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Bloomberg
a day ago
- Business
- Bloomberg
Live: FTSE 100 Heads for New Record as European Stocks Rally
The FTSE 100 stayed in the green, as did its little brother the FTSE 250, although both lagged European indexes. The pound bounced around but is sticking around $1.35. Gilts are little changed after yesterday's selloff. This is what happened today: Financials and miners helped lift the blue-chip index, with Glencore and Rio Tinto up as copper rebounded. But defence stocks -- including BAE, Rolls-Royce and QinetiQ -- slipped after signs of progress in Russia-Ukraine peace talks. The UK's post-covid recovery was stronger than previously thought. Revised figures show GDP ended 2023 up 2.2%, not 1.9%, reflecting improved data from the ONS on R&D and pharmaceutical output. Peabody Energy terminated its deal to buy steelmaking coal assets from Anglo American after a fire at the Moranbah North mine in Australia earlier this year. Anglo American said it will start arbitration to seek damages for wrongful termination. Flexible office space firm IWG tumbled after saying earnings will be at the low end of its guidance, while protein shakes and supplements firm Applied Nutrition soared after raising its forecasts. Elsewhere, the UK became Europe's fastest growing heat pump market; grocery inflation remains high but petrol prices snapped a two-month rise; Lidl's market share is on track to overtake Morrisons next month; the number of corporate insolvencies continued to tick down; and the UK-US pay gap for CEOs has narrowed. That's it for Tuesday. Join us here again tomorrow for news and analysis of the inflation readouts, the official house price index, and everything else driving UK markets.
Globe and Mail
3 days ago
- Business
- Globe and Mail
Target, Amazon, Walmart and Home Depot are part of Zacks Earnings Preview
For Immediate Release Chicago, IL – August 18, 2025 – releases the list of companies likely to issue earnings surprises. This week's list includes Target TGT, Amazon AMZN, Walmart WMT and Home Depot HD. Retail Earnings Loom: What Can Investors Expect? Walmart shares have been standout performers this year, handily outperforming not just the broader market indexes and peers like Target but also the likes of Amazon and many members of the Magnificent 7 group. With the company on deck to report quarterly results on Thursday, August 21 st, it will be interesting to see if the stock can maintain its momentum after the results. The chart below shows the year-to-date performance of Walmart shares (green line, up +11.7%) relative to the Mag 7 group (blue line, up +15.6%), the S&P 500 index (red line, up +9.9%), Amazon (orange line, up +5.3%) and Target shares (bottom line in the chart, down -22.8%). We have also added Home Depot to the chart, as the home improvement retailer is also reporting results on Tuesday, August 19 th. We should keep in mind, however, that the performance pecking order shifts once the starting point of this chart shifts to April 8 th, when the market bottomed following the tariff-induced sell-off. While Target and Home Depot are laggards in the market's rebound from the April 8 th lows as well, Walmart lags behind the Mag 7, Amazon, and the S&P 500 index in that time period. Walmart shares' relatively subdued performance in the market's rebound from the April 8 lows reflects the company's low-beta status and defensive orientation. Today's Walmart has a big and growing digital operation, but the company's merchandise continues to be heavily indexed towards groceries and other essential and must-have necessities. This orientation towards essentials, coupled with Walmart's well-earned reputation for low prices, provides the company's results with a high degree of cyclical stability, hence the stock's defensive attributes. We should note, however, that a big contributing factor to Walmart's stock market momentum over the last few years reflects its ability to gain market share among higher-income households. Driving those gains has been a combination of higher-income households trading down to Walmart in response to the effects of inflation and also the ease of using the company's e-commerce abilities. Walmart has consistently reported market share gains across all income categories in recent quarterly releases, particularly in the high-income category. We expect further gains on that front in this quarterly report as well. Results likely benefited from pulled-forward demand in anticipation of tariffs, particularly in specific categories, such as electronics. Growth in e-commerce and steadily lower losses in that business, coupled with gains from third-party fulfillment