Price
$524.82+36.54%Social Signal Score
Analyst Ratings
82 analysts52-week range
- Last close
- $524.82
- Off 52w high
- -3.2%
- 200-day average
- $433.07
- vs 200-day
- +21.2%
Revenue
$90.01B+310.47%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Satya Nadella
- Sector
- Technology
- Industry
- Software - Infrastructure
- Employees
- 223,000
- Beta
- 1.11
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 9.07
Financials
Revenue
$90.01B+310.5%Net Income
$35.77B+531.1%EBITDA
$50.99B+461.6%Free Cash Flow
$19.64B+109.2%EPS (diluted)
$4.80+566.7%Shares Outstanding (diluted)
7.45B-5.4%Operating Expenses
$19.88BCash & Debt
$76.84BReturn of Capital
$11.34BRevenue by Segment (annual)
$331.84BDividend per Share
$0.98Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $331.84B | $133.75B | $18.00 |
| 2025 | $281.72B | $101.83B | $13.70 |
| 2024 | $245.12B | $88.14B | $11.86 |
| 2023 | $211.91B | $72.36B | $9.72 |
| 2022 | $198.27B | $72.74B | $9.70 |
| 2021 | $168.09B | $61.27B | $8.12 |
| 2020 | $143.01B | $44.28B | $5.82 |
| 2019 | $125.84B | $39.24B | $5.11 |
| 2018 | $110.36B | $16.57B | $2.15 |
| 2017 | $96.57B | $25.49B | $3.29 |
| 2016 | $91.15B | $20.54B | $2.12 |
| 2015 | $93.58B | $12.19B | $1.49 |
| 2014 | $86.83B | $22.07B | $2.66 |
| 2013 | $77.85B | $21.86B | $2.61 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from MSFT's reported EPS growth of 16.0% a year over 13 years.
- EPS in 5 years
- $37.81
- Implied price
- $794.09
- Return from $517.53
- 8.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $394.80 — -23.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 15 | 18 | 21 | 24 | 27 |
|---|---|---|---|---|---|
| 6.0% | -6.9% | -3.5% | -0.5% | 2.2% | 4.7% |
| 11.0% | -2.5% | 1.1% | 4.2% | 7.1% | 9.6% |
| 16.0% | 1.9% | 5.6% | 8.9% | 11.9% | 14.6% |
| 21.0% | 6.2% | 10.2% | 13.6% | 16.7% | 19.5% |
| 26.0% | 10.6% | 14.7% | 18.3% | 21.5% | 24.4% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
80+60.00%Social Signal Score
Mentions (100)
- News (RSS)economictimes·7h ago·Positive
Global Market Today: Asian stocks rise after US tech rally, oil dips MSCI’s Asia Pacific Index edged up 0.1%. Earlier, shares climbed on Wall Street after a rally in Nvidia Corp. and Microsoft Corp. helped the S&P 500 Index close near an all-time high.
View source ↗ - 4chan /biz/biz·8h ago·Neutral
Apartment or Acres of Land or Stocks or Interest Which one would you recommend when you have spare cash? I can either get 1+1 Apartment or around 197 acres of land. As for stocks, the usual Microsoft/Google/Apple stuff. Interest is interest
View source ↗ - News (RSS)zerohedge·9h ago·Neutral
… broken pack together with techy duct tape and memes of "this time is different with AI." The core and leading big names in tech, namely Google, Amazon, Facebook and Microsoft, are part of the biggest AI circular financing and concentration risk gambit in the history of U.S. equity markets. These hyper-scalers get 70% of their AI revenues from just two players, Anthropic and OpenAI, two profitless companies whose costs are billions greater than their revenues. These two screaming examples of con…
View source ↗ - News (RSS)cnbc·9h ago·Neutral
Stocks are hitting records despite surging yields. Cramer explains why CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.
View source ↗ - News (RSS)thestreet·11h ago·Neutral
Microsoft ending support for a beloved best-seller on Oct. 13 If you don't upgrade, you're putting your computer and anyone else on your network at risk.
View source ↗ - News (RSS)economictimes·12h ago·Positive
US stocks: Nasdaq gains 1% at close as investors focus on earnings The Nasdaq Composite has hit an all-time high, driven by impressive performances from tech giants Nvidia and Microsoft. In contrast, oil prices have dipped, attributed to rising crude exports from the Middle East and backing from the Group of Seven nations. Analysts forecast a notable year-over-year increase in S&P 500 earnings, buoyed by strength in the technology sector.
View source ↗ - News (RSS)investing·12h ago·Neutral
Microsoft hits $528.58 high with RSI near overbought: Live levels
View source ↗ - Newszacks.com·13h ago·Neutral
Microsoft (MSFT) Exceeds Market Returns: Some Facts to Consider Microsoft (MSFT) closed at $525.18 in the latest trading session, marking a +1.48% move from the prior day.
View source ↗ - News (RSS)investing·13h ago·Neutral
Meta and Microsoft scale back internal use of Anthropic’s Claude, report says
View source ↗ - 4chan /biz/biz·14h ago·Neutral
>>62755276 Supposedly Amazon and Microsoft said 25% of capex was just paying more for getting less.
