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MSFT logo

Microsoft Corporation Stock Price

NasdaqGS:MSFT Community·US$3.7t Market Cap
  • 27 Narratives written by author
  • 30 Comments on narratives written by author
  • 4699 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

MSFT Share Price Performance

US$491.65
-8.72 (-1.74%)
​
US$572.92
Fair Value
US$491.65
-8.72 (-1.74%)
14.2% undervalued intrinsic discount
US$572.92
Fair Value
Price US$491.65
AnalystConsensusTarget US$572.92
CubanEros US$419.91
rcb9 US$553.32
Fri, 4 Sep 26
Fair ValueUS$572.92
Share Pricen/a

MSFT Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$572.92 14.2% 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
1550users have followed this narrative
CU
CubanEros's
Fair Value
·
Fair Value US$419.91 17.1% overvalued intrinsic discount

A wonderful business at reasonable price.

9users have liked this narrative
0users have commented on this narrative
232users have followed this narrative
RC
rcb9's
Fair Value
·
Fair Value US$553.32 11.1% 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
36users have followed this narrative
MSFT logo
Microsoft
26.8% undervalued intrinsic discount

Microsoft: Quality Compounder Buying the AI Backbone

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DU
duarte_EM
Published 3 Sep
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MSFT logo
Microsoft
12.4% undervalued intrinsic discount

Microsoft will achieve a future PE ratio of 24.626979x by leveraging strong growth

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ZU
Zurboz
Zurboz
Updated 3 Sep
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MSFT logo
Microsoft
17.1% overvalued intrinsic discount

A wonderful business at reasonable price.

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CU
CubanEros
Published 4 Jul
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MSFT logo
Microsoft
1.7% undervalued intrinsic discount

Microsoft Are Industry Leaders at a Heavy Discount

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KE
Kentaiga
Kentaiga
Published 6 Jul
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MSFT logo
Microsoft
36.7% overvalued intrinsic discount

Microsoft: Real‑Terms Economic Value Anchored in Durability, Not Growth Assumptions

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JW
Jwxyz
Updated 11 May
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MSFT logo
Microsoft
3.6% undervalued intrinsic discount

A Structured Counter‑Analysis of "The Leaking Dreadnought"

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HP
HpN
Published 5 Mar
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MSFT logo
Microsoft
2.4% undervalued intrinsic discount

Microsoft (MSFT): A High-Quality Giant Trading at a Discount?

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GR
grce
Published 3 Mar
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MSFT logo
Microsoft
17.1% overvalued intrinsic discount

After the AI Party: A Sobering Look at Microsoft's Future

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PI
PicaCoder
Updated 7 Dec 2025
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MSFT logo
Microsoft
18.1% undervalued intrinsic discount

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

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JO
John_Eric
Emerging Author
John_Eric
Updated 31 Jul
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Trending Discussion

AL
MSFT logo

Good Narrative. Thanks. Did you factor in their off-balance sheet corporate bond debt and duration?

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GR
MSFT logo

Thanks for the article!! Very, very good!!Doubts on Copilot. Not sure if relevant or not... Will they fix it? Will they improve it? Will it—or will it not—be necessary to make corrections and adjustments, assuming they manage to do so?

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RU
MSFT logo

good thanks

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Recently Updated Narratives

ZU
Zurboz
MSFT logo

Has the business thesis improved?

Fair Value: US$561.03 12.4% undervalued intrinsic discount
22 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
DU
MSFT logo

Microsoft: Quality Compounder Buying the AI Backbone

Fair Value: US$671.44 26.8% undervalued intrinsic discount
11 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
RC
MSFT logo

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

Fair Value: US$553.32 11.1% undervalued intrinsic discount
36 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

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

1 Risk
3 Rewards
View Full Analysis

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

User avatar
Narrative Update • Sep 04

MSFT: AI Infrastructure Buildout And Azure Demand Will Support Future Leadership

Analysts are nudging fair value for Microsoft higher to $572.92, reflecting richer AI driven revenue assumptions tied to Azure and M365 Copilot adoption, while tempering profit margins and using a lower future P/E in line with the recent wave of higher Street price targets that cluster in the $510 to $700 range. Analyst Commentary Recent Street research around Microsoft highlights a clear divide between bullish analysts who see AI as a long runway for growth and those who are more cautious about margins, capital intensity, and valuation.

Recent updates

No updates

Microsoft Corporation Competitors

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