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Upturn AI SWOT - About
MSFT 
Microsoft Corporation (MSFT)
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Upturn Advisory Summary
09/16/2025: MSFT (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
61 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $615.38
1 Year Target Price $615.38
| 41 | Strong Buy |
| 15 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 45.2% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 3.83T USD | Price to earnings Ratio 37.32 | 1Y Target Price 615.38 |
Price to earnings Ratio 37.32 | 1Y Target Price 615.38 | ||
Volume (30-day avg) 61 | Beta 1.04 | 52 Weeks Range 343.59 - 554.54 | Updated Date 09/15/2025 |
52 Weeks Range 343.59 - 554.54 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 0.65% | Basic EPS (TTM) 13.81 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 36.15% | Operating Margin (TTM) 44.9% |
Management Effectiveness
Return on Assets (TTM) 14.2% | Return on Equity (TTM) 33.28% |
Valuation
Trailing PE 37.32 | Forward PE 33 | Enterprise Value 3756204536652 | Price to Sales(TTM) 13.6 |
Enterprise Value 3756204536652 | Price to Sales(TTM) 13.6 | ||
Enterprise Value to Revenue 13.33 | Enterprise Value to EBITDA 23.45 | Shares Outstanding 7433169920 | Shares Floating 7422239624 |
Shares Outstanding 7433169920 | Shares Floating 7422239624 | ||
Percent Insiders 0.07 | Percent Institutions 74.49 |
Upturn AI SWOT
Microsoft Corporation
Company Overview
History and Background
Microsoft Corporation was founded in 1975 by Bill Gates and Paul Allen. Initially focused on developing BASIC interpreters, it rose to prominence with MS-DOS and later Windows. Significant milestones include the launch of Microsoft Office, Xbox, and Azure, evolving from a software giant to a cloud computing leader.
Core Business Areas
- Productivity and Business Processes: Includes Office 365, LinkedIn, and Dynamics 365, providing productivity tools, professional networking, and business solutions.
- Intelligent Cloud: Encompasses Azure, server products, and enterprise services, offering cloud computing, infrastructure, and platform solutions.
- More Personal Computing: Covers Windows, devices (Surface, Xbox), and search (Bing) and advertising, focusing on consumer and device experiences.
Leadership and Structure
Satya Nadella is the CEO. The organizational structure is based on three main business segments. Amy Hood serves as the CFO.
Top Products and Market Share
Key Offerings
- Microsoft 365: Subscription service that includes Office apps and cloud storage. Dominant in the productivity software market; competitors include Google Workspace and Zoho Workplace. ~48.7% market share of office productivity software (source: Statista).
- Azure: Cloud computing platform providing a wide range of services. Growing rapidly in the cloud market; competitors include Amazon Web Services (AWS) and Google Cloud Platform (GCP). Azure has around 24% cloud market share (Source: Canalys Q1 2024).
- Windows: Operating system for PCs. Still a dominant force despite the move to cloud-based computing. Biggest competitor is Appleu2019s macOS. 68.22% Market share of desktop operating systems (Source: Statcounter April 2024)
- Xbox: Video game console. Key competitor in the gaming market with PlayStation by Sony and Nintendo. Generating over $16 billion annual revenue.
Market Dynamics
Industry Overview
The tech industry is currently experiencing rapid growth in cloud computing, AI, and cybersecurity. Digital transformation is driving demand for these services.
Positioning
Microsoft is a leader in cloud computing, enterprise software, and personal computing. Its competitive advantages include its established ecosystem, strong brand, and large customer base.
Total Addressable Market (TAM)
The expected TAM across all of Microsoft's segments is in the trillions of dollars. The company is well-positioned to capture a significant portion of this TAM through cloud computing, AI, and software solutions.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large and diverse product portfolio
- Significant cash reserves
- Strong cloud computing presence with Azure
- Established ecosystem of partners and developers
Weaknesses
- Dependence on legacy products
- Potential for antitrust scrutiny
- Slower to adapt to emerging technologies compared to some competitors
- High reliance on enterprise sales
Opportunities
- Growth in cloud computing market
- Expansion into AI and machine learning
- Strategic acquisitions
- Increased adoption of digital transformation
- Growing demand for cybersecurity solutions
Threats
- Intense competition in cloud computing
- Economic downturn affecting enterprise spending
- Cybersecurity threats
- Changing consumer preferences
- Regulatory changes
Competitors and Market Share
Key Competitors
- AAPL
- AMZN
- GOOGL
- IBM
- ORCL
Competitive Landscape
Microsoft's advantages include its strong enterprise relationships and comprehensive product portfolio. Disadvantages include potential antitrust scrutiny and competition from specialized cloud providers.
Major Acquisitions
Activision Blizzard
- Year: 2023
- Acquisition Price (USD millions): 68700
- Strategic Rationale: To expand its gaming business and establish a strong presence in the metaverse.
Nuance Communications
- Year: 2022
- Acquisition Price (USD millions): 19700
- Strategic Rationale: To enhance its AI and healthcare capabilities.
Growth Trajectory and Initiatives
Historical Growth: Microsoft has experienced strong growth, driven by cloud computing and subscription services.
Future Projections: Analysts project continued growth, especially in cloud computing and AI. Growth is likely to slow as market share becomes larger.
Recent Initiatives: Recent initiatives include expanding Azure's capabilities, investing in AI research, and acquiring companies in the gaming and enterprise sectors.
Summary
Microsoft is a robust company driven by a diverse product portfolio. Their position in cloud computing and AI have allowed them to thrive. Key strengths include a strong financial performance and consistent revenue. Microsoft needs to stay aware of its competitors, and focus on innovating its legacy business products.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Microsoft Investor Relations
- Statista
- Canalys
- Statcounter
- Yahoo Finance
- Company Filings
Disclaimers:
Data and analysis are based on publicly available information and analyst estimates and may be subject to change. This is not financial advice. Market share data may vary by source and region.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Microsoft Corporation
Exchange NASDAQ | Headquaters Redmond, WA, United States | ||
IPO Launch date 1986-03-13 | Chairman & CEO Mr. Satya Nadella | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 228000 | Website https://www.microsoft.com |
Full time employees 228000 | Website https://www.microsoft.com | ||
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The company's 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, such as 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, such as 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, including Enterprise Support and Nuance professional Services, Industry Solutions, Microsoft Partner Network, and Learning Experience. The company's 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, such as 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.
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