View source ↗ - News (RSS)marketwatch·15h ago·Positive
Microsoft’s blazing stock comeback isn’t even close to being over, analyst says Microsoft looks like a winning play in an environment where investors are looking for safer bets on the AI trend, according to Melius Research.
View source ↗ - News (RSS)economictimes·18h ago·Positive
…site hit a historic high, propelled by heavyweight stocks. The technology sector led this upward trend, thanks to impressive performance from Nvidia, Meta Platforms, Microsoft, and Tesla. However, the Dow Jones Industrial Average faced a slight setback amid elevated Treasury yields. Strong expectations for corporate earnings are buoying U.S. equities, even as inflation and geopolitical uncertainties persist.
View source ↗ - Newsgeekwire.com·18h ago·Neutral
Amazon hires a Microsoft AI leader to help build its tools for coding and work Pedram Rezaei, a 20-year Microsoft veteran, will work on the Kiro coding tool and the Quick workplace assistant at AWS.
View source ↗ - Newsbusinessinsider.com·18h ago·Negative
Amazon hires Microsoft's former Copilot CTO AWS hired Microsoft executive Pedram Rezaei as a distinguished engineer. He is joining AWS's Agentic AI and Emerging Technologies group.
View source ↗ - 4chan /biz/biz·18h ago·Neutral
>MSFT
View source ↗ - Newsmarketwatch.com·19h ago·Positive
Microsoft's blazing stock comeback isn't even close to being over, analyst says Microsoft looks like a winning play in an environment where investors are looking for safer bets on the AI trend, according to Melius Research.
View source ↗ - Newsinvezz.com·19h ago·Positive
Microsoft stock rises as Melius upgrades to Buy, sees over 26% upside Microsoft shares MSFT rose more than 1.6% on Monday after Melius Research upgraded the software giant to Buy from Hold and lifted its price target to $665. The research firm argued that growing corporate concerns about artificial intelligence could itself become a powerful driver of demand for Microsoft's security and governance products.
View source ↗ - News (RSS)zerohedge·19h ago·Neutral
… better-than-expected quarterly revenue, pointing to sustained and elevated spending on AI infrastructure (Alphabet unchanged, Amazon -0.1%, Apple -0.2%, Meta -0.2%, Microsoft +0.4%, Tesla -0.3%) Align Technology Inc. shares (ALGN) are down 2.8% after Evercore ISI downgraded the medical-device company to inline from outperform, writing that “the dental macro picture has meaningfully weakened.” Alvotech shares (ALVO) jump 8% after the US FDA approved additional US manufacturing capacity for Simla…
View source ↗ - News247wallst.com·20h ago·Negative
Jim Cramer Predicts “Big Move Coming” For Microsoft Stock At 9:16 a.m. ET on October 5, 2026, Jim Cramer posted on X: “It's Co-Pilot's time!
View source ↗ - News247wallst.com·21h ago·Positive
Microsoft Stock Could Be One of the AI Era's Biggest Winners Azure just crossed a threshold that almost no software business ever reaches, and Microsoft's AI backlog is growing faster than its ability to build the infrastructure to support it.
View source ↗ - Newsproactiveinvestors.com·21h ago·Neutral
Week ahead: Wall Street tests rally as Fed minutes, Microsoft event loom Wall Street heads into a quieter week after a surprisingly weak September jobs report pushed back expectations for another Federal Reserve rate hike and helped send US stocks to fresh records. The question now is whether that momentum can spread beyond the handful of AI-linked stocks that have driven much of the rally.
View source ↗ - News247wallst.com·22h ago·Neutral
AI Future Of Microsoft and Google Face OpenAI Big Legal Problems OpenAI suddenly faces a wave of legal problems. Many of them could spill over into the future of other large AI companies.
View source ↗ - News247wallst.com·22h ago·Positive
Microsoft Rises 2% as Melius Research Upgrades to Buy With $665 Target; Amazon and Alphabet Hold Steady A new Melius Research call argues that corporate fear of artificial intelligence (AI) can itself drive software demand, with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares carrying that argument. Microsoft stock is up 2% to $527.
View source ↗ - Newsbarrons.com·23h ago·Positive
Microsoft Is the ‘Adult in Charge' on Fears Over AI Security. Stock Gets Upgraded to Buy. Fears over artificial intelligence's risk to humanity could point enterprises to Microsoft as the ‘adults in charge,' according to Melius Research.
View source ↗ - Newscnbc.com·1d ago·Positive
Satya Nadella reinvented Microsoft once. Can he do it again in the AI era? Satya Nadella revived Microsoft after succeeding Steve Ballmer in 2014, turning the company into a cloud powerhouse. But almost four years into the artificial intelligence boom, the software giant has yet to find a breakout hit at the model or application layer.
