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 7.3092
  • Debt/Equity 0.1474
  • CurrentRatio 1.386
  • ROIC 0.2148

 

  • MktCap 2854931966100.0
  • FreeCF/Share 10.4174
  • PFCF 36.8797
  • PE 23.9556
  • Debt/Assets 0.0866
  • DivYield 0.0091
  • ROE 0.3361

 

  • Rating A-
  • Score 4
  • Recommendation Buy
  • P/E Score 2
  • DCF Score 4
  • 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 Melius Buy Hold -- -- Feb. 9, 2026
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 Robert W. Baird -- Outperform $600 $540 Jan. 29, 2026
Reiterated MSFT Barclays -- Overweight $610 $600 Jan. 29, 2026
Reiterated MSFT KeyBanc Capital Markets -- Overweight $630 $600 Jan. 29, 2026
Reiterated MSFT BMO Capital Markets -- Outperform $625 $575 Jan. 29, 2026
Reiterated MSFT Citigroup -- Buy $660 $635 Jan. 29, 2026
Reiterated MSFT Goldman -- Buy $655 $600 Jan. 29, 2026

News

Software Stocks Look Primed for a Short Squeeze
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, SNOW, TEAM
Published: February 11, 2026 by: Barrons
Sentiment: Positive

Heavy short interest and stabilizing prices could spark a near-term rally—even as long-term AI fears linger.

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image for news Software Stocks Look Primed for a Short Squeeze
2026 Is About Volatility And 10%+ Covered Call Yields
AMZN, BIZD, FEPI, GLD, GPIQ, IAUI, IWMI, IYRI, JEPQ, MLPI, MSFT, MU, NIHI, ORCL, QQQ, QQQI, SLJY, SPY, TSPY, VTV, VUG
Published: February 11, 2026 by: Seeking Alpha
Sentiment: Neutral

Volatility and dispersion are the likely key themes for 2026. The sky-high valuations and increasingly shaky economic/financial fundamentals support that view. At the same time, the market's "put mechanism," which has made the buy-the-dip strategy work since really the GFC, has not disappeared.

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image for news 2026 Is About Volatility And 10%+ Covered Call Yields
Software companies' business models are 'under assault' from AI
CRM, IGV, MSFT, NOW, PLTR, WDAY, XSW
Published: February 10, 2026 by: Yahoo Finance
Sentiment: Negative

Software stocks have been pummeled on worries that AI will start eating into their business. EMJ Capital founder and president Eric Jackson says he is "very bullish" on AI, but that the sell-off in legacy software stocks is "real" with the space seeing a "repricing.

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image for news Software companies' business models are 'under assault' from AI
AI disruption fears create buying chance in US software stocks, strategists say
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, SNOW, TEAM
Published: February 10, 2026 by: Reuters
Sentiment: Positive

The severity of the pullback in software stocks in recent days, driven by fears of advances in artificial intelligence disrupting the industry, has created opportunities for investors to position for a rebound in higher-quality stocks, strategists at JP Morgan said.

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image for news AI disruption fears create buying chance in US software stocks, strategists say
Why there are 'real concerns' for some software stocks
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, SNOW, TEAM
Published: February 10, 2026 by: Yahoo Finance
Sentiment: Negative

Catalyst Funds chief investment officer and senior portfolio manager David Miller and Marketgauge.com chief strategist Michele Schneider join Morning Brief host Julie Hyman to share some of their top stock picks in the healthcare sector. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here: https://finance.yahoo.com/videos/series/morning-brief/ #youtube #tech #ai #stocks About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.

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image for news Why there are 'real concerns' for some software stocks
Microsoft exploring using advanced power lines to make data centers more energy-efficient
MSFT
Published: February 10, 2026 by: Reuters
Sentiment: Positive

Microsoft is exploring using superconducting power lines in its data centers, which could potentially accelerate its massive U.S. build-out of the server warehouses by making them more energy-efficient, the company said on Tuesday.

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image for news Microsoft exploring using advanced power lines to make data centers more energy-efficient
Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
ANET, GOOG, GOOGL, IBM, MSFT
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

Cloud computing stocks like GOOGL, MSFT, IBM and ANET are indispensable for any investment portfolio.

