Microsoft Corporation
MSFT
NASDAQ·Technology·Software - Infrastructure·Mkt cap $3.7T
$499.70
▼ -2.04%
P/E
27.82
Mkt Cap
$3.7T
52-Wk Range
$349.20–$553.72
52-Week Range
$349.20 - $553.72
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 0.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Market-leading cloud platform (Azure) with extensive global infrastructure and enterprise integration capabilities
- Dominant productivity suite (Office 365, Teams) with unmatched enterprise adoption and switching costs
- Strong developer ecosystem through GitHub and Visual Studio with millions of active users worldwide
- Integrated AI and machine learning capabilities across products via Nuance and proprietary technologies
- Established enterprise relationships and deep IT infrastructure expertise built over decades
Bear Case
2 risks
- Average volatility.
- Premium valuation to Cloud Infrastructure (IaaS/PaaS) peers
Growth
Moderate growth ahead
Cloud migration acceleration and Azure expansion across enterprise and government sectors
Value
Premium valuation to Cloud Infrastructure (IaaS/PaaS) peers
Momentum
Strong
+19.9% over 3m
Quality
Excellent
Excellent business quality
Dividend
Modest
0.73% yield
Smart-money signal
Who's buying MSFT right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 28, 2026
JUL 29, 2026
Reported EPS of $4.74 vs $4.24 consensus (+11.8% surprise). Revenue of $90.0B vs $87.6B expected (+2.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+11.8%
Revenue trend · last 8Q
—
+12%
+13%
+18%
+18%
+17%
+18%
+18%
Q1 24
Q2 24
Q3 25
Q4 25
Q1 25
Q2 25
Q3 26
Q4 26
$65.6B
$69.6B
$70.1B
$76.4B
$77.7B
$81.3B
$82.9B
$90.0B
Margins · last 8Q
Gross
67.2%
Operating
45.1%
Profit
39.7%
Wall Street consensus
33 analysts · 88% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
88%
Hold
9%
Sell
3%
Median Price Target
—
Latest: KeyBanc · Sep 3, 2026
vs Industry
How MSFT stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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