View source ↗ - Newsfool.com·1d ago·Neutral
Nebius Has $40 Billion of Customer Commitments. Most of It Comes From 2 Customers. Firm contracts with Microsoft and Meta total around $32 billion, plus up to $17 billion more. Microsoft has to pay for its capacity whether or not it uses it.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>>62753505 Holy s*** a commenter acknowledges this reverse engineering applies to business software too. Microsoft is F*****. So is apple. We will probably see all the Apple software features on windows soon.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
r8 my current and eternal tardfolio >45% VOO >25% GOOG >15% MSFT >15% ASML
View source ↗ - News (RSS)fool·1d ago·Neutral
Is Copilot Microsoft's Secret Weapon in the AI Arms Race? Microsoft isn't always the first company that comes up when AI investments are discussed.
View source ↗ - News (RSS)fool·1d ago·Positive
Accenture vs. Microsoft: Which Technology Stock Is a Better Buy in 2026? One company generates some of the highest profit margins in enterprise technology. The other offers steady consulting growth at a more accessible valuation. The financial gap between them is significant.
View source ↗ - Newsfool.com·1d ago·Negative
Is Copilot Microsoft's Secret Weapon in the AI Arms Race? Microsoft Copilot recently reached 30 million paid seats. A major investment in OpenAI could pay off shortly.
View source ↗ - News (RSS)zerohedge·1d ago·Positive
…the meter" on-site generation for data centers (going so far as to tweet in December: "Make 'behind the meter' mandatory"). Demand isn't the issue either: CIBC notes Microsoft plans to more than triple its data center capacity to over 38 GW by 2032 from about 12 GW, excluding rented neocloud capacity. Those gigawatts have to come from somewhere. Meanwhile, China just builds them While the West waits to see who goes first, China explained how it does things. Ma Yuanhua of State Nuclear Power Tech…
View source ↗ - News (RSS)fortune·1d ago·Neutral
Gary Shapiro: why trade shows matter and how to get them right I ran powerful trade show CES for decades. Bill Gates told me once that trade shows were key for Microsoft. Now, author Robyn Davis is onto something.
View source ↗ - 4chan /biz/biz·2d ago·Neutral
>>62751055 >How the F*** is Games Workshop stock 17k??? That's insane. Rheinmetall, who made tanks for the Nazis and sell s*** to Ukraine costs like half that. Microsoft and NVIDIA are f****** cheaper The future economy will run on plastic models+I looked into buying russian recasts and the shipping alone makes it not worth it unless you're buying one of those resin pieces of s*** GW tries to sell for 900 bucks
View source ↗ - 4chan /biz/biz·2d ago·Negative
>>62750531 How the F*** is Games Workshop stock 17k??? That's insane. Rheinmetall, who made tanks for the Nazis and sell s*** to Ukraine costs like half that. Microsoft and NVIDIA are f****** cheaper
View source ↗ - 4chan /biz/biz·2d ago·Neutral
>>62749963 I hope the massive pile of debt the AI infrastructure buildout collapses these companies. >Meta goes under >Google becomes the Youtube corporation, making their search engine effectively abandonware >Microsoft and IBM recieve huge govt bailout to stay afloat Blood in the streets
View source ↗ - News (RSS)fool·2d ago·Neutral
Is a Microsoft Stock Split Coming After 23 Years? The software giant split its shares nine times over its first 17 years as a public company. Is a 10th split on the way?
View source ↗ - Newsfool.com·3d ago·Neutral
Is a Microsoft Stock Split Coming After 23 Years? Microsoft's latest stock split was a 2-for-1 split in February 2003, its ninth since going public in 1986. Nvidia, Broadcom, and Netflix all announced 10-for-1 splits with their shares priced well above Microsoft's.
View source ↗ - PodcastAll In·3d ago·Positive
…eah, I don't want to say it's responsible for that. But if that's if that's the only thing you'll can find to object to this thought. That's not so bad. Was Satya in Microsoft Word and you just had a who's typing too fast? Yeah, I don't know. But basically what happened is Zuck and Jensen talked through some of the high-level principles in the main luncheon and then Mike Johnson the speaker of the house actually had a copy and he read the whole thing. And then we discussed it and there was gener…
View source ↗ - News (RSS)zerohedge·3d ago·Neutral
…lopment is complicated, while opposition can be communicated through simple warnings about its potential dangers. Steven Sinofsky, a board partner at a16z and former Microsoft executive, argued that AI skeptics have already seized control of the language surrounding the debate. "We own none of the vocabulary," Sinofsky said. "The whole debate is pause. It's swarms. It's rogue. Every word has been chosen by the people who don't want to do AI." The warning comes as President Donald Trump aggressiv…
View source ↗ - News (RSS)financialpost·3d ago·Neutral
Streamline your workflow with Microsoft Office 2021’s productivity apps Benefit from Microsoft Office's arsenal of productivity-enhancing apps.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62748231 kek >GOOGL at 8/11: 343 >GOOGL at 10/2: 343 >MU at 8/17: 1011 >MU at 10/2: 1075 >MSFT at 8/10: 506 >MSFT at 10/2: 514
View source ↗ - News (RSS)zerohedge·3d ago·Neutral
… Europe is off to a slow start. Politico carried a story yesterday regarding the EU’s rollout of ‘Element Pro’, which it describes as an internal sovereign backup to Microsoft Teams that could be used in the event of a “disruption”. Anonymous EU officials quoted in the story were less than impressed, describing the system in unflattering terms and suggesting that in any tech conflict with the United States the U.S. would “instantly win the war”. Sovereign capacity over critical supply chains is …
View source ↗ - Newsyoutube.com·3d ago·Neutral
Ca$htag$: MSFT Azure Cloud Drives Soaring Demand, Stock Flat Y/Y Microsoft (MSFT) demand has accelerated since last quarter, says Megan Brantley of @LikeFolio, especially when it comes to Azure cloud. She highlights the disconnect her data shows between the demand trends and moves in the Mag 7 stock.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
… sure some cyclical companies like Micron and AMD are up a lot, but I don't really see a massive crash manifesting when the big AI hyperscalers like Meta, Google and Microsoft are all trading in the low to mid 20 PE ratios and companies like Oracle are down 50% from their ATH. Also the S&P500 is right now at an 18 PE ratio, lower than it has been in years. Nothing screams potential crash from what I can see.
