Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services. This segment also provides LinkedIn; and dynamics business solutions, including Dynamics 365, a set of intelligent, cloud-based applications across ERP, CRM, power apps, and power automate; and on-premises ERP and CRM applications. The Intelligent Cloud segment offers server products and cloud services, such as azure and other cloud services; SQL and windows server, visual studio, system center, and related client access licenses, as well as nuance and GitHub; and enterprise services including enterprise support services, industry solutions, and nuance professional services. The More Personal Computing segment offers Windows, including windows OEM licensing and other non-volume licensing of the Windows operating system; Windows commercial comprising volume licensing of the Windows operating system, windows cloud services, and other Windows commercial offerings; patent licensing; and windows Internet of Things; and devices, such as surface, HoloLens, and PC accessories. Additionally, this segment provides gaming, which includes Xbox hardware and content, and first- and third-party content; Xbox game pass and other subscriptions, cloud gaming, advertising, third-party disc royalties, and other cloud services; and search and news advertising, which includes Bing, Microsoft News and Edge, and third-party affiliates. The company sells its products through OEMs, distributors, and resellers; and directly through digital marketplaces, online, and retail stores. The company was founded in 1975 and is headquartered in Redmond, Washington.

Microsoft демонстрирует сильные финансовые показатели, что делает компанию привлекательной для инвесторов. Показатели рентабельности, такие как ROE (33.61) и ROA (19.21), существенно превышают медианные значения по отрасли, что говорит о высокой эффективности управления активами. Уровень долга (debt_equity_ratio 0.09) значительно ниже среднего по сектору, что свидетельствует о надежной финансовой устойчивости. Однако мультипликаторы, такие как P/E (24.56), P/S (9.60) и P/B (7.46), находятся на высоких уровнях, что может указывать на переоцененность акций. Дивидендная доходность на уровне 0.00 также вызывает вопросы о способности компании возвращать капитал акционерам. Тем не менее, рост выручки и чистой прибыли (TTM 38.46 млрд) подчеркивает положительную динамику бизнеса. В целом, несмотря на некоторые риски, связанные с переоцененностью, Microsoft остается сильным игроком на рынке информационных технологий.

Microsoft Corporation

A New Chapter in AI’s Most Powerful Partnership

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Microsoft (MSFT) Q3 2026 Earnings Transcript

Microsoft (MSFT) reported $82.89 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 18.3%. EPS of $4.27 for the same period compares to $3.46 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $81.4 billion, representing a surprise of +1.83%. The company delivered an EPS surprise of +4.97%, with the consensus EPS estimate being $4.07.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Microsoft performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Percentage Change Y/Y (GAAP)- Intelligent Cloud: 30% versus the eight-analyst average estimate of 28.1%.
Percentage Change Y/Y (GAAP)- Productivity and Business Processes: 17% compared to the 15.2% average estimate based on eight analysts.
Percentage Change Y/Y (GAAP)- Revenue: 18% versus the eight-analyst average estimate of 16.1%.
Percentage Change Y/Y (GAAP)- More Personal Computing: -1% versus -5.8% estimated by eight analysts on average.
Revenue- Productivity and Business Processes: $35.01 billion compared to the $34.49 billion average estimate based on eight analysts. The reported number represents a change of +16.9% year over year.
Revenue- Intelligent Cloud: $34.68 billion versus the eight-analyst average estimate of $34.27 billion. The reported number represents a year-over-year change of +29.6%.
Revenue- More Personal Computing: $13.19 billion compared to the $12.59 billion average estimate based on eight analysts. The reported number represents a change of -1.3% year over year.
Revenue by product and service offerings- Gaming: $5.34 billion versus $5.37 billion estimated by three analysts on average.
Revenue by product and service offerings- Search and news advertising: $3.81 billion versus $3.72 billion estimated by three analysts on average.
Revenue by product and service offerings- Dynamics products and cloud services: $2.29 billion versus $2.27 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +18.8% change.
Revenue by product and service offerings- Microsoft 365 Commercial products and cloud services: $25.59 billion versus $25.38 billion estimated by three analysts on average.
Revenue by product and service offerings- Microsoft 365 Consumer products and cloud services: $2.3 billion compared to the $2.2 billion average estimate based on three analysts.
Shares of Microsoft have returned +16% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Microsoft (MSFT) Reports Q3 Earnings: What Key Metrics Have to Say

