Chicago, IL – February 2, 2026 – In the latest earnings season, Meta Platforms (META) and Microsoft (MSFT) reported contrasting stock reactions. Meta’s shares rose following a strong earnings report, while Microsoft faced a significant decline, marking one of its worst trading days in years.
Microsoft achieved adjusted EPS of $4.14, a 24% increase year-over-year, with revenues hitting $81.3 billion, up 17%. However, the company’s substantial capital expenditures of $37.5 billion for cloud and AI investments worried investors, especially given a slowdown in Azure’s growth to 31%. In contrast, Meta reported adjusted EPS of $8.88, an 11% increase, with sales growing 24% and daily active users reaching 3.6 billion, a 7% rise from the previous year.