View source ↗ - News (RSS)zerohedge·3d ago·Neutral
… Dallas’s Logan (10 a.m.) and Chicago’s Goolsbee (12 p.m.) In premarket trading all Mag 7 stocks are higher (Nvidia +1.7%, Alphabet +0.4%, Tesla +0.7%, Amazon +0.5%, Microsoft +0.9%, Meta Platforms +0.4%, Apple +0.2%) Airbnb (ABNB) rises about 2% after KeyBanc Capital Markets upgraded the online travel company to overweight, seeing positive growth trends. Edison International (EIX) falls 2% after Jefferies cut its recommendation on the utilities company to underperform on California wildfire lia…
View source ↗ - PodcastCompound And Friends·3d ago·Negative
I told you, I bought met at the lower five six day bought Microsoft before that, because they were getting punished for the, after the SaaS park lives. But the reality is that there is an AI bubble that is, that is infecting only certain parts of the market. And I do believe that the private markets are where it's at right now. Because those guys are the ones who are the most delusional in my view about this is always going to work out. It's going to be totally fine. Don't worry about the eight …
View source ↗ - News247wallst.com·3d ago·Positive
OpenAI's Future IPO Keeps Me Buying Microsoft Microsoft holds a stake in OpenAI that no public market has ever priced, and one investor argues that gap between the stock and the business is exactly where the opportunity lives.
View source ↗ - News247wallst.com·4d ago·Neutral
52 Analysts, Zero Sells: What Microsoft's Price Target Really Implies Fifty-two analysts cover Microsoft and not one recommends selling, yet the stock has gone nowhere for a year while Azure just crossed a historic revenue threshold.
View source ↗ - News (RSS)fool·4d ago·Positive
Better Buy: Microsoft or Alphabet? I own both, so I know these companies well.
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62745318 Microsoft had a P/E ratio of 18 in March 2001
View source ↗ - News (RSS)investing·4d ago·Neutral
Microsoft stalls near $516 resistance as momentum fades: Live
View source ↗ - News (RSS)economictimes·4d ago·Neutral
Ex-LinkedIn chief Ryan Roslansky to leave Microsoft
View source ↗ - Newsfastcompany.com·4d ago·Neutral
Former LinkedIn CEO leaves Microsoft, citing reluctance to relocate for ‘full time, every day' work in Washington office Former LinkedIn CEO Ryan Roslansky announced on Thursday that he is stepping down “after nearly 18 years at LinkedIn and Microsoft” and will leave the company at the end of the year.
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62744180 MSFT had a 5 year low this year and I shilled the dip and everyone told me it had an indian CEO and even worse an Indian woman made the Xbox so it was going to 0 AMZN and GOOGL have both had multiple 30% drawdowns. no one buys the drip I shilled META at 500 everyone told me it was going under AAPL hits ATH every week and everyone here just fuds it because its "not AI"
View source ↗ - Newsyoutube.com·4d ago·Positive
Microsoft's Trillion-Dollar Quarter Shows AI Trade Won't Quit Microsoft Corp.'s shares jumped 37.5% from July through September, their best quarterly showing since 1998, adding $1 trillion to the company's market capitalization. The company's earnings in late July showed the fastest cloud growth in four years from strong AI demand, easing concerns about whether Microsoft's heavy AI investments would lead to better growth.
View source ↗ - News (Marketaux)gurufocus.com·4d ago·Positive
Wells Fargo Adds Microsoft (MSFT) to Q4 Tactical Ideas Amid AI Growth and Segment Reorganization On October 01, 2026, Wells Fargo include[+230 characters]
View source ↗ - News (RSS)zerohedge·4d ago·Negative
…ts advanced enough to appear in utility load forecasts with a named hyperscaler attached are not certain to move forward. Near Grand Rapids, Michigan, for example, a Microsoft data center touted by Consumers Energy faces an uncertain future amid local permitting delays. Another Microsoft-backed data center in Vineland, New Jersey, was recently hit with a $1 million fine for running dozens of gas-powered generators without the proper permits, and ordered to obtain them within 45 days or shut down…
View source ↗ - News (RSS)zerohedge·4d ago·Neutral
…re mostly higher: Alphabet is up 1.8% after Google announced its much-awaited new frontier model called Gemini 4 Argon (Amazon +1%, Apple -0.2%, Meta little changed, Microsoft +0.8%, Nvidia (NVDA) +0.6%, Tesla (TSLA) +0.3% Accenture (ACN) gains 17% after the IT services company reported fourth-quarter results that beat expectations on key metrics, including revenue and bookings. Constellation Energy (CEG) rises 3% after the operator of gas power plants said it signed a 20-year power purchase agr…
View source ↗ - Newsgeekwire.com·4d ago·Negative
Microsoft executives Peter Lee, president of Microsoft Science, and EVP Ryan Roslansky to depart Two top Microsoft executives shared this week that they're leaving the Redmond, Wash.
