Microsoft Tidigare resultatutveckling
Tidigare kriterier kontrolleras 6/6
Microsoft har ökat intäkterna med en genomsnittlig årlig takt på 13.5%, medan Software -branschen såg intäkterna växer på 24.9% årligen. Intäkterna har varit växande med en genomsnittlig takt på 12.7% per år. Microsoft s avkastning på eget kapital är 30.2% och den har en nettomarginal på 39.3%.
Viktig information
13.49%
Tillväxttakt i vinsten
13.81%
Tillväxttakt för EPS
| Software Tillväxt i branschen | 17.33% |
| Intäkternas tillväxttakt | 12.72% |
| Avkastning på eget kapital | 30.22% |
| Nettomarginal | 39.34% |
| Senaste uppdateringen av resultatet | 31 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Seeking Alpha • Jul 06
Microsoft Q4 Preview: Azure And AI Investments Focal Points As Shares Lag Behind
Summary Ahead of Microsoft Corporation’s Q4 results, shares are underperforming, with monthly losses of about 6.5%. The stock is also sitting near the bottom end of its 52-week range. The losses come as many investors continue to question whether the company’s AI investments can produce the desired results. MSFT has also announced that it will cut over 3,000 jobs in its Xbox division. I view shares as a Hold ahead of the Q4 release. Read the full article on Seeking Alpha
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.Uppdatering av berättelse • Feb 04
MSFT: AI Infrastructure Partnerships And Data Center Expansion Will Sustain Cloud Leadership
Analysts have trimmed their fair value estimate for Microsoft by about $19 to $603, citing a blend of slightly higher discount rates, modestly stronger revenue growth and profit margin assumptions, and a lower future P/E multiple that reflects the recent wave of price target resets and still constructive, AI driven, long term views across recent research. Analyst Commentary Recent research around Microsoft centers on how to value its AI opportunity, the required capital spending, and whether current expectations are too high or still leave room for upside.Uppdatering av berättelse • Jan 21
MSFT: AI Infrastructure Buildout And OpenAI Partnership Will Sustain Cloud Leadership
Microsoft's updated analyst price target edges slightly lower, with fair value now at about $622.19, as analysts balance modest tweaks to the discount rate and P/E assumptions against ongoing AI related demand signals highlighted in recent research. Analyst Commentary Recent research around Microsoft clusters into two broad camps, with most commentary still constructive on AI driven growth and cloud execution, while a smaller group is more cautious on capital intensity and hyperscaler economics.Uppdatering av berättelse • Jan 13
Microsoft (MSFT): When AI Becomes the Operating Layer of Work
Microsoft (NASDAQ: MSFT) is no longer just a software company—it’s becoming the operating layer for modern work. Windows, Office, Azure, and now AI-powered copilots form an interconnected ecosystem that spans individual users, enterprises, and governments.Uppdatering av berättelse • Jan 06
MSFT: AI Infrastructure Expansion And OpenAI Deal Will Support Durable Cloud Leadership
Our Microsoft price target edges down slightly to US$622.51 from US$624.45, as analysts balance ongoing enthusiasm around the company’s broad AI and cloud positioning with more cautious views on capital intensity and earnings expectations. Analyst Commentary Recent research on Microsoft reflects a mix of optimism around the company’s AI and cloud positioning and a more cautious read on capital intensity and earnings risk.Uppdatering av berättelse • Dec 18
MSFT: Expanded AI Partnerships And Infrastructure Will Drive Durable Cloud Leadership
Analysts have nudged their Microsoft price target slightly higher to approximately $650, reflecting confidence that the company's broadened AI partnerships, resilient Azure growth, and durable margin profile justify modestly stronger long term revenue and earnings assumptions despite rising capex and hyperscaler caution. Analyst Commentary Street research remains broadly constructive on Microsoft, with a cluster of recent notes highlighting the company as a primary beneficiary of accelerating AI adoption, robust cloud demand, and deepened model partnerships, even as a minority of voices urge greater caution around hyperscaler capital intensity and returns.Uppdatering av berättelse • Dec 07
The Leaking Dreadnought
On the surface, Microsoft appears to be an unsinkable vessel. Buoyed by a trillion-dollar market cap and the explosive valuation of the AI sector, the company seems to be steaming ahead.Uppdatering av berättelse • Dec 03
MSFT: Expanding AI Data Center Buildout Will Drive Durable Cloud And Platform Leadership
