Microsoft’s Dip: A Golden Opportunity According to Jefferies

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Jefferies named Microsoft as one of its “favorite large caps” despite recent underperformance, as the recent selloff represents an attractive entry point. Jefferies believes that fundamentals are strong for Azure and M365 Communication Cloud, which represents 53% of the business

“For Azure, we highlight strong AI-driven backlog growth (C4Q Backlog growth for MSFT at 15% vs. 8% for AMZN and 7% for GOOGL), continued share gain against AWS, and a derisked guide. For M365 Comm. Cloud, we believe Copilot will continue to have a strong but gradual adoption that becomes more material in FY26,” wrote Jefferis analyst Brent Thill

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