Microsoft (MSFT) Aktievy
Teknikföretaget Microsoft Corporation utvecklar och tillhandahåller support för en rad tekniska lösningar för privatpersoner och företag över hela världen. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 6/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 4/6 |
MSFT Community Fair Values
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Analyst Price Targets
Top Community Narratives
Microsoft Corporation Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$483.24 |
| 52 veckors högsta | US$553.72 |
| 52 veckors lägsta | US$349.20 |
| Beta | 1.1 |
| 1 månads förändring | 26.60% |
| 3 månaders förändring | 15.45% |
| 1 års förändring | -4.73% |
| 3 års förändring | 49.62% |
| 5 års förändring | 61.23% |
| Förändring sedan börsintroduktionen | 496,947.99% |
Senaste nyheter och uppdateringar
Seeking Alpha • Aug 22
Microsoft: Higher Revenue Visibility Met Measured Capex
Summary Based on the latest updates from Microsoft and other hyperscalers, I see clearer validation of MSFT’s AI strategy. The combination of enhanced revenue visibility and better-covered capex investment improves my confidence for a more sustainable AI investment cycle and return pathway. MSFT's enhanced revenue visibility is evidenced by robust RPO growth, increased unearned revenues, and expanding receivables. MSFT leads other hyperscalers in cash flow/capex ratio, signaling a more measured capex approach and superior operational cash coverage amid the AI arm race. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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
Seeking Alpha • Aug 22
Microsoft: Higher Revenue Visibility Met Measured Capex
Summary Based on the latest updates from Microsoft and other hyperscalers, I see clearer validation of MSFT’s AI strategy. The combination of enhanced revenue visibility and better-covered capex investment improves my confidence for a more sustainable AI investment cycle and return pathway. MSFT's enhanced revenue visibility is evidenced by robust RPO growth, increased unearned revenues, and expanding receivables. MSFT leads other hyperscalers in cash flow/capex ratio, signaling a more measured capex approach and superior operational cash coverage amid the AI arm race. Read the full article on Seeking AlphaUppdatering av berättelse • 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.
Ny berättelse • Aug 05
Earnings Grew 22%, Not 31%, And The Difference Is OpenAI Accounting
Correct the growth rate first. GAAP net income rose 31%.
Uppdatering av berättelse • Aug 05
MSFT: AI Data Center Capex Will Pressure Margins And Cash Flows
Microsoft's updated fair value estimate has moved up by around $9 to $422.83 per share as analysts factor in higher expected profit margins and sustained AI driven demand for Azure and Copilot, reflected in a series of recent price target revisions that often sit in the $500 to $650 range. Analyst Commentary Recent Street research on Microsoft highlights a clear split between bullish long term AI optimism and more cautious voices that are focused on valuation, capital intensity, and execution around Azure and Copilot.Analysartikel • Aug 01
Earnings Update: Microsoft Corporation (NASDAQ:MSFT) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts
Shareholders will be ecstatic, with their stake up 22% over the past week following Microsoft Corporation 's...
Uppdatering av berättelse • Aug 01
Microsoft Made $26.7 Billion More and Brought Home Less Cash. The Stock Jumped 15% in a Single Day.
Best year in the company's history. Record margins.
Uppdatering av berättelse • Aug 01
10-K Update
Updated with the most recent annual report.
Uppdatering av berättelse • Jul 31
Microsoft (MSFT): The Toll Road Just Sent Its First Real Invoice
The Quarter That Answered the Question I Left Open Two weeks ago I closed this narrative with a question I genuinely couldn't answer: when does a $190 billion capex number stop looking like vertigo and start looking like foresight? I said nobody knew, and that not knowing was what made this a real bet rather than an obvious one.Uppdatering av berättelse • 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.
Ny berättelse • 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.Ny berättelse • 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.
Ny berättelse • 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.Ny berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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,...
Uppdatering av berättelse • 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.Analysartikel • 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.Analysartikel • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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?Uppdatering av berättelse • 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.Ny berättelse • 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?Ny berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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.Uppdatering av berättelse • 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.Aktieägarnas avkastning
| MSFT | US Software | US Marknad | |
|---|---|---|---|
| 7D | -2.5% | -1.7% | -1.5% |
| 1Y | -4.7% | -6.9% | 17.8% |
Avkastning vs industri: MSFT översteg US Software branschen som gav -6.9 % under det senaste året.
Avkastning vs Marknaden: MSFT presterade sämre än US marknaden som gav 17.8 % under det senaste året.
Prisvolatilitet
| MSFT volatility | |
|---|---|
| MSFT Average Weekly Movement | 6.6% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: MSFT har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: MSFT s veckovolatilitet ( 7% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1975 | 223,000 | Satya Nadella | www.microsoft.com |
Microsoft Corporation är ett teknikföretag som utvecklar och tillhandahåller support för en portfölj av tekniklösningar för privatpersoner och företag över hela världen. Företagets produkter omfattar operativsystem, serverapplikationer, affärslösningar, verktyg för mjukvaruutveckling, verktyg för hantering av stationära datorer och servrar samt videospel; dessutom enheter såsom datorer, surfplattor, spel- och underhållningskonsoler, andra smarta enheter och tillhörande tillbehör. Företagets segment Produktivitet och affärsprocesser erbjuder Microsoft 365 Commercial, Enterprise Mobility + Security, Power BI, Exchange, SharePoint, Microsoft Teams, Microsoft 365 Security and Compliance, Microsoft 365 Copilot samt Windows Commercial för lokal installation och Office med licens för lokal installation.
Microsoft Corporation Sammanfattning av grunderna
| MSFT grundläggande statistik | |
|---|---|
| Börsvärde | US$3.59t |
| Vinst(TTM) | US$133.75b |
| Intäkter(TTM) | US$331.84b |
26.8x
P/E-förhållande10.8x
P/S-förhållandeÄr MSFT övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| MSFT resultaträkning (TTM) | |
|---|---|
| Intäkter | US$331.84b |
| Kostnad för intäkter | US$106.37b |
| Bruttovinst | US$225.47b |
| Övriga kostnader | US$91.72b |
| Intäkter | US$133.75b |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 18.01 |
| Bruttomarginal | 67.94% |
| Nettovinstmarginal | 40.31% |
| Skuld/egenkapitalförhållande | 9.1% |
Hur har MSFT utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.8%
Aktuell utdelningsavkastning20%
UtbetalningskvotGer MSFT en tillförlitlig utdelning?
Se MSFT utdelningshistorik och jämförelsetal| Microsoft datum för utdelning | |
|---|---|
| Ex utdelningsdag | Aug 20 2026 |
| Utbetalningsdag för utdelning | Sep 10 2026 |
| Dagar till Ex-utdelning | 4 days |
| Dagar till utdelningsdag | 17 days |
Ger MSFT en tillförlitlig utdelning?
Se MSFT utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/23 22:31 |
| Aktiekurs vid dagens slut | 2026/08/21 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2026/06/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Microsoft Corporation bevakas av 86 analytiker. 50 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |