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Microsoft Corporation Stock Price

NasdaqGS:MSFT Community·US$2.9t Market Cap
  • 25 Narratives written by author
  • 27 Comments on narratives written by author
  • 4038 Fair Values set on narratives written by author

MSFT Share Price Performance

US$402.29
-107.77 (-21.13%)
US$419.91
Fair Value
US$402.29
-107.77 (-21.13%)
4.2% undervalued intrinsic discount
US$419.91
Fair Value
Price US$402.29
CubanEros US$419.91
AnalystConsensusTarget US$561.39
John_Eric US$503.49

MSFT Community Narratives

Fair Value
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Fair Value US$419.91 4.2% undervalued intrinsic discount

A wonderful business at reasonable price.

5users have liked this narrative
0users have commented on this narrative
49users have followed this narrative
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Fair Value US$561.39 28.3% undervalued intrinsic discount

Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

14users have liked this narrative
0users have commented on this narrative
1433users have followed this narrative
Fair Value
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Fair Value US$503.49 20.1% undervalued intrinsic discount

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

6users have liked this narrative
0users have commented on this narrative
26users have followed this narrative
US$500
19.5% undervalued intrinsic discount
Fair Value
Revenue
17.95% p.a.
Profit Margin
39.34%
Future PE
23.17x
Price in 2029
US$642
US$419.91
4.2% undervalued intrinsic discount
Fair Value
Revenue
10.21% p.a.
Profit Margin
39.34%
Future PE
23.17x
Price in 2031
US$636.94
US$359.78
11.8% overvalued intrinsic discount
Fair Value
Revenue
3.6% p.a.
Profit Margin
40%
Future PE
26.25x
Price in 2036
US$644.31
US$550.15
26.9% undervalued intrinsic discount
Fair Value
Revenue
12.07% p.a.
Profit Margin
35.34%
Future PE
30.12x
Price in 2031
US$808.49
US$503.88
20.2% undervalued intrinsic discount
Fair Value
Revenue
13.61% p.a.
Profit Margin
39.04%
Future PE
24.81x
Price in 2031
US$757.95
US$420
4.2% undervalued intrinsic discount
Fair Value
Revenue
-0.78% p.a.
Profit Margin
36.15%
Future PE
38.32x
Price in 2028
US$535.1

Trending Discussion

MSFT logo

Nice analysis, we shoud be patience

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Updated Narratives

MSFT logo

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

Fair Value: US$404 0.4% undervalued intrinsic discount
6 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
MSFT logo

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

Fair Value: US$503.49 20.1% undervalued intrinsic discount
26 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Microsoft Are Industry Leaders at a Heavy Discount

Fair Value: US$500 19.5% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Very undervalued with outstanding track record and pays a dividend.

1 Risk
5 Rewards

Microsoft Corporation Key Details

US$318.3b

Revenue

US$100.9b

Cost of Revenue

US$217.4b

Gross Profit

US$92.2b

Other Expenses

US$125.2b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 29, 2026
16.86
68.31%
39.34%
9.7%
View Full Analysis

About MSFT

Founded
1975
Employees
228000
CEO
Satya Nadella
WebsiteView website
www.microsoft.com

Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The Productivity and Business Processes segment offers Microsoft 365 commercial, enterprise mobility + security, windows commercial, power BI, exchange, sharepoint, Microsoft teams, security and compliance, and copilot; Microsoft 365 commercial products, such as Windows commercial on-premises and office licensed services; Microsoft 365 consumer products and cloud services, including Microsoft 365 consumer subscriptions, office licensed on-premises, and other consumer services; LinkedIn; dynamics products and cloud services, such as dynamics 365, cloud-based applications, and on-premises ERP and CRM applications. Its Intelligent Cloud segment provides Server products and cloud services comprising Azure and other cloud services, GitHub, Nuance Healthcare, virtual desktop offerings, and other cloud services; server products, including SQL and windows server, visual studio and system center related client access licenses, and other on-premises offerings; enterprise and partner services, such as enterprise support and nuance professional services, industry solutions, Microsoft partner network, and learning experience. The Personal Computing segment provides windows and devices, such as Windows OEM licensing and devices and surface and PC accessories; gaming services and solutions, such as Xbox hardware, content, and services, first- and third-party content Xbox game pass, subscriptions, and cloud gaming, advertising, and other cloud services; search and news advertising services. It sells its products through OEMs, distributors, and resellers; and online and retail stores. The company has a strategic collaboration with Mayo Clinic, Inc. for the development of a frontier AI model for healthcare; and Global Objects, Inc. to build a retrieval-grounded generative AI world model. The company was founded in 1975 and is headquartered in Redmond, Washington.

Recent MSFT News & Updates

Seeking Alpha 18h

Microsoft: Three Questions In Upcoming Earnings

Summary Microsoft (MSFT) faces mounting concerns over Azure's lagging acceleration versus AWS and Google Cloud, despite continued 30%+ growth rates. MSFT's software business, while high-margin, risks losing its distribution advantage as Copilot adoption and AI capabilities trail leading frontier labs. Legacy segments like Windows and Xbox are dragging on MSFT's growth; divestiture could be a strategic solution but remains unaddressed. At ~22x CY26 earnings, MSFT trades at a significant discount to historical and peer multiples, justifying a 'Hold' rating ahead of earnings. Read the full article on Seeking Alpha
New Narrative 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.

Recent updates

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