MS

Microsoft Corporation

MSFT · Microsoft Corporation · Software

Up next day
5/12
42%
Fell despite growth
7/12
Good earnings ignored
Avg earnings move
±5.4%
typical swing on earnings
Price when beating
-0.1%
avg over 12 beats
Biggest single move
+15.5%
'26.6 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 5 of 12 beats (42%)
vs Software sector avg (4 peers)
This
-0.1%
Sector
+1.3%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 7 of last 12 times (58%)
7xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Oct 28After close
'26.9 expectedEst. EPS $4.72
Quarter ended 6/2026
Reported 2026-07-29
Next-day move
+15.5%
After 5 days +24.8%
vs Consensus$4.24$4.74+11.8% beat
EPS
$4.74
YoY +30%
Revenue
$90.0B
YoY +18%
Next-Q guidance
N/A
Price around earnings
vs market +13.8%p7.4x normal — unusual surge

Earnings trend · last 12 quarters

EPS$4.74YoY +30%
'23.9'26.6
Revenue$90.0BYoY +18%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
5x42%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
7x58%
← Weak earningsStrong earnings →

Even on good earnings, the price often fell — earnings poorly reflected · 7 of 12q (58%)

Community · MSFT

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