Wednesday, April 29th, 2026
“Thank you very much, everyone,” Fed Chair Jerome Powell said to the press corps following the latest FOMC decision, to light applause, “I won’t see you next time.” With that, the Fed Chair changes hands to former Fed Governor Kevin Warsh for the next FOMC meeting in June. As expected, no change was made to the 3.50-3.75% Fed funds rate, just as it has been since December of last year.
The economy continues to expand at a “solid rate,” as stated in the FOMC release prior to Powell’s press conference, with unemployment little changed. Stephen Miran, as expected, was the lone policy dissenter — advising yet another 25 basis-point (bps) cut on interest rates. Fed Presidents Hammack, Kashkari and Logan dissented on the opposite side of sentiment: they did not want to keep language regarding a bias toward easing, as has been the case for quite some time.
Powell spoke to this in the presser, citing that “the center is moving toward a more neutral place,” despite Miran’s opinion to the contrary. The Iran war is contributing to a “high level of uncertainty” regarding the economy going forward, with higher global energy prices adding to inflation pressure. This is reminiscent of tariff inflation from a year ago, which Powell today said he expects will subside over the course of this year.
The burning question on the lips of many in the press corps was answered by Powell before the Q&A period began: he would be staying on as Fed Governor instead of retiring, and will not leave the board until investigations and legal actions taken against him by the Trump administration are truly over, “with finality and transparency.” Currently there is some question whether the Inspector General will reopen this investigation.
In his demure manner, Powell went further than at any time previously in describing what is at stake with the Fed’s independence: legal actions are “battering the institution,” Fed independence is what “separates successful countries from unsuccessful ones,” and “if we had acted politically, we would have no credibility.” The outgoing Fed chair said it is not his intention to interfere with the incoming Fed alignment, and that he will remain on until he finds it “appropriate to leave.”
Heavyweights of AI Report Astounding Earnings, Growth
There’s no other way to describe this afternoon’s earnings results than “gargantuan.” The biggest of the big AI players are beginning to show results of their capital expenditures over the past couple years, and the numbers are astounding.
Microsoft MSFT was the tamest of the lot, with fiscal Q3 earnings per share of $4.27 outperforming expectations by two solid dimes, for a +23.4% positive earnings surprise. Revenues of $82.89 billion easily surpassed the $81.40 billion anticipated. But shares are still -2% on the news, as heavy capex is keeping the stock trading down -14% year to date. Its Business Software unit grew +17% year over year and Azure was +40% (still slightly below their “whisper number”), so you can see the results AI is having for the company already.
Alphabet GOOGL shares are up +5.8% on its Q1 report this afternoon, with earnings of $2.81 per share outpacing the $2.64 projected on +22% revenue growth to $109.9 billion (minus Traffic Acquisition Costs [TAC], as Zacks prefers to report it, this figure reaches $96.2 billion, ahead of the $92.2 billion expected). Services were up +16%, including Search +16% and YouTube +11% in the quarter, but it was Cloud that really saw a huge jump: +63% in revenues to $20 billion, with its AI Gemini unit +40% quarter over quarter.
Amazon AMZN blew the doors off earnings expectations in its Q1 report this afternoon: $2.78 per share versus the $1.60 estimate on $181.5 billion in revenues, up from $177.8 billion in the Zacks consensus. AWS demonstrated its fastest growth in 15 quarters, +28% to $37.6 billion, while operating cash flow rose +30% to $148.5 billion. Yet its extraordinary capex spending — upwards of $200 billion — is giving investors some sticker shock, sending shares down -3.8% in after-hours trading.
Meta Platforms META put up the biggest earnings surprise of them all in its Q1 report after the close: $10.44 per share, crushing the $6.71 estimate and +62% year over year on $56.31 billion in revenues surpassing the $55.49 billion expected, +33% year over year. Yet revenues for next quarter are being guided relatively in-line with earlier estimates while, again, extraordinary capex spending is sending shares -6.7% in the after-market, swinging to negative growth in share price year-to-date.
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7 Best Stocks for the Next 30 Days
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Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Powell to Stay on as Fed Governor, Plus Huge Mag 7 Earnings

