Lee Cooperman's Bullish Stance on Microsoft Corporation (MSFT)

As an investor, I'm always on the lookout for companies with strong fundamentals, innovative strategies, and promising growth prospects. One such company that has caught my eye recently is Microsoft Corporation (MSFT), and I'm not alone in my bullish stance. Legendary investor Lee Cooperman, founder of Omega Advisors, has also expressed his confidence in Microsoft's long-term potential. In this article, I'll share some key reasons why Cooperman and I are bullish on MSFT and why you should consider adding it to your portfolio.

First and foremost, Microsoft's financial performance has been nothing short of impressive. In the fiscal first quarter of 2025, the company generated $65.6 billion in revenue, up 16% year-over-year. This growth was driven by Microsoft Cloud, which surpassed $38.9 billion in revenue, up 22%. The segment was further boosted by Azure, which led to a 23% increase in server products and cloud services revenue. These strong financials are a testament to Microsoft's ability to execute on its strategic initiatives and adapt to changing market conditions.