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Posted by
Two Blokes May 27, 2025 -
Filed in
Stock
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9 views
I'm upgrading Microsoft to 'Buy' as commercial growth, margin expansion, and improved cash flow conversion drive a rare trifecta of catalysts. Enterprise demand for cloud and AI is accelerating, fueling robust bookings and long-term contract growth. Operating efficiencies driven by Copilot Studio features should offset gross margin pressures, supporting structurally higher EBIT margins.
