The recent earnings reports from Microsoft and Meta provide strong signals of continued leadership in the artificial intelligence (AI) arms race. Both companies exceeded market expectations, with: Microsoft jumping 8% due to stronger-than-expected growth in its cloud business (particularly Azure) and record-level capital expenditure on AI infrastructure. Meta surging 11%, driven by robust advertising revenue and a bullish outlook, indicating that it can sustain elevated AI-related investment. Should You Hold Microsoft and Meta? From a professional investment standpoint, holding both Microsoft and Meta appears justifiable if your portfolio strategy aligns with: 1. Long-term conviction in AI as a structural growth driver. 2. Confidence in large-cap tech's ability to monetise AI through cloud

I have been reviewing the earnings expectations for both Microsoft and Meta, and the projected 14 percent year-over-year growth in both revenue and earnings for Microsoft is impressive. With consensus earnings per share at 3.38 dollars and revenue estimates at 73.81 billion dollars, I see a strong case for potential upside. This growth, driven by artificial intelligence, makes me consider Microsoft a solid contender. On the other hand, Meta's anticipated 14 percent year-over-year growth in profits and sales also catches my attention. The consensus earnings per share of 5.86 dollars and revenue estimates of 44.79 billion dollars suggest a robust performance. I find Meta's focus on AI and its diverse revenue streams, including advertising, to be promising factors that could lead to a strong

Yes another beat grow to Meta 

To evaluate which stock—Microsoft (MSFT) or Meta (META)—is more attractive (bullish) at this stage, we should consider three pillars: growth, valuation, and risk-reward profile. --- 📊 Key Expectations Summary Metric Microsoft Meta EPS Estimate $3.38 (+14% Y/Y) $5.86 (+14% Y/Y) Revenue Estimate $73.81B $44.79B Revenue Growth ~14% Y/Y ~14% Y/Y Sector Cloud, Productivity, AI Ads, AI, Social, VR Recent Price Action Near ATH Recently pulled back from ATH --- 💼 Valuation Snapshot (As of July 2025) Metric Microsoft Meta Forward P/E ~34–36x ~22–24x PEG Ratio ~1.8–2.0 ~1.2–1.4 Free Cash Flow Yield ~2.5% ~4.5% Dividend Yield ~0.75% 0% --- 📈 Bullish Case ✅ Bullish on Microsoft if: You seek a high-quality compounder with consistent growth across Azure, Office 365, LinkedIn, and Copilot AI. You favour

thanks for sharing

I find the anticipation around Microsoft and Meta's earnings quite exciting. Analysts expect Microsoft to show approximately 14 percent year-over-year growth in both revenue and earnings, with consensus EPS estimates at 3.38 dollars and revenue estimates at 73.81 billion dollars. This kind of growth projection speaks to the strength of Microsoft's position, especially with its advancements in artificial intelligence. Similarly, I am impressed by the outlook for Meta, where analysts anticipate roughly 14 percent year-over-year growth in both profits and sales for the quarter. The consensus EPS estimates stand at 5.86 dollars, with revenue estimates at 44.79 billion dollars. This suggests Meta is also capitalizing on its AI initiatives and expanding market presence, which bodes well for its

$Microsoft(MSFT)$ is scheduled to release its fiscal Q4 2025 earnings after market close on Wednesday, July 30, 2025. This report will provide insights into the company's performance for the quarter ending June 30, 2025, and its outlook for fiscal year 2026. Overall Revenue and EPS: Consensus revenue estimate is around $73.7-$73.8 billion, representing approximately 13-14% year-over-year growth. Consensus EPS estimate is around $3.35, a 10-16% year-over-year increase. Microsoft (MSFT) reported its fiscal Q3 2025 earnings on April 30, 2025, delivering strong results that largely surpassed analyst expectations. Fiscal Q3 2025 Earnings Summary: Strong Financial Performance: Revenue: $70.1 billion, up 13% year-over-year (15% in constant currency), bea

$META Platforms, Inc. (META) $The financial report will be released after the market closes on July 30, Eastern Time. The agency expects to achieve revenue of US $44.794 billion in 2025Q2, a year-on-year increase of 14.65%; Earnings per share are expected to be $5.896, a year-on-year increase of 14.27%.Before Meta, Google had just handed over a second-quarter financial report that exceeded market expectations, and at the same time raised capital expenditures for the next quarter. So can Meta's second quarter report also exceed market expectations and boost its stock price to a new high? For this second quarterly report, what will the market focus on?Needless to say, almost all of Meta's revenue comes from advertising revenue. The company's 2025Q1 adv

