Microsoft (MSFT) produced year-over-year revenue growth of more than 18% for the second consecutive quarter as analysts point out the company's buildout of more artificial intelligence capacity is a sign of accelerating Azure growth.

Microsoft analysts highlight the long-term potential for the company's cloud and AI growth after a double beat in the first quarter.

Q1 earnings beat expectations with $77.7B revenue but shares fall 2% on OpenAI costs and surging AI infrastructure spending concerns.

So, the official answer is that Microsoft could announce a stock split on Oct. 29, when it releases first-quarter fiscal year 2026 (ending Sept. 30) earnings. However, there's no guarantee that it will. Even if Microsoft doesn't announce a stock split, there could be some news that triggers a positive reaction in the stock price.

Microsoft reported revenue and profits ahead of analysts' expectations, with Azure revenue growth climbing to 40% as the company continued to grapple with the effects of a widespread cloud outage.

Microsoft is touting high revenue on the strength of Microsoft Cloud and Azure.

Sept. 30 marked the end of Microsoft 's ( MSFT +0.56%) fiscal 2026 first quarter, and it is scheduled to report those results on Oct. 29. The company's Azure cloud computing platform and its Copilot virtual assistant will be key points of focus for Wall Street because they are at the center of the company's AI strategy.

Wedbush Securities’ Dan Ives is one of the bigger bulls on Wall Street, and while he has high expectations for the many Magnificent Seven members, I do find his Microsoft (NASDAQ:MSFT) call to be one of the most intriguing.

Microsoft and Meta sink on aggressive spending plans tied to AI ambitions. Analysts see only one as worth buying on the post-earnings dip.

Microsoft's spending on artificial intelligence infrastructure soared to a record of nearly $35 billion in the September quarter, deepening investor concerns about the mounting costs of sustaining the AI boom.