and advertising, are some of the other areas that will benefit results this quarter. The e-commerce business in the U.S. is now profitable, and management views it as a significant contributor to earnings for the year. E-commerce accounts for an estimated 15% of total ex-gasoline sales at present, which management expects to eventually increase to more than double that level over time. Concerning tariffs, management noted earlier in the year that roughly two-thirds of U.S. sales were from domestically-sourced products, which gave them a degree of insulation from the tariffs issue compared to others. A significant part of this is Walmart's grocery business, which accounts for almost 60% of its sales, unlike Target, where groceries make up a much smaller portion of the revenue mix. Management has reiterated its commitment to maintaining a price advantage over rivals, a function of Walmart's size, the nature of its supplier relationships, and the increasing automation of its logistical operations. Walmart's value orientation and well-executed digital strategy have been key to gaining grocery market share by attracting higher-income households. Management has acknowledged some near-term challenges as a result of the uncertain macroeconomic environment; however, they remain confident of achieving their long-term plans and targets, including sales growth of at least +4% and operating income growth in excess of the sales growth pace. Walmart has consistently exceeded its targets over the last two years, with sales increasing by +5.5% and operating income rising by +9.5%. Walmart is expected to report $0.73 in EPS on $175.51 billion in revenues, representing a year-over-year change of +8.9% and +3.6%, respectively. Estimates have remained stable, although they have increased modestly since the quarter began. In terms of same-store sales, the expectation is of U.S. comps (ex-fuel) of +4.17%, which will compare to a +4.8% gain in the preceding quarter (vs. expectations of +4%) and a +4.3% gain in the year-earlier period (vs. expectations of +3.65%). A positive general merchandise read will also have positive read-throughs for Target. Same-store sales at Target are expected to decline -3.03% when it reports results on Wednesday, August 20 th. Target comps declined -3.80% in the preceding quarter (vs. expectations of -1.91%) and the year-earlier period of +2% (vs. expectations of +1.23%). With respect to the Retail sector 2025 Q2 earnings season scorecard, we now have results from 21 of the 32 retailers in the S&P 500 index. Regular readers know that Zacks has a dedicated stand-alone economic sector for the retail space, which is unlike the placement of the space in the Consumer Staples and Consumer Discretionary sectors in the Standard & Poor's standard industry classification. The Zacks Retail sector includes not only Walmart, Target, and other traditional retailers, but also online vendors like Amazon and restaurant players. The 21 Zacks Retail companies in the S&P 500 index that have reported Q2 results already belong mostly to the ecommerce and restaurant industries, though we have several restaurant companies on deck to report results this week as well. Total Q2 earnings for these 21 retailers that have reported are up +20.5% from the same period last year on +8.7% higher revenues, with 81% beating EPS estimates and an equal proportion beating revenue estimates. The EPS and revenue beats percentages for these online players and restaurant operators are tracking significantly above the historical averages for this group of companies, with the variance particularly notable on the revenues side. With respect to the elevated earnings growth rate at this stage, we like to show the group's performance with and without Amazon, whose results are among the 21 companies that have reported already. As we know, Amazon's Q2 earnings were up +37.9% on +13.3% higher revenues, as it beat EPS and top- line expectations. As we all know, digital and brick-and-mortar operators have been converging for some time now, with Amazon now a sizable brick-and-mortar operator after acquiring Whole Foods, and Walmart a growing online vendor. As we noted in the context of discussing Walmart's coming results, the retailer is steadily becoming a big advertising player, thanks to its growing digital business. This long-standing trend received a significant boost from the COVID-19 lockdowns. Earnings for the group outside of Amazon are up +2.3% on a +5.3% top-line gain, which represents a notable improvement from what we have seen from this ex-Amazon group in other recent periods. Key Earnings Reports This Week We have more than 100 companies on deck to report results this