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
10/23/2026: MSFT (3-star) is a STRONG-BUY. BUY for 60 days. Simulated Profits (13.08%). Updated daily EoD!
Microsoft Corporation is a diversified technology company with a leading position in enterprise software, cloud computing, and personal computing. The company generates robust cash flow through its subscription-based business model, particularly with Azure and Microsoft 365, which serve as core pillars for global businesses. The primary investment story centers on the integration of generative AI across its software stack, offering potential for significant future growth. Investors should monitor risks related to intense competition in the cloud and AI sectors, as well as evolving regulatory scrutiny. Microsoft represents a fit for growth and dividend-oriented investors seeking exposure to the infrastructure of the digital economy while maintaining a solid risk profile.
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 offers steady long-term growth driven by cloud infrastructure and AI integration. |
| Momentum investor | Strong fit while signal remains positive | The stock frequently benefits from sustained uptrends fueled by innovation in AI and enterprise demand. |
| Value investor | Mixed fit | While high-quality, the stock often commands a premium valuation that may limit traditional value appeal. |
| Dividend investor | Strong fit | The company has a reliable history of dividend growth and sufficient cash flow to sustain payouts. |
| Low-risk investor | Strong fit | Microsoft is considered a core portfolio holding due to its stable business model and balance sheet strength. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Technology stocks are subject to broader market sentiment and macroeconomic fluctuations. |
| Valuation risk | Medium / high | High market expectations for AI-driven growth can lead to sensitivity in the stock price. |
| Competition risk (Cloud & AI) | High | The race for cloud dominance and AI leadership against massive peers is constant and resource-intensive. |
| Business quality | Strong | The company maintains a high-quality franchise with entrenched enterprise presence. |
| Dividend income | Low | While safe, the dividend yield is relatively low compared to high-yield income investments. |
| Execution risk | Medium | Success depends on the effective integration of AI into complex enterprise workflows. |
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 25.08% | Avg. Invested days 51 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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 3.89T USD | Price to earnings Ratio 29.22 | 1Y Target Price 601.73 |
Price to earnings Ratio 29.22 | 1Y Target Price 601.73 | ||
Volume (30-day avg) 21.4M shares | Beta 1.1 | 52 Weeks Range 348.54 - 551.15 | Updated Date 10/24/2026 |
52 Weeks Range 348.54 - 551.15 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 0.70% | Basic EPS (TTM) 17.95 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Intelligent Cloud | Azure cloud services, server products, and enterprise support. | This is the primary growth engine and a core pillar of modern digital infrastructure. |
| Productivity and Business Processes | Office 365, LinkedIn, Dynamics 365. | This segment provides highly recurring and predictable revenue from core workplace tools. |
| More Personal Computing | Windows OS, Xbox gaming, and search advertising. | This area captures value from consumer engagement across devices and digital services. |
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 2026-10-28 | When After Market | Estimate 4.71 | Actual - |
Profitability
Profit Margin 40.31% | Operating Margin (TTM) 45.11% |
Management Effectiveness
Return on Assets (TTM) 14.09% | Return on Equity (TTM) 34.04% |
Valuation
Trailing PE 29.22 | Forward PE 25.13 | Enterprise Value 3.70T | Price to Sales(TTM) 11.74 |
Enterprise Value 3.70T | Price to Sales(TTM) 11.74 | ||
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 0.08 | Percent Institutions 75.78 |
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.
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.