Microsoft Corporation (MSFT · NASDAQ)
MSFT · MARKET VIEW
Market view · as of Jul 21, 2026
Revenue (TTM)
$318.27B
+18.3% YoY
Gross margin
68.3%
EPS (latest q)
$4.27
vs $4.09 est · beat
52-wk position
26.6%
-25.3% vs 52w high · +6.0% 1mo
Price (last ~year)
Microsoft Corporation (MSFT) reported $82.89B in revenue and $31.78B in net income for the quarter ending March 31, 2026, with EPS of $4.27 exceeding analyst estimates. The company maintains a $2.93T market capitalization, supported by 18.3% year-over-year revenue growth and a 46.3% operating margin. Microsoft continues to scale its Azure cloud infrastructure, recently integrating AMD’s AI-optimized Helios racks to support its AI initiatives.
Valuation
- Market cap
- $2.93T
- P/E
- 23.47
- PEG
- 1.215
- P/B
- 7.06
- P/S
- 9.19
- EV/EBITDA
- 14.6
- Beta
- 1.13
- Analyst target
- $558.21
Quality & returns
- Gross margin
- 68.3%
- Operating margin
- 46.3%
- Profit margin
- 39.3%
- ROE
- 34.0%
- ROA
- 14.8%
Price movement
- Last
- $402.29
- 1-month
- +6.0%
- 3-month
- -6.9%
- RSI (14)
- 71
- vs SMA200
- -8.0%
- 52-wk position
- 26.6% -25.3% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-03-31 | $82.89B | $38.40B | $31.78B | $50.28B |
| 2025-12-31 | $81.27B | $38.27B | $38.46B | $58.18B |
| 2025-09-30 | $77.67B | $37.96B | $27.75B | $48.06B |
| 2025-06-30 | $76.44B | $34.32B | $27.23B | $44.43B |
Recent news
- Somewhat-Bullish Gartner forecasts AI spending to hit USD $64bn in 2026 · 2026-07-20
- Somewhat-Bullish Advanced Micro Devices (NASDAQ:AMD) Shares Up 1.6% Following Analyst Upgrade · 2026-07-20
- Bullish Microsoft will use AMD’s AI-optimized Helios racks in Azure · 2026-07-20
- Somewhat-Bullish UnitedLayer Named a Leader in the 2026 ISG Provider Lens™ Private/Hybrid Cloud – Data Center Services for the U.S. · 2026-07-20
- Somewhat-Bullish Microsoft earnings to spotlight Azure growth, AI spending · 2026-07-20
- Somewhat-Bullish Microsoft Puts 3M EBO Technology to Work. Can 3M Scale It? · 2026-07-20
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)