Reuters·13h ago
Protesters enter Microsoft data centre site in AmsterdamProtesters enter Microsoft data centre site in Amsterdam
Microsoft's revenue has expanded from $64.7B in 2024Q4 to $92.3B in 2027Q1 while operating margin improved from 43.1% to 49.8%, suggesting durable demand and meaningful operating leverage. Operating cash flow has run at 1.43 to 1.69 times net income in most qu...
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Revenue grew from $64.7B to $92.3B over ten quarters with gross margin held in a narrow 67.2% to 69.6% band, while operating margin expanded to 49.8%, suggesting that pricing and mix have offset rising infrastructure costs.
Azure is expected to grow over 35% through fiscal year 2026 as supply constraints ease.
Increased adoption of Microsoft 365 Copilot among enterprise clients is anticipated to significantly boost revenue.
Significant capital expenditures on AI infrastructure are necessary to maintain competitiveness, with new capacity expected in late 2026.
Planned AI infrastructure spending could reach up to $190 billion in 2026, risking free cash flow margins.
There are concerns about softening AI demand and execution risks with Microsoft 365 Copilot adoption.
Increased depreciation from AI infrastructure investments may lead to margin compression.
Trailing total returns as of 11/6/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $4.89+3.6% vs $4.72 | $92.3B+1.8% vs $90.6B |
Q3 2026 Jul 29, 2026 | $4.74+11.8% vs $4.24 | $90.0B+2.7% vs $87.6B |
Q2 2026 Apr 29, 2026 | $4.27+5.2% vs $4.06 | $82.9B+1.8% vs $81.4B |
Q1 2026 Jan 28, 2026 | $4.14+6.2% vs $3.90 | $81.3B+1.2% vs $80.3B |
Protesters enter Microsoft data centre site in Amsterdam
As Microsoft pours billions into artificial intelligence, the company has offered buyouts to about 60,000 employees. The work force was already on edge.
During the third quarter, Natera achieved record results. Shares advanced during the quarter as Twilio's voice platform was recognized as a backbone for agentic voice agents. Carpenter Technology is benefiting from increased production rates at Boeing that is driving demand for mission-critical materials and components.
The Alger Concentrated Equity ETF underperformed the Russell 1000 Growth Index during the third quarter of 2026. Microsoft Corporation, Natera, Inc., and Meta Platforms Inc were among the top contributors to performance. Western Digital Corporation, QXO, Inc., and Nebius Group were among the top detractors from performance.
Benchmark MSFT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Microsoft Corporation (MSFT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $535.93 | $3.98T | 29.86 | 17.79% | 40.31% | 34.04% | 0.66% | |
| $344.17 | $5.05T | 46.14 | 6.43% | 27.6% | 127.61% | — | |
| $282.57 | $3.42T | 26.14 | 15.13% | 50.03% | 42.62% | — | |
| $260.21 | $2.8T | 36.29 | 12.38% | 16.9% | 26.71% | — | |
| $605.08 | $1.54T | 25.76 | 22.17% | 31.15% | 30.27% | — | |
| $115.06 | $330.92B | 19.74 | 17.35% | 26.36% | 42.1% | — |
Microsoft Corporation (MSFT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Microsoft Corporation (MSFT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Oct 28, 2026·SEC
Jul 29, 2026·SEC
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Microsoft Corporation (MSFT) stock FAQ — growth, dividends, profitability & financials explained
Microsoft Corporation (MSFT) reported $346.44B in revenue for fiscal year 2026. This represents a 2803% increase from $11.94B in 1997.
Microsoft Corporation (MSFT) grew revenue by 17.8% over the past year. This is strong growth.
Yes, Microsoft Corporation (MSFT) is profitable, generating $142.63B in net income for fiscal year 2026 (40.3% net margin).
Yes, Microsoft Corporation (MSFT) pays a dividend with a yield of 0.66%. This makes it attractive for income-focused investors.
Microsoft Corporation (MSFT) has a return on equity (ROE) of 34.0%. This is excellent, indicating efficient use of shareholder capital.
Microsoft Corporation (MSFT) generated $59.96B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
