Microsoft Corporation (MSFT) — closed signal from August 27, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on November 25, 2025.
Predicted vs. what happened
What happened
Hit or exceeded the predicted growth inside the window.
The thesis — published August 27, 2025
Microsoft is a long-term leader, and a new move by Screenvision on 2025-08-27 to shift core systems onto Azure and Oracle Cloud shows companies keep choosing its tools to modernize. This deal is fresh proof that Azure remains in demand. The stock looks washed out now, while views stay positive. Buying around $495-$505 targets a 0-3 month snap-back toward prior ranges as AI and cloud use grows.
Primary drivers
- A major client shifted key systems to Azure on 2025-08-27, proving demand
- Shares look washed out, creating a near-term bounce setup for buyers
- Rising use of AI and cloud services boosts demand for Microsoft products
- As a large, widely held company, it often enjoys steady buyer interest
How it played out
MSFT: target was not reached
Lyra published MSFT on 2025-08-27 at 499.55 with 13% expected growth. The thesis pointed to Screenvision moving core systems to Azure and Oracle Cloud on 2025-08-27, a washed-out share price, rising use of artificial intelligence and cloud services, and steady buyer interest in a large, widely held company.
Inside the 2025-08-27 to 2025-11-25 window, MSFT rose to a peak of 552.69 on 2025-10-28. That was a 10.6% gain, but it stayed below the 563.44 target. It ended the window at 476.99. The thesis partly played out, but the target was missed.
What happened during the window
On 2025-10-29, Microsoft reported fiscal first-quarter results, including $77.7 billion in revenue and $27.7 billion in net income. The same report said Azure grew by about 40%.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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