Simbolo: MSFT

Microsoft

Software Tecnologia Software infrastrutturale

Prezzo 390.54

Racc. Mantieni Potenziale 59 Rischio 55 Aggiornato 2026-07-29

Sito ufficiale

Impatto della previsione

negativo

Target +22.0% raggiungimento target 82.0%

Reazione D5 in sospeso · D10 in sospeso fiducia mercato

Impatto Potenziale -4 · Rischio +3 valido fino a 2026-08-26

Traccia in portafoglio

Grafico prezzo

Raccomandazione AI Previsione analista Evento calendario Segnale positivo Segnale negativo Neutrale / aggiornamento Mantieni / informativo B Il mio acquisto S La mia vendita

Descrizione

Società e modello di business

Microsoft Corporation è un'azienda tecnologica globale che sviluppa, licenza e supporta una vasta gamma di prodotti software, servizi e dispositivi. I suoi prodotti principali includono il sistema operativo Windows, la suite Microsoft Office e i servizi cloud Azure. I principali segmenti di business sono Produttività e Processi Aziendali, Cloud Intelligente e Maggiore Informatica Personale. Le principali fonti di entrate sono la licenza software, i servizi cloud e le vendite di hardware, inclusi i dispositivi Surface e le console di gioco Xbox.

Profilo di investimento

L'azione è generalmente adatta per gli investitori orientati alla crescita grazie alla sua forte posizione di mercato e all'espansione continua nel cloud computing e nelle tecnologie AI. Offre anche un modesto rendimento da dividendo, attraente per gli investitori focalizzati sul reddito. Il profilo equilibrato riflette una combinazione di potenziale di crescita e generazione di reddito, rendendolo versatile per varie strategie di investimento.

Categoria: Software Settore: Tecnologia Industria: Software infrastrutturale Stile di investimento: Crescita Orizzonte: Lungo termine Tipo di società: Blue Chip Tipo di società: Gigante tech Esperienza: Base

Metriche fondamentali (sperimentale) Aggiornato: 2026-07-27

EPS (TTM) — utile per azione degli ultimi 12 mesi, $: 16.85
Ricavi QoQ — crescita dei ricavi trimestre su trimestre: 2.0%
Sorpresa EPS: 5.2%
Volatilità 20g: 1.4%
Rendimento dividendo: 1.1%
ultima data ex-dividendo: 2026-08-20

Cambiamenti di raccomandazione AI

Data	Prima	Dopo	Motivo
2026-07-23	Compra	Mantieni	Weak momentum and high risk; cautious outlook advised.
2026-07-17	Vendi	Compra	Strong fundamentals, but mixed momentum signals.
2026-07-11	Mantieni	Vendi	Weak momentum and high risk; cautious outlook advised.
2026-07-02	Vendi	Mantieni	Mixed momentum; cautious due to recent performance decline.
2026-06-25	Mantieni	Vendi	Weak momentum and high risk; cautious outlook advised.
2026-06-17	Vendi	Mantieni	Weak momentum and high risk limit upside potential.
2026-06-09	Mantieni	Vendi	Weak momentum and high risk; cautious approach advised.
2026-06-03	Compra	Mantieni	Mixed momentum; fundamentals show stability but risks persist.
2026-05-30	Mantieni	Compra	Strong performance and positive EPS surprise support growth outlook.
2026-05-20	Compra	Mantieni	Mixed performance; cautious outlook amid market volatility.
2026-05-08	—	Compra	Strong fundamentals but mixed momentum signals.
2026-05-08	Mantieni	Compra	Компания Microsoft демонстрирует стабильный рост выручки и положительные финансовые показатели, что указывает на сильные перспективы. Несмотря на недавнее снижение цен, текущие уровни предоставляют хорошую возможность дл
2026-05-01	Compra	Mantieni	Компания показывает стабильный рост выручки и положительный сюрприз по прибыли, однако недавние колебания цен и снижение на длительном горизонте вызывают опасения.
2026-04-17	Mantieni	Compra	Компания демонстрирует позитивные краткосрочные тренды, однако долгосрочные показатели показывают снижение. Рекомендуется удерживать акции до более ясных сигналов для покупки.

Previsioni analisti

Data	Analista	Action	Target	Prezzo allora
2026-07-27	UBS	Target abbassato	510 → 480	392.14001
2026-07-21	Morgan Stanley	Aggiorna	— → 600	402.29
2026-07-20	CLSA	Aggiorna	— → 535	393.82
2026-07-15	Evercore ISI	Target alzato	— → 525	384.93
2026-07-15	Mizuho Securities	Target abbassato	515 → 490	384.93
2026-07-10	Argus Research	Target abbassato	620 → 510	381.8473
2026-07-07	BMO Capital	Target alzato	— → 515	392.045
2026-07-06	Wolfe Research	Target abbassato	570 → 525	385.69
2026-06-25	Stifel Nicolaus	Target abbassato	415 → 400	365.46
2026-05-06	Tigress Financial	Target alzato	595 → 680	413.96
2026-04-30	Scotiabank	Target abbassato	600 → 550	403.31
2026-04-30	Deutsche Bank	Target abbassato	575 → 550	405.653
2026-04-30	Stifel Nicolaus	Target alzato	392 → 415	405.28
2026-04-30	Evercore ISI	Target abbassato	580 → 510	401.73
2026-04-30	Bernstein	Target alzato	641 → 646	424.46
2026-04-30	Truist Financial	Target abbassato	675 → 575	424.46
2026-04-30	Piper Sandler	Target alzato	500 → 540	424.46
2026-04-30	Wells Fargo	Target alzato	615 → 625	424.46
2026-04-30	Barclays	Target abbassato	600 → 545	424.46

Notizie Pagina 10 di 11

Stocks Surge and Decline Midday: MGM Resorts, Zoom Communications, Nvidia, and Others Report Significant Movements

06/01/2026, 10:35 AM business review software consumer Zoom Communications Microsoft Nvidia Veeva Systems Dell Technologies Viasat Humana MGM HP

Several companies experienced significant stock movements, driven by acquisition offers, earnings reports, and new product announcements, which could influence investor sentiment and market dynamics.

Stocks Making Significant Moves Premarket: Nvidia, Arm, Taylor Morrison, Qualcomm, and More

06/01/2026, 05:33 AM business review Advanced Micro Devices Microsoft Nvidia Dell Technologies HP Intel Qualcomm

Nvidia's collaboration with Microsoft on a new processor has led to significant premarket gains for both companies and their partners, while competitors faced declines. Additionally, Taylor Morrison's shares surged following Berkshire Hathaway's acquisition announcement.

Analysts Wells Fargo raised Microsoft (MSFT) target price to $650, expecting 44% upside from current levels

06/01/2026, 04:34 AM investing rating_growth Analysts: analysts, Wells Fargo ai software Microsoft

Microsoft is intensifying its focus on artificial intelligence by launching a range of proprietary AI models, a strategy that Wells Fargo believes could drive its stock price to new heights.

Nvidia Expands into Personal Computers with New Arm-Based N1X Processor for Laptops from Microsoft, Dell, HP, and Others

05/31/2026, 10:32 PM economy announcement software hardware SpaceX Microsoft Nvidia Dell Technologies HP

Nvidia is set to disrupt the personal computer market with its new Arm-based N1X processor, which will power a fresh line of Windows laptops and desktops, challenging established players like Intel and AMD. This move highlights the growing significance of AI in computing and positions Nvidia for substantial growth in a rapidly evolving industry.

Former Barclays CEO Jes Staley to be Interviewed by House Oversight Committee Regarding Relationship with Jeffrey Epstein

05/31/2026, 09:32 AM business announcement JPMorgan Chase Microsoft Barclays

Jes Staley, the former CEO of Barclays, will be interviewed by the House Oversight Committee regarding his ties to Jeffrey Epstein, which could have significant implications for JPMorgan and the broader financial sector given the ongoing scrutiny of Epstein's connections and the bank's settlements related to his activities.

Meta CEO Mark Zuckerberg Indicates Potential Entry into Cloud Computing Market

05/27/2026, 04:31 PM economy announcement ai Meta Platforms Amazon Microsoft

Meta's CEO Mark Zuckerberg indicated that the company may enter the cloud computing market if it faces excess capacity in its data centers, highlighting a potential shift in strategy that could impact its competitive positioning against giants like Amazon and Microsoft.

Dell Technologies Secures $9.7 Billion Software Contract with Pentagon to Provide Microsoft Solutions

05/27/2026, 02:33 PM economy announcement Microsoft Dell Technologies

Dell has secured a significant five-year contract worth approximately $9.7 billion with the Department of Defense to provide essential software services, which is expected to streamline operations and save the Pentagon around $422 million annually.

Microsoft’s Jenny Lay-Flurrie Discusses Humanizing AI Development Through Responsible Technology Initiatives

05/23/2026, 06:33 AM economy growth software Microsoft

Microsoft is taking significant steps to ensure responsible AI development amid the fast-paced tech landscape, emphasizing the importance of accessibility and accountability in its AI initiatives. This approach may influence investor confidence as the company navigates the challenges of integrating ethical practices into its technology offerings.

Stellantis Unveils $70 Billion Turnaround Plan Aiming for Positive Cash Flow by 2024

05/22/2026, 05:34 AM economy announcement auto Microsoft Stellantis

Microsoft's potential deal with Anthropic for AI chips and Stellantis' ambitious $70 billion investment plan are key developments that could influence the tech and automotive sectors significantly.

Microsoft’s GitHub Faces Challenges in AI Coding Race Amid Outages and Competition

05/22/2026, 05:34 AM economy review software Microsoft

Microsoft's GitHub, once a leader in the AI coding space, is facing significant challenges due to repeated outages and executive turnover, which could jeopardize its competitive position against emerging tools and impact Microsoft's overall AI strategy.