| Profitability | 99/100 |
| Growth | 73/100 |
| Momentum | 96/100 |
| Quality | 93/100 |
| Earnings Quality | 61/100 |
| Balance Sheet | 79/100 |
| Value | 49/100 |
| Risk (safety) | 100/100 |
| Overall | 77.3/100 |
| Symbol | IS Score |
|---|---|
| PLTR | 86 |
| AAPL | 85 |
| NVDA | 84 |
| AVGO | 83 |
| MU | 89 |
| AMD | 78 |
| MSFT | 77 |
Both readings sit above the midpoint — business quality at 77 and price structure at 78 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 75 and holds two consecutive quarters | now 77.3 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 76 → 79 → 79 → 77 | the direction matters more than the level |
| Technical vote share back above 50% | now 100% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 6,326 → now 6,259 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 6,259 | 5544.3M | $2007.7B | 74.6% |
| 2026 Q1 | 6,232 | 5341.1M | $1913.7B | 71.9% |
| 2025 Q4 | 6,326 | 5470.7M | $2551.1B | 73.6% |
| 2025 Q3 | 5,861 | 6127.5M | $2666.0B | 82.5% |
| 2025 Q2 | 5,829 | 6183.4M | $2577.3B | 83.2% |
| 2025 Q1 | 5,777 | 5386.0M | $1946.8B | 72.5% |
| 2024 Q4 | 5,873 | 5362.5M | $2175.6B | 72.2% |
| 2024 Q3 | 5,298 | 5319.3M | $2185.0B | 71.6% |
| 2024 Q2 | 5,268 | 5300.8M | $2276.1B | 71.3% |
| 2024 Q1 | 5,241 | 5301.6M | $2135.4B | 71.4% |
| 2023 Q4 | 5,221 | 5302.8M | $1916.5B | 71.4% |
| 2023 Q3 | 4,860 | 5263.0M | $1600.7B | 70.8% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Coleman Amy | EVP, Chief Human Resources Off | 2026-10-15 | TAX W/H | 32 | $0.02M | 50,925 |
| Hood Amy | EVP, Chief Financial Officer | 2026-10-13 | SELL | 3,387 | $1.85M | 559,314 |
| Hood Amy | EVP, Chief Financial Officer | 2026-10-13 | SELL | 2,927 | $1.60M | 556,387 |
| Hood Amy | EVP, Chief Financial Officer | 2026-10-13 | SELL | 991 | $0.54M | 555,396 |
| Smith Bradford L | Vice Chair and President | 2026-09-15 | A-Award | 29,077 | — | 473,793 |
| Numoto Takeshi | EVP, Chief Marketing Officer | 2026-09-15 | A-Award | 11,569 | — | 59,412 |
| Hood Amy | EVP & Chief Financial Officer | 2026-09-15 | A-Award | 29,077 | — | 562,701 |
| Coleman Amy | EVP, Chief Human Resources Off | 2026-09-15 | A-Award | 6,506 | — | 50,957 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 24 | 186,398 | $91.0M | Counted |
| F — Tax withholding | 25 | 151,012 | $75.5M | None — compensation |
| G — Gifts | 1 | 14,000 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-09-14 | Amy Hood | 56,284 | $28.4M |
| 2026-08-05 | Althoff Judson | 10,000 | $4.9M |
| 2026-08-04 | Numoto Takeshi | 6,444 | $3.1M |
| 2026-06-04 | Numoto Takeshi | 7,000 | $3.0M |
| Trailing 12 mo | 11 filings | 315,267 | $157M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 7.48% | 556.0M sh |
| 2026-03-27 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Lisa McClain | House | BUY | $1,001 - $15,000 | 2026-09-30 | 2026-10-13 |
| Lisa McClain | House | BUY | $1,001 - $15,000 | 2026-09-30 | 2026-10-12 |
| Michael Rulli | House | SELL | $1,001 - $15,000 | 2026-09-28 | 2026-10-05 |
| Shelley Moore Capito | Senate | SELL | $15,001 - $50,000 | 2026-07-21 | 2026-08-04 |
| Shelley Moore Capito | Senate | SELL | $15,001 - $50,000 | 2026-07-21 | 2026-08-04 |
| Mark Warner | Senate | BUY | $1,001 - $15,000 | 2026-04-13 | 2026-05-01 |
| Manager | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 9.7M | $5.0B |
| Ninety One Uk Ltd | 5.3M | $2.7B |
| Wealth Enhancement Advisory Servic | 3.2M | $1.5B |
| Pinestone Asset Management Inc. | 2.4M | $1.3B |
| Td Waterhouse Canada Inc. | 2.3M | $1.2B |
| Fort Washington Investment Advisor | 2.2M | $1.1B |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 5.2% | $120.9B |
| VTI | 5.2% | $120.9B |
| VTSAX | 5.2% | $120.9B |
| VSMPX | 5.2% | $120.9B |
| VFFSX | 5.8% | $100.0B |
| VFIAX | 5.8% | $100.0B |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 30.8M | 45 sh |
| Incr Intelligent Cross Llc | 24.7M | 38 sh |
| Sgmt Sigma X2 | 16.1M | 47 sh |
| Ebxl Level Ats | 13.6M | 26 sh |
| Pure Purestream | 11.3M | 67 sh |
| Bids Bids Ats | 9.2M | 222 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $170.8B | 51% |
| Non Us | $161.0B | 49% |
Moat score 68/100 — Narrow; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Satya Nadella | Chairman & Chief Executive Officer |
| Bradford L. Smith | President & Vice Chairman |
| Judson Althoff | Executive Vice President & Chief Executive Officer of Commercial Business |
| Amy E. Hood | Executive Vice President & Chief Financial Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | +18.0% | +6.9% | +15.7% | +14.9% | +17.8% |
| Gross profit | +17.1% | +7.7% | +17.1% | +13.4% | +16.3% |
| Operating income | +19.3% | +6.2% | +23.6% | +17.4% | +20.8% |
| Net income | +18.7% | -0.5% | +21.8% | +15.5% | +31.3% |
| $B · FY ends | FY22 | FY23 | FY24 | FY25 | FY26 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 198.3 | 211.9 | 245.1 | 281.7 | 331.8 | |
| Cost of revenue | 62.7 | 65.9 | 74.1 | 87.8 | 106.4 | |
| Gross profit | 135.6 | 146.1 | 171.0 | 193.9 | 225.5 | |
| R&D expense | 24.5 | 27.2 | 29.5 | 32.5 | 35.6 | |
| SG&A expense | 27.7 | 30.3 | 32.1 | 32.9 | 34.7 | |
| Operating income | 83.4 | 88.5 | 109.4 | 128.5 | 155.2 | |
| EBITDA | 100.2 | 105.1 | 133.0 | 160.2 | 207.5 | |
| D&A | 14.5 | 13.9 | 22.3 | 34.2 | 38.5 | |
| Pretax income | 83.7 | 89.3 | 107.8 | 123.6 | 165.9 | |
| Income tax | 11.0 | 16.9 | 19.7 | 21.8 | 32.2 | |
| Net income | 72.7 | 72.4 | 88.1 | 101.8 | 133.7 | |
| Diluted EPS ($) | 9.65 | 9.68 | 11.80 | 13.64 | 17.95 | |
| Diluted shares (M) | 7,540 | 7,472 | 7,469 | 7,465 | 7,453 |
| $B | FY23 | FY24 | FY25 | FY26 | |
|---|---|---|---|---|---|
| Cash & equivalents | 34.7 | 18.3 | 30.2 | 20.9 | |
| ST investments | 76.6 | 57.2 | 64.3 | 55.9 | |
| Receivables (net) | 48.7 | 56.9 | 69.9 | 80.9 | |
| Total current assets | 184.3 | 159.7 | 191.1 | 207.7 | |
| PP&E (net) | 110.0 | 154.6 | 229.8 | 337.3 | |
| Goodwill + intangibles | 77.3 | 146.8 | 142.1 | 138.3 | |
| Total assets | 412.0 | 512.2 | 619.0 | 758.4 | |
| Accounts payable | 18.1 | 22.0 | 27.7 | 42.4 | |
| Short-term debt | 5.2 | 8.9 | 3.0 | 9.2 | |
| Deferred revenue | 50.9 | 57.6 | 64.6 | 73.0 | |
| Total current liabilities | 104.1 | 125.3 | 141.2 | 168.8 | |
| Long-term debt | 42.0 | 42.7 | 40.2 | 31.1 | |
| Total liabilities | 205.8 | 243.7 | 275.5 | 316.0 | |
| Shareholders' equity | 206.2 | 268.5 | 343.5 | 442.4 |
| $B | FY23 | FY24 | FY25 | FY26 | |
|---|---|---|---|---|---|
| Net income | 72.4 | 88.1 | 101.8 | 133.7 | |
| D&A | 13.9 | 22.3 | 34.2 | 38.5 | |
| Stock-based compensation | 9.6 | 10.7 | 12.0 | 12.4 | |
| Working capital change | (2.4) | 1.8 | (5.4) | (4.9) | |
| Operating cash flow | 87.6 | 118.5 | 136.2 | 182.9 | |
| Capital expenditures | (28.1) | (44.5) | (64.6) | (115.9) | |
| Investing cash flow | (22.7) | (97.0) | (72.6) | (139.5) | |
| Buybacks | (22.2) | (17.3) | (18.4) | (22.3) | |
| Dividends paid | (19.8) | (21.8) | (24.1) | (26.4) | |
| Debt issuance / (repay) | (2.8) | 0.6 | (9.0) | (3.0) | |
| Financing cash flow | (43.9) | (37.8) | (51.7) | (52.5) | |
