Companies /Technology

Microsoft Corporation

NASDAQ: MSFT Software - Infrastructure
$533.16
▼ $12.02 (−2.20%) today
Markets closed · 9:04pm ET

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MSFT at a Glance

Valuation
Market cap
$4.05T
P/E ratio
28.5
Dividend yield
0.70%
Profitability
Revenue (TTM)
$346.4B
Profit margin
41.2%
EPS (TTM)
$19.16
Price
52-week range
$349 – $559
24/7 target
$658.93
Street target
$636.12
Earnings
Next report
Jan 26, 2027
Q1 2027 EPS
$4.89
vs. $4.72 est.
+3.6%

Headquartered in Redmond, WA Fiscal year ends June NASDAQ: MSFT microsoft.com

About Microsoft

Microsoft builds AI-powered platforms, tools, and services for consumers, businesses, and governments. Beginning in fiscal 2027 it reports two segments.

Agents and Infra is the dominant segment. It includes:
- the Azure cloud and AI infrastructure platform;
- Microsoft 365 commercial and consumer cloud productivity subscriptions;
- productivity and server licensing;
- industry solutions;
- frontier and support services.

Devices and Consumer includes:
- search and advertising;
- Xbox gaming content, services, and hardware;
- Windows OEM licensing and devices.

The company's Microsoft Cloud offerings generate a large and growing share of revenue, backed by a substantial commercial remaining performance obligation. Microsoft is investing heavily in data center and AI infrastructure to meet demand for AI and agent workloads, and it holds an investment in OpenAI that materially affects reported GAAP earnings. Its stated mission is to empower every person and every organization on the planet to achieve more, with a focus on making AI broadly available and responsible. Updated

Revenue by Segment · Q1 2027
  1. Agents and Infra83%
  2. Devices and Consumer17%

Latest Activity

Is Jensen Huang Finished At Nvidia? | Dan Ives

  • Ives puts 15% odds on Jensen Huang exiting as CEO, and sees a 25-30% drop in the stock if it happens
  • Chips to China are 'done' as both parties unite on an anti-China tech stance after the midterms
  • AI demand-to-supply still 4-to-1 with 75% of data centers permitted; Anthropic's IPO value halved to $1T
  • CoreWeave called 'essentially an SPV for Nvidia'; Palantir and Tesla's Optimus framed as the durable bets

One person's job carries roughly a quarter of Nvidia's value, and the board review and congressional hearings are still ahead. Ives stays bullish on the AI trade itself, pointing at permitted capacity and a 4-to-1 demand-to-supply gap, while flagging CoreWeave's capital structure as the fragile link.

NVIDIA Fallout, Anthropic IPO and Hot CPI Hit Markets

  • Panel calls Nvidia's slide quant-driven, not fundamental, with analyst targets barely moving and Microsoft retaking the market cap lead
  • Josh Brown: AI isn't one trade, pointing to Amazon up 17% year to date against Nvidia's decline
  • Anthropic marketing its IPO at $70-$78 for a $1.4T valuation, oversubscribed, with AMD, Nvidia and Microsoft in the placements
  • Claude's new Sheets, Whiteboards and Meetings tools knocked Microsoft and other software names lower on the spot

Anthropic going public at a $1.4 trillion target while shipping office software makes Microsoft both an investor in and a target of its own holding. Nvidia is in buyback blackout until its November earnings report, so it cannot defend itself as hot CPI lifts the two-year yield.

IBM is routing 6,000-plus prebuilt agents through Microsoft's cloud, giving both a joint answer to Salesforce and OpenAI in the enterprise agent race.

$IBM and Microsoft $MSFT just launched Imagine Enterprise, a platform to help businesses build, deploy and manage AI agents at scale. It combines 6,000+ prebuilt AI agents and assets from IBM Consulting with Microsoft's cloud, data and security technologies. Initially targeting https://t.co/sUeABl23HA
  • Replies10
  • Reposts13
  • Likes76

A decade in bonds returned 16%, less than half the 39% rise in US inflation, while NVIDIA compounded past 11,000%.

