AI and Cloud Growth Buzz: Recent chatter on X about Microsoft has been heavily focused on its advancements in AI and cloud computing, particularly with Azure and tools like Copilot. Many users are expressing excitement over the company's strong growth numbers, with some pointing to analyst upgrades as a sign of continued momentum. This has sparked lively discussions about future potential in the tech sector.
Xbox Sales Concerns: On the flip side, there’s growing concern on X regarding a reported 30% year-over-year drop in Xbox console sales. Some voices on the platform worry this could signal challenges in the gaming division, though others argue the focus on cloud and AI overshadows these setbacks. The mixed reactions highlight a divide in how investors view the company’s diverse portfolio.
Valuation Debates: Posts on X also reveal a split on Microsoft’s stock valuation after a recent pullback from its rally. While some users question if the current price reflects long-term value, others remain bullish, citing major deals and partnerships as key drivers. This ongoing debate keeps the conversation dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Microsoft Insider Trading Activity
Microsoft insiders have traded $MSFT stock on the open market 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 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.
- 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.
- BRADFORD L SMITH (Vice Chair and President) sold 6,000 shares for an estimated $2,599,020
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
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 MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/24, 05/05 and 0 sales.
- 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.
- REPRESENTATIVE RICHARD MCCORMICK sold up to $15,000 on 09/18.
- 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 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. purchased up to $15,000 on 08/05.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Microsoft Hedge Fund Activity
We have seen 2,727 institutional investors add shares of Microsoft stock to their portfolio, and 2,663 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 $316,248,310 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:
- Evercore ISI Group issued a "Outperform" rating on 10/30/2025
- JP Morgan issued a "Overweight" rating on 10/30/2025
- Wells Fargo issued a "Overweight" rating on 10/30/2025
- Piper Sandler issued a "Overweight" rating on 10/30/2025
- Raymond James issued a "Outperform" rating on 10/30/2025
- Citigroup issued a "Buy" rating on 10/30/2025
- Bernstein issued a "Outperform" rating on 10/30/2025
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 28 analysts offer price targets for $MSFT in the last 6 months, with a median target of $639.5.
Here are some recent targets:
- Mark Moerdler from Bernstein set a target price of $645.0 on 10/30/2025
- Tyler Radke from Citigroup set a target price of $690.0 on 10/30/2025
- Mark Murphy from JP Morgan set a target price of $575.0 on 10/30/2025
- Kirk Materne from Evercore ISI Group set a target price of $640.0 on 10/30/2025
- Keith Weiss from Morgan Stanley set a target price of $650.0 on 10/30/2025
- Hannah Rudoff from Piper Sandler set a target price of $650.0 on 10/30/2025
- Michael Turrin from Wells Fargo set a target price of $700.0 on 10/30/2025
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.