week, including 15 S&P 500 members. In addition to Walmart, Target, Home Depot, and Lowe's, other notable companies reporting this week include Palo Alto Networks, Toll Brothers, Estee Lauder, and others. The Q2 Earnings Scorecard Through Friday, August 15 th, we have seen Q2 results from 462 S&P 500 members or 92.4% of the index's total membership. Total earnings for these 462 index members are up +11.4% from the same period last year on +5.8% revenue gains, with 80.5% of the companies beating EPS estimates and 78.8% beating revenue estimates. The EPS and revenue beats percentages are tracking above historical averages, with the Q2 EPS beats percentage of 80.5% for the companies that have reported already comparing to the average for the same group of 77.6% over the preceding 20-quarter period (5 years). The Q2 revenue beats percentage of 78.8% compares to the 5-year average for this group of index members of 70.5%. Is the Turnaround in Estimates for Real? Looking at Q2 as a whole, combining the actuals from the 462 S&P 500 members with estimates for the still-to-come companies, the expectation is that earnings will be up +12.1% from the same period last year on +6% higher revenues, which would follow the +12.2% earnings growth on +4.6% revenue gains in the preceding period. Earnings for the current period (2025 Q3) are expected to be up +4.8% from the same period last year on +5.5% higher revenues. We noted in recent weeks that estimates for the current period have notably firmed up. Since the start of the period, estimates have increased for 5 of the 16 Zacks sectors. These include Tech, Finance, Energy, Retail, and Conglomerates. On the negative side, estimates remain under pressure for the remaining 11 sectors, with the biggest pressure at the Medical, Transportation, Basic Materials, Consumer Discretionary, Consumer Staples, and other sectors. For more details about the evolving earnings picture, please check out our weekly Earnings Trends report here >>>> Earnings Outlook Remains Strong & Improving: A Closer Look Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Join us on Facebook: Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates. Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. Past performance is no guarantee of future results. Inherent in any investment is the potential for material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Free Report: Profiting from the 2nd Wave of AI Explosion The next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives. Investors who bought shares like Nvidia at the right time have had a shot at huge gains. But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies. Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI's next leap forward. Access AI Boom 2.0 now, absolutely free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN): Free Stock Analysis Report Target Corporation (TGT): Free Stock Analysis Report Walmart Inc. (WMT): Free Stock Analysis Report The Home Depot, Inc. (HD): Free Stock Analysis Report
Yahoo
25-07-2025
- Business
- Yahoo
Here is What to Know Beyond Why The Home Depot, Inc. (HD) is a Trending Stock
Home Depot (HD) has recently been on list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this home-improvement retailer have returned +2.6%, compared to the Zacks S&P 500 composite's +4.6% change. During this period, the Zacks Retail - Home Furnishings industry, which Home Depot falls in, has gained 3.9%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Home Depot is expected to post earnings of $4.71 per share for the current quarter, representing a year-over-year change of +0.9%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged. The consensus earnings estimate of $15.04 for the current fiscal year indicates a year-over-year change of -1.3%. This estimate has remained unchanged over the last 30 days. For the next fiscal year, the consensus earnings estimate of $16.43 indicates a change of +9.2% from what Home Depot is expected to report a year ago. Over the past month, the estimate has changed +0.1%. Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Home Depot is rated Zacks Rank #3 (Hold). The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS Revenue Growth Forecast Even though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. For Home Depot, the consensus sales estimate for the current quarter of $45.51 billion indicates a year-over-year change of +5.4%. For the current and next fiscal years, $164.45 billion and $171.73 billion estimates indicate +3.1% and +4.4% changes, respectively. Last Reported Results and Surprise History Home Depot reported revenues of $39.86 billion in the last reported quarter, representing a year-over-year change of +9.4%. EPS of $3.56 for the same period compares with $3.63 a year ago. Compared to the Zacks Consensus Estimate of $39.4 billion, the reported revenues represent a surprise of +1.15%. The EPS surprise was -0.84%. Over the last four quarters, Home Depot surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period. Valuation No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance. Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is. The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. Home Depot is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade. Conclusion The facts discussed here and much other information on might help determine whether or not it's worthwhile paying attention to the market buzz about Home Depot. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Home Depot, Inc. (HD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-07-2025
- Business
- Yahoo
Emerging Middle East Stocks With Promising Potential
As Middle Eastern markets navigate the complexities of U.S. tariff concerns and fluctuating oil prices, investors are witnessing a mixed performance across Gulf bourses, with some indices retreating while others show resilience amid strong corporate earnings. In this evolving landscape, identifying promising stocks requires a keen eye for companies that demonstrate robust financial health and adaptability to shifting economic conditions. Top 10 Undiscovered Gems With Strong Fundamentals In The Middle East Name Debt To Equity Revenue Growth Earnings Growth Health Rating Baazeem Trading 8.48% -2.02% -2.70% ★★★★★★ MOBI Industry 6.50% 5.60% 24.00% ★★★★★★ Sure Global Tech NA 11.95% 18.65% ★★★★★★ Nofoth Food Products NA 15.75% 27.63% ★★★★★★ Etihad Atheeb Telecommunication 1.05% 36.24% 62.25% ★★★★★★ Najran Cement 14.20% -2.87% -22.60% ★★★★★★ National General Insurance (P.J.S.C.) NA 14.55% 29.05% ★★★★★☆ National Corporation for Tourism and Hotels 19.25% 0.67% 4.89% ★★★★☆☆ National Environmental Recycling 69.43% 43.47% 32.77% ★★★★☆☆ Saudi Chemical Holding 79.49% 16.57% 44.01% ★★★★☆☆ Click here to see the full list of 221 stocks from our Middle Eastern Undiscovered Gems With Strong Fundamentals screener. Underneath we present a selection of stocks filtered out by our screen. Palms Sports PJSC Simply Wall St Value Rating: ★★★★★☆ Overview: Palms Sports PJSC offers sports training programs, primarily focusing on Jiu-Jitsu and other sports in the United Arab Emirates, with a market capitalization of AED1.15 billion. Operations: Palms Sports PJSC generates revenue primarily from its Coaching and Training segment, contributing AED405.16 million, and the Guarding and Cleaning segment, contributing AED575.45 million. Palms Sports PJSC, a notable player in the Middle East's entertainment sector, showcases a blend of strengths and challenges. The company reported sales of AED 280.86 million for Q2 2025, up from AED 253.65 million the previous year, with net income rising to AED 27.81 million from AED 22.65 million. It maintains high-quality earnings and strong interest coverage at 17 times EBIT versus interest payments, indicating robust financial health despite a volatile share price recently. However, profit margins have slipped to 10% from last year's 15%, and earnings growth lagged behind industry averages over the past year at -0.8%. Take a closer look at Palms Sports PJSC's potential here in our health report. Examine Palms Sports PJSC's past performance report to understand how it has performed in the past. Cohen Development Gas & Oil Simply Wall St Value Rating: ★★★★★★ Overview: Cohen Development Gas & Oil Ltd. is involved in the exploration, development, production, and marketing of natural gas, condensate, and oil across Israel, Cyprus, and Morocco with a market capitalization of ₪1.33 billion. Operations: Cohen Development Gas & Oil generates revenue from the production and management of oil and gas exploration, amounting to $29.63 million. Cohen Development Gas & Oil, a relatively small player in the Middle East energy sector, has been making waves with its robust financial performance. Over the past year, earnings surged by 34.8%, outpacing the broader oil and gas industry growth of 6.3%. The company boasts a debt-free balance sheet for five years, eliminating concerns about interest payments. Its price-to-earnings ratio stands at 16x, slightly below the IL market average of 16.4x, suggesting potential value for investors. Recent earnings reveal net income climbed to US$6.26 million from US$3.44 million last year, with basic EPS rising to US$0.97 from US$0.53. Click here to discover the nuances of Cohen Development Gas & Oil with our detailed analytical health report. Understand Cohen Development