(RTTNews) - Microsoft Corp. (MSFT) on Wednesday reported strong third-quarter results, driven by continued momentum in cloud and artificial intelligence.
Revenues for the quarter rose 18% year-over-year to $82.9 billion. Net income climbed to $31.78 billion or $4.27 per share, from $25.82 billion or $3.46 per share last year.
Adjusted net income for the quarter was $31.79 billion or $4.27 per share, compared to $26.41 billion or $3.54 per share last year.
Microsoft Cloud revenue reached $54.5 billion, up 29%, supported by robust demand across its platforms. Azure and other cloud services revenue surged 40%, while the Intelligent Cloud segment grew 30% to $34.7 billion.
In Productivity and Business Processes, revenue rose 17% to $35.0 billion, driven by growth in Microsoft 365 and Dynamics 365. Meanwhile, the More Personal Computing segment declined slightly by 1% to $13.2 billion.
"We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era," said Satya Nadella, chairman and chief executive officer of Microsoft. "Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year."
"We delivered results that exceeded expectations across revenue, operating income, and earnings per share, reflecting strong execution and growing demand for the Microsoft Cloud," said Amy Hood, executive vice president and chief financial officer of Microsoft.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Microsoft Q3 Profit Rises Driven By Cloud, AI Strength

Key Points
CoreWeave and Nebius both provide cloud-based AI infrastructure services.
The market’s demand for those services is outstripping their near-term capacity.
It might seem like a risky time to buy growth stocks. The Middle East conflict remains unresolved, inflation remains high, and the Fed is reluctant to cut interest rates again. All of those challenges will likely drive investors toward more conservative investments.
However, long-term investors who can look past those near-term challenges can still find some attractive growth plays in this volatile market. Let's take a closer look at two of those compelling stocks: CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS).
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
CoreWeave
CoreWeave was originally an Ethereum mining company. But after the cryptocurrency market's crash in 2018, it abandoned that business model and repurposed its mining GPUs to remotely process AI tasks.
CoreWeave subsequently installed more than 250,000 of Nvidia's (NASDAQ: NVDA) top-tier data center GPUs in its servers, and it expanded its footprint from just three data centers at the end of 2022 to 43 locations in early 2026. That scale enables it to process AI tasks roughly 35 times faster and 80% cheaper than larger and more diversified cloud infrastructure platforms like Amazon Web Services (AWS) and Microsoft (NASDAQ: MSFT) Azure.
From 2022 to 2025, CoreWeave's revenue surged from $16 million to $5.1 billion. Analysts expect its revenue to surge more than sevenfold to $36.7 million in 2028. That's an impressive growth trajectory for a stock that trades at less than five times this year's sales.
CoreWeave's stock looks cheaper than other AI stocks because it's still deeply unprofitable and ended 2025 with a high debt-to-equity ratio of 13.8. That red ink and high leverage could force it to issue more shares to fund its capital-intensive expansion.
Some investors might also be concerned about its dependence on Microsoft, which historically accounts for over half of its revenue. However, CoreWeave is gradually reducing its dependence on Microsoft through new deals with OpenAI and Nvidia, and analysts expect it to turn profitable by 2028 as economies of scale kick in. Therefore, CoreWeave remains a promising growth stock for investors who can stomach near-term volatility.
Nebius Group
Nebius is another provider of cloud-based AI infrastructure services. It was once known as Yandex, which owned Russia's top search engine and other popular apps. However, it divested its Russian assets in early 2022 (in response to the sanctions against Russia), relocated its business to the Netherlands, and rebranded itself as Nebius.
As Nebius, it operates a single first-party data center in Finland and leases additional data centers through colocation deals in the U.S., the U.K., and Europe. It's also in the process of building a second first-party data center in New Jersey.
Unlike CoreWeave, which mainly processes GPU-intensive AI tasks, Nebius provides customized AI services for the data training, edtech, and autonomous robotics markets. It integrates managed software services (like Kubernetes) into its data centers. By bundling those services, it widens its moat and positions itself as a "full stack" AI infrastructure company.
Nebius' earlier financials (as Yandex) are no longer relevant. But after fully transforming into a cloud-based AI infrastructure company, its revenue surged 351% to $530 million in 2025. By 2027, analysts expect its revenue to surge 19 times to $10.1 billion. It's expected to stay unprofitable, but it ended 2025 with a manageable debt-to-equity ratio of 1.7.
Nebius, which trades at 14 times this year's sales, might seem pricier than CoreWeave. However, it deserves that higher valuation because it's growing faster, less dependent on Microsoft (although it's still a top customer), and it's shouldering less debt. Therefore, it might have even more upside potential than CoreWeave and other slower-growth AI stocks.
Should you buy stock in CoreWeave right now?
Before you buy stock in CoreWeave, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CoreWeave wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $497,606!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,306,846!*
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*Stock Advisor returns as of April 29, 2026.
Leo Sun has positions in Amazon. The Motley Fool has positions in and recommends Amazon, Ethereum, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Best Growth Stocks to Buy Right Now

