{
  "id": 1755357,
  "title": "Microsoft is Consolidating and Will Be More Expensive Soon, So I Keep Buying",
  "url": "https://urgent.news/2026/08/18/microsoft-is-consolidating-and-will-be-more-expensive-soon-so-i-keep",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-18T16:50:09.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-consolidating-more-expensive-soon-165009687.html"
  },
  "original_language": "en",
  "account": "Microsoft's Azure has reached a major milestone, surpassing $100 billion in annual revenue and growing 43% year-over-year. The company's partnership with OpenAI provides a significant moat against competitors Amazon and Alphabet, with a $250 billion contract for Azure services through 2032. Commercial remaining performance obligations have reached $678 billion, an 84% increase year-over-year, and the operating margin is 46.78%. Microsoft has already delivered five consecutive EPS beats, with a projected EPS of $17.28 for fiscal year 2026. The company is investing heavily in AI infrastructure, with capex guiding to $175 billion for fiscal year 2026, which will drive future growth. The strong operating margin, high ROIC, and $678 billion contracted backlog make Microsoft an attractive investment option for long-term growth. Analysts are predicting a consensus target of $569.56 for Microsoft's stock, and the author believes the time is right to buy shares before the consolidation phase ends.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}