Microsoft (MSFT) Resumen de Acciones
Microsoft Corporation desarrolla y da soporte a software, servicios, dispositivos y soluciones en todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 6/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 6/6 |
| Salud financiera | 6/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
MSFT Community Fair Values
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Analyst Price Targets
Top Community Narratives
Competidores de Microsoft Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$372.97 |
| Máximo en las últimas 52 semanas | US$555.45 |
| Mínimo de 52 semanas | US$349.20 |
| Beta | 1.1 |
| Cambio en 1 mes | -17.16% |
| Variación en 3 meses | 3.90% |
| Cambio de 1 año | -24.80% |
| Variación en 3 años | 9.52% |
| Variación en 5 años | 34.33% |
| Variación desde la OPV | 383,527.16% |
Noticias y actualizaciones recientes
Seeking Alpha • Jun 21
Microsoft: Market Is Missing The Big Picture
Summary Microsoft (MSFT) remains a core long-term holding, offering solid 15% EPS growth at a compelling 22x forward multiple after the recent pullback. MSFT is aggressively ramping AI investments, modernizing its OpenAI partnership, and expanding Azure incentives to lock in future high-margin cloud customers. Recent Q3 results showed 18% revenue growth, 21% EPS growth, 40% Azure growth, and a 123% surge in AI annualized run rate to $37B. Risks include massive capex, hyperscale cloud competition, regulatory scrutiny, and potential macro-driven delays in AI monetization, but current valuation offers blue-chip upside. Read the full article on Seeking AlphaArtículo de análisis • Jun 19
Microsoft (MSFT) Stock Could Be 18.6% Undervalued After China AI Push and Copilot Reset
Microsoft (MSFT) is back in focus after two linked moves: rapid expansion of its Azure hosted OpenAI services in China and a reset of Copilot Cowork pricing and underlying AI models. See our latest analysis for Microsoft. Despite a long list of AI partnerships and new products like Copilot Cowork, Microsoft’s recent share price performance has been weak, with the stock down 19.8% year to date on a share price basis and total shareholder return declining 20.4% over the past year. However,...
Actualización de narrativa • Jun 16
MSFT: AI Infrastructure Buildout And Commercial Backlog Will Drive Future Leadership
Analysts have nudged the Microsoft price target higher by $0.50 to reflect slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, supported by recent research that highlights Microsoft's positioning in AI software and its progress on capacity, models and Copilot. Analyst Commentary Recent research on Microsoft shows an active debate around how much AI should influence valuation, with both supportive and cautious voices adjusting their targets and views.Recent updates
Seeking Alpha • Jun 21
Microsoft: Market Is Missing The Big Picture
Summary Microsoft (MSFT) remains a core long-term holding, offering solid 15% EPS growth at a compelling 22x forward multiple after the recent pullback. MSFT is aggressively ramping AI investments, modernizing its OpenAI partnership, and expanding Azure incentives to lock in future high-margin cloud customers. Recent Q3 results showed 18% revenue growth, 21% EPS growth, 40% Azure growth, and a 123% surge in AI annualized run rate to $37B. Risks include massive capex, hyperscale cloud competition, regulatory scrutiny, and potential macro-driven delays in AI monetization, but current valuation offers blue-chip upside. Read the full article on Seeking AlphaArtículo de análisis • Jun 19
Microsoft (MSFT) Stock Could Be 18.6% Undervalued After China AI Push and Copilot Reset
Microsoft (MSFT) is back in focus after two linked moves: rapid expansion of its Azure hosted OpenAI services in China and a reset of Copilot Cowork pricing and underlying AI models. See our latest analysis for Microsoft. Despite a long list of AI partnerships and new products like Copilot Cowork, Microsoft’s recent share price performance has been weak, with the stock down 19.8% year to date on a share price basis and total shareholder return declining 20.4% over the past year. However,...Actualización de narrativa • Jun 16
MSFT: AI Infrastructure Buildout And Commercial Backlog Will Drive Future Leadership
Analysts have nudged the Microsoft price target higher by $0.50 to reflect slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, supported by recent research that highlights Microsoft's positioning in AI software and its progress on capacity, models and Copilot. Analyst Commentary Recent research on Microsoft shows an active debate around how much AI should influence valuation, with both supportive and cautious voices adjusting their targets and views.Artículo de análisis • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.Artículo de análisis • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.Actualización de narrativa • Jun 01
MSFT: AI Infrastructure Buildout And Cloud Backlog Will Support Long-Term Leadership
Narrative Update on Microsoft Microsoft's analyst price target framework has been refined with a slightly lower fair value of about $560.89. This reflects analyst views that stronger revenue growth tied to AI initiatives is being balanced by modestly lower margin expectations and a slightly higher required return.
