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Is Microsoft Stock Overvalued At 28x Earnings?
Trefis9d agoneutral
Is Microsoft Stock Overvalued At 28x Earnings?

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

3 Software Stocks Recently Raising Guidance
Zacks22d agoneutral
3 Software Stocks Recently Raising Guidance

Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock's near-term movement.

Software and Chip Stocks Surge in AI-Fueled Earnings Blowout
The Wall Street Journal23d agobullish
Software and Chip Stocks Surge in AI-Fueled Earnings Blowout

Software and semiconductor stocks are high-flying in morning trading on the backs of stellar Salesforce, Crowdstrike and Nvidia earnings Wednesday. Salesforce is up more than 20%. The software giant said it was deepening its partnership with Anthropic, boosting investor confidence in its ability to integrate AI into its software.

AI Winner or Victim? Inside Salesforce's Q2 earnings
Yahoo Finance Video23d agoneutralVIDEO
AI Winner or Victim? Inside Salesforce's Q2 earnings

RBC Capital Markets managing director Rishi Jaluria joins Yahoo Finance's Josh Lipton to assess Salesforce's (CRM) latest earnings reporting, which shows profits beating expectations. Jaluria highlights how Salesforce is addressing AI's impact on the software industry and the effectiveness of its latest acquisitions.