Microsoft Gestione
Criteri Gestione verificati 2/4
Microsoft Il CEO è Satya Nadella, nominato in Feb2014, e ha un mandato di 12.33 anni. la retribuzione annua totale è $ 96.50M, composta da 2.6% di stipendio e 97.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.012% delle azioni della società, per un valore di $ 383.79M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.9 anni e 9 anni.
Informazioni chiave
Satya Nadella
Amministratore delegato
US$96.5m
Compenso totale
| Percentuale dello stipendio del CEO | 2.59% |
| Mandato del CEO | 12.3yrs |
| Proprietà del CEO | 0.01% |
| Durata media del management | 5.9yrs |
| Durata media del Consiglio di amministrazione | 9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.Seeking Alpha • Jun 01
Microsoft: SaaS Scare Overdone, Compelling Cloud Growth And Valuation
Summary Microsoft Corporation is the worst-performing Magnificent-7 stock YTD, but recent price action signals investor sentiment is turning positive. AI disruption fears have pressured software margins, yet MSFT's business diversity, strong fundamentals, and fortress balance sheet provide resilience. MSFT's revenue grew 15% and EPS 18% last quarter, with Azure up 40%, while ongoing AI and data center investments temporarily compress free cash flow. I view MSFT stock as a Buy at current valuations, given its leadership, adaptability, and potential to regain margin through in-house AI model development. Read the full article on Seeking Alpha
Nuova narrazione • 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 della narrazione • 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 narrazione • 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 della narrazione • 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 della narrazione • 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 narrazione • 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 della narrazione • 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 narrazione • 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 narrazione • 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 della narrazione • 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 narrazione • 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 della narrazione • 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 narrazione • 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 della narrazione • 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 narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$39b |
Compensazione vs Mercato: La retribuzione totale di Satya ($USD 96.50M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.78M ).
Compensazione vs guadagni: La retribuzione di Satya è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Satya Nadella (59 yo)
12.3yrs
Mandato
US$96,496,790
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 12.3yrs | US$96.50m | 0.012% $ 383.8m | |
| President & Vice Chairman | 10.8yrs | US$28.27m | 0.0053% $ 168.8m | |
| Executive VP & CFO | 13.1yrs | US$29.48m | 0.0068% $ 217.5m | |
| Executive VP & Chief Marketing Officer | 2.7yrs | US$11.88m | 0.00073% $ 23.2m | |
| Executive VP & CEO of Commercial Business | no data | US$28.20m | 0.00076% $ 24.2m | |
| Executive VP & COO | 1.8yrs | Nessun dato | Nessun dato | |
| Corporate VP & Chief Accounting Officer | 5.9yrs | Nessun dato | 0.00096% $ 30.5m | |
| CTO & Corporate VP of Worldwide Sales and Solutions | no data | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Corporate Vice President & Chief Legal Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Communications Officer | 16.8yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief People Officer | 1.3yrs | Nessun dato | 0.00061% $ 19.4m |
5.9yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di MSFT è esperto e expertise (durata media dell'incarico 5.9 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 12.3yrs | US$96.50m | 0.012% $ 383.8m | |
| Member of Advertising Advisory Board | 5.1yrs | Nessun dato | Nessun dato | |
| Independent Director | 11.7yrs | US$367.50k | 0.00061% $ 19.4m | |
| Independent Director | 11.9yrs | US$397.50k | 0.0012% $ 37.5m | |
| Independent Director | 9.3yrs | US$367.50k | 0.00021% $ 6.7m | |
| Independent Director | 8.6yrs | US$392.50k | 0.00016% $ 5.1m | |
| Lead Independent Director | 10.5yrs | US$457.50k | 0.000070% $ 2.2m | |
| Independent Director | 2.5yrs | US$367.50k | 0.000020% $ 635.9k | |
| Independent Director | 8.8yrs | US$412.50k | 0.00011% $ 3.5m | |
| Independent Director | 2.5yrs | US$367.50k | Nessun dato | |
| Independent Director | 11.7yrs | US$397.50k | 0.000040% $ 1.3m | |
| Independent Director | 6.5yrs | US$367.50k | 0.00013% $ 4.1m |
9.0yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MSFT sono considerati esperti (durata media dell'incarico 9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/05 17:34 |
| Prezzo dell'azione a fine giornata | 2026/06/05 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/06/30 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 guide su come utilizzare i nostri report e 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 95 analisti. 53 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.
| Analista | Istituzione |
|---|---|
| Harshit Gupta | Accountability Research Corporation |
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |