These 3 Catalysts Make Microsoft Stock a Bargain Before Year-End

I think the reporting change could have the biggest effect on the stock. Microsoft will now report Azure revenue in dollars every quarter and leave out sales that aren’t tied to actual usage. That gives investors a much cleaner look at how much customers are really using its cloud for AI. Turrin believes this leaves more room for upside, and I agree. If AI demand is as strong as Microsoft says, it should become easier to see.