Earnings season is right around the corner, and all eyes will be on big tech.As of market close on April 22, each "Magnificent Seven" stock has a negative price return in 2025. Among this cohort of megacap technology stocks, Microsoft (MSFT 1.21%) and Meta Platforms (META 2.65%) have dropped by the least amounts -- falling by 13% and 14.5%, respectively.Both companies are set to report earnings for the first calendar quarter of 2025 on April 30. Let's explore why Microsoft and Meta could be good buys right ...

文章核心观点 本周进入第一季度财报季，超800家公司将公布业绩，包括4家“神奇七股”成员和173家标普500指数成分股公司 市场对大型科技公司在人工智能领域的巨额投资经济价值存疑，且这些公司面临贸易不确定性和盈利预期压力 [1][6][7] 分组1：本周财报情况 - 本周超800家公司公布第一季度财报，含4家“神奇七股”成员和177家标普500指数成分股公司 [1][19] - 4月30日微软和Meta将公布财报，5月1日苹果和亚马逊将公布财报 [1] - 本周公布财报的行业龙头包括麦当劳、星巴克、UPS、辉瑞、Visa等 [20] 分组2：“神奇七股”表现 - “神奇七股”近期参与市场反弹，但今年表现不佳，自2025年2月市场峰值以来表现更差 [2] - 自2025年2月19日以来，微软在市场抛售中表现优于标普500指数，苹果、亚马逊和Meta表现落后 [3] - 从2024年4月26日起算，过去一年Meta和苹果表现突出，亚马逊和微软表现落后 [4] 分组3：“神奇七股”投资与风险 - “神奇七股”中的微软、苹果、亚马逊、Meta、Alphabet和英伟达均为人工智能领域领导者，积极投资数据中心和相关基础设施 [5] - 市场对这些公司在人工智能领域的巨额投资经济价值存疑，但公司未改变资本支出计划 [6] - “神奇七股”面临贸易不确定性，苹果、特斯拉、英伟达和亚马逊受直接影响，所有公司通过宏观经济渠道受间接影响 [7] 分组4：“神奇七股”盈利预期 - 预计“神奇七股”2025年第一季度盈利同比增长19.6%，营收增长10.9% [11] - “神奇七股”盈利预期近期承压，今年预期盈利增长率从三个月前的15.7%降至9.9% [14] - 本周公布财报的公司中，微软第一季度盈利预期不变，苹果和亚马逊仅小幅下降，Meta大幅降低 [18] 分组5：标普500指数成分股财报情况 - 截至4月25日，179家标普500指数成分股公司公布第一季度财报，占总数35.8%，总盈利同比增长18%，营收增长4.2% [21] - 已公布财报的公司中，69.8%的公司每股收益超预期，63.7%的公司营收超预期，但均低于历史平均水平 [21][24] - 预计标普500指数成分股公司第一季度盈利同比增长9.4%，营收增长4% [25] 分组6：盈利预期压力 - 2025年第二季度盈利预期近期下降，随着公司公布财报和讨论业务前景不确定性，负面修正趋势预计加速 [27] - 盈利预期需根据关税制度调整，市场疲软反映盈利预期降低 [28] - 2025年全年盈利预期近期压力增大，自2月中旬以来负面修正趋势明显且广泛 [34]

Louis Stevens is a former U.S. Army engineer officer who holds an MBA and a BA in political science. Since beginning his journey publishing investment research, Louis has become one of the leading analysts in the investing community, ranking in the top .1% according to TipRanks: https://www.tipranks.com/experts/bloggers/louis-stevens. Louis created L.A. Stevens Research in which he runs the LAS Index, a basket of stocks chosen via his proprietary method for investing, which has consistently outperformed the ...

Microsoft (MSFT) is slated to report third-quarter fiscal 2025 results on April 30.The Zacks Consensus Estimate for revenues is pegged at $68.38 billion, indicating growth of 10.55% from the figure reported in the year-ago quarter.The consensus mark for earnings has remained steady at $3.20 per share over the past 30 days, suggesting 8.84% year-over-year growth.Image Source: Zacks Investment ResearchSee the Zacks Earnings Calendar to stay ahead of market-making news.MSFT Earnings Surprise HistoryIn the last ...

Wall Street analysts forecast that Microsoft (MSFT) will report quarterly earnings of $3.20 per share in its upcoming release, pointing to a year-over-year increase of 8.8%. It is anticipated that revenues will amount to $68.38 billion, exhibiting an increase of 10.6% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed t ...

Microsoft ( MSFT ) has been in my portfolio for years. Microsoft has a strong competitive advantage with Windows. And while Microsoft sees the Apple ecosystem as a competitor, it remains an attractive operating system. At home, I have both a MacBook and I'm a passionate investor from the Netherlands with 12 years of stock market experience. My articles usually contain a good overview of important investment criteria. A stock for my portfolio is of interest to me if the company has the following characterist ...

The most powerful generative AI models from the likes of OpenAI, Alphabet, and Anthropic require costly and power-hungry AI accelerators stuffed into data centers to produce results. OpenAI's recent GPT-4.5 model, for example, was rolled out in phases to users because it required an immense amount of computational resources.AI models from Chinese start-up DeepSeek released earlier this year turned some assumptions about the AI infrastructure market on their heads. DeepSeek managed to produce a model that wa ...

Rigetti Computing (RGTI 5.48%) has caught the eye of many tech investors over the past couple of years as the quantum computing market has taken shape. The company is knee-deep in this market, designing and manufacturing quantum computing units and systems, as well as running a quantum computing platform application development.Quantum computing hardware and software could be a $170 billion market by 2040, and the enthusiasm around this space has caused Rigetti's share price to surge 588% over the past year ...

First-quarter earnings are starting to roll out, with some companies already reporting. However, we're just starting to get to the point where the big tech companies are releasing results, and their commentary on the business outlook for their core products and AI could really steer the market's direction.One of the big players in this space is Microsoft (MSFT 2.26%), currently the world's second-largest company with a $2.76 trillion market capitalization at the time of writing. It reports on April 30, and ...

First, it was Microsoft. Now Amazon is raising eyebrows on Wall Street as fresh signs suggest the cloud giant may be easing off the accelerator in the race to build AI data centers. Some analysts are concerned that Amazon Web Services, the dominant cloud provider, may be entering a digestion phase that could slow momentum in the data center market.The speculation gained traction Monday when famed short-seller Jim Chanos posted on X with a simple and ominous remark, alongside an analyst note suggesting caut ...