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MSFT Earnings Sympathy Plays 4 halo stocks
When MSFT beats revenue/EPS estimates by ≥4%, supply-chain and sector-proxy stocks tied to Cloud / Azure AI infrastructure often move in sympathy. These are the 4 names tickerseer maps to MSFT, with each stock's current public valuation — open any ticker for its full fair-value assessment.
Data updated 2026-07-09 · refreshed weekly.
| Ticker | Blended P/E | vs Normal | Valuation |
|---|---|---|---|
| NTAP | 18.7 | 5% | Fairly valued |
| SMCI | 10.4 | -32% | Fairly valued |
| CRDO | 65.3 | -45% | Quality business at a reasonable price |
| NVTS | — | — | Tracked — no valuation yet |
Valuation shown is public (blended P/E vs historical normal). The proprietary SeerAI quality score, catalyst scoring, and earnings-week options setups unlock with a subscription.