Microsoft Dirección
Dirección controles de criterios 2/4
El CEO de Microsoft es Satya Nadella , nombrado en Feb 2014, tiene una permanencia de 12.25 años. compensación anual total es $96.50M, compuesta por 2.6% salario y 97.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.012% de las acciones de la empresa, por valor de $372.20M. La antigüedad media del equipo directivo y de la junta directiva es de 8.9 años y 8.9 años, respectivamente.
Información clave
Satya Nadella
Chief Executive Officer (CEO)
US$96.5m
Compensación total
| Porcentaje del salario del CEO | 2.59% |
| Permanencia del CEO | 12.3yrs |
| Participación del CEO | 0.01% |
| Permanencia media de la dirección | 8.9yrs |
| Promedio de permanencia en la Junta Directiva | 8.9yrs |
Actualizaciones recientes de la dirección
Recent updates
Nuevo análisis • May 10
Microsoft will achieve a future PE ratio of 24.626979x by leveraging strong growth
Valuation In 3–5 years, I think Microsoft becomes even more dominant in enterprise AI, cloud infrastructure, and productivity software. Azure and Copilot are probably the biggest growth drivers, while Windows, Office, LinkedIn, GitHub, and gaming remain huge cash generators.Seeking Alpha • May 07
Microsoft: A Compelling Opportunity Emerging From The Downturn
Summary Microsoft is undervalued, trading at less than 20x forward earnings despite robust operational performance and a $627 billion contracted backlog. MSFT's Q3 delivered top- and bottom-line beats, with Azure growing 40% YoY and operating income up 20%, yet the market fixates on a $190 billion CapEx guide. CapEx concerns are overstated; $25 billion is due to component inflation, and most spend directly supports revenue growth, with operating cash flow up 94% since 2023. AI monetization is accelerating, with M365 Copilot seats up 250% YoY and commercial RPO up 99%, signaling strong future revenue conversion. Read the full article on Seeking AlphaArtículo de análisis • May 02
Microsoft Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Last week, you might have seen that Microsoft Corporation ( NASDAQ:MSFT ) released its third-quarter result to the...
Actualización del análisis • May 02
Microsoft Just Had a Quarter for the History Books. I Still Haven't Bought a Share.
In late March I told you the fundamentals were a fortress and the price had not caught up to the fear yet. The fear faded.
Actualización del análisis • May 02
MSFT: AI Infrastructure Self Sufficiency And Global Data Center Expansion Will Drive Leadership
Analysts have trimmed their average price targets on Microsoft, reflecting a lower assumed fair value of around $562 and a reduced future P/E of roughly 28x. This comes even as they continue to reference solid revenue growth assumptions and mixed reactions to recent OpenAI and AI infrastructure updates across the latest research reports.
Nuevo análisis • Apr 30
AI Infrastructure And Enterprise Agents Will Reshape Long Term Earnings Power
Catalysts About Microsoft Microsoft is a global technology company that offers cloud services, productivity software, AI platforms, business applications, security products and consumer services. What are the underlying business or industry changes driving this perspective?Actualización del análisis • Apr 18
MSFT: AI Infrastructure Self Sufficiency And Heavy Data Center Commitments Will Sustain Leadership
Microsoft's analyst fair value estimate has been adjusted slightly lower to $579.57, as analysts factor in updated price targets that reflect a mix of reduced P/E assumptions, along with expectations for revenue growth and profit margins tied to AI and cloud spending. Analyst Commentary Recent Street research on Microsoft reflects a mix of optimism and caution as analysts recalibrate price targets and ratings around AI, cloud spending, and capital intensity.
Nuevo análisis • Apr 16
AI Infrastructure Constraints Will Pressure Cloud Margins Yet Support Stable Long Term Earnings
Catalysts About Microsoft Microsoft is a global technology company that provides cloud services, productivity software, AI platforms and related hardware and services to enterprise, government and consumer customers. What are the underlying business or industry changes driving this perspective?Nuevo análisis • Apr 13
Microsoft Could Reach $600 Over the Next Five Years
Microsoft has a strong path to $600 over the next five years because it combines durable growth, elite profitability, and a leadership position in AI, cloud, and enterprise software. Its recurring revenue base makes earnings more predictable, while Azure, Microsoft 365, and its AI products give it multiple ways to compound value over time.Actualización del análisis • Apr 03
MSFT: AI Infrastructure Buildout And Self Sufficiency Will Support Long Duration Leadership
Microsoft's analyst price target has been modestly trimmed as the fair value estimate shifts from $594.62 to $587.31, reflecting a round of target reductions and mixed views on AI related risks and opportunities, even as several firms maintain positive long term opinions on the company's role in software and infrastructure. Analyst Commentary Recent commentary around Microsoft shows a split view, with many research houses trimming price targets while still seeing long term potential, and a smaller group turning more cautious on AI related execution risks, valuation, and competitive threats.Nuevo análisis • Mar 29
Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.
