US · Technology · Software - Infrastructure
EPS came in at 4.89 against a street estimate of 4.71 — a beat of 3.8%.
Analysts rate Microsoft Corporation a strong buy (51 buy, 5 hold, 0 sell out of 56) with an average price target of $633.13.
CONFIDENT Microsoft delivered a strong quarter, with Cloud growth accelerating and Azure near 50%. AI demand remains well above supply, but massive infrastructure spending and weak Windows OEM trends pressure margins and cash flow. Q1 FY27 Analysts pressed management on AI infrastructure returns, Azure’s near-50% growth outlook, margins, consumption monetization and capital funding. Management emphasized demand strength, efficiency gains, capacity constraints and disciplined infrastructure optimization. Azure growth nears 50% as AI demand surges CEO: Customer demand continues to exceed available supply. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.18% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 4.25% |
| Geode Capital Management, LLC | 2.55% |
| FMR Inc | 2.50% |
| Vanguard Portfolio Management, LLC | 2.27% |
| JPMorgan Chase & Co | 1.82% |
| Morgan Stanley - Brokerage Accounts | 1.72% |
| Document | Date |
|---|---|
| Board / officer change · Q2 FY2027 OTHER NOTABLE POINTS • Emma N. Walmsley, a Microsoft board member since 2019, will not stand for re-election at the company’s 2026 annual shareholder | 2026-11-05 |
| Company announcement · Q2 FY2027 HEADLINE NUMBERS • Microsoft entered into an underwriting agreement on October 29, 2026, to issue $25,000,000,000 of senior unsecured notes. • The n | 2026-11-04 |
| Quarterly report · Q1 FY2027 HEADLINE NUMBERS • Microsoft reported first-quarter fiscal 2027 revenue of $92.279 billion, up from $77.673 billion in the prior-year quarter, an inc | 2026-10-28 |
| Company announcement · Q2 FY2027 HEADLINE NUMBERS • Microsoft filed an 8-K on October 28, 2026, to recast previously reported financial information following changes to its business | 2026-10-28 |
| Results announced · Q2 FY2027 HEADLINE NUMBERS • Fiscal Q1 2027 revenue was $92.3 billion, up 19% year over year. • Operating income was $45.9 billion, up 21% (22% in constant cu | 2026-10-28 |
| Proxy statement · Q2 FY2027 EXECUTIVE PAY • CEO Satya Nadella’s total compensation for fiscal year 2026 was not included in the provided excerpt; therefore, the exact amount and | 2026-10-21 |
| Reg FD disclosure · Q1 FY2027 MICROSOFT CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • Filing date: September 2, 2026 • Company: Microsoft Corporation (NASDAQ: MSFT) • Headquarters | 2026-09-02 |
| Annual report FY2026 MICROSOFT CORPORATION – FORM 10-K SUMMARY Fiscal Year Ended June 30, 2026 --- HEADLINE NUMBERS • Market capitalization as of December 31, 2025: $3. | 2026-07-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.98 / share ex-date Nov 19, 2026 · pay Dec 10, 2026 | 2026-11-19 |
| Dividend | $0.91 / share ex-date Aug 20, 2026 · pay Sep 10, 2026 | 2026-08-20 |
| Dividend | $0.91 / share ex-date May 21, 2026 · pay Jun 11, 2026 | 2026-05-21 |
| Dividend | $0.91 / share ex-date Feb 19, 2026 · pay Mar 12, 2026 | 2026-02-19 |
| Dividend | $0.91 / share ex-date Nov 20, 2025 · pay Dec 11, 2025 | 2025-11-20 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Microsoft Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.