Earnings Impact 4
·US
要約 · なぜ重要か

Microsoft added roughly $450 billion in market value on July 30, the largest single-day gain by any company on record, after its fiscal fourth-quarter report showed 18% revenue growth and guided for Azure to grow about 45% in constant currency. The previous record was Nvidia's $441 billion gain on April 9, 2025. Shares closed that session 15.5% higher at $451.10 and have since added about another 8% to around $487, yet remain about 12% below their 52-week high of $553.72. A review of six comparable record-setting days since February 2022—from Amazon, Apple, Meta Platforms, and Nvidia—shows mixed six-month outcomes, with follow-through on the growth that triggered the pop mattering more than the size of the day itself. Microsoft's fiscal year ended June 30 delivered revenue of $331.8 billion, earnings per share of $17.95, and Microsoft Cloud revenue of $59.3 billion in the fourth quarter alone, while Azure's annual revenue topped $100 billion for the first time. The stock trades at about 25 times forward earnings and carries a roughly 0.75% dividend yield.

銘柄への影響 0