Microsoft Corporation

Report azionario NasdaqGS:MSFT

Capitalizzazione di mercato: US$3.3t

Microsoft Crescita futura

Criteri Future verificati 3/6

Microsoft prevede che gli utili e i ricavi cresceranno rispettivamente di 14.2% e 15.2% all'anno. Si prevede che l'EPS crescerà di 14.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 25.3% in 3 anni.

Informazioni chiave

14.2%

Tasso di crescita degli utili

14.12%

Tasso di crescita dell'EPS

Software crescita degli utili19.9%
Tasso di crescita dei ricavi15.2%
Rendimento futuro del capitale proprio25.34%
Copertura analitica

Good

Ultimo aggiornamento31 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Articolo di analisi 15h

Earnings Update: Microsoft Corporation (NASDAQ:MSFT) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

Shareholders will be ecstatic, with their stake up 22% over the past week following Microsoft Corporation 's...
Aggiornamento narrativa Jul 31

Microsoft (MSFT): The Toll Road Just Sent Its First Real Invoice

The Quarter That Answered the Question I Left Open Two weeks ago I closed this narrative with a question I genuinely couldn't answer: when does a $190 billion capex number stop looking like vertigo and start looking like foresight? I said nobody knew, and that not knowing was what made this a real bet rather than an obvious one.
Seeking Alpha Jul 27

Microsoft: The Market Is Right To Discount The $190 Billion Bet -- For Now

Summary Microsoft Corporation trades at a 22.8x forward P/E, a multi-year low, reflecting a 25% stock decline despite strong fundamentals. MSFT's free cash flow is falling due to $190B in AI capex, while Copilot monetization remains slow with only 3% corporate adoption. The Hold rating for MSFT is justified by the unresolved gap between heavy AI investment and lagging Copilot revenue, with July 29 earnings as a key catalyst. I will turn bullish if Copilot adoption and M365 ARPU accelerate, or bearish if Copilot stalls, Azure growth slows, or capex guidance rises without revenue. Read the full article on Seeking Alpha
Aggiornamento narrativa Jul 22

MSFT: AI Infrastructure Spending Will Support Premium Multiples Over Longer Horizon

Microsoft's analyst price targets have edged lower, with several firms trimming objectives by amounts such as $25 to $115, while still pointing to Azure, Copilot, AI driven demand and tighter cost control as key supports for the long term thesis and for updated assumptions around revenue growth, margins and future P/E multiples. Analyst Commentary Recent commentary on Microsoft continues to center on how its AI and cloud spending filters through to growth, profitability and valuation.
Nuova narrativa Jul 19

Is Microsoft on sale? and Its Case in the AI Race

(This story appeared on my substack page around a week ago: https://open.substack.com/pub/piproberts25/p/is-microsoft-on-sale-and-its-case?r=6kjdcg&utm_campaign=post-expanded-share&utm_medium=web ) Last October, Microsoft was trading at around US$540 per share. Today it trades closer to US$385.
Nuova narrativa Jul 13

Microsoft (MSFT): The AI Bull Case Everyone Sees, Trading at a Multiple Nobody's Willing to Pay

What Microsoft Actually Does (And Why the Bear Case Misreads It) Most retail investors think of Microsoft as "the Windows and Office company that also does AI now." That framing is about eight years out of date. Microsoft today is a three-headed compounding machine — enterprise productivity software, cloud infrastructure, and, increasingly, the metering layer for the entire AI economy — and the third head is growing fast enough to change how the other two should be valued.
Nuova narrativa Jul 06

Microsoft Are Industry Leaders at a Heavy Discount

Microsoft's decline in value over the last year is not surprising, but whether or not it was deserved is another thing entirely. Similar to their peers, a lot of money has been spent developing their AI infrastructure.
Nuova narrativa Jul 04

A wonderful business at reasonable price.

Microsoft rarely goes on sale, so it's worth paying attention when the multiple compresses. At around $380, the stock trades at roughly 22–23x trailing earnings and ~14x EV/EBITDA, well below its own seven year historical range.
Aggiornamento narrativa Jun 30

MSFT: AI Infrastructure And OpenAI Stake Will Drive Future Upside

Microsoft's updated analyst narrative reflects a lower implied fair value of about $413 per share, compared with roughly $438 previously, as analysts trim long term gross margin assumptions and future P/E expectations while still recognizing higher modeled revenue growth and profitability tied to the company's AI positioning and recent research commentary. Analyst Commentary Recent research coverage on Microsoft highlights a split view, with some firms still constructive on the company's AI roadmap while a separate group of bearish analysts has been trimming price targets and reassessing long term assumptions.
Articolo di analisi Jun 19

Microsoft (MSFT) Stock Could Be 18.6% Undervalued After China AI Push and Copilot Reset

Microsoft (MSFT) is back in focus after two linked moves: rapid expansion of its Azure hosted OpenAI services in China and a reset of Copilot Cowork pricing and underlying AI models. See our latest analysis for Microsoft. Despite a long list of AI partnerships and new products like Copilot Cowork, Microsoft’s recent share price performance has been weak, with the stock down 19.8% year to date on a share price basis and total shareholder return declining 20.4% over the past year. However,...
Aggiornamento narrativa Jun 16

MSFT: AI Infrastructure Buildout And Commercial Backlog Will Drive Future Leadership

