Microsoft Q2 FY2025 Review: More Consolidation Ahead (NASDAQ:MSFT)
1. Microsoft beat Q2 FY2025 estimates but stock fell due to Azure growth concerns. 2. Guidance shortfall for Q3 FY2025 raises valuation mismatch worries. 3. Free cash flow declines from AI CAPEX spending affect investment returns. 4. Estimated fair value at ~$376.5 suggests ~10% downside for the stock.