Microsoft Corp (MSFT)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $133.75B net income over the last four reported quarters, up from $104.40B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 4 sells worth $10.1M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 1 new 5%+ stake disclosure (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings15/15
Share count down 0.1% in a year with no new offering filings. The company is buying back stock.
- Analysts52
- Implied upside+10.9%
- Target range$400.00 to $870.00
- EPS expected$4.72 +14%
- A year ago$4.13
- Revenue expected$90.67B +17%
- Estimate range$4.43 to $4.83
MSFT closed at $505.06 on Aug 27, up 29.3% since Jul 29. Chart read: price above both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 85% of the 52-week range ($352.83 to $542.07).
Insider buying and selling at Microsoft Corp (MSFT)
The most recent Form 4 on record for Microsoft Corp (MSFT) is June 1, 2026, when Judson Althoff, CEO Microsoft Commercial, sold $7.1M of stock. Nothing in the filing ties this one to a pre-arranged plan, so it was the filer's own call.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Judson Althoff · CEO Microsoft Commercial | Sell | $7.1M | June 1, 2026 | Own call |
| Kathleen T Hogan · EVP, Strategy | Sell | $5.0M | March 6, 2026 | Own call |
| John W Stanton · Director | Buy | $2.0M | February 18, 2026 | Own call |
| Bradford L Smith · Vice Chair and President | Buy | $1.5M | April 23, 2025 | Own call |
| Judson Althoff · CEO Microsoft Commercial | Sell | $6.3M | December 2, 2025 | Own call |
| Bradford L Smith · Vice Chair and President | Sell | $20.0M | November 3, 2025 | Own call |
| Satya Nadella · Chief Executive Officer | Sell | $75.3M | September 3, 2025 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Althoff Judson · Officer | $4.9M | August 5, 2026 | Executed | Vested shares |
| Numoto Takeshi · Officer | $3.1M | August 4, 2026 | Executed | Vested shares |
How Congress has done in MSFT
Every purchase of MSFT disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | MSFT | SPY |
|---|---|---|
| Median 12-month return after purchase | +8.5% | +19.8% |
| Median difference vs SPY | -4.3% | — |
| Purchases that beat SPY | 34 of 85 (40%) | — |
| Members who bought | 26 | — |
Most frequent buyers: Josh Gottheimer (16), Cleo Fields (10), Marjorie Taylor Greene (7), Pete Sessions (6), John Boozman (5).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 13 of the 85 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
Congress trades
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-08-11 | David Taylor OH | Sale | $15,001 - $50,000 | |
| 2026-07-30 | Rich McCormick | Sale | $1,001 - $15,000 | |
| 2026-07-24 | David Taylor OH | Purchase | $1,001 - $15,000 | |
| 2026-07-21 | Shelley Moore Capito WV | Sale | $15,001 - $50,000 | |
| 2026-06-25 | Michael Rulli | Sale | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | August 17, 2026 | STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES |
| 4 | August 6, 2026 | STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES |
| 4 | August 5, 2026 | STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES |
| 144 | August 5, 2026 | View on EDGAR |
| 144 | August 4, 2026 | View on EDGAR |
| 10-K | July 29, 2026 | 10-K |
| 8-K | July 29, 2026 | 8-K |
| PX14A6G | July 22, 2026 | View on EDGAR |
Microsoft news
All 65 articles
IREN signed a frontier AI lab and is paying 9% to finance the GPUs. Microsoft deployment debt costs 6%.
IREN (IREN) reported fiscal 2026 results and a new multi-year contract with an unnamed leading frontier AI lab. The same release prices its GPU debt by customer: 9.0% on $2.4 billion for non investment grade deployments, 6.0% on the $3.6 billion behind Microsoft.
The Nasdaq fell six days straight, then chips ripped. Microsoft, Samsung, and Citadel buying out Aschenbrenner all landed inside 18 hours.
The Nasdaq's six-day losing streak ended at exactly six, which our own history piece said was the single most likely outcome. Microsoft's $678 billion backlog, Samsung's call that the chip crunch runs to 2028, and Citadel buying the bulk of a leveraged $24 billion book all arrived between Wednesday's close and Thursday afternoon.
Microsoft (MSFT) grew Azure 43% with $678 billion already booked. That is what Nvidia (NVDA) and Micron (MU) needed to hear.
Microsoft held its capital spending outlook near $190 billion, grew Azure 43% and rose 7.6% after hours. Meta raised its capex range by $10 billion at the low end, missed on earnings at $6.18 against a $7.14 estimate, and fell 9.0%. The market stopped scoring hyperscalers on capex announcements and started scoring them on whether the revenue arrives. That is a better setup for Nvidia, Broadcom and Taiwan Semiconductor than another spending headline, though it does nothing about the memory supply problem that actually caused July.
About $25 billion of Microsoft's (MSFT) AI budget is memory getting more expensive. Wednesday says whether that grew.
Microsoft told investors in April it would spend about $190 billion on capital projects this year. Around $25 billion of that increase bought nothing new, it was the same buildout at a higher price after memory costs rose. Microsoft reports Wednesday after the close, two hours after the Fed decision.
Articles that mention Microsoft without it being the main subject.
A thermal drone found 45 gas generators running at the Nebius (NBIS) data center in New Jersey. The state says it issued no permits.
Floodlight's thermal drone footage shows at least 45 of 62 gas generators operating at DataOne in Vineland, the site supplying Microsoft under Nebius' $17 billion deal. NJDEP says it has issued no permits and none are under review.
Meta (META) is testing robots to swap cables and reset servers. One could take 80% of some workloads, a worker says.
Wired reported Meta is testing robots from Kinova, ABB, and Watney Robotics to swap cables, power cycle servers, and reseat parts at its Iowa and Ohio data centers. One worker estimates a cable bot could replace up to 80% of some workloads. Meta says it needs more workers, not fewer.
Meta (META) could spend $10 billion a year on Anthropic even after restricting its own engineers from using its tools
Meta is one of Anthropic's largest customers and is spending hundreds of millions a month on its tools, the New York Times reported, two months after Meta limited engineers from using Claude Code.
Frequently asked questions
When does MSFT report earnings?
Microsoft Corp (MSFT) is scheduled to report quarterly results on October 28, 2026 (estimated). The 25-analyst consensus is $4.72 per share on revenue of $90.67B for the quarter ending September 30, 2026, against $4.13 and $77.67B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for MSFT?
52 analysts cover Microsoft Corp (MSFT). The consensus rating is Strong buy. The average price target is $569.45, in a range of $400.00 to $870.00.
Are insiders buying or selling MSFT?
We track Form 4 filings for Microsoft Corp (MSFT). The activity listed on this page shows 2 open-market purchases and 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Has Congress made money trading MSFT?
26 members of Congress have disclosed buying MSFT in the last 5 years, 85 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +8.5% against +19.8% for SPY over the same windows, and 34 of the 85 (40%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
Where can I see MSFT SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed August 17, 2026.