MSFT: Consumer Demand Steady as Shares Drop 20% Year‑Over‑Year

Bullish Gator

LikeFolio’s Megan Brantley says consumer trends for Microsoft remain steady despite a 20% Y/Y share decline; she believes AI strategy will determine whether demand and the stock can recover.

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On Schwab Network Megan Brantley noted Microsoft's consumer signals remain steady even as the stock trades about 20% below last year's levels. Her firm, LikeFolio, finds retail interest holding up, but she says how the company uses artificial intelligence (AI) will decide whether those demand trends reverse and the stock can escape its downtrend. That matters because steady consumer demand plus durable earnings growth creates a classic battleground between narrative-driven selling and long-term fundamentals.