| Free cash flow | 59.5 | 74.1 | 71.6 | 67.0 |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 47.2% | 38.8% | 37.1% | 33.3% | 34.0% | 33% | |
| ROA | 20.8% | 18.6% | 19.1% | 18.0% | 19.4% | 17.6% | |
| ROIC | 58.9% | 46.3% | 34.4% | 29.3% | 25.3% | 20.6% | |
| Gross margin | 68.4% | 68.9% | 69.8% | 68.8% | 67.9% | 67.9% | |
| Operating margin | 42.1% | 41.8% | 44.6% | 45.6% | 46.8% | 46.8% | |
| Net margin | 36.7% | 34.1% | 36.0% | 36.1% | 40.3% | 40.3% | |
| EBITDA margin | 50.6% | 49.6% | 54.3% | 56.9% | 62.5% | 64.0% | |
| FCF margin | 32.9% | 28.1% | 30.2% | 25.4% | 20.2% | — | |
| VALUATION | |||||||
| P/E | 25.76 | 34.48 | 37.47 | 36.32 | 20.79 | 29.4 | |
| P/B | 11.25 | 12.10 | 12.30 | 10.77 | 6.28 | 8.9 | |
| P/S | 9.45 | 11.77 | 13.47 | 13.13 | 8.38 | 11.84 | |
| P/FCF | 28.76 | 41.95 | 44.59 | 51.64 | 41.50 | 58.6 | |
| EV/EBITDA | 18.26 | 23.24 | 24.77 | 23.20 | 13.33 | 19.0 | |
| EV/Revenue | 9.23 | 11.53 | 13.44 | 13.19 | 8.53 | 12.2 | |
| Earnings yield | 3.9% | 2.9% | 2.7% | 2.8% | 4.8% | 3.40% | |
| FCF yield | 3.5% | 2.4% | 2.2% | 1.9% | 2.4% | 1.71% | |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.78 | 1.77 | 1.27 | 1.35 | 1.23 | 1.23 | |
| Quick ratio | 1.75 | 1.75 | 1.27 | 1.35 | 1.22 | 1.22 | |
| Debt / equity | 0.37 | 0.29 | 0.25 | 0.33 | 0.29 | 0.29 | |
| Debt / assets | 16.8% | 14.6% | 13.1% | 18.1% | 17.0% | 17.0% | |
| Net debt / EBITDA | -0.43 | -0.49 | -0.06 | 0.11 | 0.24 | 0.51 | |
| Interest coverage | 41.58 | 46.38 | 37.72 | 52.84 | 55.39 | — | |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.57 | 0.55 | 0.53 | 0.50 | 0.48 | 0.44 | |
| Receivables turnover | 4.82 | 4.56 | 4.64 | 4.44 | 4.40 | 4.1 | |
| DSO (days) | 76 | 80 | 79 | 82 | 83 | 89 | |
| DPO (days) | 100 | 103 | 99 | 103 | 120 | 146 | |
| Cash conversion cycle | -5 | -5 | -11 | -17 | -33 | -52 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 18.0% | 6.9% | 15.7% | 14.9% | 17.8% | — | |
| Net income growth | 18.7% | -0.5% | 21.8% | 15.5% | 31.3% | — | |
| EPS growth | 19.9% | 0.0% | 21.7% | 15.7% | 31.5% | — | |
| FCF growth | 16.1% | -8.7% | 24.5% | -3.3% | -6.5% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 9.69 | 9.69 | 11.80 | 13.65 | 17.95 | 18.00 | |
| Book value / share | 22.19 | 27.62 | 35.93 | 46.04 | 59.36 | 59.55 | |
| Revenue / share | 26.41 | 28.38 | 32.81 | 37.76 | 44.52 | 44.67 | |
| FCF / share | 8.68 | 7.97 | 9.91 | 9.60 | 8.99 | 9.02 | |
| Cash / share | 13.96 | 14.90 | 10.11 | 12.67 | 10.31 | 10.34 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 1.7% | 0.9% | 0.5% | 0.5% | 0.8% | 0.80% | |
| Altman Z-Score | 7.56 | 9.16 | 9.88 | 9.81 | 7.12 | 9.3 | |
| Piotroski F-Score | 7 | 7 | 6 | 7 | 7 | 6/9 | |
| Beneish M-Score | -2.40 | -2.55 | -2.39 | -2.52 | -2.60 | -2.60 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 9.3 | Safe (>2.99) | Safe |
| Income quality | 1.37 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.60 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.81 |
| Interest burden | 0.98 |
| Operating margin | 50.9% |
| Asset turnover | 0.48× |
| Financial leverage | 1.75× |
| = ROE | 34% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.97 |
| Earnings stability | 0.89 |
| Earnings persistence | 0.87 |
| Revenue CAGR 3y | 16.1% |
| EPS CAGR 3y | 22.8% |
| FCF CAGR 3y | 4.0% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| PLTR | $428.0B | 147.6 | 38% | 54.9% | +78.9% | 8/9 | +4.4% |
| AAPL | $5,012.5B | 39.2 | 149% | 27.2% | +14.2% | 9/9 | +39.3% |
| NVDA | $5,160.5B | 26.9 | 117% | 62.0% | +83.4% | 7/9 | +18.1% |
| AVGO | $1,569.3B | 40.8 | 44% | 44.2% | +48.7% | 8/9 | -7.2% |
| MU | $994.3B | 11.7 | 88% | 69.5% | +256.3% | 8/9 | — |
| AMD | $863.2B | 134.2 | 10% | 19.9% | +39.5% | 8/9 | — |
| INTC | $475.0B | -42.6 | -12% | -68.4% | +7.5% | 7/9 | — |
| CSCO | $423.4B | 32.0 | 27% | 22.4% | +11.8% | 8/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $329.47B | $330.31B / $328.94B | $17.00 | $17.08 / $16.90 | 25 |
| FY2027 | $390.90B | $394.96B / $383.01B | $19.76 | $20.51 / $19.02 | 30 |
| FY2028 | $467.58B | $489.30B / $438.12B | $23.53 | $24.44 / $22.08 | 29 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $611.08 | +15.5% | 12 |
| Last Quarter | $585.63 | +10.7% | 27 |
| Last Year | $579.09 | +9.5% | 91 |
| All Time | $456.77 | -13.7% | 283 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $520.22 | +8.83 | +1.70% | Above |
| SMA 50 | $505.37 | +23.68 | +4.69% | Above |
| SMA 200 | $434.03 | +95.02 | +21.89% | Above |
| EMA 9 | $531.65 | -2.60 | -0.49% | Below |
| EMA 21 | $521.76 | +7.29 | +1.40% | Above |
| EMA 50 | $499.62 | +29.43 | +5.89% | Above |
| EMA 200 | $456.22 | +72.83 | +15.96% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $537.26 / $543.31 / $547.17 | S1 / S2 | $533.40 / $527.35 |
| Bollinger (20,2) | $491.47 – $548.97 | Squeeze | Off |
| 52-wk range | $348.55 – $551.15 | Off 52-wk high | -4.0% |
| ATR (14) | $12.01 (2.3%) | Historical vol | 22.3% |
| Computed from live weekly prices | MSFT | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 5.63% | 1.83% |
| Best / worst week (1y) | +24.8% / -14.0% | — |
| Max drawdown (5y, monthly) | -31.6% | — |
| 1-week VaR (95%) | -8.1% | — |
| Beta (5y) | 1.11 | 1.00 |
| Reading | MSFT | Software - Infrastructure n=566 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +17.4 | -18.4 | -20.7 | -20.5 |
| Trend | +48.6 | -17.3 | -20.8 | -21.3 |
| Momentum | +22.2 | -20.2 | -28.5 | -15.8 |
| Volume | +39.7 | -1.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Satya Nadella Chairman and Chief Executive O | $96.5M | 97% equity+incentive |
| Amy E. Hood Executive Vice President and Chi | $29.5M | 97% equity+incentive |
| Bradford L. Smith Vice Chair and President | $28.3M | 96% equity+incentive |
| Judson B. Althoff Executive Vice President a | $28.2M | 96% equity+incentive |
| Takeshi Numoto Executive Vice President and | $11.9M | 93% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 73 |
| Social | 60 |
| Governance | 63 |
| Composite ESG | 65 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-02 | Regulation FD; Exhibits | 7.01,9.01 |
| 2026-07-29 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-06-05 | Officer/Director Change | 5.02 |
| 2026-05-14 | Officer/Director Change; Exhibits | 5.02,9.01 |
| 2026-04-29 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-01-28 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-12-08 | Departure/Election of Directors; Appointment of Officers; Submission o | 5.02,5.07 |
| 2025-10-29 | Results of Operations and Financial Condition; Regulation FD Disclosur | 2.02,7.01,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2021 to 2026 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-10-27 to 2026-07-29 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-06-30 to 2028-06-30 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 118 rows · 1987 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-09-14 to 2026-10-15 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 2 rows · 2026-03-27 to 2026-04-30 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.