NASDAQ
497.75USD
+7.45 (+1.52%)
We have scored 106 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 positive (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
3.7T
P/E
—
EPS
—
Beta
1.11
52W range
349.2-553.72
Day range
493.27–501.47
Open
497.80
Prev close
490.30
Volume
17.6M
Avg volume
35.5M
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.
21 analyst price targets from $400 to $690
as of 2026-09-01
The market is within 5% 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 at $498 sits just 5% below the median published target of $525, endorsing the middle of the street while explicitly rejecting both the bear case at $400 and the bull cases stretching up to $690.
What the disagreement turns on
Whether Azure's 45% guided growth and the massive AI backlog actually convert into free cash flow at or above the current 20% margin, or whether the required capital spending erodes that margin enough to break the 19.6% revenue CAGR the price requires—and the wired data can track the revenue conversion but cannot measure the margin pressure directly.
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