Nueva narrativa • May 21
Microsoft no es una apuesta. Es una franquicia global de la que se puede ser socio durante décadas.
Copilot me ha creado un investment memo ampliado al estilo Warren Buffett , usando exclusivamente datos verificables de Investor Relations de Microsoft (earnings, 10‑Q, reports) y manteniendo un tono sobrio, basado en principios de inversión a largo plazo. Investment Memo – Microsoft (MSFT) (Estilo Buffett: negocio, moat, retorno sobre capital, disciplina de precio) 1.
Actualización de narrativa • May 11
Microsoft's enterprise cash-flow durability stays unmatched despite near-term margin pressures
Microsoft’s long‑term economic value remains grounded in the same core reality: the company’s enterprise cash‑flow durability continues to be unmatched. High‑retention subscription economics, entrenched operating‑system and productivity moats, and the scale advantages of Azure still anchor Microsoft’s intrinsic worth far more than any short‑term growth narrative.Nueva narrativa • May 10
Microsoft will achieve a future PE ratio of 24.626979x by leveraging strong growth
Valuation In 3–5 years, I think Microsoft becomes even more dominant in enterprise AI, cloud infrastructure, and productivity software. Azure and Copilot are probably the biggest growth drivers, while Windows, Office, LinkedIn, GitHub, and gaming remain huge cash generators.Artículo de análisis • May 02
Microsoft Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Last week, you might have seen that Microsoft Corporation ( NASDAQ:MSFT ) released its third-quarter result to the...
Actualización de narrativa • May 02
Microsoft Just Had a Quarter for the History Books. I Still Haven't Bought a Share.
In late March I told you the fundamentals were a fortress and the price had not caught up to the fear yet. The fear faded.Actualización de narrativa • May 02
MSFT: AI Infrastructure Self Sufficiency And Global Data Center Expansion Will Drive Leadership
Analysts have trimmed their average price targets on Microsoft, reflecting a lower assumed fair value of around $562 and a reduced future P/E of roughly 28x. This comes even as they continue to reference solid revenue growth assumptions and mixed reactions to recent OpenAI and AI infrastructure updates across the latest research reports.
Nueva narrativa • Apr 30
AI Infrastructure And Enterprise Agents Will Reshape Long Term Earnings Power
Catalysts About Microsoft Microsoft is a global technology company that offers cloud services, productivity software, AI platforms, business applications, security products and consumer services. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Apr 18
MSFT: AI Infrastructure Self Sufficiency And Heavy Data Center Commitments Will Sustain Leadership
Microsoft's analyst fair value estimate has been adjusted slightly lower to $579.57, as analysts factor in updated price targets that reflect a mix of reduced P/E assumptions, along with expectations for revenue growth and profit margins tied to AI and cloud spending. Analyst Commentary Recent Street research on Microsoft reflects a mix of optimism and caution as analysts recalibrate price targets and ratings around AI, cloud spending, and capital intensity.
