Recent discussions on X about Microsoft (MSFT) have been ignited by the company’s latest earnings report, which showcased robust growth in AI and cloud services. Many users are expressing enthusiasm over the strong performance of Azure and the potential of AI-driven initiatives, with some pointing to significant price target upgrades from analysts as a sign of continued momentum. The buzz reflects a sense of optimism about the tech giant’s strategic investments paying off.
However, not all chatter is uniformly positive, as some voices on the platform raise concerns about the sustainability of heavy capital expenditures and the broader market headwinds that could impact growth. Posts also highlight a mixed reaction to the stock’s volatility following the earnings release, with debates emerging around whether the current trajectory justifies the high expectations. This dynamic conversation underscores the intense scrutiny Microsoft faces as a market leader.
Note: This discussion summary was generated from an AI condensation of post data.
Microsoft Congressional Stock Trading
Members of Congress have traded $MSFT stock 49 times in the past 6 months. Of those trades, 21 have been purchases and 28 have been sales.
Here’s a breakdown of recent trading of $MSFT stock by members of Congress over the last 6 months:
- SENATOR SHELLEY MOORE CAPITO has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 07/18, 06/18, 02/04.
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $615,000 on 06/25, 06/03 and 0 sales.
- 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 5 times. They made 2 purchases worth up to $30,000 on 05/22, 05/21 and 3 sales worth up to $5,030,000 on 02/24, 02/21, 02/14.
- 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 6 times. They made 4 purchases worth up to $95,000 on 05/09, 04/08, 04/03 and 2 sales worth up to $30,000 on 02/25, 02/10.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/05, 02/12 and 0 sales.
- 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 4 times. They made 4 purchases worth up to $60,000 on 04/22, 04/16, 02/14, 02/05 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 JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 04/07, 04/01.
- 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.
- SENATOR MARKWAYNE MULLIN purchased up to $100,000 on 02/13.
- REPRESENTATIVE WILLIAM R. KEATING purchased up to $15,000 on 02/05.
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 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 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 2 sales selling 4,000 shares for an estimated $1,849,008.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Microsoft Hedge Fund Activity
We have seen 2,599 institutional investors add shares of Microsoft stock to their portfolio, and 2,776 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
- GAMMA INVESTING LLC removed 46,539,719 shares (-99.7%) from their portfolio in Q2 2025, for an estimated $23,149,321,627
- PROFICIO CAPITAL PARTNERS LLC removed 16,775,597 shares (-99.6%) from their portfolio in Q1 2025, for an estimated $6,297,391,357
- GEODE CAPITAL MANAGEMENT, LLC added 7,341,673 shares (+4.4%) to their portfolio in Q1 2025, for an estimated $2,755,990,627
- VANGUARD GROUP INC added 7,314,509 shares (+1.1%) to their portfolio in Q1 2025, for an estimated $2,745,793,533
- JPMORGAN CHASE & CO added 7,066,307 shares (+5.2%) to their portfolio in Q1 2025, for an estimated $2,652,620,984
- BLACKROCK, INC. added 7,058,289 shares (+1.2%) to their portfolio in Q1 2025, for an estimated $2,649,611,107
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Microsoft Government Contracts
We have seen $396,619,196 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 ...: $53,971,683
- 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: $18,200,655
- THE ENTERPRISE CLOUD MANAGEMENT AGENCY (ECMA) REQUIRES MICROSOFT AZURE CLOUD COMPUTING CAPABILITIES AT DEPA...: $14,777,818
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 26 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 07/31/2025
- Wells Fargo issued a "Overweight" rating on 07/31/2025
- Oppenheimer issued a "Outperform" rating on 07/31/2025
- Keybanc issued a "Overweight" rating on 07/31/2025
- Piper Sandler issued a "Overweight" rating on 07/31/2025
- Wedbush issued a "Outperform" rating on 07/31/2025
- Cantor Fitzgerald 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 26 analysts offer price targets for $MSFT in the last 6 months, with a median target of $625.0.
Here are some recent targets:
- 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
- Brad Sills from B of A Securities set a target price of $640.0 on 07/31/2025
- Brent Bracelin from Piper Sandler set a target price of $650.0 on 07/31/2025
- Daniel Ives from Wedbush set a target price of $625.0 on 07/31/2025
- Thomas Blakey from Cantor Fitzgerald set a target price of $639.0 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.
