started · updated
Microsoft adds $450 billion to market value after record Azure growth
Microsoft reported fiscal fourth‑quarter 2026 revenue of $90 billion, up 18% year‑over‑year, and net income of $35.8 billion, up 31%. Azure annual revenue passed $100 billion for the first time and grew 43% YoY in the quarter, with the company forecasting about 45% constant‑currency growth for the next quarter. The strong cloud performance helped lift Microsoft’s share price about 15.5% to roughly $451 per share, adding roughly $450 billion to its market capitalization in a single trading day – the largest one‑day increase ever recorded, taking the company’s valuation to about $3.35 trillion and surpassing Nvidia’s prior record. Analysts responded by raising price targets, with the consensus average now near $560.90. Microsoft also reported over 30 million paid seats for its 365 Copilot AI assistant and a cloud backlog of $678 billion. Capital expenditures rose to $41 billion, reflecting continued investment in AI‑related infrastructure.
Entities
Azure · Azure cloud platform · Bloomberg · Brian Mulberry · Microsoft 365 Copilot · Microsoft Corp. · Microsoft Corporation · Nvidia Corp. · Nvidia Corporation · Satya Nadella · Stifel Nicolaus · Zacks Investment Management
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 5 SOURCES] Analysts raised price targets for Microsoft, with at least nine firms setting new targets averaging $560.90. www.marketbeat.com · www.techinside.com · banker.az · www.donanimhaber.com · www.tekedia.com
- [● 5 SOURCES] Microsoft reported fiscal fourth‑quarter revenue of $90 billion, up 18% year‑over‑year. coinpaper.com · www.fool.com.au · banker.az · memeburn.com
- [● 5 SOURCES] Microsoft expects Azure revenue to grow about 45% in constant currency during the current quarter. coinpaper.com · www.fool.com.au · www.tekedia.com · www.techinside.com
- [● 7 SOURCES] The $450 billion increase exceeds the combined market cap of the 41 smallest S&P 500 companies. banker.az · denar.mk · coinpaper.com · www.techinside.com · www.donanimhaber.com · +2 more
- [● 6 SOURCES] The rally added approximately $450 billion to Microsoft’s market capitalization, the largest one‑day increase recorded by a company. banker.az · coinpaper.com · www.techinside.com · www.donanimhaber.com · www.mathrubhumi.com · +1 more
- [● 6 SOURCES] Microsoft’s market value reached about $3.35 trillion after the rally. coinpaper.com · www.techinside.com · banker.az · www.donanimhaber.com · www.mathrubhumi.com · +1 more
- [● 11 SOURCES] Azure revenue grew 43% year‑over‑year in the fourth quarter and annual Azure revenue passed $100 billion for the first time. coinpaper.com · www.techinside.com · www.fool.com.au · banker.az · www.it-boltwise.de · +6 more
- [● 6 SOURCES] Microsoft stock rose about 15.5% on July 30, closing near $451.50. banker.az · coinpaper.com · www.techinside.com · www.donanimhaber.com · www.mathrubhumi.com · +1 more
- [● 4 SOURCES] Microsoft stock surged about 15.5% on July 30, closing near $451.50. banker.az · coinpaper.com · www.marketbeat.com · www.techinside.com
- [● 5 SOURCES] Microsoft’s net income rose to $35.8 billion, up 31% year‑over‑year. coinpaper.com · www.fool.com.au · banker.az · memeburn.com
- [● 3 SOURCES] Microsoft posted Q4 2026 revenue of $90 billion, an 18 % increase year over year. cryptobriefing.com · seekingalpha.com
- [● 2 SOURCES] Microsoft’s cloud order backlog increased to $678 billion. seekingalpha.com