Nueva narrativa • Apr 16
AI Infrastructure Constraints Will Pressure Cloud Margins Yet Support Stable Long Term Earnings
Catalysts About Microsoft Microsoft is a global technology company that provides cloud services, productivity software, AI platforms and related hardware and services to enterprise, government and consumer customers. What are the underlying business or industry changes driving this perspective?Nueva narrativa • Apr 13
Microsoft Could Reach $600 Over the Next Five Years
Microsoft has a strong path to $600 over the next five years because it combines durable growth, elite profitability, and a leadership position in AI, cloud, and enterprise software. Its recurring revenue base makes earnings more predictable, while Azure, Microsoft 365, and its AI products give it multiple ways to compound value over time.Actualización de narrativa • Apr 03
MSFT: AI Infrastructure Buildout And Self Sufficiency Will Support Long Duration Leadership
Microsoft's analyst price target has been modestly trimmed as the fair value estimate shifts from $594.62 to $587.31, reflecting a round of target reductions and mixed views on AI related risks and opportunities, even as several firms maintain positive long term opinions on the company's role in software and infrastructure. Analyst Commentary Recent commentary around Microsoft shows a split view, with many research houses trimming price targets while still seeing long term potential, and a smaller group turning more cautious on AI related execution risks, valuation, and competitive threats.Nueva narrativa • Mar 29
Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.
Microsoft just burned $37.5 billion in 90 days. The stock has lost a third of its value.Actualización de narrativa • Mar 19
MSFT: AI Infrastructure Buildout And Self Sufficiency Will Support Long Duration Leadership
Analysts have made a small cut to the Microsoft analyst price target, trimming fair value by about $1 to $594.62 as they factor in a slightly higher discount rate, modest tweaks to long term revenue growth and profit margin assumptions, and a marginally lower future P/E. Analyst Commentary Recent research on Microsoft presents a mixed but detailed picture, with several firms adjusting price targets and ratings as they recalibrate expectations around AI, capital spending, and long term growth assumptions.Nueva narrativa • Mar 05
A Structured Counter‑Analysis of "The Leaking Dreadnought"
A Structured Counter‑Analysis of "The Leaking Dreadnought" Microsoft is not a leaking vessel drifting toward structural decline; it is a company in the middle of a capital‑intensive platform transition whose long‑term logic the article fundamentally misreads. The critique below addresses the article’s core claims and reframes them through the lens of Microsoft’s actual strategic architecture, economic model, and competitive position.Actualización de narrativa • Mar 05
MSFT: AI Infrastructure Self Sufficiency Will Support Long Duration Cloud Leadership
Narrative Update The analyst price target for Microsoft has been trimmed by a modest amount in dollar terms. Analysts are factoring in slightly lower revenue growth, a small step down in profit margin assumptions, a marginally higher discount rate, and a slightly richer future P/E multiple.Nueva narrativa • Feb 22
Microsoft: Real‑Terms Economic Value Anchored in Durability, Not Growth Assumptions
Microsoft’s true economic value rests on its unmatched enterprise cash-flow durability, high-retention subscription model, and deep competitive moats in operating systems, productivity platforms, and cloud infrastructure. These produce stable, high-margin recurring cash flows capable of long-duration compounding under disciplined capital allocation.Actualización de narrativa • Feb 18
MSFT: AI Self Sufficiency And Global Data Center Expansion Will Sustain Cloud Leadership
Our analyst price target for Microsoft has been nudged lower by a few dollars to reflect a slightly reduced fair value estimate of about $596, as analysts balance ongoing enthusiasm around AI driven capital spending with a wave of recent target trims. These largely stem from valuation discipline and concerns that prior long term assumptions, including P/E and margin expectations, may have been set too high.Actualización de narrativa • Feb 04
MSFT: AI Infrastructure Partnerships And Data Center Expansion Will Sustain Cloud Leadership
Analysts have trimmed their fair value estimate for Microsoft by about $19 to $603, citing a blend of slightly higher discount rates, modestly stronger revenue growth and profit margin assumptions, and a lower future P/E multiple that reflects the recent wave of price target resets and still constructive, AI driven, long term views across recent research. Analyst Commentary Recent research around Microsoft centers on how to value its AI opportunity, the required capital spending, and whether current expectations are too high or still leave room for upside.Actualización de narrativa • Jan 21
MSFT: AI Infrastructure Buildout And OpenAI Partnership Will Sustain Cloud Leadership
Microsoft's updated analyst price target edges slightly lower, with fair value now at about $622.19, as analysts balance modest tweaks to the discount rate and P/E assumptions against ongoing AI related demand signals highlighted in recent research. Analyst Commentary Recent research around Microsoft clusters into two broad camps, with most commentary still constructive on AI driven growth and cloud execution, while a smaller group is more cautious on capital intensity and hyperscaler economics.Actualización de narrativa • Jan 13
Microsoft (MSFT): When AI Becomes the Operating Layer of Work
Microsoft (NASDAQ: MSFT) is no longer just a software company—it’s becoming the operating layer for modern work. Windows, Office, Azure, and now AI-powered copilots form an interconnected ecosystem that spans individual users, enterprises, and governments.Actualización de narrativa • Jan 06
MSFT: AI Infrastructure Expansion And OpenAI Deal Will Support Durable Cloud Leadership
Our Microsoft price target edges down slightly to US$622.51 from US$624.45, as analysts balance ongoing enthusiasm around the company’s broad AI and cloud positioning with more cautious views on capital intensity and earnings expectations. Analyst Commentary Recent research on Microsoft reflects a mix of optimism around the company’s AI and cloud positioning and a more cautious read on capital intensity and earnings risk.Actualización de narrativa • Dec 18
MSFT: Expanded AI Partnerships And Infrastructure Will Drive Durable Cloud Leadership
Analysts have nudged their Microsoft price target slightly higher to approximately $650, reflecting confidence that the company's broadened AI partnerships, resilient Azure growth, and durable margin profile justify modestly stronger long term revenue and earnings assumptions despite rising capex and hyperscaler caution. Analyst Commentary Street research remains broadly constructive on Microsoft, with a cluster of recent notes highlighting the company as a primary beneficiary of accelerating AI adoption, robust cloud demand, and deepened model partnerships, even as a minority of voices urge greater caution around hyperscaler capital intensity and returns.Actualización de narrativa • Dec 07
The Leaking Dreadnought
On the surface, Microsoft appears to be an unsinkable vessel. Buoyed by a trillion-dollar market cap and the explosive valuation of the AI sector, the company seems to be steaming ahead.Actualización de narrativa • Dec 03
MSFT: Expanding AI Data Center Buildout Will Drive Durable Cloud And Platform Leadership
Our Microsoft analyst price target has been raised slightly to about $625 from roughly $625. This reflects analysts' view that durable double digit cloud and AI driven revenue growth, reinforced by expanded OpenAI and Anthropic partnerships and recent Q1 beats, more than offsets concerns about elevated capex and hyperscaler returns.Artículo de análisis • Nov 28
Shareholders Will Probably Hold Off On Increasing Microsoft Corporation's (NASDAQ:MSFT) CEO Compensation For The Time Being
Key Insights Microsoft to hold its Annual General Meeting on 5th of December CEO Satya Nadella's total compensation...Actualización de narrativa • Nov 19
MSFT: Expanding AI Data Center Investments Will Drive Leadership In Next-Generation Cloud Services
Microsoft's analyst price target saw a modest decrease of approximately $2 to $624.83. Some analysts cite rising capital requirements and more cautious expectations for hyperscale cloud providers, despite continued confidence in the company's long-term AI and cloud positioning.Actualización de narrativa • Nov 05
MSFT: Future Cloud Demand Will Drive Expansion In AI Infrastructure And Partnerships
Analysts have increased their price target for Microsoft by $5.62 to $626.65. They cite continued momentum in cloud growth, strengthened profit margins, and improving revenue growth expectations driven by Azure’s performance and expanded partnerships in artificial intelligence.Actualización de narrativa • Oct 22
Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks
Microsoft’s analyst price target has been revised upward to $625 from $582, a $43 increase. Analysts point to ongoing AI strength, Azure momentum, and durable software growth as key drivers for the valuation boost.Actualización de narrativa • Oct 08
AI And Cloud Services Will Shape Enterprise Future
Microsoft’s analyst price target has been raised from approximately $614 to $621. This reflects increased confidence among analysts in Azure’s accelerating growth, the company's robust positioning in the AI ecosystem, and recent capacity and customer mix enhancements.Rentabilidad de los accionistas
| MSFT | US Software | Mercado US | |
|---|---|---|---|
| 7D | -1.7% | -2.8% | -2.5% |
| 1Y | -24.8% | -22.3% | 19.0% |
Rentabilidad vs. Industria: Los resultados de MSFT fueron inferiores a los de la industria US Software, que obtuvo un rendimiento del -22.3% el año pasado.