Our Microsoft analyst price target has been raised slightly to about $625 from roughly $625. This reflects analysts' view that durable double digit cloud and AI driven revenue growth, reinforced by expanded OpenAI and Anthropic partnerships and recent Q1 beats, more than offsets concerns about elevated capex and hyperscaler returns.Analysartikel • Nov 28
Shareholders Will Probably Hold Off On Increasing Microsoft Corporation's (NASDAQ:MSFT) CEO Compensation For The Time Being
Key Insights Microsoft to hold its Annual General Meeting on 5th of December CEO Satya Nadella's total compensation...Uppdatering av berättelse • Nov 19
MSFT: Expanding AI Data Center Investments Will Drive Leadership In Next-Generation Cloud Services
Microsoft's analyst price target saw a modest decrease of approximately $2 to $624.83. Some analysts cite rising capital requirements and more cautious expectations for hyperscale cloud providers, despite continued confidence in the company's long-term AI and cloud positioning.Uppdatering av berättelse • Nov 05
MSFT: Future Cloud Demand Will Drive Expansion In AI Infrastructure And Partnerships
Analysts have increased their price target for Microsoft by $5.62 to $626.65. They cite continued momentum in cloud growth, strengthened profit margins, and improving revenue growth expectations driven by Azure’s performance and expanded partnerships in artificial intelligence.Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Microsoft tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 318,273 | 125,216 | 34,059 | 34,394 |
| 31 Dec 25 | 305,453 | 119,262 | 33,263 | 33,677 |
| 30 Sep 25 | 293,812 | 104,912 | 33,010 | 33,090 |
| 30 Jun 25 | 281,724 | 101,832 | 32,877 | 32,488 |
| 31 Mar 25 | 270,010 | 96,635 | 32,664 | 31,715 |
| 31 Dec 24 | 261,802 | 92,750 | 32,834 | 31,170 |
| 30 Sep 24 | 254,190 | 90,512 | 32,794 | 30,395 |
| 30 Jun 24 | 245,122 | 88,136 | 32,065 | 29,510 |
| 31 Mar 24 | 236,584 | 86,181 | 31,404 | 28,193 |
| 31 Dec 23 | 227,583 | 82,541 | 30,678 | 27,524 |
| 30 Sep 23 | 218,310 | 77,096 | 30,471 | 27,226 |
| 30 Jun 23 | 211,915 | 72,361 | 30,334 | 27,195 |
| 31 Mar 23 | 207,591 | 69,020 | 29,986 | 27,305 |
| 31 Dec 22 | 204,094 | 67,449 | 29,668 | 26,627 |
| 30 Sep 22 | 203,075 | 69,789 | 28,415 | 25,541 |
| 30 Jun 22 | 198,270 | 72,738 | 27,725 | 24,512 |
| 31 Mar 22 | 192,557 | 72,456 | 27,051 | 23,350 |
| 31 Dec 21 | 184,903 | 71,185 | 26,385 | 22,248 |
| 30 Sep 21 | 176,251 | 67,883 | 25,708 | 21,389 |
| 30 Jun 21 | 168,088 | 61,271 | 25,224 | 20,716 |
| 31 Mar 21 | 159,969 | 56,015 | 24,732 | 20,243 |
| 31 Dec 20 | 153,284 | 51,310 | 24,507 | 19,926 |
| 30 Sep 20 | 147,114 | 47,496 | 24,475 | 19,630 |
| 30 Jun 20 | 143,015 | 44,281 | 24,709 | 19,269 |
| 31 Mar 20 | 138,699 | 46,266 | 24,023 | 18,568 |
| 31 Dec 19 | 134,249 | 44,323 | 23,583 | 17,997 |
| 30 Sep 19 | 129,814 | 41,094 | 23,249 | 17,464 |
| 30 Jun 19 | 125,843 | 39,240 | 23,098 | 16,876 |
| 31 Mar 19 | 122,211 | 34,926 | 22,742 | 16,296 |
| 31 Dec 18 | 118,459 | 33,541 | 22,541 | 15,695 |
| 30 Sep 18 | 114,906 | 18,819 | 22,492 | 15,129 |
| 30 Jun 18 | 110,360 | 16,571 | 22,223 | 14,726 |
| 31 Mar 18 | 105,880 | 15,767 | 20,704 | 13,562 |
| 31 Dec 17 | 102,273 | 13,829 | 20,235 | 13,202 |
| 30 Sep 17 | 99,181 | 26,398 | 19,522 | 12,760 |
| 30 Jun 17 | 96,571 | 25,489 | 19,942 | 13,037 |
| 31 Mar 17 | 91,580 | 20,542 | 19,594 | 12,669 |
| 31 Dec 16 | 88,899 | 18,812 | 19,066 | 12,294 |
| 30 Sep 16 | 86,869 | 17,563 | 19,106 | 12,132 |
| 30 Jun 16 | 91,154 | 20,539 | 19,198 | 11,988 |
| 31 Mar 16 | 86,886 | 10,481 | 19,194 | 11,936 |
| 31 Dec 15 | 88,084 | 11,710 | 19,448 | 11,940 |
| 30 Sep 15 | 90,758 | 12,555 | 19,862 | 11,943 |
Kvalitetsintäkter: MSFT har inkomster av hög kvalitet.
Växande vinstmarginal: MSFT s nuvarande netto vinstmarginaler (39.3%) är högre än förra året (35.8%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: MSFT s intäkter har ökat med 13.5% per år under de senaste 5 åren.
Accelererande tillväxt: MSFT s intäktstillväxt under det senaste året ( 29.6% ) överstiger sitt 5-åriga genomsnitt ( 13.5% per år).
Resultat vs industri: MSFT vinsttillväxt under det senaste året ( 29.6% ) översteg Software branschen 14.4%.
Avkastning på eget kapital
Hög ROE: MSFT s avkastning på eget kapital ( 30.2% ) anses vara hög.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/07 03:57 |
| Aktiekurs vid dagens slut | 2026/07/07 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/06/30 |
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 denna rapport 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 97 analytiker. 54 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 |
|---|---|
| Harshit Gupta | Accountability Research Corporation |
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |