Microsoft Corporation (MSFT)

US — Technology Sector
Peers: AAPL  GOOGL  NVDA  ORCL  SPSC  FTNT  DOCN  GDDY  RPD 

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Key Metrics & Ratings

  • symbol MSFT
  • Rev/Share 41.1052
  • Book/Share 52.6006
  • PB 7.8742
  • Debt/Equity 0.1474
  • CurrentRatio 1.386
  • ROIC 0.2148

 

  • MktCap 3075621689700.0
  • FreeCF/Share 10.4174
  • PFCF 39.7306
  • PE 25.8074
  • Debt/Assets 0.0866
  • DivYield 0.0082
  • ROE 0.3361

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 3
  • P/B Score 1
  • D/E Score 3

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade MSFT Stifel Buy Hold -- $392 Feb. 5, 2026
Resumed MSFT Piper Sandler -- Overweight -- $600 Feb. 3, 2026
Reiterated MSFT Wells Fargo -- Overweight $630 $615 Jan. 29, 2026
Reiterated MSFT KeyBanc Capital Markets -- Overweight $630 $600 Jan. 29, 2026
Reiterated MSFT Robert W. Baird -- Outperform $600 $540 Jan. 29, 2026
Reiterated MSFT Barclays -- Overweight $610 $600 Jan. 29, 2026
Reiterated MSFT BMO Capital Markets -- Outperform $625 $575 Jan. 29, 2026
Reiterated MSFT Goldman -- Buy $655 $600 Jan. 29, 2026
Reiterated MSFT Citigroup -- Buy $660 $635 Jan. 29, 2026
Reiterated MSFT Bernstein -- Outperform $645 $641 Jan. 29, 2026

News

What Could Drag Microsoft Stock Even Lower?
MSFT
Published: February 05, 2026 by: Forbes
Sentiment: Negative

Microsoft (MSFT) is encountering challenges. Even the most prominent companies aren't immune.

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image for news What Could Drag Microsoft Stock Even Lower?
Why Microsoft's stock just lost a big fan in the wake of Alphabet's earnings
GOOG, GOOGL, MSFT
Published: February 05, 2026 by: Market Watch
Sentiment: Negative

While Google's cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to accelerate growth in the near future.

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image for news Why Microsoft's stock just lost a big fan in the wake of Alphabet's earnings
Microsoft Plunges 14% Post Q2 Earnings: Buy, Sell or Hold the Stock?
MSFT
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Negative

MSFT shares sank 14% after Q2 as AI capex, margin pressure and cloud capacity limits overshadowed beats and a record $51.5 billion Cloud quarter.

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image for news Microsoft Plunges 14% Post Q2 Earnings: Buy, Sell or Hold the Stock?
Meta Beats Microsoft At AI Monetization - Here's Why
META, MSFT
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Positive

Meta offers a cleaner, more robust AI monetization story versus Microsoft, with superior unit economics and accelerating revenue growth. MSFT faces execution risks tied to backlog concentration with OpenAI and slower Azure growth, keeping its rerating on hold until revenue inflection is demonstrated. Both META and MSFT trade at similar forward P/E ratios (23–24), but META's clearer AI-driven upside and operating leverage make it the preferred near-term pick.

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image for news Meta Beats Microsoft At AI Monetization - Here's Why
History Says Now Is the Time to Load Up on Microsoft Stock
MSFT
Published: February 04, 2026 by: The Motley Fool
Sentiment: Positive

The tech behemoth's business has been outperforming expectations. Yet, the stock trades at three-year lows in multiple valuation metrics.

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image for news History Says Now Is the Time to Load Up on Microsoft Stock
Microsoft hired a Google exec to replace security boss Charlie Bell, who is moving to a new IC role, internal memo shows
GOOG, GOOGL, MSFT
Published: February 04, 2026 by: Business Insider
Sentiment: Neutral

Microsoft's security boss, Charlie Bell, is moving to a new role as an individual contributor. The company hired Google executive Hayete Gallot to replace him.

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image for news Microsoft hired a Google exec to replace security boss Charlie Bell, who is moving to a new IC role, internal memo shows
Why Microsoft Fell 11% in January
MSFT
Published: February 04, 2026 by: The Motley Fool
Sentiment: Neutral

Microsoft's stock declined in January, despite reporting strong earnings. The company also unveiled Maia 200, its industry-leading inference chip.

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image for news Why Microsoft Fell 11% in January
MSFT, GOOG & AAPL Forecast – Major Tech Stocks Looking to Build on Momentum
AAPL, GOOG, GOOGL, MSFT
Published: February 03, 2026 by: FXEmpire
Sentiment: Positive

Tech stocks update: Microsoft eyes support around a recent gap, Alphabet grinds higher ahead of earnings, and Apple extends its uptrend after a 4 % jump.

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image for news MSFT, GOOG & AAPL Forecast – Major Tech Stocks Looking to Build on Momentum
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
AVGO, MSFT
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

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image for news These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Dragos Expands Collaboration with Microsoft to Deliver OT-Native Cybersecurity at Global Industrial Scale
MSFT
Published: February 03, 2026 by: Business Wire
Sentiment: Neutral

HANOVER, Md.--(BUSINESS WIRE)-- #icscybersecurity--Dragos Inc., a global leader in cybersecurity for operational technology (OT) environments, today announced an expanded collaboration with Microsoft to help organizations modernize and secure their cyber-physical operations amid accelerating digital transformation, cloud adoption, and AI-driven change. This collaboration focuses on integrating Dragos's capabilities with Microsoft's cloud and security platforms. By deploying the Dragos Platform on Microsoft Azure,.

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image for news Dragos Expands Collaboration with Microsoft to Deliver OT-Native Cybersecurity at Global Industrial Scale
Amazon's AWS Should Win Share Over Microsoft's Azure (Preview)
AMZN, MSFT
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Positive

Amazon is positioned for AWS revenue acceleration, while Microsoft Azure faces stagnation and benefits from diversified enterprise exposure. AWS's growth is driven by Anthropic's AI workloads and ongoing infrastructure expansion, with Q4 FY25 revenue expected to rise 21-23% YoY. Non-cloud segments, including Amazon Ads and North America/International, remain robust, supporting stable overall growth and operating leverage.

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image for news Amazon's AWS Should Win Share Over Microsoft's Azure (Preview)
Microsoft: It Becomes The Cheapest Stock In The Magnificent 7 (Rating Upgrade)
MSFT
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Neutral

Microsoft saw its largest one-day selloff since Covid after 2Q FY2026 earnings, driven by concerns over overspending and rising AI growth expectations. Azure and Intelligent Cloud revenue growth are still robust, and 228% YoY growth in commercial bookings can support its future revenue. The $625 billion in commercial RPO has a 2.5-year duration, with one-fourth expected to be recognized as revenue within the next 12 months, implying 39% YoY growth.

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image for news Microsoft: It Becomes The Cheapest Stock In The Magnificent 7 (Rating Upgrade)
I Predicted Microsoft Would Hit an All-Time High in 2025, but the Stock Is Down 22% From That Record. Can Microsoft Recover in 2026?
MSFT
Published: February 02, 2026 by: The Motley Fool
Sentiment: Positive

Capital expenditures are growing far faster than revenue and earnings. Microsoft's AI bets are bold, but calculated.

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image for news I Predicted Microsoft Would Hit an All-Time High in 2025, but the Stock Is Down 22% From That Record. Can Microsoft Recover in 2026?
MSFT, AAPL & PLTR Tapped with Upgrades, HUM Downgraded
AAPL, MSFT, PLTR
Published: February 02, 2026 by: Schwab Network
Sentiment: Positive

Phillip Securities upgraded Microsoft (MSFT) and Apple (AAPL) after both companies reported earnings last week. Diane King Hall explains why the analyst sees more promise in the Mag 7 giants.

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image for news MSFT, AAPL & PLTR Tapped with Upgrades, HUM Downgraded
Is Most-Watched Stock Microsoft Corporation (MSFT) Worth Betting on Now?
MSFT
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Microsoft (MSFT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Is Most-Watched Stock Microsoft Corporation (MSFT) Worth Betting on Now?
Microsoft: The Earnings Drawdown Is A Gift (Rating Upgrade)
MSFT
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive

Microsoft Corporation delivered robust Q2 FY2026 results, with revenue up 16.8% and EPS up 24% year-over-year, beating expectations. Azure's 39% growth and a $625B backlog, largely AI-driven, underpin long-term revenue, though 45% is concentrated with OpenAI. Despite a sharp stock drop, MSFT stock trades at a 10% discount to peers, with a P/E of 28.19 and accelerating cloud growth.

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image for news Microsoft: The Earnings Drawdown Is A Gift (Rating Upgrade)
Stock Of The Day: Is This The Bottom For Microsoft?
MSFT
Published: January 30, 2026 by: Benzinga
Sentiment: Neutral

Shares of Microsoft Corporation (NASDAQ: MSFT) are little changed on Friday. That wasn't the case yesterday.

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image for news Stock Of The Day: Is This The Bottom For Microsoft?
MSFT v. META Earnings: Weighing the Good, Bad & Ugly in AI
META, MSFT
Published: January 30, 2026 by: Schwab Network
Sentiment: Negative

After Microsoft (MSFT), Meta Platforms (META), Tesla (TSLA), and Apple (AAPL) all reported earnings this week, Ali Mogharabi takes investors through the gauntlet of reports and weighs the outlook in the Mag 7. He believes Microsoft demonstrated risks when it comes to the software space while Meta Platforms bolstered its internal AI through advertising.

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image for news MSFT v. META Earnings: Weighing the Good, Bad & Ugly in AI
Wall Street Roundup: Big Name Earnings
AAPL, META, MSFT, TSLA
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Neutral

Microsoft (MSFT) and Meta (META) both beat earnings, but diverged post-report as MSFT fell 10% and META rose 10%, reflecting differing market sentiment on core execution and AI investment. Tesla (TSLA) and Apple (AAPL) both saw muted reactions; TSLA's narrative remains tech-driven despite declining deliveries, while AAPL's AI progress remains opaque despite record iPhone and services revenue.

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image for news Wall Street Roundup: Big Name Earnings
3 Reasons Why Growth Investors Shouldn't Overlook Microsoft (MSFT)
MSFT
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive

Microsoft (MSFT) possesses solid growth attributes, which could help it handily outperform the market.

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image for news 3 Reasons Why Growth Investors Shouldn't Overlook Microsoft (MSFT)
AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)
AIO, AVGO, META, MSFT, MU, NVDA, ORCL, TSM
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive

AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)

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image for news AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)
Microsoft: Tanks, A Lot
MSFT
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Negative

Microsoft: Tanks, A Lot

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image for news Microsoft: Tanks, A Lot
Meta Pops and Microsoft Drops: A Closer Look
META, MSFT
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive

The 2025 Q4 earnings season continues to roll along, with a decent chunk of the S&P 500 delivering their results so far. While both earnings and sales growth has remained rock-solid so far, beats percentages are lower relative to other periods, with not all seeing favorable post-earnings reactions either.

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image for news Meta Pops and Microsoft Drops: A Closer Look
Microsoft Vs. Meta: A Tale Of Two AI Cities
META, MSFT
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive

Meta Platforms, Inc. has demonstrated superior AI monetization, driving 24% YoY revenue growth and a 10% post-earnings rally. AI enhancements at META have materially improved both user engagement and ad ecosystem economics, fueling robust top-line expansion. Microsoft Corporation's AI-driven growth remains incremental, with cloud as the main contributor; Copilot and productivity offerings have yet to deliver meaningful new user growth.

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image for news Microsoft Vs. Meta: A Tale Of Two AI Cities
Is It Worth Investing in Microsoft (MSFT) Based on Wall Street's Bullish Views?
MSFT
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Is It Worth Investing in Microsoft (MSFT) Based on Wall Street's Bullish Views?
The Magnificent 7 Are Starting To Look Too Cheap To Ignore
AAPL, MSFT
Published: January 30, 2026 by: 24/7 Wall Street
Sentiment: Positive

The Magnificent Seven sailed into 2026 in a rather muted spot. While there has been a notable divergence in performance among the members, I do think that the group remains worth sticking with for the long haul, especially the names that have been viciously marked down.

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image for news The Magnificent 7 Are Starting To Look Too Cheap To Ignore
ETFs to Buy as Microsoft's Shares Slump Despite Q2 Earnings Beat
MSFT
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Negative

MSFT slides 10% despite a Q2 earnings beat as slower cloud growth concerns weigh, pushing investors to consider Microsoft-heavy ETFs.

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image for news ETFs to Buy as Microsoft's Shares Slump Despite Q2 Earnings Beat
Why Investors Rewarded Meta and Tesla But Punished Microsoft Despite Revenue Beat
MSFT
Published: January 30, 2026 by: 24/7 Wall Street
Sentiment: Positive

Three mega-cap tech companies reported earnings on Wednesday, and the market's verdict was swift and brutal for one company while two Magnificent 7 members received stamps of approval.

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image for news Why Investors Rewarded Meta and Tesla But Punished Microsoft Despite Revenue Beat
How Low Can Microsoft Stock Go?
MSFT
Published: January 30, 2026 by: Forbes
Sentiment: Negative

Microsoft (MSFT) stock has dropped 10% in a single day. The recent decline indicates renewed worries about sluggish Azure cloud growth, increasing AI costs, and dependency on OpenAI.

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image for news How Low Can Microsoft Stock Go?
Why investors are suddenly nervous about Microsoft and newly confident in Meta
META, MSFT
Published: January 30, 2026 by: Fast Company
Sentiment: Negative

Microsoft stock just suffered its biggest single day drop since 2020. Meanwhile, Meta stock popped by 10%.

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image for news Why investors are suddenly nervous about Microsoft and newly confident in Meta

About Microsoft Corporation (MSFT)

  • IPO Date 1986-03-13
  • Website https://www.microsoft.com
  • Industry Software - Infrastructure
  • CEO Satya Nadella
  • Employees 228000

Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, Microsoft Viva, and Skype for Business; Skype, Outlook.com, OneDrive, and LinkedIn; and Dynamics 365, a set of cloud-based and on-premises business solutions for organizations and enterprise divisions. The Intelligent Cloud segment licenses SQL, Windows Servers, Visual Studio, System Center, and related Client Access Licenses; GitHub that provides a collaboration platform and code hosting service for developers; Nuance provides healthcare and enterprise AI solutions; and Azure, a cloud platform. It also offers enterprise support, Microsoft consulting, and nuance professional services to assist customers in developing, deploying, and managing Microsoft server and desktop solutions; and training and certification on Microsoft products. The More Personal Computing segment provides Windows original equipment manufacturer (OEM) licensing and other non-volume licensing of the Windows operating system; Windows Commercial, such as volume licensing of the Windows operating system, Windows cloud services, and other Windows commercial offerings; patent licensing; and Windows Internet of Things. It also offers Surface, PC accessories, PCs, tablets, gaming and entertainment consoles, and other devices; Gaming, including Xbox hardware, and Xbox content and services; video games and third-party video game royalties; and Search, including Bing and Microsoft advertising. The company sells its products through OEMs, distributors, and resellers; and directly through digital marketplaces, online stores, and retail stores. Microsoft Corporation was founded in 1975 and is headquartered in Redmond, Washington.