Rentabilidad vs. Mercado: MSFT obtuvo unos resultados inferiores a los del mercado US, que fueron del 19% el año pasado.
Volatilidad de los precios
| MSFT volatility | |
|---|---|
| MSFT Average Weekly Movement | 5.0% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: MSFT no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de MSFT (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1975 | 228,000 | Satya Nadella | www.microsoft.com |
Microsoft Corporation desarrolla y ofrece soporte técnico para software, servicios, dispositivos y soluciones en todo el mundo. El segmento de Productividad y Procesos Empresariales ofrece Microsoft 365 para empresas, movilidad y seguridad empresarial, Windows para empresas, Power BI, Exchange, SharePoint, Microsoft Teams, seguridad y cumplimiento normativo, y Copilot; productos comerciales de Microsoft 365, como Windows comercial local y servicios con licencia de Office; productos de consumo y servicios en la nube de Microsoft 365, incluidas las suscripciones de consumo de Microsoft 365, Office con licencia local y otros servicios de consumo; LinkedIn; productos Dynamics y servicios en la nube, como Dynamics 365, aplicaciones basadas en la nube y aplicaciones ERP y CRM locales. Su segmento de Nube Inteligente ofrece productos de servidor y servicios en la nube que incluyen Azure y otros servicios en la nube, GitHub, Nuance Healthcare, ofertas de escritorios virtuales y otros servicios en la nube; productos de servidor, incluidos SQL y Windows Server, licencias de acceso de cliente relacionadas con Visual Studio y System Center, y otras ofertas locales; servicios para empresas y socios, como soporte empresarial y servicios profesionales de Nuance, soluciones sectoriales, la red de socios de Microsoft y experiencias de aprendizaje.
Resumen de fundamentos de Microsoft Corporation
| Estadísticas fundamentales de MSFT | |
|---|---|
| Capitalización bursátil | US$2.77t |
| Beneficios(TTM) | US$125.22b |
| Ingresos (TTM) | US$318.27b |
22.1x
Ratio precio-beneficio (PE)8.7x
Ratio precio-ventas (PS)¿Está MSFT sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de MSFT | |
|---|---|
| Ingresos | US$318.27b |
| Coste de los ingresos | US$100.86b |
| Beneficio bruto | US$217.41b |
| Otros gastos | US$92.19b |
| Beneficios | US$125.22b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 16.86 |
| Margen bruto | 68.31% |
| Margen de beneficio neto | 39.34% |
| Ratio deuda/patrimonio | 9.7% |
¿Cómo se ha desempeñado MSFT a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.0%
Rentabilidad actual por dividendo21%
Ratio de pagos¿Paga MSFT dividendos fiables?
Ver historial de dividendos e índices de referencia de MSFT| fechas de dividendos de Microsoft | |
|---|---|
| Fecha ex dividendo | Aug 20 2026 |
| Fecha de pago de dividendos | Sep 10 2026 |
| Días hasta ex dividendo | 53 days |
| Días hasta la fecha de pago de dividendos | 74 days |
¿Paga MSFT dividendos fiables?
Ver historial de dividendos e índices de referencia de MSFTAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/28 02:12 |
| Precio de las acciones al final del día | 2026/06/26 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Microsoft Corporation está cubierta por 95 analistas. 54 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Harshit Gupta | Accountability Research Corporation |
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |