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Microsoft Corporation Stock Price

NasdaqGS:MSFT Community·US$3.6t Market Cap
  • 26 Narratives written by author
  • 29 Comments on narratives written by author
  • 4510 Fair Values set on narratives written by author

MSFT Share Price Performance

US$484.31
-21.41 (-4.23%)
US$419.91
Fair Value
US$484.31
-21.41 (-4.23%)
15.3% overvalued intrinsic discount
US$419.91
Fair Value
Price US$484.31
CubanEros US$419.91
AnalystConsensusTarget US$561.39
rcb9 US$553.32

MSFT Community Narratives

Fair Value
·
Fair Value US$419.91 15.3% overvalued intrinsic discount

A wonderful business at reasonable price.

9users have liked this narrative
0users have commented on this narrative
184users have followed this narrative
·
Fair Value US$561.39 13.7% undervalued intrinsic discount

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

14users have liked this narrative
1users have commented on this narrative
1479users have followed this narrative
Fair Value
·
Fair Value US$553.32 12.5% undervalued intrinsic discount

Earnings Grew 22%, Not 31%, And The Difference Is OpenAI Accounting

2users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
US$500
3.1% 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
15.3% overvalued 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
34.6% 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
12.0% 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
3.9% 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$553.32
12.5% undervalued intrinsic discount
Fair Value
Revenue
14% p.a.
Profit Margin
37%
Future PE
26x
Price in 2031
US$832
US$507.34
4.5% undervalued intrinsic discount
Fair Value
Revenue
11.56% p.a.
Profit Margin
36%
Future PE
28x
Price in 2036
US$1.36k
US$404
19.9% overvalued intrinsic discount
Fair Value
Revenue
9.13% p.a.
Profit Margin
39.34%
Future PE
23.36x
Price in 2031
US$611.51

Updated Narratives

MSFT logo

Earnings Grew 22%, Not 31%, And The Difference Is OpenAI Accounting

Fair Value: US$553.32 12.5% undervalued intrinsic discount
27 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MSFT logo

Microsoft Made $26.7 Billion More and Brought Home Less Cash. The Stock Jumped 15% in a Single Day.

Fair Value: US$397.41 21.9% overvalued intrinsic discount
97 users have set this as their fair value
4 users have commented on this narrative
1 users have liked this narrative
MSFT logo

10-K Update

Fair Value: US$507.34 4.5% undervalued intrinsic discount
37 users have set this as their fair value
4 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Outstanding track record with flawless balance sheet and pays a dividend.

1 Risk
3 Rewards

Microsoft Corporation Key Details

US$331.8b

Revenue

US$106.4b

Cost of Revenue

US$225.5b

Gross Profit

US$91.7b

Other Expenses

US$133.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
18.01
67.94%
40.31%
9.1%
View Full Analysis

About MSFT

Founded
1975
Employees
223000
CEO
Satya Nadella
WebsiteView website
www.microsoft.com

Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide. Its products include operating systems, server applications, business solution applications, software development tools, desktop and server management tools, and video games; and devices, such as PCs, tablets, gaming and entertainment consoles, other intelligent devices, and related accessories. The company's Productivity and Business Processes segment offers Microsoft 365 Commercial, Enterprise Mobility + Security, Power BI, Exchange, SharePoint, Microsoft Teams, Microsoft 365 Security and Compliance, Microsoft 365 Copilot, and Windows Commercial on-premises and Office licensed on-premises. This segment also provides Microsoft 365 Consumer products and cloud services; LinkedIn, including talent solutions, marketing solutions, subscriptions, and sales solutions; Dynamics 365, a set of cloud-based applications; and on-premises ERP and CRM applications. Its Intelligent Cloud segment offers server products and cloud services; cloud and AI consumption-based services, GitHub cloud services, health and life sciences cloud services, as well as virtual desktop offerings, and other cloud services; SQL Server, Windows Server, Visual Studio, System Center, and related client access licenses; and enterprise support services, industry solutions, Microsoft partner network, and learning experience. The company's More Personal Computing segment provides Windows OEM licensing and devices comprising Surface and PC accessories; XBOX hardware, and XBOX first- and third-party content and services; XBOX Game Pass and other subscriptions; XBOX Cloud Gaming, advertising, and other cloud services; and search advertising consisting of Bing, Copilot, Microsoft News, Microsoft Edge, and third-party affiliates. It sells its products through partners and retail networks. The company was founded in 1975 and is headquartered in Redmond, Washington.

Recent MSFT News & Updates

Narrative Update Aug 19

MSFT: AI Infrastructure And Custom Chips Will Sustain Premium Earnings Multiples

Microsoft's updated analyst price target framework reflects a higher fair value estimate of $717.92, with analysts pointing to the company's AI driven Azure and M365 Commercial Cloud growth, stronger profit margin assumptions, and a lower projected future P/E multiple as key supports for the change. Analyst Commentary Recent Street research shows a broadly constructive tone around Microsoft, with many bullish analysts updating price targets and reiterating confidence in the company’s AI centric cloud strategy.

Recent updates

No updates