Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Microsoft Corporation(MSFT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MSFT
09/25/2026: MSFT (3-star) is a STRONG-BUY. BUY for 40 days. Simulated Profits (11.28%). Updated daily EoD!
Microsoft Corporation is a prominent global technology company that provides software, cloud services, and hardware. Its primary strength lies in the successful integration of its pervasive productivity suite with its market-leading cloud infrastructure, Azure. The company's current investment story revolves around its leadership in Generative AI, positioning it to monetize these technologies across its vast enterprise user base. Investors should be aware of risks including intense competition in cloud services, potential antitrust regulatory actions, and the execution required to maintain high growth. It may suit investors seeking a balance of stable long-term growth and reliable dividend income, while monitoring ongoing AI integration and regulatory developments.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Microsoft consistently exhibits strong growth in its cloud and AI segments. |
| Momentum investor | Strong fit while signal remains positive | The stock often benefits from positive sentiment regarding AI adoption and cloud leadership. |
| Value investor | Mixed fit | The valuation frequently reflects high growth expectations, making it less of a classic value play. |
| Dividend investor | Strong fit | The company offers a reliable, growing dividend supported by massive cash flow. |
| Low-risk investor | Strong fit | Microsoft is often viewed as a stable, blue-chip technology anchor for diversified portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Technology stocks are subject to broader market sentiment and sector-specific swings. |
| Valuation risk | Medium / high | High P/E ratios require consistent growth to justify current price levels. |
| Competition risk (AI competition) | High | Rapid advancements by competitors like Google and specialized AI firms threaten market share. |
| Business quality | Strong | The company has an established and deeply entrenched ecosystem of enterprise products. |
| Dividend income | Low | While consistent, the dividend yield is relatively low compared to high-income assets. |
| Execution risk | Medium | Successfully integrating AI across all platforms requires flawless operational execution. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 22.17% | Avg. Invested days 49 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 3.83T USD | Price to earnings Ratio 28.72 | 1Y Target Price 577.26 |
Price to earnings Ratio 28.72 | 1Y Target Price 577.26 | ||
Volume (30-day avg) 21.8M shares | Beta 1.11 | 52 Weeks Range 348.54 - 549.20 | Updated Date 09/26/2026 |
52 Weeks Range 348.54 - 549.20 | Updated Date 09/26/2026 | ||
Dividends yield (FY) 0.73% | Basic EPS (TTM) 17.97 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Intelligent Cloud | Azure, server products, and enterprise services. | The primary growth engine, focused on providing digital infrastructure to businesses. |
| Productivity & Business Processes | Microsoft 365, LinkedIn, and Dynamics. | Recurring subscription revenue from the standard office and professional tools used globally. |
| More Personal Computing | Windows OS, Xbox, Surface hardware. | A mix of consumer and enterprise hardware/software sales with varying cycles. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 28.72 | Forward PE 25.13 | Enterprise Value 3.70T | Price to Sales(TTM) 11.55 |
Enterprise Value 3.70T | Price to Sales(TTM) 11.55 | ||
Enterprise Value to Revenue 11.08 | Enterprise Value to EBITDA 17.72 | Shares Outstanding 7.43B | Shares Floating 7.41B |
Shares Outstanding 7.43B | Shares Floating 7.41B | ||
Percent Insiders 0.09 | Percent Institutions 75.8 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
News (Last Updated: 09/27/2026)
About Microsoft Corporation
Exchange NASDAQ | Headquarters Redmond, WA, United States | ||
IPO Launch date 1986-03-13 | Chairman & CEO Mr. Satya Nadella | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 223000 | Website https://www.microsoft.com |
Full time employees 223000 | Website https://www.microsoft.com | ||
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide. Its products include operating systems, server applications, business solution applications, software development tools, desktop and server management tools, and video games; and devices, such as PCs, tablets, gaming and entertainment consoles, other intelligent devices, and related accessories. The company's Productivity and Business Processes segment offers Microsoft 365 Commercial, Enterprise Mobility + Security, Power BI, Exchange, SharePoint, Microsoft Teams, Microsoft 365 Security and Compliance, Microsoft 365 Copilot, and Windows Commercial on-premises and Office licensed on-premises. This segment also provides Microsoft 365 Consumer products and cloud services; LinkedIn, including talent solutions, marketing solutions, subscriptions, and sales solutions; Dynamics 365, a set of cloud-based applications; and on-premises ERP and CRM applications. Its Intelligent Cloud segment offers server products and cloud services; cloud and AI consumption-based services, GitHub cloud services, health and life sciences cloud services, as well as virtual desktop offerings, and other cloud services; SQL Server, Windows Server, Visual Studio, System Center, and related client access licenses; and enterprise support services, industry solutions, Microsoft partner network, and learning experience. The company's More Personal Computing segment provides Windows OEM licensing and devices comprising Surface and PC accessories; XBOX hardware, and XBOX first- and third-party content and services; XBOX Game Pass and other subscriptions; XBOX Cloud Gaming, advertising, and other cloud services; and search advertising consisting of Bing, Copilot, Microsoft News, Microsoft Edge, and third-party affiliates. It sells its products through partners and retail networks. The company was founded in 1975 and is headquartered in Redmond, Washington.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.