View source ↗ - Newscnbc.com·4d ago·Neutral
Former LinkedIn chief Roslansky to leave Microsoft, following other exec departures Microsoft Ryan Roslansky will leave the company at the end of the year. He led LinkedIn for six years, and last year he took on additional responsibility in the Office productivity software group.
View source ↗ - News247wallst.com·4d ago·Neutral
Wall Street Sees 40% Upside For Microsoft as AI Monetization Finally Pays Off Wells Fargo just added Microsoft to its Q4 Tactical Ideas list and pushed its price target well above Wall Street consensus, betting that Azure and Copilot are about to prove the skeptics wrong.
View source ↗ - Newszacks.com·4d ago·Positive
Here's Why Microsoft (MSFT) is a Strong Momentum Stock Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
View source ↗ - Newsseekingalpha.com·4d ago·Positive
Microsoft: A Multi-Year Compounder With Seat Growth And Azure Acceleration Microsoft remains a buy as core business indicators, especially Azure, show robust growth and momentum. The recent Q4 earnings print revealed a re-acceleration in commercial bookings, supporting a longer-term rally thesis. The company is expecting double-digit revenue growth in FY '27 with commercial revenue growth accelerating each quarter.
View source ↗ - Newsmarketbeat.com·4d ago·Neutral
Microsoft's AI Spending Didn't Change—Wall Street's View of It Did Microsoft NASDAQ: MSFT investors have owned two different companies in 2026. Or at least, they've been told two very different stories about the same one.
View source ↗ - News247wallst.com·5d ago·Positive
Microsoft Just Had Its Best Quarter Since 1991 Microsoft just posted its strongest quarterly stock gain in 35 years, but the rally left it barely above where it started the year and still below its all-time high.
View source ↗ - News (RSS)seekingalpha·5d ago·Neutral
Microsoft: Beware Of Meta's Muse Hype
View source ↗ - Newsseekingalpha.com·5d ago·Positive
Microsoft: Beware Of Meta's Muse Hype I was a Strong Buy after the October 2025 rout. With Microsoft up nearly 40% since my last coverage, I'm still bullish, but I'm cutting conviction because the macro changed. I've seen the AI agent story before. Microsoft may monetize this wave (or not), but three years of forgotten agent launches make me skeptical. I want one clean proof point next quarter. Copilot paid seats moving well above 30 million, with management saying Autopilot actually drove the i…
View source ↗ - News (RSS)zerohedge·5d ago·Neutral
…ay rolling out "Dots" - persistent, always-on agents that live inside ChatGPT, Slack and Teams. Goldman's Sean Johnstone noted OpenAI is "increasingly competing with Microsoft 365, Google Workspace and traditional enterprise software - not simply other AI models." Per Axios, cited by Goldman's desk, OpenAI's ARR is nearing $70 billion, up from ~$40-41 billion as recently as mid-August, with enterprise sales more than doubling since July. OpenAI is now reportedly seeking $30 billion at a $1.4 tri…
View source ↗ - News (RSS)seekingalpha·5d ago·Neutral
Microsoft: Copilot Finally Has A Plan
View source ↗ - 4chan /biz/biz·5d ago·Positive
…ose Indians as CEOs? Rank----Company----Ticker----CEO----Approx. Market Cap 1----Alphabet Inc.----GOOGL----Sundar Pichai $4.17 Trillion 2----Microsoft Corporation----MSFT----Satya Nadella $3.78 Trillion 3----Micron Technology----MU----Sanjay Mehrotra $1.22 Trillion 4----The Procter & Gamble Company----PG----Shailesh Jejurikar $344.76 Billion 5----Palo Alto Networks, Inc.----PANW----Nikesh Arora $317.72 Billion 6----Arista Networks, Inc.----ANET----Jayshree Ullal----$255.52 Billion 7----Novartis …
View source ↗ - News (RSS)seekingalpha·5d ago·Neutral
YieldMax™ MSFT Option Income Strategy ETF declares $0.0571 weekly dividend
View source ↗ - Newsseekingalpha.com·5d ago·Positive
Microsoft: Copilot Finally Has A Plan Microsoft maintains a Buy rating as Copilot's strategic shift consolidates consumer and enterprise offerings for deeper commercial integration. MSFT's Copilot discounts aim to drive broader seat adoption, with future revenue growth tied to usage-based consumption rather than list price extrapolation. Valuation remains attractive relative to peers, with a non-GAAP P/E of 29.47 and EV/EBITDA of 19.73, reflecting earnings-driven appreciation.
