Microsoft Corporation (MSFT · NASDAQ)
MSFT · MARKET VIEW
Market view · as of Sep 9, 2026
Revenue (TTM)
$331.84B
+17.7% YoY
Gross margin
67.9%
EPS (latest q)
$4.74
vs $4.21 est · beat
52-wk position
76.5%
-8.1% vs 52w high · -2.2% 1mo
Price (last ~year)
Microsoft has surpassed an annualized revenue run rate of $100 billion for its Azure cloud business, contributing to a 17.7% year-over-year revenue increase to $331.84 billion TTM. The company maintains a 45.1% operating margin and has exceeded earnings estimates in each of the last four quarters, supported by a 31.7% year-over-year earnings growth rate. Trading at a $3.71 trillion market capitalization and a 27.85 P/E ratio, Microsoft is currently reorganizing its AI segments and emphasizing "useful yield" efficiency across its infrastructure.
Valuation
- Market cap
- $3.71T
- P/E
- 27.85
- PEG
- 1.657
- P/B
- 8.56
- P/S
- 11.18
- EV/EBITDA
- 18.16
- Beta
- 1.108
- Analyst target
- $572.92
Quality & returns
- Gross margin
- 67.9%
- Operating margin
- 45.1%
- Profit margin
- 40.3%
- ROE
- 34.0%
- ROA
- 14.1%
Price movement
- Last
- $493.95
- 1-month
- -2.2%
- 3-month
- +26.8%
- RSI (14)
- 58
- vs SMA200
- +15.0%
- 52-wk position
- 76.5% -8.1% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-06-30 | $90.01B | $40.60B | $35.77B | $50.99B |
| 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 |
Recent news
- Somewhat-Bullish Microsoft’s ‘Useful Yield’ Test Raises the Stakes for NVIDIA’s AI Economics · 2026-09-08
- Neutral ServiceNow Sharpens Its Salesforce Attack With Sweep Acquisition · 2026-09-08
- Bullish Microsoft's Project Zenith Turns Windows 11 Into a Ready-to-Code AI Workstation -- Redmondmag.com · 2026-09-08
- Bullish Red Hat Positioned as a Leader in the 2026 Gartner® Magic Quadrant™ for Container Management · 2026-09-08
- Somewhat-Bullish Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments · 2026-09-08
- Somewhat-Bullish Teradata (NYSE:TDC): Can Its AI Platform Gain From OneLake? · 2026-09-08
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)