Microsoft Corporation’s (MSFT) Azure Revenue Grew 39% in Q3

2 weeks ago 11

Soumya Eswaran

Wed, December 3, 2025 astatine 6:16 AM CST 3 min read

Baron Funds, an concern absorption company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin be downloaded here. In Q3 2025, the money gained 5.7% (Institutional Shares) compared to the Russell 1000 Growth Index’s (R1KG) 10.5% summation and the S&P 500 Index’s (SPX) 8.1% return. The money is up 14.4% YTD compared to 17.2% and 14.8% for the indexes. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Baron Fifth Avenue Growth Fund highlighted stocks specified arsenic Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is simply a multinational bundle institution that develops and supports software, services, devices, and solutions. The one-month instrumentality of Microsoft Corporation (NASDAQ:MSFT) was -3.38%, and its shares gained 12.02% of their worth implicit the past 52 weeks. On December 02, 2025, Microsoft Corporation (NASDAQ:MSFT) banal closed astatine $490.00 per share, with a marketplace capitalization of $3.642 trillion.

Baron Fifth Avenue Growth Fund stated the pursuing regarding Microsoft Corporation (NASDAQ:MSFT) successful its 3rd 4th 2025 capitalist letter:

"In summation to this trip, the quarterly net reporting play offered a flurry of information points supporting the important accidental down AI successful presumption of some productivity enhancements and incremental revenues:

Truist Raises Price Target to $675, Reiterates Buy

Microsoft Corporation (NASDAQ:MSFT) is successful the 2nd presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 312 hedge money portfolios held Microsoft Corporation (NASDAQ:MSFT) astatine the extremity of the 3rd 4th compared to 294 successful the erstwhile quarter. In the archetypal 4th of fiscal twelvemonth 2026, Microsoft Corporation (NASDAQ:MSFT) reported gross of $77.7 billion, representing an 18% and 17% erstwhile adjusted for changeless currency. While we admit the imaginable of Microsoft Corporation (NASDAQ:MSFT) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.