Ahead of Microsoft (MSFT) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics

23.01.26 15:15 Uhr

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Wall Street analysts expect Microsoft (MSFT) to post quarterly earnings of $3.88 per share in its upcoming report, which indicates a year-over-year increase of 20.1%. Revenues are expected to be $80.23 billion, up 15.2% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.Bearing this in mind, let's now explore the average estimates of specific Microsoft metrics that are commonly monitored and projected by Wall Street analysts.The average prediction of analysts places 'Revenue- Productivity and Business Processes' at $33.49 billion. The estimate indicates a change of +13.8% from the prior-year quarter.Based on the collective assessment of analysts, 'Revenue- Intelligent Cloud' should arrive at $32.41 billion. The estimate points to a change of +26.9% from the year-ago quarter.The consensus among analysts is that 'Revenue- More Personal Computing' will reach $14.27 billion. The estimate indicates a change of -2.6% from the prior-year quarter.According to the collective judgment of analysts, 'Revenue by product and service offerings- Linkedin Revenue' should come in at $5.05 billion. The estimate indicates a change of +10.1% from the prior-year quarter.Analysts expect 'Revenue by product and service offerings- Dynamics products and cloud services' to come in at $2.23 billion. The estimate indicates a year-over-year change of +16.8%.The consensus estimate for 'Revenue- Product' stands at $17.80 billion. The estimate points to a change of +9.7% from the year-ago quarter.It is projected by analysts that the 'Revenue- Service and other' will reach $62.70 billion. The estimate indicates a change of +17.4% from the prior-year quarter.The collective assessment of analysts points to an estimated 'Productivity and Business Processes - Percentage Change in Revenue Y/Y' of 13.8%. Compared to the current estimate, the company reported 14.0% in the same quarter of the previous year.Analysts' assessment points toward 'Intelligent Cloud - Percentage Change in Revenue Y/Y' reaching 26.9%. The estimate compares to the year-ago value of 19.0%.Analysts forecast 'Percentage Change in Revenue Y/Y' to reach 15.1%. The estimate is in contrast to the year-ago figure of 12.0%.The combined assessment of analysts suggests that 'Long-term unearned revenue' will likely reach $3.43 billion. Compared to the current estimate, the company reported $2.54 billion in the same quarter of the previous year.Analysts predict that the 'Short-term unearned revenue' will reach $51.39 billion. Compared to the current estimate, the company reported $45.51 billion in the same quarter of the previous year. View all Key Company Metrics for Microsoft here>>> Over the past month, Microsoft shares have recorded returns of -7.6% versus the Zacks S&P 500 composite's +0.6% change. Based on its Zacks Rank #2 (Buy), MSFT will likely outperform the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .Radical New Technology Could Hand Investors Huge GainsQuantum Computing is the next technological revolution, and it could be even more advanced than AI.While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.See Top Quantum Stocks Now >>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 Microsoft Corporation (MSFT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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08:01Microsoft BuyUBS AG
22.01.2026Microsoft BuyJefferies & Company Inc.
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12.01.2026Microsoft OverweightBarclays Capital
05.01.2026Microsoft OutperformRBC Capital Markets
03.12.2025Microsoft BuyJefferies & Company Inc.
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31.05.2023Microsoft NeutralUBS AG
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17.03.2023Microsoft NeutralUBS AG
14.03.2023Microsoft NeutralUBS AG
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03.07.2020Microsoft verkaufenCredit Suisse Group
19.11.2018Microsoft UnderperformJefferies & Company Inc.
26.09.2018Microsoft UnderperformJefferies & Company Inc.
14.06.2018Microsoft UnderperformJefferies & Company Inc.
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