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Microsoft
Azure is one of the main cloud platforms funding and serving AI workloads.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
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Price, 1D change, market cap, and enterprise value are current market-based figures.
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Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
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Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Microsoft Refocuses Copilot AI And Infrastructure As Investors Weigh Valuation
Microsoft is overhauling leadership around its Copilot AI, unifying consumer and enterprise teams under a new executive and reducing the role of former AI lead Mustafa Suleyman. The company is tightening access to premium Copilot features so that they are available only to paying customers, shifting away from broad bundling into existing products. In parallel, Microsoft is progressing on next generation AI infrastructure, validating Nvidia's Vera Rubin NVL72 systems, expanding data centers,...
This Nuclear Energy Trend Could Be Bigger Than Investors Think in 2026Small modular reactors are shaping up to be one of the biggest trends in nuclear power and BWX Technologies is one of the best ways to play it.
Microsoft Is Now the Cheapest "Magnificent Seven" Stock. Does That Make It a Buy?Microsoft's valuation is at its lowest point since the 2022 bear market.
Jensen Huang says CEOs ‘out of imagination’ for culling workers because of AI. Why he’s doubting his biggest customersThe Nvidia CEO's framework was clear: it's a leadership failure, not a technology constraint.
RBC Capital and Jefferies Keep Bullish Ratings on Microsoft (MSFT)Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Stocks to Buy for the Next 10 Years. On March 11, RBC Capital reiterated its Outperform rating on Microsoft Corporation (NASDAQ:MSFT) with a price target of $640 on the stock. Earlier, on March 5, Jefferies also reiterated its Buy rating on Microsoft Corporation (NASDAQ:MSFT) with […]
Bill Gates Says Warren Buffett 'Doesn't Know Much About Cooking Or Art Or A Huge Range Of Things' — But His Ability to Read People is 'Magical'Some people try to know everything. Warren Buffett made billions knowing what to ignore. The HBO documentary "Becoming Warren Buffett" from 2017 shows how Microsoft co-founder Bill Gates went from skeptical to fully convinced — not because of what Buffett knew, but because of how he thinks. Bill Gates Didn't See The Value In Meeting Warren Buffett Melinda French Gates, who was married to Bill at the time of the film, said it took persistence to make the meeting happen. "He's one of the smartest
Why it could benefit going forward
- Azure is one of the main cloud platforms funding and serving AI workloads.
- Copilot can raise average revenue per user across Microsoft 365, GitHub, Dynamics, and security products.
- Its distribution into nearly every large enterprise makes AI attach rates especially valuable.
Moat / edge
- Massive installed base in productivity and enterprise infrastructure.
- Deep cloud stack plus model partnerships and proprietary tooling.
- Switching costs are high once AI workflows are embedded in daily software.
What to watch
- Azure growth excluding currency and one-time items.
- Copilot user adoption, pricing durability, and seat expansion.
- Capex efficiency versus AI revenue realized.
Key risks
- Capex could stay ahead of monetization for longer than the market expects.
- Competition from Google, Amazon, and specialized AI software vendors.
Business snapshot
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The Productivity and Business Processes segment offers Microsoft 365 commercial, enterprise mobility + security, windows commercial, power BI, exchange, sharepoint, Microsoft teams, security and compliance, and copilot; Microsoft 365 commercial products, such as Windows commercial on-premises and office licensed services; Microsoft 365 consumer products and cloud services, including Microsoft 365 consumer subscriptions, office licensed on-premises, and other consumer services; LinkedIn; dynamics products and cloud services, such as dynamics 365, cloud-based applications, and on-premises ERP and CRM applications. Its Intelligent Cloud segment provides Server products and cloud services comprising Azure and other cloud services, GitHub, Nuance Healthcare, virtual desktop offerings, and other cloud services; server products, including SQL and windows server, visual studio and system center related client access licenses, and other on-premises offerings; enterprise and partner services, such as enterprise support and nuance professional services, industry solutions, Microsoft partner network, and learning experience. The Personal Computing segment provides windows and devices, such as Windows OEM licensing and devices and surface and PC accessories; gaming services and solutions, such as Xbox hardware, content, and services, first- and third-party content Xbox game pass, subscriptions, and cloud gaming, advertising, and other cloud services; search and news advertising services that includes Bing and Copilot, Microsoft News and Edge, and third-party affiliates. It sells its products through OEMs, distributors, and resellers; and online and retail stores. The company was founded in 1975 and is headquartered in Redmond, Washington.