Microsoft Corporation

NasdaqGS:MSFT 株式レポート

時価総額：US$3.1t

Microsoft 過去の業績

過去 基準チェック /66

Microsoftは、平均年間13.5%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間21.9% 12.7%収益成長率で 成長しています。 Microsoftの自己資本利益率は30.2%であり、純利益率は39.3%です。

主要情報

13.49%

収益成長率

13.81%

EPS成長率

Software 業界の成長17.33%
収益成長率12.72%
株主資本利益率30.22%
ネット・マージン39.34%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

新しいナラティブ • 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.
Seeking Alpha • May 07

Microsoft: A Compelling Opportunity Emerging From The Downturn

Summary Microsoft is undervalued, trading at less than 20x forward earnings despite robust operational performance and a $627 billion contracted backlog. MSFT's Q3 delivered top- and bottom-line beats, with Azure growing 40% YoY and operating income up 20%, yet the market fixates on a $190 billion CapEx guide. CapEx concerns are overstated; $25 billion is due to component inflation, and most spend directly supports revenue growth, with operating cash flow up 94% since 2023. AI monetization is accelerating, with M365 Copilot seats up 250% YoY and commercial RPO up 99%, signaling strong future revenue conversion. Read the full article on Seeking Alpha
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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?
ナラティブ更新 • 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.
新しいナラティブ • 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?
新しいナラティブ • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • Aug 07

After the AI Party: A Sobering Look at Microsoft's Future

The world has been captivated by the artificial intelligence boom, and no company has ridden the wave of investor enthusiasm quite like Microsoft. Buoyed by its strategic partnership with OpenAI and the integration of AI across its product ecosystem, the company's valuation has soared to unprecedented heights.
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新しいナラティブ • Jul 21

From Legacy to Cloud: A Valuation of Microsoft’s Evolving Business Model

United States: 50.87%1-Year Revenue Growth = 16.83%
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新しいナラティブ • Jun 23

Microsoft Will Lead the Charge with a 12% Revenue Growth Ahead

Where do you think revenue will be in 5 years time? and why?📊 Where Could MSFT’s Revenue Be in 5 Years?As of FY2023, Microsoft's revenue was $232 billion, with an average 5-year CAGR (Compound Annual

収支内訳

Microsoft の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:MSFT 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26318,273125,21634,05934,394
31 Dec 25305,453119,26233,26333,677
30 Sep 25293,812104,91233,01033,090
30 Jun 25281,724101,83232,87732,488
31 Mar 25270,01096,63532,66431,715
31 Dec 24261,80292,75032,83431,170
30 Sep 24254,19090,51232,79430,395
30 Jun 24245,12288,13632,06529,510
31 Mar 24236,58486,18131,40428,193
31 Dec 23227,58382,54130,67827,524
30 Sep 23218,31077,09630,47127,226
30 Jun 23211,91572,36130,33427,195
31 Mar 23207,59169,02029,98627,305
31 Dec 22204,09467,44929,66826,627
30 Sep 22203,07569,78928,41525,541
30 Jun 22198,27072,73827,72524,512
31 Mar 22192,55772,45627,05123,350
31 Dec 21184,90371,18526,38522,248
30 Sep 21176,25167,88325,70821,389
30 Jun 21168,08861,27125,22420,716
31 Mar 21159,96956,01524,73220,243
31 Dec 20153,28451,31024,50719,926
30 Sep 20147,11447,49624,47519,630
30 Jun 20143,01544,28124,70919,269
31 Mar 20138,69946,26624,02318,568
31 Dec 19134,24944,32323,58317,997
30 Sep 19129,81441,09423,24917,464
30 Jun 19125,84339,24023,09816,876
31 Mar 19122,21134,92622,74216,296
31 Dec 18118,45933,54122,54115,695
30 Sep 18114,90618,81922,49215,129
30 Jun 18110,36016,57122,22314,726
31 Mar 18105,88015,76720,70413,562
31 Dec 17102,27313,82920,23513,202
30 Sep 1799,18126,39819,52212,760
30 Jun 1796,57125,48919,94213,037
31 Mar 1791,58020,54219,59412,669
31 Dec 1688,89918,81219,06612,294
30 Sep 1686,86917,56319,10612,132
30 Jun 1691,15420,53919,19811,988
31 Mar 1686,88610,48119,19411,936
31 Dec 1588,08411,71019,44811,940
30 Sep 1590,75812,55519,86211,943
30 Jun 1593,58012,19320,32412,046

質の高い収益: MSFTは 高品質の収益 を持っています。

利益率の向上: MSFTの現在の純利益率 (39.3%)は、昨年(35.8%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: MSFTの収益は過去 5 年間で年間13.5%増加しました。

成長の加速: MSFTの過去 1 年間の収益成長率 ( 29.6% ) は、5 年間の平均 ( 年間13.5%を上回っています。

収益対業界: MSFTの過去 1 年間の収益成長率 ( 29.6% ) はSoftware業界13%を上回りました。

株主資本利益率

高いROE: MSFTの 自己資本利益率 ( 30.2% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 16:07
終値2026/05/08 00:00
収益2026/03/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Microsoft Corporation 53 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。97

アナリスト機関
Kadambari DaptardarAccountability Research Corporation
Harshit GuptaAccountability Research Corporation
Adam ShepherdArete Research Services LLP