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- $4.0TMarket Cap
- 3.86%1-Year Change
- Software - InfrastructureIndustry
Microsoft (MSFT)
Key Performance
More- Earnings Score: 43
- Momentum Score: 77
- True Yield: 34
- Financial Health Score: 98
Latest Research & News
The Man Who Built the Apple Store Never Tried to Sell You Anything
Ron Johnson, creator of the Apple Store, discusses how Apple's retail success stems from a philosophy of serving customers through love and relationships rather than transactional selling. He shares insights on Steve Jobs' vision, the transition to new CEO John Ternus, and lessons from his career at Target, Apple, and JCPenney, emphasizing that Apple's strength lies in innovation, customer loyalty, and maintaining core values rather than pursuing rapid change.
10/15/2026, 1:26 PM • The Motley Fool
Better High-Growth Software Stock for 2026: Figma vs. ServiceNow
The article compares two high-growth software companies: Figma, a rapidly expanding collaborative design platform with 41% revenue growth but significant losses, and ServiceNow, a mature enterprise workflow automation platform with consistent profitability and 20.9% revenue growth. The analyst recommends ServiceNow as the more conservative choice due to its proven profitability and stable operations, despite Figma's higher growth potential.
10/15/2026, 12:15 PM • The Motley Fool
Figma vs. Palantir Technologies: Which Technology Stock Is a Better Buy in 2026?
The article compares Figma and Palantir Technologies as investment options in 2026. Palantir is recommended as the stronger choice, posting 150% U.S. commercial revenue growth in Q2 2026 with profitability and raised guidance, while Figma, despite strong revenue growth, saw its stock drop 16% after earnings due to heavy AI investment costs compressing margins and widening operating losses.
10/15/2026, 10:37 AM • The Motley Fool
Meta's Muse Agent Is a Massive Hit. I'm Still Not Sold on Meta Stock.
While Meta's Muse AI agent has achieved early success with 3 million weekly users and top App Store ranking, analyst Chris Neiger remains skeptical about its ability to justify Meta's $145 billion AI infrastructure spending. The subscription model won't offset massive AI costs, competition is intensifying from rivals like Apple and OpenAI, and Meta lacks enterprise products to generate sufficient revenue like Microsoft and Alphabet do.
10/15/2026, 10:00 AM • The Motley Fool
Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?
AMD and Arm represent two distinct semiconductor business models: AMD designs and sells high-performance chips with 34% revenue growth, while Arm licenses chip architectures with 23% growth. Despite AMD's faster growth and lower valuation multiples, the author favors Arm due to its exceptional 93.88% gross margins, dominant smartphone market presence, and potential for long-term value despite higher stock valuations.
10/15/2026, 8:23 AM • The Motley Fool
Microsoft Went 240 Trading Days Without a Record Close. History Says What Usually Happens Next.
Microsoft reached a new record close on October 13, 2026, after a 240-trading-day wait since its previous record in October 2025. During this period, the stock fell 35% before recovering 54%. Historically, Microsoft's stock has risen within a year after five of seven similar long waits, though two instances saw declines. The article notes that Microsoft's valuation became more attractive during the wait, with the P/E ratio declining from 40x to 30x earnings while the company grew earnings per share by 32% in fiscal 2026.
10/15/2026, 8:21 AM • The Motley Fool
Here's What a $10,000 Investment in IonQ Could Be Worth by October 2027
IonQ, a pure-play quantum computing company, has seen its stock drop 57% over the past 12 months despite strong revenue growth of 287% year-over-year. While analysts are optimistic with a median price target of $65 (potentially turning $10,000 into $18,146), the company remains unprofitable with rapidly growing losses. The article suggests IonQ could benefit from mainstream quantum computing adoption but recommends only small, speculative positions due to high volatility and the technology's early stage.
10/15/2026, 7:20 AM • The Motley Fool
Big Tech Will Spend $745 Billion on AI This Year. These Stocks Get Paid on Every Dollar.
Amazon, Alphabet, Microsoft, and Meta are projected to spend $745 billion on capital expenditures this year, primarily for data center infrastructure. Hardware suppliers Nvidia, Broadcom, and Arista Networks are positioned to benefit from this spending through GPU sales, custom AI chips, and networking equipment. Nvidia trades at an attractive 14x forward P/E, Broadcom at 18x with strong AI revenue growth projections, while Arista commands a premium 38x valuation despite deployment risks.
10/15/2026, 7:10 AM • The Motley Fool
Microsoft Had Its Best Quarter in 28 Years. Is it Too Late to Buy the Stock?
Microsoft delivered its best quarterly performance in 28 years with 38% gains in Q3, driven by strong financial results and AI/cloud computing growth. The company's revenue grew 18% to $90 billion, Azure cloud services surged 43%, and the company ended with a massive $678 billion backlog signaling sustained demand. Despite the recent rally, analysts believe Microsoft stock remains a buy at 25.1x forward earnings due to its strong position in AI, cloud computing, and significant growth prospects.
