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Source document· July 18, 2026
Bank of America sends strong verdict on Microsoft stock
View original at finance.yahoo.comBank of America sends strong verdict on Microsoft stock Microsoft has been one of the worst-performing large-cap tech stocks of 2026, down about 20% year to date, even as the company keeps expanding its AI business and growing Azure at a pace most cloud companies would envy…
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A miss on Azure growth could intensify investor concerns about the return on Microsoft's AI infrastructure spending
60% confidenceBank of America estimates Q4 capital expenditures at roughly $42 billion, which will compress free cash flow sharply compared to a year earlier
60% confidenceManagement expects about 25% of the $627 billion backlog to convert into revenue over the next 12 months
60% confidenceBank of America reiterated its Buy rating and $500 price objective on Microsoft ahead of fiscal Q4 earnings
60% confidenceMicrosoft guided for Azure revenue growth of 39% to 40% year over year in constant currency during fiscal Q4
60% confidenceAzure at or above the guided range is what the stock needs to work
60% confidence