongoing developments around the Microsoft-OpenAI partnership will be crucial.
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