---
symbol: "MSFT"
name: "Microsoft"
date: 2026-10-29
change_pct: 2.995937711577513
direction: "up"
event_type: "guidance"
url: "https://perplo.app/why/MSFT/2026-10-29"
updated_at: 2026-10-29T01:07:01.049Z
---

# Why Microsoft (MSFT) rose 3.00% on October 29, 2026

Microsoft (MSFT) rose 3.00% on October 29, 2026 — Azure guidance of 49-50% growth lifts Microsoft.

## What happened

Microsoft rose 2.5% after its CFO guided Azure growth to 49% to 50% in constant currency for the coming quarter, then clarified the range.

## Why it moved

Azure is Microsoft's main growth engine, so a firm 49% to 50% growth range signals that cloud demand is holding up. That confirmation reduces uncertainty about AI monetization, which is why the stock re-rated higher.

## Why it matters

Microsoft is a core name in the Mag 7 Earnings Cycle, where earnings and AI capex guidance have driven the group.

## What would break the thesis

Investors will look for margin pressure from that capex and for any slowdown in commercial bookings, which would undercut the Azure story.

## Sources

- [MICROSOFT CFO: AZURE GROWTH EXPECTED AT 49% TO 50% IN CONSTANT CURRENCY, CLARIFIES RANGE IS 49% TO 50%](https://t.me/marketfeed/1066485) — MarketFeed
- [The major reason Microsoft’s stock is heading higher after earnings](https://www.marketwatch.com/story/the-major-reason-microsofts-stock-is-heading-higher-after-earnings-c019a036?mod=mw_rss_topstories) — MarketWatch
- [MSFT Stock Gains 3% After-Hours As AI Demand Powers Q1 Cloud Revenue, Q2 Guidance Beat With Positive Cash Flows](https://finnhub.io/api/news?id=0c4b2aa487c6568f689de9d4858eedfb14c7185984990a36cf83e87efd264929) — Yahoo

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