Robust Earnings Momentum: Microsoft posted double-digit gains in revenue and operating income for the latest quarter, with Azure growth accelerating amid strong demand signals from bookings and remaining performance obligations. Margins remained resilient even as investments in AI infrastructure continued at scale. Observers note the rare blend of growth and profitability at this level.
Stock Price Surge: Shares have climbed sharply in recent weeks, surpassing key technical levels such as the 200-day moving average by the widest margin in years. Sentiment has shifted rapidly as the company reaffirms guidance and highlights standalone Azure metrics. Market participants point to the business fundamentals holding firm through volatility.
Structural Updates: The firm announced a reorganization into two main reporting segments focused on agents and infrastructure alongside devices and consumer offerings. This move includes greater transparency on Azure revenue and comes alongside reaffirmed forward targets. Discussion centers on how these changes could streamline visibility into high-growth areas.
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 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 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 8 sales selling 86,525 shares for an estimated $43,388,532.
- JUDSON ALTHOFF (CEO Microsoft Commercial) has made 0 purchases and 2 sales selling 25,500 shares for an estimated $12,024,244.
- TAKESHI NUMOTO (EVP, Chief Marketing Officer) has made 0 purchases and 3 sales selling 11,810 shares for an estimated $5,232,149.
- AMY COLEMAN (EVP, Chief Human Resources Off) sold 1,262 shares for an estimated $519,241
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Microsoft Revenue
Microsoft had revenues of $90B in Q4 2026. This is an increase of 17.75% from the same period in the prior year.
You can track MSFT financials on Quiver Quantitative's MSFT stock page.
You can access data on MSFT stock through the Quiver Quantitative API.
Microsoft Congressional Stock Trading
Members of Congress have traded $MSFT stock 31 times in the past 6 months. Of those trades, 19 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $MSFT stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 2 purchases worth up to $30,000 on 07/24 and 2 sales worth up to $65,000 on 08/26, 08/11.
- REPRESENTATIVE KEVIN HERN sold up to $50,000 on 08/21.
- REPRESENTATIVE RICHARD MCCORMICK has traded it 3 times. They made 2 purchases worth up to $30,000 on 03/19 and 1 sale worth up to $15,000 on 07/30.
- SENATOR SHELLEY MOORE CAPITO sold up to $50,000 on 07/21.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 3 purchases worth up to $200,000 on 07/17, 05/15, 03/13 and 2 sales worth up to $100,000 on 06/16, 04/14.
- REPRESENTATIVE MICHAEL A. RULLI sold up to $15,000 on 06/25.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/17 and 0 sales.
- REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
- REPRESENTATIVE CLEO FIELDS has traded it 4 times. They made 4 purchases worth up to $60,000 on 06/11, 03/12 and 0 sales.
- REPRESENTATIVE THOMAS H. KEAN, JR. sold up to $15,000 on 06/02.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $50,000 on 05/12.
- REPRESENTATIVE MARIA ELVIRA SALAZAR purchased up to $50,000 on 04/17.
- REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 04/15.
- REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.
- SENATOR JOHN FETTERMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/30, 03/27 and 0 sales.
- SENATOR ALAN ARMSTRONG has traded it 2 times. They made 2 purchases worth up to $65,000 on 03/30, 03/27 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Microsoft Hedge Fund Activity
We have seen 3,418 institutional investors add shares of Microsoft stock to their portfolio, and 2,725 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 135,173,516 shares (+inf%) to their portfolio in Q2 2026, for an estimated $50,422,424,938
- INVESCO LTD. added 57,952,598 shares (+137.0%) to their portfolio in Q2 2026, for an estimated $21,617,478,105
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 52,298,999 shares (+inf%) to their portfolio in Q2 2026, for an estimated $19,508,572,606
- PRICE T ROWE ASSOCIATES INC /MD/ removed 29,955,771 shares (-25.6%) from their portfolio in Q2 2026, for an estimated $11,174,101,698
- SG AMERICAS SECURITIES, LLC added 18,362,719 shares (+338.7%) to their portfolio in Q2 2026, for an estimated $6,849,661,441
- BLACKROCK, INC. added 14,038,542 shares (+2.4%) to their portfolio in Q2 2026, for an estimated $5,236,656,936
- CORIENT PRIVATE WEALTH LLC removed 12,153,795 shares (-68.2%) from their portfolio in Q1 2026, for an estimated $4,434,069,029
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Microsoft Government Contracts
We have seen $557,628,674 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 AZURE STRATUS HSTXXX0000002144 93A34F: $59,295,273
- MICROSOFT CONSULTING SERVICES (MCS) AND UNIFIED SUPPORT FOR THE U.S. NAVY / PROGRAM EXECUTIVE OFFICE DIGITA...: $55,235,802
- THE ENTERPRISE CLOUD MANAGEMENT AGENCY (ECMA) REQUIRES MICROSOFT AZURE CLOUD COMPUTING CAPABILITIES AT DEPA...: $42,488,747
- MICROSOFT CONSULTING SERVICES AND UNIFIED SUPPORT FOR THE UNITED STATES MARINE CORPS (USMC): $36,250,938
- MICROSOFT CONSULTING SERVICES (MCS) AND MICROSOFT PREMIER SUPPORT (MPS) FOR THE UNITED STATES MARINE CORPS ...: $28,626,567
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Microsoft Analyst Ratings
Wall Street analysts have issued reports on $MSFT in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wolfe Research issued a "Outperform" rating on 07/06/2026
- Evercore ISI Group issued a "Outperform" rating on 04/30/2026
- Guggenheim issued a "Buy" rating on 04/30/2026
- Barclays issued a "Overweight" rating on 04/30/2026
- Benchmark issued a "Buy" rating on 04/30/2026
- Wells Fargo issued a "Overweight" rating on 04/30/2026
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 25 analysts offer price targets for $MSFT in the last 6 months, with a median target of $540.0.
Here are some recent targets:
- Keith Bachman from BMO Capital set a target price of $515.0 on 07/07/2026
- Gil Luria from DA Davidson set a target price of $550.0 on 07/06/2026
- Alex Zukin from Wolfe Research set a target price of $525.0 on 07/06/2026
- Brad Reback from Stifel set a target price of $400.0 on 06/25/2026
- Thomas Blakey from Cantor Fitzgerald set a target price of $502.0 on 06/04/2026
- Patrick Walravens from Citizens set a target price of $550.0 on 06/04/2026
- Derrick Wood from TD Cowen set a target price of $540.0 on 06/04/2026
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.
