Microsoft Will Likely Shine On Earnings Day Again

Jul. 20, 2021 6:30 AM ETMicrosoft Corporation (MSFT)16 Comments

Summary

  • Microsoft will report fiscal fourth quarter earnings on July 27, and Wall Street's expectations are aligned with management's guidance.
  • Expect to see a continuation of recent trends: cloud transition and stay-at-home forces driving strength in cloud infrastructure and business applications.
  • Beyond the results of the most recent quarter, the bull case on MSFT is based on the company's longer-term prospects that remain intact.
  • Looking for a helping hand in the market? Members of Storm-Resistant Growth get exclusive ideas and guidance to navigate any climate. Learn More »

Microsoft sign at the entrance of their corporate headquarters in Redmond
rvolkan/iStock Unreleased via Getty Images

The date has been set: on Tuesday, July 27, Microsoft (NASDAQ:MSFT) will deliver fiscal fourth quarter results. Wall Street is looking for top-line growth of 16.5% and EPS of $1.92 which is very much aligned

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This article was written by

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Daniel Martins is a Napa, California-based analyst and founder of independent research firm DM Martins Research. The firm's work is centered around building more efficient, easily replicable portfolios that are properly risk-balanced for growth with less downside risk.

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Daniel is the founder and portfolio manager at DM Martins Capital Management LLC. He is a former equity research professional at FBR Capital Markets and Telsey Advisory in New York City and finance analyst at macro hedge fund Bridgewater Associates, where he developed most of his investment management skills earlier in his career. Daniel is also an equity research instructor for Wall Street Prep.

He holds an MBA in Financial Instruments and Markets from New York University's Stern School of Business.

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On Seeking Alpha, DM Martins Research partners with EPB Macro Research, and has collaborated with Risk Research, Inc.

DM Martins Research also manages a small team of writers and editors who publish content on several TheStreet.com channels, including Apple Maven (thestreet.com/apple) and Wall Street Memes (thestreet.com/memestocks).

Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. 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.

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