[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-microsoft-reports-october-28-with-hyperscalers-down-a-quarter-since-may-cash-flow-is-the-test-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":258,"relatedPosts":264,"suggestedPosts":344},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":238,"editor":244,"categories":249,"relatedPosts":255,"seo":256},146214,"Microsoft Reports October 28 With Hyperscalers Down a Quarter Since May. Cash Flow Is the Test","2026-10-27T13:20:18","2026-10-27T13:20:26","\u003Cp>Microsoft can still pay its own AI bill. Wednesday shows how much room is left.\u003C\u002Fp>\n","\n\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">\u003Cstrong>Key Takeaways\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Microsoft reports fiscal first-quarter results on Oct. 28. Hyperscaler stocks have fallen roughly a quarter since early May, Schwab’s Liz Ann Sonders says, on worries about how the AI build-out will be paid for.\u003C\u002Fli>\n\n\n\n\u003Cli>Microsoft’s operating cash flow beat its cash capex by $67 billion in fiscal 2026, though that measure leaves out finance-lease repayments and the leases it has signed for later years.\u003C\u002Fli>\n\n\n\n\u003Cli>That cushion is getting thinner: capex took nearly two-thirds of operating cash in fiscal 2026, up from about a third in fiscal 2023.\u003C\u002Fli>\n\n\n\n\u003Cli>At 27x forward earnings, below its five-year average of 29x, the stock isn’t priced for trouble, and quarterly free cash flow is the number to watch on Wednesday.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Microsoft (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=21835&tid=2630413\">MSFT\u003C\u002Fa>)\u003C\u002Fstrong> reports its fiscal first-quarter results after the close on Wednesday, Oct. 28, and this time the most important number might be on the cash flow statement. Hyperscaler stocks are down roughly a quarter since early May, by Schwab’s count, and investors now seem more worried about how all this AI spending gets paid for than about demand.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-why-hyperscaler-stocks-are-sliding\" class=\"wp-block-heading\">Why Hyperscaler Stocks Are Sliding\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Charles Schwab chief investment strategist Liz Ann Sonders summed it up \u003Ca href=\"https:\u002F\u002Fx.com\u002FLizAnnSonders\u002Fstatus\u002F2114729169967808657\">on X\u003C\u002Fa> on Monday: “Worries about how AI buildout will be financed remain main drag on equities, particularly visible among hyperscalers.” She linked the hyperscaler index’s drop since early May to that worry, as tech borrowing costs rose sharply.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Companies that have nothing else to lean on are getting shut out. Elon Musk \u003Ca href=\"https:\u002F\u002Fx.com\u002Felonmusk\u002Fstatus\u002F2114434646914068862\">wrote on X\u003C\u002Fa> that “debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Microsoft has plenty of that revenue. This week we find out whether it still brings in enough cash to pay for the build-out without help from the debt markets.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-tracks-57-analysts-on-microsoft-how-many-say-buy\" class=\"wp-block-heading\">\u003Cstrong>TIKR Tracks 57 Analysts on Microsoft. How Many Say “Buy”?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">See the full breakdown of Buy, Hold, and Sell ratings on Microsoft, along with Wall Street’s revenue and earnings estimates, all in one place. More than 500,000 investors use TIKR to research stocks like this one. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">See Microsoft’s Analyst Ratings\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">The Cash Still Covers the Build-Out… For Now\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Microsoft’s operating cash flow has stayed ahead of its capex, even as capex roughly quadrupled from fiscal 2023 to fiscal 2026 (years to June):\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793098065\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026.png?_i=AA\" alt=\"Bar chart from TIKR of Microsoft's cash from operations vs. capital expenditures, $ billions, fiscal 2022–2026 (years to June).