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Microsoft: Solid Fundamentals, Rising Uncertainties - Why I Remain Cautiously Bullish

Source: SeekingAlpha

2025-11-19 15:15:16 ET

In my pre-Q1 earnings article on Microsoft ( MSFT ), I considered the company a “cautious buy,” which is the result of my feeling that the valuation is not so good, but the quality of the business and its trends end up justifying it. But one point I also covered in that article was some uncertainties, such as the greater unpredictability in some segments, such as Windows and Xbox....

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Microsoft: Solid Fundamentals, Rising Uncertainties - Why I Remain Cautiously Bullish
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