10/15/2026, 4:15 AM • The Motley Fool
Capital constraints, not chip supply, represent the biggest bottleneck for AI data center expansion. Major hyperscalers like Alphabet, Amazon, and Meta face negative free cash flow as they scale AI spending. Custom silicon (XPUs) offer a solution by reducing upfront costs, positioning XPU makers like Broadcom and Marvell as major beneficiaries of this shift.
10/15/2026, 4:14 AM • The Motley Fool
The S&P 500 has gained 100% over four years driven by AI enthusiasm, but the Buffett indicator—which measures total U.S. stock market value relative to GDP—has reached a historic high of 238%, surpassing dot-com bubble levels of 148%. This suggests stocks are overvalued relative to economic fundamentals. However, history shows that despite past market declines following similar peaks, the market has always recovered and delivered long-term gains, suggesting investors should maintain positions rather than sell.
10/15/2026, 4:10 AM • The Motley Fool
Can Apple Overtake Nvidia as the World's Largest Company in 2027?
The article argues that Nvidia will likely remain the world's largest company by market cap in 2027, despite Apple closing the valuation gap. Nvidia is expected to deliver 70% revenue growth next year and trades at a reasonable 14x forward earnings, while Apple's 16% growth is priced at a premium 31x earnings. The author contends that if Nvidia executes as expected, the stock could double, opening a commanding lead over Apple.
10/15/2026, 3:30 AM • The Motley Fool
Invesco QQQ Doesn't Own a Single Bank, and That's Not the Only Thing the Nasdaq-100 Leaves Out
The Invesco QQQ Trust (QQQ), which tracks the Nasdaq-100 index, excludes all financial companies and any stocks not primarily listed on Nasdaq. This means major banks like JPMorgan Chase and Wells Fargo, as well as NYSE-listed companies like Berkshire Hathaway, Visa, and Oracle, are absent from the fund. Despite missing the entire financial sector (11.5% of the S&P 500), QQQ has delivered superior long-term returns of 21% annually over 10 years compared to 13% for financial sector funds, though it underperformed in certain years like 2022 and 2024.
10/14/2026, 7:23 PM • The Motley Fool
Jim Cramer endorsed CoreWeave as the only AI neocloud he trusts, but the stock plunged 15% the next day after venture capitalist Chamath Palihapitiya highlighted concerns about the company's soaring debt levels. CoreWeave faces significant financial risks with $51.6 billion in total debt obligations and projected negative free cash flow of $25-28 billion annually through 2028, raising questions about whether strong customer demand can offset the company's aggressive borrowing strategy.
10/14/2026, 5:30 PM • The Motley Fool
Microsoft unveiled its Maia 300 AI chip, claiming 40% better token processing per megawatt than GPUs. Rather than competing on raw power where Nvidia dominates, Microsoft is targeting cost efficiency for AI inference workloads. The chip signals a shift in the AI industry from pure performance competition toward optimizing economics and cost-per-token delivery, though Nvidia's high-end processors remain critical to Microsoft's AI strategy.
10/14/2026, 4:57 PM • The Motley Fool
Peers
Statistics
MoreInformation as of 10/16/2026
Company Profile
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide. Its products include operating systems, server applications, business solution applications, software development tools, desktop and server management tools, and video games; and devices, such as PCs, tablets, gaming and entertainment consoles, other intelligent devices, and related accessories. The company's Productivity and Business Processes segment offers Microsoft 365 Commercial, Enterprise Mobility + Security, Power BI, Exchange, SharePoint, Microsoft Teams, Microsoft 365 Security and Compliance, Microsoft 365 Copilot, and Windows Commercial on-premises and Office licensed on-premises. This segment also provides Microsoft 365 Consumer products and cloud services; LinkedIn, including talent solutions, marketing solutions, subscriptions, and sales solutions; Dynamics 365, a set of cloud-based applications; and on-premises ERP and CRM applications. Its Intelligent Cloud segment offers server products and cloud services; cloud and AI consumption-based services, GitHub cloud services, health and life sciences cloud services, as well as virtual desktop offerings, and other cloud services; SQL Server, Windows Server, Visual Studio, System Center, and related client access licenses; and enterprise support services, industry solutions, Microsoft partner network, and learning experience. The company's More Personal Computing segment provides Windows OEM licensing and devices comprising Surface and PC accessories; XBOX hardware, and XBOX first- and third-party content and services; XBOX Game Pass and other subscriptions; XBOX Cloud Gaming, advertising, and other cloud services; and search advertising consisting of Bing, Copilot, Microsoft News, Microsoft Edge, and third-party affiliates. It sells its products through partners and retail networks. The company was founded in 1975 and is headquartered in Redmond, Washington.
Key Executives
- Satya Nadella
- Bradford L. Smith
- Judson Althoff
- Amy E. Hood
- Takeshi Numoto
Current Ownership Distribution
- Institutions101.4B (76.60%)
- Mutual Funds30.5B (23.04%)
- Insiders474.5M (0.36%)
- Other0 (0.00%)