AI Leadership Sparks Buzz: Recent discussions on X about Microsoft have centered on its strong position in AI, with many highlighting the potential of tools like Copilot and Azure's cloud growth. There's significant excitement over analyst upgrades, with some noting near-universal bullishness among experts as a key driver of positive sentiment. The stock's premarket gains are also fueling chatter about upcoming earnings.
Xbox Commitment Reassures Fans: Another hot topic on X is Microsoft’s firm denial of rumors about exiting the Xbox console market, which has brought relief to gaming enthusiasts. Posts reflect optimism about the company’s next-gen console plans and its vision for a unified gaming ecosystem. This news has added a layer of intrigue to the stock's recent performance.
Balancing Risks and Rewards: While the mood is largely upbeat, some voices on X express caution over high capital expenditures and the timeline for AI-driven revenue. The debate remains dynamic, with users weighing short-term concerns against long-term growth prospects in cloud and cybersecurity sectors. This tension keeps the conversation engaging and multifaceted.
Note: This discussion summary was generated from an AI condensation of post data.
Microsoft Congressional Stock Trading
Members of Congress have traded $MSFT stock 42 times in the past 6 months. Of those trades, 24 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $MSFT stock by members of Congress over the last 6 months:
- REPRESENTATIVE KEVIN HERN sold up to $50,000 on 09/26.
- REPRESENTATIVE VAL T. HOYLE has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/09, 06/06 and 1 sale worth up to $50,000 on 09/23.
- SENATOR SHELLEY MOORE CAPITO has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 09/18, 07/18, 06/18.
- REPRESENTATIVE RICHARD MCCORMICK sold up to $15,000 on 09/18.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $65,000 on 07/16, 06/09 and 2 sales worth up to $30,000 on 09/11, 06/11.
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 09/04.
- REPRESENTATIVE THOMAS H. KEAN, JR. sold up to $15,000 on 08/25.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 08/14, 07/29.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $65,000 on 08/05, 04/29 and 0 sales.
- REPRESENTATIVE CLEO FIELDS has traded it 12 times. They made 12 purchases worth up to $2,015,000 on 08/01, 07/29, 07/28, 07/16, 06/25, 06/03 and 0 sales.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $50,000 on 06/16.
- REPRESENTATIVE JOHN W. ROSE sold up to $500,000 on 06/03.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/22, 05/21 and 0 sales.
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 05/13, 05/12.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $1,000,000 on 05/08 and 1 sale worth up to $1,000,000 on 05/12.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 05/09.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Microsoft Insider Trading Activity
Microsoft insiders have traded $MSFT stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $MSFT stock by insiders over the last 6 months:
- SATYA NADELLA (Chief Executive Officer) has made 0 purchases and 6 sales selling 149,205 shares for an estimated $75,315,120.
- BRADFORD L SMITH (Vice Chair and President) has made 0 purchases and 3 sales selling 81,000 shares for an estimated $35,302,944.
- KATHLEEN T HOGAN (EVP, Strategy) sold 21,500 shares for an estimated $9,756,151
- JUDSON ALTHOFF (EVP, Chief Commercial Officer) has made 0 purchases and 2 sales selling 16,000 shares for an estimated $7,330,817.
- AMY COLEMAN (EVP, Chief Human Resources Off) sold 13,242 shares for an estimated $5,985,886
- TAKESHI NUMOTO (EVP, Chief Marketing Officer) has made 0 purchases and 4 sales selling 8,850 shares for an estimated $4,406,514.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Microsoft Hedge Fund Activity
We have seen 2,698 institutional investors add shares of Microsoft stock to their portfolio, and 2,662 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 90,533,781 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $46,891,971,868
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 52,343,132 shares (-84.1%) from their portfolio in Q2 2025, for an estimated $26,035,997,288
- JPMORGAN CHASE & CO added 15,048,970 shares (+10.6%) to their portfolio in Q2 2025, for an estimated $7,485,508,167
- VANGUARD GROUP INC added 13,691,572 shares (+2.0%) to their portfolio in Q2 2025, for an estimated $6,810,324,828
- FMR LLC added 10,348,184 shares (+5.3%) to their portfolio in Q2 2025, for an estimated $5,147,290,203
- AMUNDI removed 7,227,353 shares (-18.4%) from their portfolio in Q2 2025, for an estimated $3,594,957,655
- HSBC HOLDINGS PLC removed 5,877,472 shares (-24.0%) from their portfolio in Q2 2025, for an estimated $2,923,513,347
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Microsoft Government Contracts
We have seen $322,747,570 of award payments to $MSFT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- MICROSOFT CONSULTING SERVICES (MCS) AND UNIFIED SUPPORT FOR THE U.S. NAVY / PROGRAM EXECUTIVE OFFICE DIGITA...: $34,962,543
- MICROSOFT AZURE STRATUS HSTXXX0000002144 93A34F: $28,200,657
- THE ENTERPRISE CLOUD MANAGEMENT AGENCY (ECMA) REQUIRES MICROSOFT AZURE CLOUD COMPUTING CAPABILITIES AT DEPA...: $22,878,989
- ARMY CYBER COMMANDS MICROSOFT CONSULTING SERVICES AND MICROSOFT PREMIER SUPPORT: $21,679,735
- MICROSOFT ENTERPRISE TECHNICAL SOLUTIONS SERVICES (METSS) MICROSOFT CONSULTING SERVICES (MCS) AND MICROSOFT...: $20,137,899
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Microsoft Analyst Ratings
Wall Street analysts have issued reports on $MSFT in the last several months. We have seen 27 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rothschild & Co issued a "Buy" rating on 10/22/2025
- Wedbush issued a "Outperform" rating on 10/22/2025
- Wells Fargo issued a "Overweight" rating on 10/06/2025
- Morgan Stanley issued a "Overweight" rating on 09/26/2025
- Barclays issued a "Overweight" rating on 08/29/2025
- Truist Securities issued a "Buy" rating on 08/18/2025
- Piper Sandler issued a "Overweight" rating on 07/31/2025
To track analyst ratings and price targets for Microsoft, check out Quiver Quantitative's $MSFT forecast page.
Microsoft Price Targets
Multiple analysts have issued price targets for $MSFT recently. We have seen 27 analysts offer price targets for $MSFT in the last 6 months, with a median target of $625.0.
Here are some recent targets:
- Daniel Ives from Wedbush set a target price of $625.0 on 10/22/2025
- An analyst from Rothschild & Co set a target price of $560.0 on 10/22/2025
- Michael Turrin from Wells Fargo set a target price of $675.0 on 10/06/2025
- Keith Weiss from Morgan Stanley set a target price of $625.0 on 09/26/2025
- Raimo Lenschow from Barclays set a target price of $625.0 on 08/29/2025
- Terry Tillman from Truist Securities set a target price of $675.0 on 08/18/2025
- Brian Schwartz from Oppenheimer set a target price of $630.0 on 07/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