Key Points
Amazon consistently generates a significantly higher volume of total revenue than Microsoft across the periods reviewed.
Both companies demonstrated a steady upward trend in revenue, with Amazon displaying more quarter-over-quarter volatility compared to Microsoft's generally smoother trajectory.
Investors should watch whether the revenue gap between the two companies continues to widen or if the growth rates begin to align in upcoming quarters.
Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) generate revenue from different businesses, but they clash head-to-head in the cloud computing market.
While Amazon benefits from a larger scale, including the cloud market, Microsoft is consistently growing its revenue faster. The software giant also generates significantly higher margins and smoother quarter-to-quarter revenue.
Microsoft: A Steady Revenue Trajectory
Microsoft primarily generates revenue by developing, licensing, and supporting software, devices, and cloud computing solutions for consumers and enterprises worldwide.
It has posted strong growth in cloud services, with Microsoft Cloud revenue up 26% year over year in the fiscal second quarter. It also recently ended its exclusive rights to host OpenAI models in April 2026, while reporting a net income margin of about 47% for the quarter ended Dec. 31, 2025.
Amazon: Higher Total Revenue With Seasonal Shifts
Amazon earns revenue from the retail sale of consumer products in online and physical stores, as well as from subscription programs and extensive cloud computing services.
It announced a definitive merger agreement to acquire Globalstar. This will enable Amazon’s satellite internet service to launch direct-to-device services. It also recently outlined plans to expand same-day prescription delivery in early 2026. The company’s net income margin was just under 10% for the quarter ended Dec. 31, 2025.
Why Revenue Matters for Retail Investors
Revenue is the most fundamental metric to evaluate a company’s performance. Changes over time indicate how easy it is to expand operations and reach new customers. This alone can reveal important insights about a company’s long-term return potential to investors.
Image source: The Motley Fool.
Quarterly Revenue for Microsoft and Amazon.com
Quarter (Period End)
Microsoft Revenue
Amazon.com Revenue
Q1 2024 (March 2024)
$61.9 billion
$143.3 billion
Q2 2024 (June 2024)
$64.7 billion
$148.0 billion
Q3 2024 (Sept. 2024)
$65.6 billion
$158.9 billion
Q4 2024 (Dec. 2024)
$69.6 billion
$187.8 billion
Q1 2025 (March 2025)
$70.1 billion
$155.7 billion
Q2 2025 (June 2025)
$76.4 billion
$167.7 billion
Q3 2025 (Sept. 2025)
$77.7 billion
$180.2 billion
Q4 2025 (Dec. 2025)
$81.3 billion
$213.4 billion
Data source: Company filings. Data as of April 28, 2026.
Foolish Take
Amazon’s revenue is nearly three times Microsoft’s, but Microsoft has posted higher year-over-year growth over the past three years.
Amazon generates revenue across a range of businesses, including e-commerce, advertising, fulfillment services, and cloud services. In the cloud, Amazon leads, with nearly $129 billion in annual revenue from Amazon Web Services.
Microsoft is primarily selling office software and cloud services to businesses and consumers. It generates much less revenue, but it is growing consistently faster. In the December-ending quarter, Microsoft posted a 17% year-over-year revenue increase, outpacing Amazon’s 14%.
Where these companies compete head-to-head is in the cloud, and Microsoft is steadily eroding Amazon’s lead. Revenue from Microsoft Azure grew 39% year over year last quarter, significantly outpacing Amazon Web Services’ 24%.
Investors should watch how these companies’ growth continues to evolve in the coming quarters. Microsoft’s faster-growing cloud business could help it narrow the gap.
The cloud market is where companies are engaging with artificial intelligence (AI) tools, so the relative market shares and growth rates between these competitors could say a lot about which one is better positioned to capitalize on AI demand.
Should you buy stock in Microsoft right now?
Before you buy stock in Microsoft, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Microsoft wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $497,606!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,306,846!*
Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 29, 2026.
John Ballard has positions in Amazon. The Motley Fool has positions in and recommends Amazon and Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Microsoft vs. Amazon: Comparing Consistent Revenue Growth in Tech Giants