View source ↗ - 4chan /biz/biz·5d ago·Neutral
>>62740587 Everything is getting s******* in near real time, I swear to god every time I open a Microsoft product these days there's some new bug f****** up my workflow I catch.
View source ↗ - Newsgeekwire.com·5d ago·Positive
‘Agents are very harsh customers': Microsoft exec warns many apps will lose pricing leverage Microsoft's Charles Lamanna says most business software will end up running behind AI agents rather than in front of users, leaving apps with less pricing power and customer loyalty.
View source ↗ - News247wallst.com·5d ago·Neutral
Piper Sandler Raises Microsoft Target, Sees Billions in Potential From E7 and AI Piper Sandler just set one of Wall Street's boldest Microsoft targets, and the reasoning goes well beyond last quarter's blowout earnings.
View source ↗ - News247wallst.com·5d ago·Positive
The AI Revolution Could Be Microsoft's Next Trillion-Dollar Opportunity Azure's explosive backlog and Copilot's paid seat growth have bulls eyeing targets near $700, but a capex surge that outpaced free cash flow by a wide margin could threaten the entire AI thesis before it pays off.
View source ↗ - Newsinvezz.com·5d ago·Neutral
Why is Microsoft stock up 2% on Wednesday? Microsoft shares MSFT rose about 2% on Wednesday after Piper Sandler raised its price target on the software giant to $610 from $550 while maintaining an Overweight rating. The new target represents nearly 18% upside from the stock's current trading level and reflects higher estimates and an expanded enterprise value-to-operating cash flow multiple, as the brokerage grows more confident in the outlook for Microsoft's Microsoft 365 commercial cloud busin…
View source ↗ - Newszacks.com·5d ago·Neutral
Microsoft Corporation (MSFT) is Attracting Investor Attention: Here is What You Should Know Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
View source ↗ - News (RSS)guardian·5d ago·Neutral
…ull swing. After having his carefully cultivated image tarnished by the revelation of his connection to Jeffrey Epstein, Gates lay low for a while. Now, however, the Microsoft co-founder is once again thrusting himself into the public consciousness, this time with a dire warning about AI. If left unchecked, AI could cause “a billion deaths”, Gates declared in an interview with NBC on Sunday.Perhaps I should be terrified by this announcement from a man who, for all his sins, knows a thing or two …
View source ↗ - Newsseekingalpha.com·5d ago·Neutral
Microsoft: The Xbox Segment Revamp The Xbox segment is expected to recover post-FY2026 decline via restructuring, exclusive game releases, and the competitive Xbox Helix console launch in 2028. Streamlining unprofitable studios, raising hardware prices, and focusing on high-value exclusive content are expected to improve margins and subscriber growth. Game Pass revenue and upcoming franchise releases are projected to drive Xbox Content and Services growth, offsetting recent hardware and subscrib…
View source ↗ - News (RSS)fool·5d ago·Negative
Microsoft Stock Has Grown Roughly 14-Fold Since Satya Nadella Became CEO in 2014, a 23% Annual Growth Rate That Ended 14 Years of Negative Growth. Can That Pace Continue Under Heavy AI Spending? CEO Satya Nadella transformed Microsoft into a cloud business; now he's betting hundreds of billions on it.
View source ↗ - Newsfool.com·6d ago·Neutral
Microsoft Stock Has Grown Roughly 14-Fold Since Satya Nadella Became CEO in 2014, a 23% Annual Growth Rate That Ended 14 Years of Negative Growth. Can That Pace Continue Under Heavy AI Spending? Nadella turned around Microsoft by focusing on enterprise cloud solutions in both software and compute. Microsoft Azure, its cloud computing platform, has become a major growth driver in recent years.
View source ↗ - News (RSS)ft·6d ago·Neutral
AI industry moves to thwart data centre backlash ahead of US midterms AI Infrastructure Coalition, whose members include Google, Meta and Microsoft, unveils commitments to cover energy costs and minimise water usage
View source ↗ - Newsbusinesswire.com·6d ago·Negative
Semarchy Publishes Intelligent Data Products and Semantic Context to Microsoft Fabric BARCELONA, Spain--(BUSINESS WIRE)-- #Data--Semarchy, recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Master Data Management, today announced the Semarchy Data Products workload for Microsoft Fabric at the European Microsoft Fabric + SQL Community Conference. The workload publishes Intelligent Data Products from the Semarchy Data Platform for Microsoft Fabric, making mastered data and semantic in…
View source ↗ - News (RSS)fool·6d ago·Neutral
Vanguard Tech ETF (VGT) vs. iShares Tech ETF (IYW): Which Offers Better Value for Investors? Both funds concentrate heavily in Nvidia, Apple, and Microsoft, but diverge sharply on costs and risk exposure over five years.
View source ↗ - PodcastCompound And Friends·6d ago·Positive
…technicians. They did a piece citing that five stocks have contributed 93% of the S&P 500 gains since July. That's like sort of notable. You can guess what they are. Microsoft is 181 points of the benchmarks, 330 points of advance since the end of July.