Microsoft just burned $37.5 billion in 90 days. The stock has lost a third of its value.Actualización del análisis • Mar 19
MSFT: AI Infrastructure Buildout And Self Sufficiency Will Support Long Duration Leadership
Analysts have made a small cut to the Microsoft analyst price target, trimming fair value by about $1 to $594.62 as they factor in a slightly higher discount rate, modest tweaks to long term revenue growth and profit margin assumptions, and a marginally lower future P/E. Analyst Commentary Recent research on Microsoft presents a mixed but detailed picture, with several firms adjusting price targets and ratings as they recalibrate expectations around AI, capital spending, and long term growth assumptions.Nuevo análisis • Mar 05
A Structured Counter‑Analysis of "The Leaking Dreadnought"
A Structured Counter‑Analysis of "The Leaking Dreadnought" Microsoft is not a leaking vessel drifting toward structural decline; it is a company in the middle of a capital‑intensive platform transition whose long‑term logic the article fundamentally misreads. The critique below addresses the article’s core claims and reframes them through the lens of Microsoft’s actual strategic architecture, economic model, and competitive position.Actualización del análisis • Mar 05
MSFT: AI Infrastructure Self Sufficiency Will Support Long Duration Cloud Leadership
Narrative Update The analyst price target for Microsoft has been trimmed by a modest amount in dollar terms. Analysts are factoring in slightly lower revenue growth, a small step down in profit margin assumptions, a marginally higher discount rate, and a slightly richer future P/E multiple.Nuevo análisis • Feb 22
Microsoft: Real‑Terms Economic Value Anchored in Durability, Not Growth Assumptions
Microsoft’s true economic value rests on its unmatched enterprise cash-flow durability, high-retention subscription model, and deep competitive moats in operating systems, productivity platforms, and cloud infrastructure. These produce stable, high-margin recurring cash flows capable of long-duration compounding under disciplined capital allocation.Actualización del análisis • Feb 18
MSFT: AI Self Sufficiency And Global Data Center Expansion Will Sustain Cloud Leadership
Our analyst price target for Microsoft has been nudged lower by a few dollars to reflect a slightly reduced fair value estimate of about $596, as analysts balance ongoing enthusiasm around AI driven capital spending with a wave of recent target trims. These largely stem from valuation discipline and concerns that prior long term assumptions, including P/E and margin expectations, may have been set too high.Actualización del análisis • Feb 04
MSFT: AI Infrastructure Partnerships And Data Center Expansion Will Sustain Cloud Leadership
Analysts have trimmed their fair value estimate for Microsoft by about $19 to $603, citing a blend of slightly higher discount rates, modestly stronger revenue growth and profit margin assumptions, and a lower future P/E multiple that reflects the recent wave of price target resets and still constructive, AI driven, long term views across recent research. Analyst Commentary Recent research around Microsoft centers on how to value its AI opportunity, the required capital spending, and whether current expectations are too high or still leave room for upside.Actualización del análisis • Jan 21
MSFT: AI Infrastructure Buildout And OpenAI Partnership Will Sustain Cloud Leadership
Microsoft's updated analyst price target edges slightly lower, with fair value now at about $622.19, as analysts balance modest tweaks to the discount rate and P/E assumptions against ongoing AI related demand signals highlighted in recent research. Analyst Commentary Recent research around Microsoft clusters into two broad camps, with most commentary still constructive on AI driven growth and cloud execution, while a smaller group is more cautious on capital intensity and hyperscaler economics.Actualización del análisis • Jan 13
Microsoft (MSFT): When AI Becomes the Operating Layer of Work
Microsoft (NASDAQ: MSFT) is no longer just a software company—it’s becoming the operating layer for modern work. Windows, Office, Azure, and now AI-powered copilots form an interconnected ecosystem that spans individual users, enterprises, and governments.Actualización del análisis • Jan 06