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Meta Platforms Inc (Symbol: META), where a total volume of 282,953 contracts has been traded thus far today, a contract volume which is representative of approximately 28.3 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 188.4% of META's average daily trading volume over the past month, of 15.0 million shares. Particularly high volume was seen for the $750 strike call option expiring July 17, 2026, with 8,629 contracts trading so far today, representing approximately 862,900 underlying shares of META. Below is a chart showing META's trailing twelve month trading history, with the $750 strike highlighted in orange:
Microsoft Corporation (Symbol: MSFT) saw options trading volume of 610,197 contracts, representing approximately 61.0 million underlying shares or approximately 187% of MSFT's average daily trading volume over the past month, of 32.6 million shares. Particularly high volume was seen for the $460 strike call option expiring May 01, 2026, with 43,356 contracts trading so far today, representing approximately 4.3 million underlying shares of MSFT. Below is a chart showing MSFT's trailing twelve month trading history, with the $460 strike highlighted in orange:
And Penske Automotive Group Inc (Symbol: PAG) options are showing a volume of 4,404 contracts thus far today. That number of contracts represents approximately 440,400 underlying shares, working out to a sizeable 175.8% of PAG's average daily trading volume over the past month, of 250,535 shares. Particularly high volume was seen for the $200 strike call option expiring May 15, 2026, with 4,324 contracts trading so far today, representing approximately 432,400 underlying shares of PAG. Below is a chart showing PAG's trailing twelve month trading history, with the $200 strike highlighted in orange:
For the various different available expirations for META options, MSFT options, or PAG options, visit StockOptionsChannel.com.
Also see:
ETF Channel
DFRG Price Target
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Wednesday Option Activity: META, MSFT, PAG

Key Points
Nextpower is evolving into a one-stop shop for solar energy solutions.
Brookfield Renewable builds a diverse mix of green energy projects.
Most countries still generate most of their energy from fossil fuels and other non-renewable resources. However, the recent spike in oil prices underscores the importance of renewable energy sources such as solar, hydro, and wind power.
From 2026 to 2033, Grand View Research expects the global renewable energy market to expand at a 14.7% CAGR as more industries scramble to reduce their greenhouse gas emissions. To capitalize on that trend, investors should check out these two renewable energy plays: Nextpower (NASDAQ: NXT) and Brookfield Renewable Corporation (NYSE: BEPC). Both stocks are evergreen plays that could generate big returns over the next few decades.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Nextpower
Nextpower is a solar infrastructure company that produces solar trackers (that tilt solar panels to follow the sun), electrical balance of systems (eBOS) solutions (for moving electricity from solar panels to the grid), robotics systems (for maintaining solar farms), as well as AI-powered software for predicting weather, automating operations, and optimizing performance.
In other words, it's a "one-stop" shop that supports the construction and entire lifecycle of solar power plants. It still generates most of its revenue from its efficiency-boosting solar trackers -- and still controls more than a quarter of that booming market -- but it's aggressively expanded its non-core businesses through several acquisitions over the past two years. It's set up shop across dozens of countries, but it still generates most of its revenue in North America.
From fiscal 2025 (which ended last March) to fiscal 2028, analysts expect Nextpower's revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 14% and 11%, respectively. That growth should be driven by the rapid expansion of the power-hungry cloud and AI markets, new decarbonization initiatives, and its overseas growth. Its new add-on robotics and AI services could also boost its revenue per customer.
With an enterprise value of $16.3 billion, Nextpower still looks like a bargain at 17 times next year's adjusted EBITDA. According to Mordor Intelligence, the global solar market's total volume could expand at a 19.9% CAGR from 2026 to 2031 -- and Nextpower's "picks and shovels" approach could make it a great play on that secular trend.
Brookfield Renewable Corporation
Brookfield Renewable is a more diversified green energy company that builds hydroelectric dams, wind farms, solar power plants, and other green energy projects. At the end of 2025, it had 47 GW of operating renewable capacity and 200 GW of renewable projects in its pipeline. That massive backlog ensures it will grow steadily for the foreseeable future.
Like Nextpower, Brookfield Renewable's growth is being driven by new decarbonization initiatives and the rapid expansion of its cloud and AI markets. It's already secured long-term renewable power agreements with hyperscalers like Microsoft and Alphabet's Google, and it's locking those customers into "inflation escalators" that allow it to raise its prices to keep pace with inflation. It's also benefiting from rising sales of electric vehicles (EVs), which are shifting market demand for gas toward electricity, as well as from industrial companies' reshoring and automating their operations.
From 2025 to 2028, analysts expect Brookfield Renewable's revenue and adjusted EBITDA to grow at CAGRs of 22% and 6%, respectively. With an enterprise value of $57.9 billion, it still looks cheap at 14 times next year's adjusted EBITDA. It also pays a forward yield of 3.9%.
Therefore, Brookfield Renewable is a great stock for income-oriented investors seeking balanced exposure to the growing renewable energy market. However, investors shouldn't conflate it with Brookfield Renewable Partners (NYSE: BEP) -- the older master limited partnership (MLP) that holds the same assets but requires additional tax forms.
Should you buy stock in Nextpower right now?
Before you buy stock in Nextpower, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nextpower wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $497,606!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,306,846!*
Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 29, 2026.
Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Microsoft, and Nextpower. The Motley Fool recommends Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Best 2 Renewable Energy Stocks to Buy and Hold for Decades