Gas & Oil's track record by examining our Past report. Meitav Trade Investments Simply Wall St Value Rating: ★★★★★★ Overview: Meitav Trade Investments Ltd offers financial investment services and has a market cap of ₪1.10 billion. Operations: Meitav Trade Investments generates revenue primarily from its asset management segment, which amounts to ₪198.18 million. Meitav Trade Investments showcases a compelling profile with no debt over the past five years, highlighting financial prudence. Its earnings surged by 36.7% last year, outpacing the Capital Markets industry at 28.5%, indicating robust growth potential. Recent results reveal a revenue increase to ILS 51.63 million from ILS 43.27 million and net income rising to ILS 14.12 million from ILS 10.01 million year-over-year, reflecting strong operational performance despite negative levered free cash flow of -ILS 49.83 million as of March 2025, which may suggest some challenges in cash management amidst its high-quality earnings status. Navigate through the intricacies of Meitav Trade Investments with our comprehensive health report here. Gain insights into Meitav Trade Investments' past trends and performance with our Past report. Summing It All Up Click here to access our complete index of 221 Middle Eastern Undiscovered Gems With Strong Fundamentals. Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes. Unlock the power of informed investing with Simply Wall St, your free guide to navigating stock markets worldwide. Contemplating Other Strategies? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ADX:PALMS TASE:CDEV and TASE:MTRD. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17-07-2025
- Business
- Yahoo
Microsoft's (MSFT) is Well Positioned for Growth in AI and Cloud Services
Investment management company Vulcan Value Partners recently released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm does not focus on short-term outcomes, whether positive or negative, and believes it can enhance the potential long-term returns and reduce risk. In the quarter, the Large Cap Composite returned 7.0% net of fees and expenses, the Small Cap Composite returned 6.7% net, the Focus Composite returned 9.5% net, the Focus Plus composite returned 8.8% and the All-Cap Composite returned 8.1% net. For more information on the fund's best picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Vulcan Value Partners highlighted stocks such as Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions. The one-month return of Microsoft Corporation (NASDAQ:MSFT) was 5.28%, and its shares gained 14.82% of their value over the last 52 weeks. On July 16, 2025, Microsoft Corporation (NASDAQ:MSFT) stock closed at $505.62 per share, with a market capitalization of $3.758 trillion. Vulcan Value Partners stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its second quarter 2025 investor letter: "There were two material contributors to performance: Microsoft Corporation (NASDAQ:MSFT) and Ares Management Corp. Microsoft is the world's largest software company with a broad range of offerings including Microsoft Office, gaming, Azure cloud computing, LinkedIn, and more. Microsoft is a key beneficiary in the growth of AI and hyperscale cloud infrastructure. Azure growth accelerated from the prior quarter and is expected to maintain that growth in the coming quarter, driven both by an accelerating contribution from AI and an acceleration in its non-AI core Azure business. In addition, cost controls led to an increase in operating margin. Microsoft is deeply entrenched within its customer base, has high switching costs, and is benefiting from growth tailwinds such as cloud computing and artificial intelligence. We think an underappreciated strength of Microsoft's business model is that not only are its products designed to work together, but it is also more economical for the customer when multiple products are bundled together. This bundling approach enables Microsoft to gain share at the expense of less well positioned competitors over time." A development team working together to create the next version of Windows. Microsoft Corporation (NASDAQ:MSFT) is in second position our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 284 hedge fund portfolios held Microsoft Corporation (NASDAQ:MSFT) at the end of the first quarter compared to 317 in the previous quarter. In the fiscal third quarter of 2025, Microsoft Corporation (NASDAQ:MSFT) reported $70.1 billion in revenues, up 13% year-over-year. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Microsoft Corporation (NASDAQ:MSFT) and shared the list of best US stocks to buy according to billionaires. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
