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

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
Microsoft tumbled 10% in a day and isn't recovering premarket. Here's why
MSFT
Published: January 30, 2026 by: CNBC
Sentiment: Negative

Microsoft's stock saw its biggest daily decline since 2020 on Thursday, falling 10%. The stock is up 0.5% premarket on Friday.

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image for news Microsoft tumbled 10% in a day and isn't recovering premarket. Here's why
Microsoft: The Stars Have Finally Aligned (Rating Upgrade)
MSFT
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Neutral

Despite delivering a double beat for Q2 FY2026, Microsoft's stock is nosediving by a double-digit percentage. In this note, we explore Microsoft's quarterly report in an attempt to comprehend Mr. Market's reaction. Furthermore, we reevaluate MSFT's long-term risk/reward using TQI's Valuation model.

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image for news Microsoft: The Stars Have Finally Aligned (Rating Upgrade)
Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth
MSFT
Published: January 29, 2026 by: Bloomberg Technology
Sentiment: Negative

Microsoft shares sank after reporting record spending and slowing cloud sales growth, fueling investor concerns about the return on that spending. Goldman Sachs Analyst Gabriela Borges discusses why she is keeping a "buy" rating on the stock with Caroline Hyde and Ed Ludlow on "Bloomberg Tech.

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image for news Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth
Microsoft Drops After Earnings—Why the Bull Case Holds
MSFT
Published: January 29, 2026 by: MarketBeat
Sentiment: Positive

Microsoft Corp. NASDAQ: MSFT was one of the first “Magnificent 7” stocks to report earnings this season. Despite beating on the top and bottom lines, concerns about the return on investment from Microsoft's robust capital expenditures (CapEx) plans have sent the stock plummeting.

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image for news Microsoft Drops After Earnings—Why the Bull Case Holds
Microsoft outlook leaves analysts split after earnings beat as capex and AI returns questioned
MSFT
Published: January 29, 2026 by: Proactive Investors
Sentiment: Neutral

Microsoft Corp (NASDAQ:MSFT)'s latest quarterly earnings drew a mixed reaction from analysts, as strong revenue growth driven by Azure and artificial intelligence was tempered by concerns over heavy capital spending and the pace at which AI investments are translating into earnings growth. The company reported December-quarter revenue of $81.27 billion, beating Wall Street estimates of $80.28 billion, while earnings per share also topped expectations.

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image for news Microsoft outlook leaves analysts split after earnings beat as capex and AI returns questioned
Microsoft plays catchup in AI race with OpenAI announcement
MSFT
Published: January 29, 2026 by: CNBC Television
Sentiment: Neutral

CNBC's Deirdre Bosa reports on news regarding Microsoft's OpenAI exposure.

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image for news Microsoft plays catchup in AI race with OpenAI announcement
Why This Pullback in Microsoft (MSFT) is a Buying Opportunity
MSFT
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

The company's ability to monetize AI across its stack positions it well for multi-year expansion.

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image for news Why This Pullback in Microsoft (MSFT) is a Buying Opportunity
Why Microsoft's Stock Is Tumbling Thursday
MSFT
Published: January 29, 2026 by: Investopedia
Sentiment: Negative

Microsoft (MSFT) shares are taking a big hit after the company reported earnings yesterday.

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image for news Why Microsoft's Stock Is Tumbling Thursday
Microsoft Q2 Earnings Beat Estimates as Cloud and AI Drive Results
MSFT
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

MSFT beats fiscal Q2 estimates as cloud and AI power 17% revenue growth, Azure surges, and bookings jump, though shares fall on capex and capacity concerns.

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image for news Microsoft Q2 Earnings Beat Estimates as Cloud and AI Drive Results
Robots dominate Tesla earnings, Microsoft concerns, Meta's AI investments
META, MSFT, TSLA
Published: January 29, 2026 by: Yahoo Finance
Sentiment: Neutral

Robots dominate Tesla earnings, Microsoft concerns, Meta's AI investments Yahoo Finance Executive Editor Brian Sozzi breaks down the latest market news for January 29, 2026. Tesla, Meta, and Microsoft reported earnings on Tuesday.

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image for news Robots dominate Tesla earnings, Microsoft concerns, Meta's AI investments
New Intelligence Hub Marks Expansion of Franklin Templeton's Strategic Collaboration with Microsoft
MSFT
Published: January 29, 2026 by: Business Wire
Sentiment: Neutral

SAN MATEO, Calif.--(BUSINESS WIRE)--New Intelligence Hub Marks Expansion of Franklin Templeton's Strategic Collaboration with Microsoft.

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image for news New Intelligence Hub Marks Expansion of Franklin Templeton's Strategic Collaboration with Microsoft
Microsoft: The Market Has Lost Its Mind
MSFT
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Neutral

Microsoft Corporation reported strong Q2 results, with a double beat and 17% revenue growth, yet shares declined post-earnings. MSFT has become significantly cheaper following a recent pullback, creating a more attractive value proposition relative to its growth. Despite trailing the broader market since late 2023, MSFT's current valuation and growth trajectory support a positive outlook.

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image for news Microsoft: The Market Has Lost Its Mind
Microsoft Shares Plummet 11%—Most Since 2020—After Slowing Cloud Growth
MSFT
Published: January 29, 2026 by: Forbes
Sentiment: Negative

Meta shares rallied more than 7% on Thursday, after the company reported annual quarterly revenue growth of 24% to $59.8 billion in its latest quarter. The company said it anticipated capital expenditures of up to $135 billion as it ramped up spending to expand AI efforts, after spending $22.4 billion in the quarter, above estimates of $21.8 billion.

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image for news Microsoft Shares Plummet 11%—Most Since 2020—After Slowing Cloud Growth
Microsoft Q2: Non‑Obvious Risks Hiding Behind The AI Boom
MSFT
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Negative

A large share of Microsoft Corporation's commercial RPO is concentrated in OpenAI, which can be a risk given that customer's cash-burning, unprofitable, capital-infusion reliant status. AI infrastructure spending is shifting Microsoft's business mix toward lower-margin hardware, driving sustained declines in Microsoft Cloud and consolidated gross margins. MSFT's heavy capex on short-lived GPUs and CPUs, combined with long depreciation lives, may understate future capex needs and pressure already declining free cash flow margins.

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image for news Microsoft Q2: Non‑Obvious Risks Hiding Behind The AI Boom
What Went Wrong With Microsoft and Why Its Down Big Today
MSFT
Published: January 29, 2026 by: 24/7 Wall Street
Sentiment: Positive

Shares of Microsoft are down 11.7% in Thursday trading after the company reported fiscal second-quarter results that beat Wall Street estimates but failed to satisfy investor expectations around Azure cloud growth and AI infrastructure spending.

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image for news What Went Wrong With Microsoft and Why Its Down Big Today

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.