Apple AAPL continues to benefit from the strength of its Services segment, supported by growing traction in streaming content and an expanding Apple Arcade gaming portfolio. In the first quarter of fiscal 2026, Services contributed 20.9% of total net sales, with revenues rising 14% year over year to $30.01 billion.
Apple TV+ has been a key growth driver. The platform saw viewership jump 36% year over year in December, fueled by the success of titles like Pluribus. Momentum is expected to continue with a strong upcoming lineup, including Cape Fear from Steven Spielberg and Martin Scorsese, along with the fourth season of Ted Lasso. Apple is also deepening its push into sports content. All Major League Soccer (MLS) matches are now available to Apple TV+ subscribers at no extra cost. Additionally, Apple TV+ has secured exclusive U.S. broadcasting rights for Formula 1 starting in 2026 under a five-year deal. The return of “Friday Night Baseball,” a weekly MLB doubleheader, further strengthens its live sports offering.
On the gaming side, Apple is steadily enhancing Apple Arcade to boost user engagement. The service now offers more than 200 family-friendly games, with recent additions such as DREDGE+, Unpacking+, and My Very Hungry Caterpillar+. Expanding on this momentum, Apple has announced that Nick Jr. Replay will launch on Apple Arcade on May 7, delivering a curated collection of popular kids’ content and interactive experiences, reinforcing Apple’s focus on family-friendly entertainment.
Apple’s installed base — now exceeding 2.5 billion active devices — continues to provide a solid foundation for Services expansion. Customer engagement remains strong, with both transacting and paid accounts hitting all-time highs in the fiscal first quarter. Apple expects second-quarter fiscal 2026 revenues to grow between 13% and 16% year over year. Services revenues are projected to grow at a pace similar to that seen in the first quarter of fiscal 2026. The Zacks Consensus Estimate currently forecasts that Services is pegged at $30.39 billion, implying 14.1% year-over-year growth.
Apple’s Faces Stiff Competition
AAPL is facing stiff competition from the likes of Amazon AMZN and Microsoft MSFT in domains like streaming and gaming.
Amazon offers Prime Video bundled with its Amazon Prime membership. The service offers both ad-supported and ad-free options. In comparison to Apple TV+, Amazon Prime Video has a much larger content portfolio, including originals. Microsoft’s gaming assets include Xbox and Activision Blizzard, and it is investing heavily in gaming studios and subscriptions.
AAPL’s Share Price Performance, Valuation & Estimates
Apple shares have dropped 0.4% year to date, underperforming the broader Zacks Computer and Technology sector’s return of 9.1%.
Apple Stock’s Price Performance
Image Source: Zacks Investment Research
The AAPL stock is trading at a premium, with a forward 12-month price/earnings of 30.15X compared with the broader sector’s 25.56X. AAPL has a Value Score of F.
AAPL Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $8.52 per share, up 1.1% over the past 30 days, suggesting 14.2% year-over-year growth.
Apple Inc. Price and Consensus
Apple currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.