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Microsoft Just Launched Its New Mu Language Model. Should You Buy MSFT Stock Here?

木 6月 26, 2025
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Yiannis Zourmpanos

2 min read

In This Article:

Microsoft sign at the headquarters by VDB Photos via Shutterstock

Microsoft sign at the headquarters by VDB Photos via Shutterstock

Microsoft (MSFT) reiterated its leadership in artificial intelligence with the introduction of a brand-new “Mu” small language model, an accelerated local model to run on Neural Processing Units (NPUs) on Copilot+ PCs. Introduced as part of a broader edge AI capability initiative, the solution seems to provide low-latency AI features. Wall Street is paying attention, with the stock moving to new all-time highs on June 25 as the software giant continues to convert AI innovation into tangible business victories.

In context, the Mu model isn’t another AI product launch but a sign of the accelerating hardware-software collaboration within custom silicon, Windows, and Azure ecosystems. With good tailwinds from Office 365 and cloud services, Microsoft has become the de facto AI platform company.

Microsoft (MSFT) is a technology leader, headquartered in Redmond, Washington, which sells software, cloud computing, enterprise services, and AI infrastructure. With a market capitalization of more than $3.6 trillion, institutional investors continue to keep Microsoft as a cornerstone holding due to its diversified business and stable cash flow.

MSFT stock has gained nearly 9% over the past 12 months, including a 16% rally year-to-date. Shares recently hit an all-time high of $494.56, bolstered by AI-driven tailwinds and sustained revenue growth across its cloud and productivity segments.

https://www.barchart.com

https://www.barchart.com

The stock trades at a forward price-earnings ratio of 36.4x and price-sales ratio of 14.7x, premium multiples. But the valuation itself is a testament to investor confidence in Microsoft’s sustainable revenue model, 36% profit margins, and strategic corporate AI participation. With a return on equity of 32.7% and minimal leverage (0.13x debt-equity ratio), Microsoft remains financially robust.

For the third quarter of its fiscal 2025, Microsoft announced great results, surpassing Wall Street estimates on all fronts. Revenue came to $70.1 billion, up 13% year-over-year (15% in constant currency), and net income climbed 18% to $25.8 billion. EPS came to $3.46, up 18% as well, led by strength in Microsoft Cloud, up 20% to $42.4 billion.