NASDAQ
528.49USD
+6.58 (+1.26%)
We have scored 108 news catalysts on Microsoft Corporation (MSFT) over the past 12 months. The biggest single-day move next to one of them came May 15, 2026, when MSFT closed +3.1%: “Stocks tumble as Treasury yields spike and Iran fears shake markets”. Coverage across the window leans mixed (average ticker sentiment +0.08). Most of the impact sits in sector technology and forward growth expectations.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
3.9T
P/E
—
EPS
—
Beta
1.10
52W range
349.2-551.15
Day range
520.50–528.98
Open
524.10
Prev close
521.91
Volume
6.4M
Avg volume
29.9M
Dividend
3.64
IPO
1986-03-13
Analysts publish price targets on MSFT, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
23 analyst price targets from $400 to $690
as of 2026-09-21
The market is within 4% of the median target — broadly agreeing with the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Microsoft Corporation — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Microsoft Corporation, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for MSFT: .
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Microsoft Corporation is a prominent global technology firm that invents, markets, and provides ongoing assistance for a diverse range of software, digital services, computing devices, and comprehensive solutions. Its operations are organized into three primary divisions: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment delivers crucial tools for both enterprises and individual users. This includes the extensive Office suite (comprising Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, Microsoft Viva, and Skype for Business), along with popular consumer offerings like Skype, Outlook.com, OneDrive, and LinkedIn. It also features Dynamics 365, a suite of integrated cloud and on-premises business applications tailored for organizations. The Intelligent Cloud division focuses on sophisticated infrastructure and platform services. Here, Microsoft licenses key products such as SQL Server, Windows Servers, Visual Studio, System Center, and associated Client Access Licenses. It also includes GitHub, a leading platform for developer collaboration and code hosting; Nuance, offering advanced AI solutions for healthcare and businesses; and Azure, its expansive cloud computing platform. This segment further encompasses enterprise support, Microsoft consulting services, and Nuance professional services, assisting clients with the development, deployment, and management of Microsoft's server and desktop technologies, alongside offering product training and certification. Finally, the More Personal Computing segment covers a broad spectrum of consumer and commercial computing experiences. It generates revenue through Windows operating system licensing, including agreements with original equipment manufacturers (OEMs), non-volume licensing, and various Windows Commercial offerings (such as volume licensing and cloud services), as well as patent licensing and Windows Internet of Things (IoT). This division also supplies its own hardware, including Surface devices, PC accessories, and gaming/entertainment consoles. Its Gaming portfolio features Xbox hardware, content, and subscription services, in addition to video games and royalties from third-party titles. Furthermore, it manages search services like Bing and Microsoft's advertising platforms. Microsoft distributes its extensive product line via numerous channels, including original equipment manufacturers, wholesale distributors, and various resellers, complementing direct sales through digital marketplaces, its own online storefronts, and physical retail outlets. The company, established in 1975, maintains its headquarters in Redmond, Washington.
The price sits just 4% below the median published target, endorsing the middle of the analyst spread while explicitly refusing to pay for the most aggressive AI monetization targets up to 38% above it, and dismissing the bear case 20% below it.
What the disagreement turns on
Whether Microsoft can convert its massive cloud and AI backlog into revenue growth above 20% and expand free-cash-flow margins beyond 20%; unit volume data can track the revenue trajectory, but the margin conversion cannot be settled with the wired tools.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $502 on 2026-09-21 — the quote has since moved +5%, so read this as a record of what was priced in then, not now.