🤖 Meta vs Microsoft Earnings: Still AI Growth Machines — or Overhyped? The AI boom has lifted both $META and $MSFT$ to new heights in 2024. Meta is up +45% YTD, Microsoft nearly +25% — both driven by a mix of real business momentum and AI-fueled optimism. But with Q2 earnings this week, retail investors are asking: 👉 Is the AI story still translating into real earnings — or are these stocks now priced for perfection? Let’s break down what to watch — and which name might offer better value this quarter. 📘 Microsoft: Steady Compounder or AI Titan? Microsoft remains the market’s AI bellwether — but expectations are sky-high. 📈 Consensus for Q2: EPS: $3.38 Revenue: $73.81B (up ~15% YoY) 💡 Key Watch Points: Azure growth will be scrutinized — last quarter came in at 31%, just above the street Co

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q2 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from July 28 to August 1.Read more>>🎉32 $10B+ US Stocks Hit New Highs: NVDA, AVGO, INTU Lead & Uptrend Drivers👇🤔Weekly Top 20 Insider Sells: AMZN, LLY, TMUS & More💰 NEW ALPHA|Financial Report Highlights: V/SEZL/PRCH1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders i

As Meta Platforms ( $Meta Platforms, Inc.(META)$ ) prepares to report its second-quarter 2025 earnings on July 30, it stands at a critical juncture. The company is engaged in one of the most ambitious and capital-intensive pivots in corporate history, betting its future on artificial intelligence. While its core advertising business is expected to post another quarter of robust growth, fueled by early AI efficiencies, the narrative is dominated by a high-stakes tension: can the returns from its colossal AI investments outpace the staggering costs, all while navigating a minefield of existential regulatory threats? With a stock price that has already climbed over 22% this year, Wall Street's expectations are sky-high. The market has priced Meta for

Market focus this week centers on macro policy events (e.g., Wednesday's FOMC resolution and Thursday's PCE data) as well as the intensive tech giant earnings season.Overall, the market environment remains supportive, but seasonal pressures and valuation bubble risks should not be ignored.The AI supercycle continues to provide momentum, while investors need to be wary of a potential pullback triggered by the historically weak August period.The following analysis is based on reported data and presents core trends in an opinion-driven manner.90-day tariff extension = reprieve?Three big numbers will rewrite the script!The current market environment is generally favorable, driven by strong corporate earnings, moderate inflation (temporarily), and elevated policy certainty.A 15% tariff deal bet

As the Q2 2025 earnings season heats up, all eyes are on Meta Platforms ( $Meta Platforms, Inc.(META)$ ) and Microsoft ( $Microsoft(MSFT)$ ), two tech titans set to report on July 30, 2025. Analysts expect both to deliver roughly 14% year-over-year growth in revenue and earnings, driven by their AI and cloud prowess. Meta’s projected $44.79 billion in revenue and $5.86 EPS, alongside Microsoft’s $73.81 billion and $3.38 EPS, signal robust momentum. Yet, with Meta’s stock at $590 and Microsoft’s at $435, investors are asking: Which is the better buy, and are they still cheap? This report dives into their earnings outlook, valuation metrics, and strategic investment approaches to seize opportunities while n

“Meta & Microsoft Earnings: Another Quarter of AI-Driven Growth?” ⸻ 🧠 Meta & Microsoft Earnings: Another Quarter of AI-Driven Growth? #Meta #Microsoft #AIEarnings #TechStocks #TigerCommunity #FundamentalAnalysis #StarContributorJourney AI isn’t just a buzzword anymore — it’s slowly becoming a revenue driver. With both Meta and Microsoft announcing strong earnings this quarter, the market is asking: 👉 Are we really seeing solid, AI-driven growth? Or are we still pricing in hope? Let’s break it down: ⸻ 📊 1. Earnings Breakdown: What’s Under the Hood? Company Revenue Beat EPS Beat Key AI Driver Meta ✅ Yes ✅ Yes Reels monetization + AI content engine Microsoft ✅ Yes ✅ Yes Azure + Copilot/365 AI integration Both companies delivered earnings surprises, but the quality of the beat matters.

Yes Meta will hit high too

Well hello hello Microsoft gaining traction once again