View source ↗ - News (RSS)financialpost·6d ago·Neutral
Why it’s worth upgrading to Microsoft Office 2024 Home and Business Get lifetime access to the latest versions of Microsoft Word, Excel, PowerPoint, Outlook, and OneNote
View source ↗ - News (RSS)fool·6d ago·Neutral
SpaceX Briefly Passed Amazon and Microsoft in Market Cap After Its IPO. Could It Get There Again? SpaceX faces an uphill battle to achieve that feat -- unless it makes one key move.
View source ↗ - Newsnytimes.com·6d ago·Neutral
At A.I. Event, Trump Asks Meta, OpenAI and Microsoft to Make Safety Decisions Themselves President Trump's meetings with tech leaders produced some voluntary safeguards and a commitment to rebrand artificial intelligence as “super intelligence,” the term that Mr. Trump prefers.
View source ↗ - News (RSS)fool·6d ago·Positive
These 2 Numbers Explain Why Warren Buffett and Bill Ackman Love Alphabet, Amazon, Microsoft, and Meta Will hyperscalers' massive AI spending pay off for them?
View source ↗ - Newsmarketwatch.com·6d ago·Positive
Microsoft's stock is on track to post its biggest quarterly gain in 28 years Microsoft has won more respect for both its cloud and software efforts, and that could translate into the stock's best quarter in nearly three decades.
View source ↗ - Newsseekingalpha.com·6d ago·Positive
…s sustainable, with free cash flow covering the payout more than twice over. Copilot's shift to usage-based pricing, launching Nov. 2 for small businesses, positions MSFT to capture incremental revenue and profit as adoption scales.
View source ↗ - Newsfool.com·6d ago·Neutral
SpaceX Briefly Passed Amazon and Microsoft in Market Cap After Its IPO. Could It Get There Again? SpaceX's revenue is a small fraction of that of its megacap counterparts. The company briefly had a larger market cap than Amazon and Microsoft as its price-to-sales ratio surged to above 110.
View source ↗ - Newstechcrunch.com·6d ago·Neutral
OpenAI takes on Microsoft with the launch of what feels a whole lot like ChatGPT's own office suite OpenAI has been a close partner of Microsoft from the jump, but the AI lab is increasingly going after the company's bread and butter, workplace software, with new features that closely resemble an office software suite like Microsoft's.
View source ↗ - News (RSS)zerohedge·6d ago·Neutral
… Fedspeakers. In premarket trading, Mag 7 stocks are mixed (Alphabet (GOOGL) -0.08%, Amazon (AMZN) +0.3%, Apple (AAPL) -0.4%, Meta Platforms (META) +0.8%, Microsoft (MSFT) -0.08%, Nvidia (NVDA) +0.6%, Tesla (TSLA) +0.3%) AAR (AIR) gains 5% after the aerospace and defense company reported adjusted diluted earnings per share and revenue for the first quarter that beat the average analyst estimate. Fair Issac (FICO), a credit score company, slumps 18% after Federal Housing Finance Agency Director B…
View source ↗ - News (RSS)fool·6d ago·Negative
Prediction: Microsoft Will Double Its Paid Copilot Seats in the Next 12 Months Can the software giant keep adding paid AI users at its June-quarter pace?
View source ↗ - Newscnbc.com·6d ago·Neutral
Microsoft shares might be rangebound. Here's how you can still make money Trader Julia Spina explains an iron condor trade on Microsoft.
View source ↗ - News (RSS)seekingalpha·6d ago·Neutral
Microsoft: Still Great Business, But AI Raises Serious Questions
View source ↗ - 4chan /biz/biz·6d ago·Neutral
… to do a cyberattack that scrambles all the bank accounts, shuts down the electric grid. That exists today. So there you have it. Bill Gates is so desperate to pump Microsoft stock, he's willing to terrify the American public into thinking mass death is imminent. How does a person like this even exist? https://www.nytimes.com/video/opinion/100000011179056/bill-gatess-blunt-warning-on-ai.html
View source ↗
Earnings
Wed, Oct 28(in 3 weeks)
Consensus estimate $4.71 per share
Typical surprise +7.5% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$4.74 vs $4.24beat
- Wed, Apr 29$4.27 vs $4.06beat
- Wed, Jan 28$4.14 vs $3.90beat
- Wed, Oct 29$4.13 vs $3.67beat
- Wed, Jul 30$3.65 vs $3.37beat
- Wed, Apr 30$3.46 vs $3.22beat
Estimates and results for MSFT via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Earnings Call — 2026Q4
Management and analyst remarks, with per-speaker sentiment.