Last 10 Years... NVIDIA $NVDA: +11,159% Bitcoin $BTC: +10,587% $AMD: +6,745% Tesla $TSLA: +2,720% Apple $AAPL: +1,269% Microsoft $MSFT: +918% Google $GOOGL: +636% Amazon $AMZN: +588% Meta $META: +410% S&P $SPY: +313% Gold $GLD: +199% US Inflation: +39% US Bonds $AGG: +16%
  • Replies10
  • Reposts8
  • Likes27

Mad Money w/ Jim Cramer 11/6/26

  • Cramer calls Friday's tech bounce a dead cat bounce, with sellers waiting on any data-center recovery
  • Cisco seen as oversold after falling from $230 back to the 90s; he'd buy a small position
  • Applied Materials at $332 versus its $740 summer peak is not automatically a buy
  • Neocloud earnings from CoreWeave and Nebius framed as the week's real test on debt costs

Cramer is telling holders of AI infrastructure names that the washout is unfinished, and that a strong jobs report did nothing to help. The one place he is willing to put money is Cisco, which he thinks has been dragged down with everything else. Applied Materials gets the opposite treatment: its lower price still looks expensive because the old price was built on a squeeze.

IONQIonQ
Regular session
$31.55
+12.64%off the open $28.01

The day after IonQ filed its Q3 2026 results with the SEC, buyers pushed the quantum name 12.64% above its $28.01 open. Peers moved far less, with Microsoft up 1.52% and IBM up 1.09%.

Before the movelast 24 hours
  1. Earnings release

    IONQ Q3 2026 Earnings Filed

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METAheating up fast

DJTsouring fast

Retail traders are piling into the AI trade again, staying bullish on AMD, Super Micro and Microsoft, while Alphabet draws the biggest argument of the day at 346 comments. Trump Media is souring fast after the midterms, and Meta chatter is heating up.

Source: Reddit

Mad Money w/ Jim Cramer 11/4/26

  • Cramer ties Apple's 5.3% jump and record high to hopes midterm results slow data center building and cap DRAM prices
  • T-Mobile's new plans cut the $2,000 iPhone Duo to as low as $800 in family bundles, protecting Apple volumes
  • Microsoft rose 6.7% and Amazon 6.1% on the idea cheaper, scarcer data centers enforce capex discipline
  • AMD's big beat finished up only 1%; Nvidia fell 6.5% on the day, down from $239 to about $200

Cramer's read flips the AI trade on its head: regulation that curbs data center construction relieves memory costs for Apple and spending pressure for Microsoft and Amazon, while hitting the chipmakers that need the build to continue. He cautions the move is only a one-day trade, with Friday's payroll report capable of undoing much of it.

MSFTMicrosoft
New 52-week high$555.8+2.3% vs prior high · 2026-10-13

Microsoft closed at $555.80, a fresh 52-week high that clears the October 13 peak by 2.27% and puts the $4.1 trillion software giant back in price discovery after a spring trough near $356.

Mad Money w/ Jim Cramer 11/3/26

  • Cramer calls the mega caps millstones: Nasdaq rose 0.83% while the Dow fell 197 points
  • Strong after-hours results from AMD and Arista Networks as proof non-Magnificent-Seven tech can lead
  • Oracle's $10 billion block priced at $116 and traded to $126, a sign buyers see a floor in tech
  • Wants a crescendo washout before committing more; Apple's reaction and a Palantir selloff weighed

The leadership baton is being passed to second-tier data center names, and Cramer would rather own companies with clean balance sheets than the big caps issuing debt and equity to stay in the AI race. He is not calling a bottom yet: without a high-volume reversal day, he keeps money elsewhere.

MSFT Coverage

Frequently Asked Questions

What does Microsoft do?

Microsoft builds AI-powered platforms, tools, and services for consumers, businesses, and governments. Beginning in fiscal 2027 it reports two segments.

What is the MSFT stock price target?

24/7 Wall St.'s 12-month price target for MSFT is $658.93, rated Buy. The Wall Street consensus target is $636.12. MSFT price prediction →