\" class=\"wp-post-146214 wp-image-146210\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793098065\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793098065\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793098065\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793098065\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793098065\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793098065\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026\u002F2026-10-27_i5275c34c40_MSFT_cfo_vs_capex_2022-2026.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MSFT Cash From Operations vs. Capital Expenditures: 2022-2026 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">In fiscal 2026, Microsoft brought in $182.9 billion of operating cash and spent $115.9 billion on capex, which left $67.0 billion. That’s a big cushion. But capex took nearly two-thirds of operating cash, compared with about a third in fiscal 2023. Last year operating cash flow rose $46.8 billion and capex rose $51.4 billion.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">There’s also $28.1 billion of data center finance leases on top of that. Microsoft counts new finance leases in its headline capex, but standard free cash flow doesn’t: their principal is repaid under financing activities, and only the interest runs through operating cash. From fiscal 2027, more future data center leases will be classed as operating leases instead, and those payments come out of operating cash. So capex will look lighter on Wednesday, while more of the lease bill shows up in free cash flow.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">What Wednesday Has to Show\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Microsoft guided to more than $50 billion of capex for the September quarter, finance leases included. Azure will probably drive the stock’s first move, against a guide of about 45% growth in constant currency, because that growth is what the spending buys. The cash flow statement shows whether Microsoft is still paying for it on its own.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Microsoft’s own recent quarters are the benchmarks, with one catch: all of them predate the lease change. Free cash flow was $25.7 billion in the September 2025 quarter, $5.9 billion in December and $19.6 billion in June. Analysts expect $34.6 billion for all of fiscal 2027, under $9 billion a quarter on average, and management has said it expects free cash flow to stay positive. A result near $25.7 billion, with more lease payments now running through operating cash, would make that consensus look cautious. One near $5.9 billion would put it in question.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">None of this makes Microsoft a credit risk. It ended June with $76.8 billion of cash and short-term investments, well above its $46.1 billion of bonds. Marathon Asset Management CEO Bruce Richards said on \u003Ca href=\"https:\u002F\u002Fomny.fm\u002Fshows\u002Fbloomberg-talks\u002Fmarathon-asset-management-ceo-bruce-richards-talks-anticipated-anthropic-ipo\">Bloomberg Talks\u003C\u002Fa> on Monday that he’d lean into hyperscaler debt because “their spreads trade wide relative to IG and it’s good risk.”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Leases are a much bigger commitment than the bonds, though. At June 30, Microsoft owed $114.4 billion on leases already running, interest included, plus $329.1 billion on leases, mostly for data centers, that start between fiscal 2027 and 2033 (some still subject to contractual conditions).\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">What 27x Says About Microsoft Stock\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Microsoft trades at 27x forward earnings. That’s below its five-year average of 29x, though well up from its low of 19x in late June:\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793098047\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y.png?_i=AA\" alt=\"Line chart from TIKR of Microsoft's forward (NTM) P\u002FE, last 5 years.