Recent chatter on X regarding Microsoft (MSFT) has been dominated by the company's latest earnings report and its significant investments in AI and cloud computing. Many users are intrigued by the reported 16% year-over-year revenue growth and the strong performance of Azure, seeing these as key drivers for future expansion. The excitement is tempered, however, by discussions around the hefty $80 billion planned expenditure on AI-enabled data centers, raising questions about short-term profitability.
Additionally, there’s a split in opinions on X about Microsoft’s strategic moves, including the integration of platforms like GitHub into its CoreAI unit and recent layoffs in divisions such as Xbox. Some express concern over the potential impact on innovation and employee morale, while others argue these are necessary steps to streamline operations for long-term growth. This ongoing debate keeps the conversation lively and reflects the high stakes surrounding Microsoft’s next steps.
Note: This discussion summary was generated from an AI condensation of post data.
Microsoft Congressional Stock Trading
Members of Congress have traded $MSFT stock 52 times in the past 6 months. Of those trades, 25 have been purchases and 27 have been sales.
Here’s a breakdown of recent trading of $MSFT stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 9 times. They made 9 purchases worth up to $1,415,000 on 07/29, 07/28, 07/16, 06/25, 06/03 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON has traded it 4 times. They made 0 purchases and 4 sales worth up to $95,000 on 07/29, 04/07, 04/01.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- SENATOR SHELLEY MOORE CAPITO has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 07/18, 06/18.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $65,000 on 07/16, 06/09 and 1 sale worth up to $15,000 on 06/11.
- 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 4 times. They made 2 purchases worth up to $30,000 on 05/22, 05/21 and 2 sales worth up to $30,000 on 02/24, 02/21.
- 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 4 times. They made 1 purchase worth up to $1,000,000 on 05/08 and 3 sales worth up to $1,600,000 on 05/12, 04/07, 02/24.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 5 times. They made 4 purchases worth up to $95,000 on 05/09, 04/08, 04/03 and 1 sale worth up to $15,000 on 02/25.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $100,000 on 04/29, 02/26 and 1 sale worth up to $50,000 on 03/31.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/22, 04/16 and 0 sales.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 3 times. They made 1 purchase worth up to $50,000 on 03/03 and 2 sales worth up to $65,000 on 04/21, 03/20.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 04/15.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $115,000 on 04/10, 03/04.
- REPRESENTATIVE GREG LANDSMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $200,000 on 03/27.
- REPRESENTATIVE GEORGE WHITESIDES sold up to $500,000 on 03/24.
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 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $MSFT stock by insiders over the last 6 months:
- 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 2,720 institutional investors add shares of Microsoft stock to their portfolio, and 2,811 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 90,533,328 shares (+564387.1%) to their portfolio in Q2 2025, for an estimated $45,032,182,680
- 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
- GAMMA INVESTING LLC removed 46,539,719 shares (-99.7%) from their portfolio in Q2 2025, for an estimated $23,149,321,627
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Microsoft Government Contracts
We have seen $406,539,481 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 MICROSOFT PREMIER SUPPORT (MPS) FOR THE UNITED STATES MARINE CORPS ...: $54,072,416
- MICROSOFT CONSULTING SERVICES (MCS) AND UNIFIED SUPPORT FOR THE U.S. NAVY / PROGRAM EXECUTIVE OFFICE DIGITA...: $42,658,415
- MICROSOFT ENTERPRISE TECHNICAL SOLUTIONS SERVICES (METSS) MICROSOFT CONSULTING SERVICES (MCS) AND MICROSOFT...: $27,550,345
- MICROSOFT AZURE STRATUS HSTXXX0000002144 93A34F: $22,200,657
- THE ENTERPRISE CLOUD MANAGEMENT AGENCY (ECMA) REQUIRES MICROSOFT AZURE CLOUD COMPUTING CAPABILITIES AT DEPA...: $18,330,708
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:
- Truist Securities issued a "Buy" rating on 08/18/2025
- Oppenheimer issued a "Outperform" rating on 07/31/2025
- Jefferies issued a "Buy" rating on 07/31/2025
- Scotiabank issued a "Sector Outperform" rating on 07/31/2025
- Raymond James issued a "Outperform" rating on 07/31/2025
- Morgan Stanley issued a "Overweight" rating on 07/31/2025
- Stifel issued a "Buy" 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:
- Terry Tillman from Truist Securities set a target price of $675.0 on 08/18/2025
- Rishi Jaluria from RBC Capital set a target price of $640.0 on 07/31/2025
- Brad Sills from B of A Securities set a target price of $640.0 on 07/31/2025
- Gil Luria from DA Davidson set a target price of $650.0 on 07/31/2025
- Brent Thill from Jefferies set a target price of $675.0 on 07/31/2025
- Brad Reback from Stifel set a target price of $650.0 on 07/31/2025
- 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.