MSFT: AI Infrastructure Expansion And OpenAI Deal Will Support Durable Cloud Leadership
Our Microsoft price target edges down slightly to US$622.51 from US$624.45, as analysts balance ongoing enthusiasm around the company’s broad AI and cloud positioning with more cautious views on capital intensity and earnings expectations. Analyst Commentary Recent research on Microsoft reflects a mix of optimism around the company’s AI and cloud positioning and a more cautious read on capital intensity and earnings risk.Actualización del análisis • Dec 18
MSFT: Expanded AI Partnerships And Infrastructure Will Drive Durable Cloud Leadership
Analysts have nudged their Microsoft price target slightly higher to approximately $650, reflecting confidence that the company's broadened AI partnerships, resilient Azure growth, and durable margin profile justify modestly stronger long term revenue and earnings assumptions despite rising capex and hyperscaler caution. Analyst Commentary Street research remains broadly constructive on Microsoft, with a cluster of recent notes highlighting the company as a primary beneficiary of accelerating AI adoption, robust cloud demand, and deepened model partnerships, even as a minority of voices urge greater caution around hyperscaler capital intensity and returns.Actualización del análisis • Dec 07
The Leaking Dreadnought
On the surface, Microsoft appears to be an unsinkable vessel. Buoyed by a trillion-dollar market cap and the explosive valuation of the AI sector, the company seems to be steaming ahead.Actualización del análisis • Dec 03
MSFT: Expanding AI Data Center Buildout Will Drive Durable Cloud And Platform Leadership
Our Microsoft analyst price target has been raised slightly to about $625 from roughly $625. This reflects analysts' view that durable double digit cloud and AI driven revenue growth, reinforced by expanded OpenAI and Anthropic partnerships and recent Q1 beats, more than offsets concerns about elevated capex and hyperscaler returns.Artículo de análisis • Nov 28
Shareholders Will Probably Hold Off On Increasing Microsoft Corporation's (NASDAQ:MSFT) CEO Compensation For The Time Being
Key Insights Microsoft to hold its Annual General Meeting on 5th of December CEO Satya Nadella's total compensation...Actualización del análisis • Nov 19
MSFT: Expanding AI Data Center Investments Will Drive Leadership In Next-Generation Cloud Services
Microsoft's analyst price target saw a modest decrease of approximately $2 to $624.83. Some analysts cite rising capital requirements and more cautious expectations for hyperscale cloud providers, despite continued confidence in the company's long-term AI and cloud positioning.Actualización del análisis • Nov 05
MSFT: Future Cloud Demand Will Drive Expansion In AI Infrastructure And Partnerships
Analysts have increased their price target for Microsoft by $5.62 to $626.65. They cite continued momentum in cloud growth, strengthened profit margins, and improving revenue growth expectations driven by Azure’s performance and expanded partnerships in artificial intelligence.Actualización del análisis • Oct 22
Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks
Microsoft’s analyst price target has been revised upward to $625 from $582, a $43 increase. Analysts point to ongoing AI strength, Azure momentum, and durable software growth as key drivers for the valuation boost.Actualización del análisis • Oct 08
AI And Cloud Services Will Shape Enterprise Future
Microsoft’s analyst price target has been raised from approximately $614 to $621. This reflects increased confidence among analysts in Azure’s accelerating growth, the company's robust positioning in the AI ecosystem, and recent capacity and customer mix enhancements.Nuevo análisis • Aug 07
After the AI Party: A Sobering Look at Microsoft's Future
The world has been captivated by the artificial intelligence boom, and no company has ridden the wave of investor enthusiasm quite like Microsoft. Buoyed by its strategic partnership with OpenAI and the integration of AI across its product ecosystem, the company's valuation has soared to unprecedented heights.