\" class=\"wp-post-146214 wp-image-146212\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793098047\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793098047\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793098047\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793098047\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793098047\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793098047\u002Fimages\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y\u002F2026-10-27_i5275c34c40_MSFT_ntm_pe_5y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MSFT Stock NTM P\u002FE: 2021-2026 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Microsoft can still pay for most of its AI build-out with its own cash, and 27x doesn’t price in any doubt about that. Under the new lease treatment, the capex line on Wednesday will flatter the spending, so I’d judge the quarter on free cash flow. If it stays comfortably positive with more lease payments running through operating cash and capex still above $50 billion, the financing fear dragging on the group mostly doesn’t apply to Microsoft. Mostly, because $329.1 billion of leases still to start is a kind of borrowing too.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The December-quarter capex guide matters just as much. That’s the quarter free cash flow fell to $5.9 billion last year.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-microsoft-stock-actually-worth\" class=\"wp-block-heading\">So what is Microsoft stock actually worth?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR lets you forecast the future price of any stock in less than a minute. Just enter a few assumptions into TIKR’s valuation model and see what Microsoft could be worth. Start from Wall Street consensus estimates, or adjust the inputs to reflect your own view of the business. It’s free to use.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Value Microsoft for free\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any of the stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1077,"en","\u002Fblog\u002Fmicrosoft-reports-october-28-with-hyperscalers-down-a-quarter-since-may-cash-flow-is-the-test","microsoft-reports-october-28-with-hyperscalers-down-a-quarter-since-may-cash-flow-is-the-test","images\u002FMicrosoft-Chip-and-Vistra\u002FMicrosoft-Chip-and-Vistra","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792430733\u002Fimages\u002FMicrosoft-Chip-and-Vistra\u002FMicrosoft-Chip-and-Vistra.png?_i=AA",{"altText":225,"imageCredit":237},"DragonImages from DragonImages via Canva",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Gian Estrada","giantikr","author","",[],{"name":245,"slug":246,"role":247,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":248},"David Hanson","davidtikr","editor",[],[250],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":225,"metaDesc":257,"opengraphDescription":257,"twitterTitle":225,"twitterDescription":257},"Microsoft can still pay its own AI bill. Wednesday shows how much room is left.",{"title":225,"description":257,"twitterTitle":225,"twitterDescription":257,"author":239,"articlePublisher":259,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":260,"twitterData1":261,"ogTitle":225,"ogDescription":257,"ogUrl":232,"ogImage":235,"ogImageWidth":262,"ogImageHeight":263,"ogImageSecureUrl":235,"ogImageAlt":225,"twitterImage":235},"TIKR.com","Est. reading time","7 minutes",1200,630,[265,282,297,312,329],{"id":254,"title":266,"date":267,"excerpt":268,"wordCount":269,"uri":270,"slug":271,"cloudinaryAssetId":272,"featuredImageOriginalUrl":273,"featuredImageMetadata":274,"author":275,"categories":279,"relatedPosts":281},"Pinterest Bets on an Amazon Ads Veteran After a $2 Billion Buyback: “Exceptional Finance Leader”","2026-10-27 13:20:00","Pinterest slid 4.9% as Amazon veteran James Dibbo took over as CFO, two days before a slower Q3 report.",883,"\u002Fblog\u002Fpinterest-bets-on-an-amazon-ads-veteran-after-a-2-billion-buyback-exceptional-finance-leader","pinterest-bets-on-an-amazon-ads-veteran-after-a-2-billion-buyback-exceptional-finance-leader","images\u002FPINS-stock_1462931e69a\u002FPINS-stock_1462931e69a","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793103580\u002Fimages\u002FPINS-stock_1462931e69a\u002FPINS-stock_1462931e69a.png?_i=AA",{"altText":266},{"name":276,"slug":277,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":278},"Rexielyn Diaz","rexietikr",[],[280],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":283,"date":284,"excerpt":285,"wordCount":286,"uri":287,"slug":288,"cloudinaryAssetId":289,"featuredImageOriginalUrl":290,"featuredImageMetadata":291,"author":292,"categories":294,"relatedPosts":296},"Dollar General Fell 4% as FTC, 20 States Sue Over Deceptive Pricing: \"Betrayed the Trust\"","2026-10-27 13:11:50","Not a great look for a chain built on low prices",713,"\u002Fblog\u002Fdollar-general-fell-4-as-ftc-20-states-sue-over-deceptive-pricing-betrayed-the-trust","dollar-general-fell-4-as-ftc-20-states-sue-over-deceptive-pricing-betrayed-the-trust","images\u002Fglum-man-in-a-beige-suit-falling-chart-over-a-city\u002Fglum-man-in-a-beige-suit-falling-chart-over-a-city","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793044121\u002Fimages\u002Fglum-man-in-a-beige-suit-falling-chart-over-a-city\u002Fglum-man-in-a-beige-suit-falling-chart-over-a-city.png?_i=AA",{"altText":283},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":293},[],[295],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":298,"date":299,"excerpt":300,"wordCount":301,"uri":302,"slug":303,"cloudinaryAssetId":304,"featuredImageOriginalUrl":305,"featuredImageMetadata":306,"author":307,"categories":309,"relatedPosts":311},"Qualcomm Pledges Global Layoffs as Handset Revenue Falls 20%: “Stronger Performance Culture”","2026-10-27 13:10:00","Qualcomm will cut jobs worldwide as handset revenue slides, with a soft Q4 guide facing its test November 4.",893,"\u002Fblog\u002Fqualcomm-pledges-global-layoffs-as-handset-revenue-falls-20-stronger-performance-culture","qualcomm-pledges-global-layoffs-as-handset-revenue-falls-20-stronger-performance-culture","images\u002FQCOM-stock_1462901d98d\u002FQCOM-stock_1462901d98d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793103285\u002Fimages\u002FQCOM-stock_1462901d98d\u002FQCOM-stock_1462901d98d.png?_i=AA",{"altText":298},{"name":276,"slug":277,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":308},[],[310],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":313,"date":314,"excerpt":315,"wordCount":316,"uri":317,"slug":318,"cloudinaryAssetId":319,"featuredImageOriginalUrl":320,"featuredImageMetadata":321,"author":322,"categories":326,"relatedPosts":328},"Microsoft Offers Buyouts To 60,000 Employees To Manage AI Infrastructure Costs","2026-10-27 12:55:00","Microsoft is offering buyouts to about 60,000 eligible employees as AI spending climbs. See what it means for Microsoft stock.",610,"\u002Fblog\u002Fmicrosoft-voluntary-exit-offer-60000-employees-ai-costs","microsoft-voluntary-exit-offer-60000-employees-ai-costs","images\u002FMSFT-stock-@Natee-Meepians-Images-via-Canva-@200degrees-via-Canva-5\u002FMSFT-stock-@Natee-Meepians-Images-via-Canva-@200degrees-via-Canva-5","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793097876\u002Fimages\u002FMSFT-stock-@Natee-Meepians-Images-via-Canva-@200degrees-via-Canva-5\u002FMSFT-stock-@Natee-Meepians-Images-via-Canva-@200degrees-via-Canva-5.png?_i=AA",{"altText":313},{"name":323,"slug":324,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":325},"Aditya Raghunath","adityatikr",[],[327],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":330,"date":331,"excerpt":332,"wordCount":333,"uri":334,"slug":335,"cloudinaryAssetId":336,"featuredImageOriginalUrl":337,"featuredImageMetadata":338,"author":339,"categories":341,"relatedPosts":343},"Apple Addresses Foldable Screen Display Defects In Newly Launched iPhone Duo","2026-10-27 12:44:00","Apple says some iPhone Duo screens have defects and will replace them. See what the issue means for Apple stock and the foldable launch.",612,"\u002Fblog\u002Fapple-iphone-duo-display-defects-replacement","apple-iphone-duo-display-defects-replacement","images\u002FAAPL-stock-@pixelshot-via-Canva-@Africa-images-via-Canva-Copy-8\u002FAAPL-stock-@pixelshot-via-Canva-@Africa-images-via-Canva-Copy-8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793093264\u002Fimages\u002FAAPL-stock-@pixelshot-via-Canva-@Africa-images-via-Canva-Copy-8\u002FAAPL-stock-@pixelshot-via-Canva-@Africa-images-via-Canva-Copy-8.png?_i=AA",{"altText":330},{"name":323,"slug":324,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":340},[],[342],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],[345,363,381,396,416,431,446,461],{"id":254,"title":346,"date":347,"excerpt":348,"wordCount":349,"uri":350,"slug":351,"cloudinaryAssetId":352,"featuredImageOriginalUrl":353,"featuredImageMetadata":354,"author":355,"categories":357,"relatedPosts":362},"Down 7% In Last 12 Months, Can Affirm Stock Give Better Returns in 2026?","2026-10-27 13:02:00","Affirm stock is down 8% in a year. See what TIKR’s Valuation Model says about AFRM’s upside, with a $97 price target by June 2029.",1112,"\u002Fblog\u002Faffirm-afrm-stock-valuation-2026","affirm-afrm-stock-valuation-2026","images\u002FAFRM-stock-@Marcus-Millo-from-Getty-Images-via-Canva-@Proxima-Studio-via-Canva\u002FAFRM-stock-@Marcus-Millo-from-Getty-Images-via-Canva-@Proxima-Studio-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793017247\u002Fimages\u002FAFRM-stock-@Marcus-Millo-from-Getty-Images-via-Canva-@Proxima-Studio-via-Canva\u002FAFRM-stock-@Marcus-Millo-from-Getty-Images-via-Canva-@Proxima-Studio-via-Canva.png?