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image for news Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
TeamDynamix Now Available in Microsoft Marketplace
MSFT
Published: February 10, 2026 by: Business Wire
Sentiment: Neutral

COLUMBUS, Ohio--(BUSINESS WIRE)-- #Automation--TeamDynamix, a leading provider of work management, automation, and AI solutions, today announced the availability of the TeamDynamix suite for IT Service Management (ITSM/ESM), Data Integration and Automation (iPaaS), IT Asset Management (ITAM) and Virtual Support Agents (Conversational AI) in Microsoft Marketplace, the unified online destination for customers to buy trusted cloud solutions, AI apps, and agents to meet their business needs. TeamDynamix customer.

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image for news TeamDynamix Now Available in Microsoft Marketplace
Microsoft's AI Spend Looks Scary, Until You Run The Numbers
MSFT
Published: February 09, 2026 by: Seeking Alpha
Sentiment: Neutral

Microsoft Corporation shares have declined 25% since October, as investor focus shifts from AI-driven growth to concerns over capital expenditures. I view the market's capex concerns as overblown, presenting a long-term buying opportunity amid increased cloud capacity and margin expansion. Azure remains a key near-term catalyst, with 39% YoY Q2 growth constrained only by limited data capacity, not demand.

Read More
image for news Microsoft's AI Spend Looks Scary, Until You Run The Numbers
Here's the Reason Microsoft Is Crashing, but Why You Shouldn't Sell
MSFT
Published: February 09, 2026 by: 24/7 Wall Street
Sentiment: Positive

Microsoft' s ( NASDAQ:MSFT ) stock had a really strong run through most of 2025, fueled by the company's all-in bet on artificial intelligence (AI).

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image for news Here's the Reason Microsoft Is Crashing, but Why You Shouldn't Sell
Dividend Harvesting Portfolio Week 258: $25,800 Allocated, $2,784.30 In Projected Dividends
C, GPIQ, MO, MSFT, STWD
Published: February 09, 2026 by: Seeking Alpha
Sentiment: Positive

The Dividend Harvesting Portfolio reached all-time highs, delivering a 38.68% return on invested capital and a 7.78% forward yield. Recent volatility in technology created buying opportunities; I increased allocations to GPIQ and AMLP, targeting both tech and energy exposure. Forward annualized dividend income now stands at $2,784.30, with a clear path to exceed $3,000 in 2026 as capital is added.

Read More
image for news Dividend Harvesting Portfolio Week 258: $25,800 Allocated, $2,784.30 In Projected Dividends
Big Tech to Spend $650B This Year as AI Race Intensifies
AAPL, AMZN, GOOG, GOOGL, META, MSFT
Published: February 06, 2026 by: Bloomberg Technology
Sentiment: Positive

Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelerating. Lei Qiu, AllianceBernstein CIO of Thematic Innovation Equities, joins Caroline Hyde and Ed Ludlow to discuss what this wave of investment means for markets and disruption across industries on "Bloomberg Tech.

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image for news Big Tech to Spend $650B This Year as AI Race Intensifies
Wall Street Roundup: Risk Off
AAPL, ADBE, AMD, AMGN, AMZN, APP, CAT, COIN, CRM, F, GOOG, GOOGL, HIMS, HOOD, HSY, KO, META, MRK, MSFT, MSTR, NOW, ORCL, PEP, PLTR, SHOP
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Negative

Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and Amazon (AMZN) is sparking concerns about profitability and sector disruption, despite strong revenue growth.

Read More
image for news Wall Street Roundup: Risk Off
Alphabet and Microsoft: Billion Dollar AI Bettors
GOOG, GOOGL, MSFT
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Neutral

Both companies are laying out huge capital to build out during the broader AI frenzy, with the trend seemingly not slowing anytime soon following recent quarterly results.

Read More
image for news Alphabet and Microsoft: Billion Dollar AI Bettors
Microsoft: Post-Earnings Sell-Off Justified, But The Stock Remains A Buy
MSFT
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Positive

Microsoft remains a buy despite justified repricing after its latest earnings revealed increased concentration risk from OpenAI-related backlog. MSFT's premium valuation has been challenged as 45% of its $625 billion RPO is tied to OpenAI, raising sustainability concerns. While MSFT's forward multiples are near peer averages, its strong legacy moat and predictable growth support a positive long-term outlook.

Read More
image for news Microsoft: Post-Earnings Sell-Off Justified, But The Stock Remains A Buy
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.

Read More
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.

Read More
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?

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.