- Jonathan NeilsonVice President, Investor Relations+0.10
Good afternoon, and thank you for joining us today. On the call with me are Satya Nadella, Chairman and Chief Executive Officer; Amy Hood, Chief Financial Officer; Alice Jolla, Chief Accounting Officer; and Brian DeFoe, Deputy General Counsel and Corporate Secretary. On the Microsoft Investor Relations website, you can find our earnings press release and financial summary slide deck, which is inte…
- Satya NadellaChairman and Chief Executive Officer+0.90
Thank you very much, Jonathan. It was a very strong close to what was a record fiscal year for us. Overall, our annual revenue surpassed $331 billion, up 18%. Microsoft Cloud surpassed $214 billion, up 27%, and Azure surpassed $100 billion, up 41%. Going forward, we have two goals; first, ensuring AI empowers every person, amplifying their agency, and ambition; and second, empowering every organiz…
- Amy HoodChief Financial Officer+0.60
Thank you, Satya, and good afternoon, everyone. This fiscal year, we delivered over $331 billion in revenue, with growth accelerating to 18%, driven by strong demand across both the Azure platform and our first-party AI applications and services. Operating income growth outpaced revenue growth, increasing 21% to more than $155 billion as we invested in long-term growth while continuing to expand o…
- Jonathan NeilsonVice President, Investor Relations+0.10
Thanks, Amy. We'll now move over to Q&A. Operator, can you please repeat your instructions?…
- Karl KeirsteadAnalyst, UBS+0.00
Okay. Great. Satya, maybe I'll start away from the numbers and ask if you could spend a minute and elaborate on your opening comments about model choice and the protection of corporate IP. Maybe I could ask this in two parts. First, how material do you think traction could be for open and custom models over the next year or two, knowing that many enterprises might be initially reticent to use open…
- Satya NadellaChairman and Chief Executive Officer+0.80
Thank you, Karl. So the way we are coming at this is, at the end of the day, the goal is to have the firm be in control of their own destiny in terms of what I describe as building their human capital and their token capital, right? So at the end of the day, if a firm is a learning machine, they need their own learning machine. And that's sort of really the goal. And the models are an input not so…
- Amy HoodChief Financial Officer+0.40
And I think maybe, Karl, just to add a little bit to the end of your question, which is that it's why it's important that the platform is built, and I think Satya mentioned this in his comments, to be able to deliver the right model for the right job on the architecture called Azure. And so given that we continue to see growing demand, no matter what model is chosen or what model family or whether…
- Brent ThillAnalyst, Jefferies+0.00
Amy, impressive acceleration in Azure up to 43% going to mid-40s. I guess the questions around the underlying drivers, what you and Satya are seeing in terms of just what's driving this and mainly the question is around capacity constraints. Are we just still in the same environment? Or is this Microsoft just executing better given the constraints we're all seeing?…
Excerpts from MSFT's 2026Q4earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by MSFT officers and directors.
- Bought
- —
- Sold
- $81.9m
0 trades
20 trades
- Hood Amysold
- Hood Amysold
- Hood Amysold
- Hood Amysold
- Hood Amysold
- Hood Amysold
- Nadella Satyasold
- Nadella Satyasold
80 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Cleo Fieldshouse · LA06 · disclosed Oct 2, 2026 (22d later)Buy$1,001 - $15,000
- Cleo Fieldshouse · LA06 · disclosed Oct 2, 2026 (22d later)Buy$1,001 - $15,000
- Josh Gottheimerhouse · NJ05 · disclosed Sep 15, 2026 (32d later)Buy$500,001 - $1,000,000
- Josh Gottheimerhouse · NJ05 · disclosed Sep 15, 2026 (32d later)Buy$250,001 - $500,000
- Josh Gottheimerhouse · NJ05 · disclosed Sep 15, 2026 (32d later)Sell$250,001 - $500,000
- Josh Gottheimerhouse · NJ05 · disclosed Sep 15, 2026 (32d later)Sell$500,001 - $1,000,000
- Thomas H. Keanhouse · NJ07 · disclosed Sep 14, 2026 (18d later)Sell$15,001 - $50,000
- Gilbert Cisneroshouse · CA31 · disclosed Sep 11, 2026 (24d later)Buy$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Sep 7, 2026 (31d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 7, 2026 (52d later)Buy$15,001 - $50,000
- David Taylorhouse · OH02 · disclosed Sep 7, 2026 (12d later)Sell$1,001 - $15,000
- Kevin Hernhouse · OK01 · disclosed Sep 2, 2026 (12d later)Sell$15,001 - $50,000
- David J. Taylorhouse · OH02 · disclosed Aug 21, 2026 (10d later)Sell$15,001 - $50,000
- Rich McCormickhouse · GA06 · disclosed Aug 17, 2026 (18d later)Sell$1,001 - $15,000
- Tracey Mannhouse · KS01 · disclosed Aug 14, 2026 (704d later)Sell$1,001 - $15,000
- Tracey Mannhouse · KS01 · disclosed Aug 14, 2026 (724d later)Buy$1,001 - $15,000
- Michael A. Rullihouse · disclosed Aug 10, 2026 (171d later)Sell$1,001 - $15,000
- Michael A. Rullihouse · disclosed Aug 10, 2026 (186d later)Buy$1,001 - $15,000
- Michael A. Rullihouse · disclosed Aug 10, 2026 (46d later)Sell$1,001 - $15,000
- David J. Taylorhouse · OH02 · disclosed Aug 7, 2026 (14d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