_i=AA",{"altText":346},{"name":323,"slug":324,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":356},[],[358],{"name":359,"slug":360,"uri":361,"description":242,"postsCount":254},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":254,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":380},"Verizon Stock Falls Despite Strong Earnings Beat And Raised Guidance","2026-10-27 12:28:00","Verizon beat subscriber estimates, raised guidance and signed a $2B AWS deal, but shares fell. See what it means for Verizon stock.",599,"\u002Fblog\u002Fverizon-stock-earnings-beat-raised-guidance-aws-deal","verizon-stock-earnings-beat-raised-guidance-aws-deal","images\u002FVZ-stock-@anyaberkut-from-Getty-Images-via-Canva-@metamorworks-from-Getty-Images-via-Canva-1\u002FVZ-stock-@anyaberkut-from-Getty-Images-via-Canva-@metamorworks-from-Getty-Images-via-Canva-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793096188\u002Fimages\u002FVZ-stock-@anyaberkut-from-Getty-Images-via-Canva-@metamorworks-from-Getty-Images-via-Canva-1\u002FVZ-stock-@anyaberkut-from-Getty-Images-via-Canva-@metamorworks-from-Getty-Images-via-Canva-1.png?_i=AA",{"altText":364},{"name":323,"slug":324,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":374},[],[376],{"name":377,"slug":378,"uri":379,"description":242,"postsCount":254},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":254,"title":382,"date":383,"excerpt":384,"wordCount":385,"uri":386,"slug":387,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":388,"featuredImageMetadata":389,"author":390,"categories":392,"relatedPosts":395},"Novartis Already Paid for Its $1.9 Billion Write-Down. The Raise Is the New Part","2026-10-27 09:08:39","Novartis wrote off 26% of del-desiran but kept $5.5 billion of it on the books, and raised profit guidance while free cash flow fell 18%. Here’s the math.\n",763,"\u002Fblog\u002Fnovartis-already-paid-for-its-1-9-billion-write-down-the-raise-is-the-new-part","novartis-already-paid-for-its-1-9-billion-write-down-the-raise-is-the-new-part","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FFEATURED-IMAGE-MAKER-1904-600x400.png",{"altText":382},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":391},[],[393],{"name":76,"slug":75,"uri":394,"description":242,"postsCount":254},"\u002Fblog\u002Fcategory\u002Ffundamental-analysis",[],{"id":254,"title":397,"date":398,"excerpt":399,"wordCount":400,"uri":401,"slug":402,"cloudinaryAssetId":403,"featuredImageOriginalUrl":404,"featuredImageMetadata":405,"author":406,"categories":410,"relatedPosts":415},"CleanSpark Stock Fell 39% in October. Its Landlord Bet Now Rides on Meta’s Credit","2026-10-26 21:10:00","CleanSpark won a Buy rating on October 22 that cited its Meta-backed lease, the same day the cost of insuring Meta’s debt hit a record. Shares fell, though less than peers. A signed Texas lease is the test.",882,"\u002Fblog\u002Fcleanspark-stock-fell-39-in-october-its-landlord-bet-now-rides-on-metas-credit","cleanspark-stock-fell-39-in-october-its-landlord-bet-now-rides-on-metas-credit","images\u002F9-16_1460328ff08\u002F9-16_1460328ff08","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046765\u002Fimages\u002F9-16_1460328ff08\u002F9-16_1460328ff08.png?_i=AA",{"altText":397},{"name":407,"slug":408,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":409},"Wiltone Asuncion","wiltonetikr",[],[411],{"name":412,"slug":413,"uri":414,"description":242,"postsCount":254},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":254,"title":417,"date":418,"excerpt":419,"wordCount":420,"uri":421,"slug":422,"cloudinaryAssetId":423,"featuredImageOriginalUrl":424,"featuredImageMetadata":425,"author":426,"categories":428,"relatedPosts":430},"Block Stock Is Cheaper Than at the End of 2025 Despite Higher Profit Forecasts. Here’s Where It Could Go by 2030","2026-10-26 21:05:00","Wall Street's next-12-month earnings estimate for Block rose 51% this year, while the stock rose 17%. BMO says the multiple is stuck. Block's CFO has said when Neighborhoods should start showing up in Cash App users, and the first report in that window is due November 3.",947,"\u002Fblog\u002Fblock-stock-is-cheaper-than-at-the-end-of-2025-despite-higher-profit-forecasts-heres-where-it-could-go-by-2030","block-stock-is-cheaper-than-at-the-end-of-2025-despite-higher-profit-forecasts-heres-where-it-could-go-by-2030","images\u002F8-15_14603149a44\u002F8-15_14603149a44","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046753\u002Fimages\u002F8-15_14603149a44\u002F8-15_14603149a44.png?_i=AA",{"altText":417},{"name":407,"slug":408,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":427},[],[429],{"name":412,"slug":413,"uri":414,"description":242,"postsCount":254},[],{"id":254,"title":432,"date":433,"excerpt":434,"wordCount":435,"uri":436,"slug":437,"cloudinaryAssetId":438,"featuredImageOriginalUrl":439,"featuredImageMetadata":440,"author":441,"categories":443,"relatedPosts":445},"Disney Stock Rose 10 Sessions in a Row While Bidding $20 Million for Character.AI’s Technology. Here’s Where It Could Go by 2030","2026-10-26 21:00:00","Disney climbed 11% in three weeks, including 10 straight gains, while lining up most of bankrupt Character.AI’s engineers. Thirty-one states and DC now object to the sale rules. Nearly all of October’s gain came from a higher multiple, so the November 17 report has to supply the earnings.",926,"\u002Fblog\u002Fdisney-stock-rose-10-sessions-in-a-row-while-bidding-20-million-for-character-ais-technology-heres-where-it-could-go-by-2030","disney-stock-rose-10-sessions-in-a-row-while-bidding-20-million-for-character-ais-technology-heres-where-it-could-go-by-2030","images\u002F7-16_1460307b672\u002F7-16_1460307b672","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046759\u002Fimages\u002F7-16_1460307b672\u002F7-16_1460307b672.png?_i=AA",{"altText":432},{"name":407,"slug":408,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":442},[],[444],{"name":412,"slug":413,"uri":414,"description":242,"postsCount":254},[],{"id":254,"title":447,"date":448,"excerpt":449,"wordCount":450,"uri":451,"slug":452,"cloudinaryAssetId":453,"featuredImageOriginalUrl":454,"featuredImageMetadata":455,"author":456,"categories":458,"relatedPosts":460},"Pfizer Rose Nearly 21% in 2026 as Its Forward P\u002FE Climbed From About 9 to 11 Times. Here’s What November 3 Has to Show","2026-10-26 20:55:00","Pfizer climbed above Wall Street’s mean price target in October even as its forward EPS estimate fell. The third-quarter report on November 3 is the first test of whether that higher multiple holds.",862,"\u002Fblog\u002Fpfizer-rose-nearly-21-in-2026-as-its-forward-p-e-climbed-from-about-9-to-11-times-heres-what-november-3-has-to-show","pfizer-rose-nearly-21-in-2026-as-its-forward-p-e-climbed-from-about-9-to-11-times-heres-what-november-3-has-to-show","images\u002F6-15_1460299f0d2\u002F6-15_1460299f0d2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046762\u002Fimages\u002F6-15_1460299f0d2\u002F6-15_1460299f0d2.png?_i=AA",{"altText":447},{"name":407,"slug":408,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":457},[],[459],{"name":412,"slug":413,"uri":414,"description":242,"postsCount":254},[],{"id":254,"title":462,"date":463,"excerpt":464,"wordCount":465,"uri":466,"slug":467,"cloudinaryAssetId":468,"featuredImageOriginalUrl":469,"featuredImageMetadata":470,"author":471,"categories":473,"relatedPosts":475},"Pinterest Has Fallen After 4 of Its Last 5 Earnings Reports. Here’s What October 29 Needs to Show","2026-10-26 20:53:00","Pinterest has dropped the session after four of its last five earnings reports, even though it beat revenue estimates in four of those quarters. Its next-quarter outlook has tracked the stock more closely, and its CEO tied the new CFO search to selling ads beyond Pinterest’s own app.",872,"\u002Fblog\u002Fpinterest-has-fallen-after-4-of-its-last-5-earnings-reports-heres-what-october-29-needs-to-show","pinterest-has-fallen-after-4-of-its-last-5-earnings-reports-heres-what-october-29-needs-to-show","images\u002F5-16_1460283708d\u002F5-16_1460283708d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046769\u002Fimages\u002F5-16_1460283708d\u002F5-16_1460283708d.png?_i=AA",{"altText":462},{"name":407,"slug":408,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":472},[],[474],{"name":412,"slug":413,"uri":414,"description":242,"postsCount":254},[]]