Microsoft (MSFT) Hisse Özeti
Microsoft Corporation dünya çapında yazılımlar, hizmetler, cihazlar ve çözümler geliştirir ve destekler. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 6/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 6/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 4/6 |
Ödüller
Risk Analizi
MSFT Community Fair Values
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Analyst Price Targets
Top Community Narratives
Microsoft Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$407.77 |
| 52 Haftanın En Yüksek Seviyesi | US$555.45 |
| 52 Haftanın En Düşük Seviyesi | US$356.28 |
| Beta | 1.09 |
| 1 Aylık Değişim | 9.95% |
| 3 Aylık Değişim | 0.84% |
| 1 Yıllık Değişim | -9.21% |
| 3 Yıllık Değişim | 30.80% |
| 5 Yıllık Değişim | 67.75% |
| Halka arzdan bu yana değişim | 419,321.53% |
Son Haberler & Güncellemeler
Analiz Güncellemesi • 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.Yeni Analiz • 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.Seeking Alpha • May 07
Microsoft: A Compelling Opportunity Emerging From The Downturn
Summary Microsoft is undervalued, trading at less than 20x forward earnings despite robust operational performance and a $627 billion contracted backlog. MSFT's Q3 delivered top- and bottom-line beats, with Azure growing 40% YoY and operating income up 20%, yet the market fixates on a $190 billion CapEx guide. CapEx concerns are overstated; $25 billion is due to component inflation, and most spend directly supports revenue growth, with operating cash flow up 94% since 2023. AI monetization is accelerating, with M365 Copilot seats up 250% YoY and commercial RPO up 99%, signaling strong future revenue conversion. Read the full article on Seeking AlphaAnaliz Makalesi • 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...Recent updates
Analiz Güncellemesi • 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.Yeni Analiz • 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.Seeking Alpha • May 07
Microsoft: A Compelling Opportunity Emerging From The Downturn
Summary Microsoft is undervalued, trading at less than 20x forward earnings despite robust operational performance and a $627 billion contracted backlog. MSFT's Q3 delivered top- and bottom-line beats, with Azure growing 40% YoY and operating income up 20%, yet the market fixates on a $190 billion CapEx guide. CapEx concerns are overstated; $25 billion is due to component inflation, and most spend directly supports revenue growth, with operating cash flow up 94% since 2023. AI monetization is accelerating, with M365 Copilot seats up 250% YoY and commercial RPO up 99%, signaling strong future revenue conversion. Read the full article on Seeking AlphaAnaliz Makalesi • 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...
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Yeni Analiz • 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?Analiz Güncellemesi • 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.
Yeni Analiz • 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?Yeni Analiz • 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.Analiz Güncellemesi • 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.Yeni Analiz • 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.Analiz Güncellemesi • 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.Yeni Analiz • 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.Analiz Güncellemesi • 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.Yeni Analiz • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • Oct 22
Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks
Microsoft’s analyst price target has been revised upward to $625 from $582, a $43 increase. Analysts point to ongoing AI strength, Azure momentum, and durable software growth as key drivers for the valuation boost.Analiz Güncellemesi • Oct 08
AI And Cloud Services Will Shape Enterprise Future
Microsoft’s analyst price target has been raised from approximately $614 to $621. This reflects increased confidence among analysts in Azure’s accelerating growth, the company's robust positioning in the AI ecosystem, and recent capacity and customer mix enhancements.Yeni Analiz • Aug 07
After the AI Party: A Sobering Look at Microsoft's Future
The world has been captivated by the artificial intelligence boom, and no company has ridden the wave of investor enthusiasm quite like Microsoft. Buoyed by its strategic partnership with OpenAI and the integration of AI across its product ecosystem, the company's valuation has soared to unprecedented heights.
Yeni Analiz • Jul 21
From Legacy to Cloud: A Valuation of Microsoft’s Evolving Business Model
United States: 50.87%1-Year Revenue Growth = 16.83%Hissedar Getirileri
| MSFT | US Software | US Pazar | |
|---|---|---|---|
| 7D | -0.9% | 0.2% | 1.5% |
| 1Y | -9.2% | -11.5% | 25.5% |
Getiri vs. Endüstri: MSFT geçen yıl % -11.5 oranında getiri sağlayan US Software sektörünü aştı.
Getiri vs Piyasa: MSFT geçen yıl % 25.5 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| MSFT volatility | |
|---|---|
| MSFT Average Weekly Movement | 3.8% |
| Software Industry Average Movement | 9.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: MSFT son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: MSFT 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1975 | 228,000 | Satya Nadella | www.microsoft.com |
Microsoft Corporation dünya çapında yazılımlar, hizmetler, cihazlar ve çözümler geliştirmekte ve desteklemektedir. Üretkenlik ve İş Süreçleri segmenti Microsoft 365 ticari, kurumsal mobilite + güvenlik, windows ticari, power BI, exchange, sharepoint, Microsoft ekipleri, güvenlik ve uyumluluk ve copilot; şirket içi Windows ticari ve ofis lisanslı hizmetler gibi Microsoft 365 ticari ürünleri; Microsoft 365 tüketici abonelikleri, şirket içi ofis lisanslı ve diğer tüketici hizmetleri dahil olmak üzere Microsoft 365 tüketici ürünleri ve bulut hizmetleri; LinkedIn; dynamics 365, bulut tabanlı uygulamalar ve şirket içi ERP ve CRM uygulamaları gibi dynamics ürünleri ve bulut hizmetleri sunar. Akıllı Bulut segmenti, Azure ve diğer bulut hizmetleri, GitHub, Nuance Healthcare, sanal masaüstü teklifleri ve diğer bulut hizmetlerini içeren sunucu ürünleri ve bulut hizmetleri; SQL ve windows server, visual studio ve system center ile ilgili istemci erişim lisansları ve diğer şirket içi teklifleri içeren sunucu ürünleri; kurumsal destek ve nuance profesyonel hizmetleri, endüstri çözümleri, Microsoft iş ortağı ağı ve öğrenme deneyimi gibi kurumsal ve iş ortağı hizmetleri sağlar.
Microsoft Corporation Temel Bilgiler Özeti
| MSFT temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$3.07t |
| Kazançlar(TTM) | US$125.22b |
| Gelir(TTM) | US$318.27b |
24.2x
F/K Oranı9.5x
P/S OranıMSFT aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| MSFT gelir tablosu (TTM) | |
|---|---|
| Gelir | US$318.27b |
| Gelir Maliyeti | US$100.86b |
| Brüt Kâr | US$217.41b |
| Diğer Giderler | US$92.19b |
| Kazançlar | US$125.22b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 16.86 |
| Brüt Marj | 68.31% |
| Net Kâr Marjı | 39.34% |
| Borç/Özkaynak Oranı | 9.7% |
MSFT uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.9%
Mevcut Temettü Verimi21%
Ödeme OranıMSFT güvenilir bir temettü ödüyor mu?
MSFT temettü geçmişine ve kıyaslamalara bakın| Microsoft temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | May 21 2026 |
| Temettü Ödeme Tarihi | Jun 11 2026 |
| Eski temettüye kadar geçen günler | 8 days |
| Temettü ödeme tarihine kadar geçen günler | 29 days |
MSFT güvenilir bir temettü ödüyor mu?
MSFT temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/12 10:21 |
| Gün Sonu Hisse Fiyatı | 2026/05/12 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/06/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Microsoft Corporation 99 Bu analistlerden 53, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Harshit Gupta | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |