How wallstreet analysts focus for Meta and Microsoft earnings?

Check how wallstreet analysts expect for $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ earnings:

1. TD Cowen analyst John Blackledge expects $Meta Platforms, Inc.(META)$ generative AI ad tools to “drive revenue growth.”

He said: “Meta’s ad suite now features GenAI tools for text and image creation, ad optimization within Advantage+ Creative, and an expanded biz messaging offering.

Last quarter: META reported slower-than-expected user growth and warned of a 2025 jump in AI spending.

This quarter: The tech giant is expected to report earnings growth of more than 25% year on year, according to LSEG.

What history shows: Meta tends to outperform earnings expectations 88% of the time, according to Bespoke. The stock also averages a 1.9% gain on earnings days.

2. Focus on $Microsoft(MSFT)$’s advancements in its AI along with how well its Azure business performed.

Focus remains on Azure’s growth (cons. ~32% yoy cc) & F2H reacceleration, M365 Copilot traction and Capex (FY25 $84B).

Last quarter: MSFT dipped on weak guidance.

This quarter: The tech giant is expected to report 10% revenue growth year on year, according to LSEG.

What history shows: Microsoft has posted an earnings beat for nine straight quarters, Bespoke data shows. That said, shares declined after six of those reports came out.