Microsoft's Stock Facing a 'Lost Decade' Despite Strong Fundamental Results - Is Generative AI to Blame?

GMBStaff

 16 Sep 23

tl;dr

<p>Microsoft continues to post resilient fundamental results in spite of the tough macro. However, these strong results may not be strong enough given the current valuation.</p> <p>Investors may have been caught off guard by how little generative AI is boosting current results. As ...

Microsoft continues to post resilient fundamental results in spite of the tough macro. However, these strong results may not be strong enough given the current valuation.

Investors may have been caught off guard by how little generative AI is boosting current results. As a result, a "lost decade" may be in store for the stock.

• Microsoft's fundamental results have remained strong despite challenging market conditions.


• The current valuation of the stock may not fully reflect the company's performance.


• Investors may have overestimated the impact of generative AI on Microsoft's results.


• A "lost decade" could be a possible outcome for Microsoft's stock.

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