KULR Technology Group adds Microsoft director to board

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Microsoft earnings preview: Azure expectations reset as OpenAI deal clears the path

April 29, 2026 2:00 PM EDT

Microsoft (NASDAQ: MSFT) reports first-quarter results after the close today, with Wall Street expecting revenue of $81.43 billion and EPS of $4.07, as analysts focus on Copilot adoption momentum and a newly restructured OpenAI agreement that could simplify the investment case.

Jefferies analyst Brent Thill, who has a Buy rating and $675 price target on MSFT, frames the quarter as a narrative reset.

Microsoft shares are down... More