Microsoft Corporation (MSFT) — closed signal from May 15, 2026
Target reached Published before the outcome was known, scored automatically when the window closed on August 13, 2026 — +20% at the close.
Predicted vs. what happened
What happened
Reached its target in 80 days.
The thesis — published May 15, 2026
Microsoft is a leading provider of cloud services and AI tools. OpenAI's need for more computing keeps demand for Microsoft's cloud strong, while a U.K. inquiry into bundling Office, Teams, Copilot and Azure creates short-term headline risk. The company's steady profits, cash on hand and broad enterprise customers make the next 0-3 months constructive without treating the price move as fully confirmed.
Primary drivers
- Azure and Copilot are primary engines for AI-driven sales growth
- OpenAI's compute needs boost demand for cloud infrastructure
- Wide enterprise software lineup supports steady earnings
- U.K. antitrust review is the main near-term regulatory risk
How it played out
MSFT: target reached in 80 days
Lyra published MSFT at 413.90 with expected growth of 16% over the short-term window. The thesis pointed to Azure and Copilot sales, computing demand from a major partner, and Microsoft's broad enterprise software lineup. It also cited the U.K. inquiry as a near-term risk.
The price reached the 480.12 target in 80 days. It peaked at 513.73 on August 10, a gain of 24.1%, then ended the window at 496.88 on August 13. The thesis played out and the price exceeded the published target.
What happened during the window
On July 29, 2026, Microsoft reported quarterly revenue of $90.0 billion, up 18%, and Azure and other cloud services revenue growth of 43%.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.