Microsoft（MSFT）株式概要
マイクロソフト・コーポレーションは、ソフトウェア、サービス、デバイス、ソリューションを世界中で開発、サポートしています。 詳細
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Microsoft Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$393.82 |
| 52週高値 | US$555.45 |
| 52週安値 | US$349.20 |
| ベータ | 1.13 |
| 1ヶ月の変化 | 3.80% |
| 3ヶ月変化 | -7.15% |
| 1年変化 | -22.79% |
| 3年間の変化 | 14.11% |
| 5年間の変化 | 36.25% |
| IPOからの変化 | 404,972.93% |
最新ニュース
Seeking Alpha • Jul 14
Microsoft: Betting Big On Growth Without Paying Up For It
Summary Microsoft (MSFT) remains highly attractive on a risk-reward basis despite recent S&P 500 underperformance. MSFT trades at 20x earnings, a 20% discount to the sector median, yet offers superior growth and premium margins. I see no structural concerns and maintain a Strong Buy rating for MSFT at current levels. MSFT's brand strength and competitive moat further justify a valuation premium over peers. Read the full article on Seeking Alpha
新しいナラティブ • 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 That framing is about eight years out of date.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.Recent updates
Seeking Alpha • Jul 14
Microsoft: Betting Big On Growth Without Paying Up For It
Summary Microsoft (MSFT) remains highly attractive on a risk-reward basis despite recent S&P 500 underperformance. MSFT trades at 20x earnings, a 20% discount to the sector median, yet offers superior growth and premium margins. I see no structural concerns and maintain a Strong Buy rating for MSFT at current levels. MSFT's brand strength and competitive moat further justify a valuation premium over peers. Read the full article on Seeking Alpha新しいナラティブ • 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 That framing is about eight years out of date.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.
新しいナラティブ • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.分析記事 • 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,...
ナラティブ更新 • 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.分析記事 • 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.分析記事 • 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.ナラティブ更新 • 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.
新しいナラティブ • 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.ナラティブ更新 • 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.新しいナラティブ • 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.分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.
新しいナラティブ • 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?ナラティブ更新 • 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.新しいナラティブ • 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?新しいナラティブ • 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.ナラティブ更新 • 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.新しいナラティブ • 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.ナラティブ更新 • 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.新しいナラティブ • 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.ナラティブ更新 • 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.新しいナラティブ • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.株主還元
| MSFT | US Software | US 市場 | |
|---|---|---|---|
| 7D | 0.7% | 0.008% | -1.4% |
| 1Y | -22.8% | -22.5% | 17.4% |
業界別リターン: MSFT過去 1 年間で-22.5 % のリターンをもたらしたUS Software業界と一致しました。
リターン対市場: MSFTは、過去 1 年間で17.4 % のリターンを上げたUS市場を下回りました。
価格変動
| MSFT volatility | |
|---|---|
| MSFT Average Weekly Movement | 4.8% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: MSFT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MSFTの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1975 | 228,000 | Satya Nadella | www.microsoft.com |
マイクロソフト社は、世界中でソフトウェア、サービス、デバイス、およびソリューションの開発とサポートを行っています。「生産性およびビジネスプロセス」部門では、Microsoft 365 商用版、エンタープライズ モビリティ + セキュリティ、Windows 商用版、Power BI、Exchange、SharePoint、Microsoft Teams、セキュリティおよびコンプライアンス、Copilot を提供しています。 Windows商用オンプレミスやOfficeライセンスサービスなどのMicrosoft 365商用製品；Microsoft 365コンシューマーサブスクリプション、Officeライセンスオンプレミス、その他のコンシューマーサービスを含むMicrosoft 365コンシューマー製品およびクラウドサービス； LinkedIn；Dynamics 365、クラウドベースのアプリケーション、オンプレミス型ERPおよびCRMアプリケーションなどのDynamics製品およびクラウドサービス。インテリジェント・クラウド部門は、Azureおよびその他のクラウドサービス、GitHub、Nuance Healthcare、仮想デスクトップ製品、その他のクラウドサービスからなるサーバー製品およびクラウドサービスを提供しています； SQL ServerやWindows Serverを含むサーバー製品、Visual StudioおよびSystem Center関連のクライアントアクセスライセンス、その他のオンプレミス製品；エンタープライズサポートやNuanceプロフェッショナルサービス、業界別ソリューション、Microsoftパートナーネットワーク、ラーニングエクスペリエンスなどのエンタープライズおよびパートナーサービス。 パーソナルコンピューティング部門は、Windows OEMライセンスやデバイス、SurfaceおよびPCアクセサリーなどのWindowsおよびデバイス、Xboxハードウェア、コンテンツ、サービス、ファーストパーティおよびサードパーティのコンテンツ、Xbox Game Pass、サブスクリプション、クラウドゲーミング、広告、その他のクラウドサービスなどのゲーミングサービスおよびソリューション、ならびに検索およびニュース広告サービスを提供しています。 同社は、OEM、ディストリビューター、リセラー、およびオンラインストアや小売店を通じて製品を販売しています。同社は、医療分野向けの最先端AIモデルの開発においてMayo Clinic, Inc.と、また検索基盤型生成AIワールドモデルの構築においてGlobal Objects, Inc.と戦略的提携を結んでいます。 同社は1975年に設立され、ワシントン州レドモンドに本社を置いている。
Microsoft Corporation 基礎のまとめ
| MSFT 基礎統計学 | |
|---|---|
| 時価総額 | US$2.93t |
| 収益（TTM） | US$125.22b |
| 売上高(TTM) | US$318.27b |
23.4x
PER（株価収益率9.2x
P/SレシオMSFT は割高か？
公正価値と評価分析を参照収益と収入
| MSFT 損益計算書（TTM） | |
|---|---|
| 収益 | US$318.27b |
| 売上原価 | US$100.86b |
| 売上総利益 | US$217.41b |
| その他の費用 | US$92.19b |
| 収益 | US$125.22b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 29, 2026
| 一株当たり利益（EPS） | 16.86 |
| グロス・マージン | 68.31% |
| 純利益率 | 39.34% |
| 有利子負債／自己資本比率 | 9.7% |
MSFT の長期的なパフォーマンスは？
過去の実績と比較を見る| Microsoft 配当日 | |
|---|---|
| 配当落ち日 | Aug 20 2026 |
| 配当支払日 | Sep 10 2026 |
| 配当落ちまでの日数 | 31 days |
| 配当支払日までの日数 | 52 days |
MSFT 配当は確実ですか？
MSFT 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/20 03:54 |
| 終値 | 2026/07/17 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Microsoft Corporation 54 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。95
| アナリスト | 機関 |
|---|---|
| Harshit Gupta | Accountability Research Corporation |
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |