Microsoft Corporation (MSFT)

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

Automate Your Wheel Strategy on MSFT

With Tiblio's Option Bot, you can configure your own wheel strategy including MSFT - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.

Start Your Free Trial Now

News

Q1 2026 In Review - March Dividend Income Report
ADP, AVGO, BIPC, BN, CNQ, DLMAF, FNV, FTS, HD, IFCZF, IUTSF, LMAT, MSFT, NTIOF, RY, STN, TMXXF, V, WCN
Published: April 16, 2026 by: Seeking Alpha
Sentiment: Neutral

After 3 months in 2026, I heard more noise than quality information. Therefore, I don't intend to make any modifications to my portfolio at this point. Dollarama reported a mixed quarter with revenue up 12%, but EPS was up only 2%. That sent the stock price down and created the temptation to invest a little more in this amazing company. I'm accumulating more dividends in this portfolio, and I'll shortly have another $1,000 to invest! I will likely add more of Broadcom as I'm not yet fully invested at 3% of the portfolio in this security.

Read More
image for news Q1 2026 In Review - March Dividend Income Report
Microsoft: Cheap For All The Wrong Reasons
MSFT
Published: April 16, 2026 by: Seeking Alpha
Sentiment: Negative

Microsoft Corporation is now the worst-performing Mag 7 stock, down 18% since August despite no fundamental deterioration. MSFT's valuation has reset: now trading at 9.4x forward EV/Sales and 24x GAAP P/E, making it the cheapest in its peer group. AI monetization, particularly Copilot, is progressing slower than expected, with only 3.3% penetration among Microsoft 365 seats.

Read More
image for news Microsoft: Cheap For All The Wrong Reasons
Microsoft stock continues to rally, but some analysts are turning cautious
MSFT
Published: April 16, 2026 by: Invezz
Sentiment: Positive

Shares of Microsoft moved higher on Thursday, extending gains from the previous session even as broader US equity markets showed signs of weakness. The stock rose 0.94%, building on a nearly 5% surge recorded on Wednesday.

Read More
image for news Microsoft stock continues to rally, but some analysts are turning cautious
Stellantis, Microsoft unveil five-year AI and cybersecurity partnership
MSFT, STLA
Published: April 16, 2026 by: Proactive Investors
Sentiment: Positive

Stellantis NV (NYSE:STLA, EPA:STLA) and Microsoft Corp (NASDAQ:MSFT) have announced a five-year strategic collaboration aimed at accelerating Stellantis' digital transformation through artificial intelligence, cybersecurity and cloud technologies. The partnership expands on an existing relationship and will combine Stellantis' global automotive engineering and manufacturing scale with Microsoft's cloud computing, AI and security platforms.

Read More
image for news Stellantis, Microsoft unveil five-year AI and cybersecurity partnership
Does Microsoft (MSFT) Have the Potential to Rally 41.62% as Wall Street Analysts Expect?
MSFT
Published: April 16, 2026 by: Zacks Investment Research
Sentiment: Positive

The consensus price target hints at a 41.6% upside potential for Microsoft (MSFT). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Read More
image for news Does Microsoft (MSFT) Have the Potential to Rally 41.62% as Wall Street Analysts Expect?
Why Microsoft stock is surging around 4% today
MSFT
Published: April 15, 2026 by: Invezz
Sentiment: Positive

Shares of Microsoft moved higher in early trading, even as the stock remains significantly below its peak. The move comes as investor concerns around artificial intelligence competition appear to ease following positive industry feedback.

Read More
image for news Why Microsoft stock is surging around 4% today
Owning Microsoft Stock Has Cost Steve Ballmer Billions
MSFT
Published: April 15, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Steve Ballmer was CEO of Microsoft (NASDAQ: MSFT | MSFT Price Prediction) from 2000 to 2014, which was after his friend Bill Gates stepped down.

Read More
image for news Owning Microsoft Stock Has Cost Steve Ballmer Billions
Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
MSFT
Published: April 15, 2026 by: Zacks Investment Research
Sentiment: Positive

MSFT ramps up AI data center build with $100B+ capex pace as cloud surges, but investors weigh returns amid supply constraints through fiscal 2026.

Read More
image for news Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
Microsoft: Mispriced And Unfairly Tarnished With Overblown Capital Allocation Fears (Rating Upgrade)
MSFT
Published: April 15, 2026 by: Seeking Alpha
Sentiment: Negative

Of all the MAG 7 stocks only MSFT has failed to see any sustained momentum over the past year, eventually contracting by less than 1%. The market appears to be perturbed by MSFT's weak cash flow performance in Q2, even as CAPEX commitments spiked by 66%, but we highlight why this shouldn't be concerning. MSFT now trades at a 23x forward earnings multiple, a 25% discount to its 5-year average, with a forward PEG of roughly 1x, enhancing its GARP appeal.

Read More
image for news Microsoft: Mispriced And Unfairly Tarnished With Overblown Capital Allocation Fears (Rating Upgrade)
MSFT, IONQ, INTC, NBIS & Other Top AI Stock Picks from Daniel Newman
INTC, IONQ, MSFT, NBIS
Published: April 14, 2026 by: Schwab Network
Sentiment: Positive

"Fearmongering" in the tech trade has gone to the wayside, says Futurum CEO Daniel Newman. He believes investors are once again focusing on strong fundamentals in AI-centric companies like Microsoft (MSFT), which he considers vastly undervalued following the SaaS-pocalypse.

Read More
image for news MSFT, IONQ, INTC, NBIS & Other Top AI Stock Picks from Daniel Newman
Microsoft: CAPEX Spending In Focus Ahead Of Q3
MSFT
Published: April 14, 2026 by: Seeking Alpha
Sentiment: Negative

Shares in Microsoft Corporation have been struggling YTD in 2026. MSFT stock is down over 20% in this timeframe. The MSFT underperformance is despite its earnings strength and positive outlook. Investor skepticism about Microsoft's spending plans has been one factor working against the company.

Read More
image for news Microsoft: CAPEX Spending In Focus Ahead Of Q3
Polls show AI sentiment is waning in the U.S.
AMZN, GOOG, GOOGL, MSFT, P-ANTH, P-OPEA
Published: April 14, 2026 by: CNBC Television
Sentiment: Negative

CNBC's Kate Rooney reports on news regarding the backlash to AI data centers.

Read More
image for news Polls show AI sentiment is waning in the U.S.
Is OpenAI outgrowing Microsoft? A new Amazon alliance raises the stakes.
AMZN, MSFT, P-OPEA
Published: April 13, 2026 by: Market Watch
Sentiment: Neutral

A reported leaked memo from OpenAI's revenue chief signals a deepening rift with Microsoft, as the ChatGPT creator deepens its relationship with Amazon.

Read More
image for news Is OpenAI outgrowing Microsoft? A new Amazon alliance raises the stakes.
Earnings Season Is Here. Microsoft and 7 More Companies That Usually Deliver.
MSFT
Published: April 13, 2026 by: Barrons
Sentiment: Positive

Overall, the best strategy for these stocks is to buy all or almost all of them. Buying just one or two means taking on more single-stock risk.

Read More
image for news Earnings Season Is Here. Microsoft and 7 More Companies That Usually Deliver.
OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients
AMZN, MSFT, P-OPEA
Published: April 13, 2026 by: CNBC Television
Sentiment: Neutral

OpenAI's newly appointed revenue chief, Denise Dresser, sent a memo to staffers on Sunday, touting the company's alliance with Amazon as a key growth driver for its enterprise business, while noting the constraints of its longstanding tie-up with Microsoft.

Read More
image for news OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients
Why Microsoft Stock Is A Better Pick Than Google
MSFT
Published: April 13, 2026 by: Forbes
Sentiment: Positive

Alphabet's (GOOG) shares have climbed over 250% since the start of 2023. This is excellent news for Google.

Read More
image for news Why Microsoft Stock Is A Better Pick Than Google
Microsoft's 'Copilot Code Red': CEO Nadella Deploys Emergency Overhaul To Crush AI Rivals
MSFT
Published: April 09, 2026 by: Benzinga
Sentiment: Neutral

• Microsoft stock is trading at depressed levels. Where is MSFT stock headed?

Read More
image for news Microsoft's 'Copilot Code Red': CEO Nadella Deploys Emergency Overhaul To Crush AI Rivals
Investors Cautiously Lean Into a Tenuous Stock Market
AAPL, MSFT, NVDA
Published: April 09, 2026 by: Investopedia
Sentiment: Neutral

A historic spike in oil prices and a correction for the Dow Industrials and the Nasdaq amid the war in Iran have rattled the capital markets, but individual investors say they are weathering the storm and, in some cases, buying the dips in some of their favorite stocks, according to our recent sentiment survey. While anxiety and skepticism are on the rise, nearly half of respondents say they are still cautiously optimistic, or optimistic about their investments.

Read More
image for news Investors Cautiously Lean Into a Tenuous Stock Market
Microsoft: The Selloff Looks Better Than The Story
MSFT
Published: April 09, 2026 by: Seeking Alpha
Sentiment: Negative

Microsoft faces a market demanding proof of AI monetization, despite robust Q2 results and $625 billion backlog. MSFT's aggressive capex—$37.5 billion in Q2—reflects a strategic pivot from cloud expansion to AI operating system, raising the risk profile. AI products show traction: 15 million Copilot users, 4.7 million GitHub Copilot subscribers, and Fabric nearing $2 billion ARR.

Read More
image for news Microsoft: The Selloff Looks Better Than The Story
Microsoft: Buy The AI Empire
MSFT
Published: April 08, 2026 by: Seeking Alpha
Sentiment: Neutral

Microsoft (MSFT) is undergoing a valuation reset, now trading at a P/E of 24.24 despite robust AI-driven growth prospects. MSFT's strategic pivot to agentic AI, Copilot Cowork, and multi-model integration positions it for higher enterprise value and workflow automation. CapEx concerns are mitigated by efficient allocation to short-lived assets, custom silicon development, and a $625B contract backlog with diversified partners.

Read More
image for news Microsoft: Buy The AI Empire
Reply selected by Microsoft as Launch Partner for Agent 365, supporting the governance and scaling of AI agents
MSFT
Published: April 08, 2026 by: PRNewsWire
Sentiment: Neutral

CHICAGO, April 8, 2026 /PRNewswire/ -- Reply [EXM, STAR: REY] has been confirmed one of a small number of Launch Partners for Agent 365, supporting the general availability of Microsoft's new platform designed to provide enterprise-grade governance, observability and lifecycle management for AI agents. Microsoft Agent 365 introduces a structured framework enabling organizations to deploy, monitor and manage AI agents consistently across business functions.

Read More
image for news Reply selected by Microsoft as Launch Partner for Agent 365, supporting the governance and scaling of AI agents
What's Going On With Microsoft Stock Today?
MSFT
Published: April 08, 2026 by: Benzinga
Sentiment: Positive

Shares of Microsoft Corp. (NASDAQ: MSFT) are trending and trading higher Wednesday as risk appetite stays strong across equities, keeping big-cap tech in the mix even as leadership rotates within the sector.

Read More
image for news What's Going On With Microsoft Stock Today?
While Amazon, Microsoft, Google Struggle With AI On Land — China Looks To The Sea
AMZN, GOOG, GOOGL, MSFT
Published: April 08, 2026 by: Benzinga
Sentiment: Negative

According to a Reuters report, multiple hyperscalers have already scrapped or delayed billion-dollar data center projects in the U.S. amid community pushback over water usage, land, and energy demand. Shareholders are now pressing for greater transparency, particularly around water consumption—an issue that's quickly moving from ESG talking points to operational risk.

Read More
image for news While Amazon, Microsoft, Google Struggle With AI On Land — China Looks To The Sea
Centrilogic Achieves the Data Analytics on Microsoft Azure Specialization
MSFT
Published: April 08, 2026 by: GlobeNewsWire
Sentiment: Neutral

Centrilogic earns the Data Analytics on Microsoft Azure Specialization , validating its expertise in planning, designing, and delivering analytics on Azure

Read More
image for news Centrilogic Achieves the Data Analytics on Microsoft Azure Specialization
Cheap Microsoft stock could drop further before recovery
MSFT
Published: April 08, 2026 by: Invezz
Sentiment: Negative

Microsoft stock has crashed into a technical bear market after plunging from $550 to the current $372. This retreat has coincided with the ongoing sell-off in software stocks and as concerns about its massive capital expenditure continues.

Read More
image for news Cheap Microsoft stock could drop further before recovery
GOOGL & MSFT "Hidden Assets" & Markets Navigating "Knife Edge"
GOOG, GOOGL, MSFT
Published: April 07, 2026 by: Schwab Network
Sentiment: Positive

Christopher Davis talks about the uneasiness surrounding the U.S. and Iran and how it detracts from what was a strong earnings and economic outlook prior to the conflict. He then looks into Alphabet (GOOGL) and Microsoft's (MSFT) "hidden assets,' which include portions of SpaceX and Anthropic.

Read More
image for news GOOGL & MSFT "Hidden Assets" & Markets Navigating "Knife Edge"
Examining MU Leadership in AI Memory Shortages, MSFT & PLTR Bull Cases
MSFT, PLTR, MU
Published: April 07, 2026 by: Schwab Network
Sentiment: Neutral

Kim Forrest urges investors to "think a little slowly" with the AI memory chip trade. She tells investors questioning the longevity of the industry to look into earnings and tech trends.

Read More
image for news Examining MU Leadership in AI Memory Shortages, MSFT & PLTR Bull Cases
All You Need to Know About Microsoft (MSFT) Rating Upgrade to Buy
MSFT
Published: April 07, 2026 by: Zacks Investment Research
Sentiment: Positive

Microsoft (MSFT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Read More
image for news All You Need to Know About Microsoft (MSFT) Rating Upgrade to Buy
High Growth, Lower Valuations: Why Goldman Sachs Now Sees 'Opportunity' in Tech Stocks
AAPL, AMZN, GOOG, GOOGL, META, MSFT, NVDA, TSLA
Published: April 07, 2026 by: Investopedia
Sentiment: Positive

Are tech stocks the new value stocks?

Read More
image for news High Growth, Lower Valuations: Why Goldman Sachs Now Sees 'Opportunity' in Tech Stocks
Microsoft Is Now The Biggest Deadweight On S&P 500 — And Exxon Is What Nvidia Used To Be
MSFT, XOM
Published: April 07, 2026 by: Benzinga
Sentiment: Neutral

Other mega‑cap growth darlings aren't far behind on the losers list — in fact, the Magnificent 7 round out the top 7 detractors:

Read More
image for news Microsoft Is Now The Biggest Deadweight On S&P 500 — And Exxon Is What Nvidia Used To Be

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.