Analysts have nudged the Microsoft price target higher by $0.50 to reflect slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, supported by recent research that highlights Microsoft's positioning in AI software and its progress on capacity, models and Copilot. Analyst Commentary Recent research on Microsoft shows an active debate around how much AI should influence valuation, with both supportive and cautious voices adjusting their targets and views.
Articolo di analisi Jun 12

Software stocks just gave investors a masterclass

Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.
Articolo di analisi Jun 12

Software stocks just gave investors a masterclass

Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.
Aggiornamento narrativa Jun 01

MSFT: AI Infrastructure Buildout And Cloud Backlog Will Support Long-Term Leadership

Narrative Update on Microsoft Microsoft's analyst price target framework has been refined with a slightly lower fair value of about $560.89. This reflects analyst views that stronger revenue growth tied to AI initiatives is being balanced by modestly lower margin expectations and a slightly higher required return.
Nuova narrativa May 21

Microsoft no es una apuesta. Es una franquicia global de la que se puede ser socio durante décadas.

Copilot me ha creado un investment memo ampliado al estilo Warren Buffett , usando exclusivamente datos verificables de Investor Relations de Microsoft (earnings, 10‑Q, reports) y manteniendo un tono sobrio, basado en principios de inversión a largo plazo. Investment Memo – Microsoft (MSFT) (Estilo Buffett: negocio, moat, retorno sobre capital, disciplina de precio) 1.
Aggiornamento narrativa May 11

Microsoft's enterprise cash-flow durability stays unmatched despite near-term margin pressures

Microsoft’s long‑term economic value remains grounded in the same core reality: the company’s enterprise cash‑flow durability continues to be unmatched. High‑retention subscription economics, entrenched operating‑system and productivity moats, and the scale advantages of Azure still anchor Microsoft’s intrinsic worth far more than any short‑term growth narrative.
Nuova narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Nuova narrativa 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?
Aggiornamento narrativa 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.
Nuova narrativa 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?
Nuova narrativa 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.
Aggiornamento narrativa 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.
Nuova narrativa 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.
Aggiornamento narrativa 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.
Nuova narrativa 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.
Aggiornamento narrativa 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.
Nuova narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:MSFT - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/2029559,532208,535104,464324,56821
6/30/2028465,583173,96852,553259,11748
6/30/2027390,733146,69430,426219,69844
6/30/2026331,839133,74966,987182,935N/A
3/31/2026318,273125,21672,916170,141N/A
12/31/2025305,453119,26277,412160,506N/A
9/30/2025293,812104,91278,017147,039N/A
6/30/2025281,724101,83271,611136,162N/A
3/31/2025270,01096,63569,365130,710N/A
12/31/2024261,80292,75070,031125,583N/A
9/30/2024254,19090,51272,662122,145N/A
6/30/2024245,12288,13674,071118,548N/A
3/31/2024236,58486,18170,576110,123N/A
12/31/2023227,58382,54167,445102,647N/A
9/30/2023218,31077,09663,22694,967N/A
6/30/2023211,91572,36159,47587,582N/A
3/31/2023207,59169,02057,40683,441N/A
12/31/2022204,09467,44959,61884,386N/A
9/30/2022203,07569,78963,33487,693N/A
6/30/2022198,27072,73865,14989,035N/A
3/31/2022192,55772,45663,64987,116N/A
12/31/2021184,90371,18560,69383,909N/A
9/30/2021176,25167,88360,42081,945N/A
6/30/2021168,08861,27156,11876,740N/A
3/31/2021159,96956,01553,78972,703N/A
12/31/2020153,28451,31050,43668,028N/A
9/30/2020147,11447,49649,22966,192N/A
6/30/2020143,01544,28145,23460,675N/A
3/31/2020138,69946,266N/A58,110N/A
12/31/2019134,24944,323N/A54,126N/A
9/30/2019129,81441,094N/A52,346N/A
6/30/2019125,84339,240N/A52,185N/A
3/31/2019122,21134,926N/A47,495N/A
12/31/2018118,45933,541N/A46,126N/A
9/30/2018114,90618,819N/A45,101N/A
6/30/2018110,36016,571N/A43,884N/A
3/31/2018105,88015,767N/A43,471N/A
12/31/2017102,27313,829N/A41,980N/A
9/30/201799,18126,398N/A40,398N/A
6/30/201796,57125,489N/A39,507N/A
3/31/201791,58020,542N/A36,966N/A
12/31/201688,89918,812N/A36,673N/A
9/30/201686,86917,563N/A35,998N/A
6/30/201691,15420,539N/A33,325N/A
3/31/201686,88610,481N/A31,710N/A
12/31/201588,08411,710N/A31,468N/A
9/30/201590,75812,555N/A30,190N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di MSFT ( 14.2% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di MSFT ( 14.2% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di MSFT cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di MSFT ( 15.2% all'anno) crescerà più rapidamente del mercato US ( 12.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di MSFT ( 15.2% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di MSFT sarà elevato tra 3 anni ( 25.3 %)


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/31 03:52
Prezzo dell'azione a fine giornata2026/07/31 00:00
Utili2026/06/30
Utili annuali2026/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Microsoft Corporation è coperta da 86 analisti. 48 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Kadambari DaptardarAccountability Research Corporation
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company