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Microsoft Corporation Stock Price

NasdaqGS:MSFT Community·US$3.0t Market Cap
  • 25 Narratives written by author
  • 27 Comments on narratives written by author
  • 4081 Fair Values set on narratives written by author

MSFT Share Price Performance

US$390.34
-115.53 (-22.84%)
US$419.91
Fair Value
US$390.34
-115.53 (-22.84%)
7.0% undervalued intrinsic discount
US$419.91
Fair Value
Price US$390.34
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 7.0% undervalued intrinsic discount

A wonderful business at reasonable price.

5users have liked this narrative
0users have commented on this narrative
64users have followed this narrative
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Fair Value US$561.39 30.5% 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
1438users have followed this narrative
Fair Value
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Fair Value US$503.49 22.5% 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
21.9% 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
7.0% 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
8.5% 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
29.0% 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
22.5% 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
7.1% 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

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Nice analysis, we shoud be patience

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Great narrative!

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Updated Narratives

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

Fair Value: US$404 3.4% undervalued intrinsic discount
9 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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Microsoft (MSFT): The AI Bull Case Everyone Sees, Trading at a Multiple Nobody's Willing to Pay

Fair Value: US$503.49 22.5% 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 21.9% undervalued intrinsic discount
12 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

Narrative Update 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.

Recent updates

No updates