MSFT Stock Today: February 7 – Gemini’s 750M MAUs Test OpenAI

Microsoft stock today rose 1.9% to $401.14, about HK$3,129 using 7.80 HKD per USD, as Google’s Gemini hit 750M MAUs. The milestone sharpens OpenAI competition and broadens the AI growth outlook across cloud and consumer apps. For MSFT holders in Hong Kong, we weigh price action, technicals, and what stronger Google engagement could mean for Azure and Copilot demand. We also outline key levels, valuation, and the next catalysts for Microsoft stock today ahead of the April earnings window.

Price action and technical view

Microsoft stock today trades at $401.14, about HK$3,129, after a 1.9% gain. The session ranged from $392.92 to $401.79, roughly HK$3,065 to HK$3,134. Shares sit below the 50-day average at $470.34 and the 200-day at $486.73, suggesting overhead resistance. The 52-week band spans $344.79 to $555.45, near HK$2,700 to HK$4,333.

RSI at 45.34 is neutral. A small positive MACD histogram of 0.23 hints at early momentum repair, while ADX at 18.24 shows a weak trend. ATR of 7.92, about HK$62, signals moderate daily swings. Bollinger bands center near $481.51, well above Microsoft stock today, reinforcing a range-bound bias until volume expands.

Gemini’s 750M MAUs and the OpenAI test

Google’s Gemini app surpassed 750 million monthly active users, underscoring cross-platform reach and monetization potential in consumer and enterprise AI source. This scale pressures rivals on product velocity and distribution. It also enlarges the total addressable market for AI tools, which can benefit cloud providers serving model training, inference, and safety layers.

Reuters notes Google is pulling ahead on AI growth, intensifying OpenAI competition and challenging Microsoft’s moat in assistants and search source. For Microsoft stock today, stronger Gemini engagement could slow Copilot share gains, yet lift overall AI workload demand. That dynamic may support Azure consumption even as pricing and quality benchmarks tighten across the stack.

AI demand, Azure and Copilot monetization

In Hong Kong and wider APAC, banks, logistics, and gaming firms are testing copilots and custom models. Rising inference loads push storage, networking, and GPU spend into Azure. Microsoft stock today reflects this mix: revenue growth remains healthy, while capex intensity stays elevated to secure capacity. Watch partner-led deployments and local compliance tooling that accelerate production wins.

Copilot seat expansion, security add-ons, and GitHub AI features are the near-term levers, while Windows and Xbox integrate lightweight AI features. R&D was about 11% of revenue, supporting product velocity. Free cash flow yield near 2.6% and dividend yield near 0.85% point to balanced returns, but higher AI capex can compress free cash flow in peak build cycles.

Valuation, earnings date and positioning

Microsoft stock today trades near 25x TTM EPS and about 15.7x EV/EBITDA, with strong interest coverage and low leverage. EPS grew about 15.5% in FY2025, supporting a premium, though the price-to-free-cash-flow is rich. Dividend yield sits near 0.85%. Key question for buyers in Hong Kong is whether AI revenue ramps faster than the valuation compresses.

Earnings are scheduled for 29 April 2026 at 12:00 HKT, with Azure growth, Copilot attach rates, and AI gross margin the big reads. Analysts show 56 Buy, 2 Hold, and 1 Sell ratings. A recent B+ Neutral company rating contrasts with an A Stock Grade suggesting BUY. Microsoft stock today could re-rate if guidance confirms durable AI demand.

Final Thoughts

Microsoft stock today benefits from broad AI momentum, even as Google’s Gemini surge tests OpenAI competition. For Hong Kong investors, the key is whether Azure and Copilot adoption outpace any share loss in consumer assistants. We would track Azure consumption trends, Copilot seat growth, and model performance updates. On the chart, price remains below the 50-day and 200-day averages, so sustained breaks above those areas could signal improving sentiment. Into the 29 April earnings event, position sizing and staggered entries can help manage volatility while keeping exposure to an expanding AI growth outlook. Stay data driven and focus on execution metrics.

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The content shared by Meyka AI PTY LTD is solely for research and informational purposes.  Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.