Nuevo análisis • Jul 21
From Legacy to Cloud: A Valuation of Microsoft’s Evolving Business Model
United States: 50.87%1-Year Revenue Growth = 16.83%Nuevo análisis • Jun 23
Microsoft Will Lead the Charge with a 12% Revenue Growth Ahead
Where do you think revenue will be in 5 years time? and why?📊 Where Could MSFT’s Revenue Be in 5 Years?As of FY2023, Microsoft's revenue was $232 billion, with an average 5-year CAGR (Compound AnnualAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$125b |
| Dec 31 2025 | n/a | n/a | US$119b |
| Sep 30 2025 | n/a | n/a | US$105b |
| Jun 30 2025 | US$96m | US$3m | US$102b |
| Mar 31 2025 | n/a | n/a | US$97b |
| Dec 31 2024 | n/a | n/a | US$93b |
| Sep 30 2024 | n/a | n/a | US$91b |
| Jun 30 2024 | US$79m | US$3m | US$88b |
| Mar 31 2024 | n/a | n/a | US$86b |
| Dec 31 2023 | n/a | n/a | US$83b |
| Sep 30 2023 | n/a | n/a | US$77b |
| Jun 30 2023 | US$49m | US$3m | US$72b |
| Mar 31 2023 | n/a | n/a | US$69b |
| Dec 31 2022 | n/a | n/a | US$67b |
| Sep 30 2022 | n/a | n/a | US$70b |
| Jun 30 2022 | US$55m | US$3m | US$73b |
| Mar 31 2022 | n/a | n/a | US$72b |
| Dec 31 2021 | n/a | n/a | US$71b |
| Sep 30 2021 | n/a | n/a | US$68b |
| Jun 30 2021 | US$50m | US$3m | US$61b |
| Mar 31 2021 | n/a | n/a | US$56b |
| Dec 31 2020 | n/a | n/a | US$51b |
| Sep 30 2020 | n/a | n/a | US$47b |
| Jun 30 2020 | US$44m | US$3m | US$44b |
| Mar 31 2020 | n/a | n/a | US$46b |
| Dec 31 2019 | n/a | n/a | US$44b |
| Sep 30 2019 | n/a | n/a | US$41b |
| Jun 30 2019 | US$43m | US$2m | US$39b |
Compensación vs. Mercado: La compensación total de Satya($USD96.50M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.80M).
Compensación vs. Ingresos: La compensación de Satya ha aumentado más de un 20% en el último año.
CEO
Satya Nadella (58 yo)
12.3yrs
Permanencia
US$96,496,790
Compensación
Mr. Satya Nadella is Chief Executive Officer and Director of Microsoft Corporation since February 04, 2014 and has been its Chairman since June 2021. Before being named CEO in February 2014, he held leader...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman & CEO | 12.3yrs | US$96.50m | 0.012% $ 372.2m | |
| President & Vice Chairman | 10.7yrs | US$28.27m | 0.0053% $ 163.7m | |
| Executive VP & CFO | 13yrs | US$29.48m | 0.0068% $ 210.9m | |
| Executive VP & Chief Marketing Officer | 2.6yrs | US$11.88m | 0.00073% $ 22.5m | |
| Executive VP & CEO of Commercial Business | no data | US$28.20m | 0.00097% $ 29.9m | |
| Executive VP & COO | 1.7yrs | sin datos | sin datos | |
| Corporate VP & Chief Accounting Officer | 5.8yrs | sin datos | 0.00096% $ 29.6m | |
| CTO & Corporate VP of Worldwide Sales and Solutions | no data | sin datos | sin datos | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| Corporate Vice President & Chief Legal Officer | less than a year | sin datos | sin datos | |
| Chief Communications Officer | 16.8yrs | sin datos | sin datos | |
| VP, Deputy General Counsel of Corporate | 8.9yrs | sin datos | sin datos |
8.9yrs
Permanencia media
53yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de MSFT es experimentado (8.9 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman & CEO | 12.3yrs | US$96.50m | 0.012% $ 372.2m | |
| Member of Advertising Advisory Board | 5yrs | sin datos | sin datos | |
| Independent Director | 11.6yrs | US$367.50k | 0.00061% $ 18.8m | |
| Independent Director | 11.8yrs | US$397.50k | 0.0012% $ 36.4m | |
| Independent Director | 9.2yrs | US$367.50k | 0.00021% $ 6.5m | |
| Independent Director | 8.5yrs | US$392.50k | 0.00016% $ 4.9m | |
| Lead Independent Director | 10.4yrs | US$457.50k | 0.000070% $ 2.2m | |
| Independent Director | 2.4yrs | US$367.50k | 0.000020% $ 616.7k | |
| Independent Director | 8.7yrs | US$412.50k | 0.00011% $ 3.4m | |
| Independent Director | 2.4yrs | US$367.50k | sin datos | |
| Independent Director | 11.6yrs | US$397.50k | 0.000040% $ 1.2m | |
| Independent Director | 6.4yrs | US$367.50k | 0.00013% $ 4.0m |
8.9yrs
Permanencia media
60yo
Promedio de edad
Junta con experiencia: La junta directiva de MSFT se considera experimentada (8.9 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 03:52 |
| Precio de las acciones al final del día | 2026/05/11 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Microsoft Corporation está cubierta por 99 analistas. 53 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Harshit Gupta | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |