Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure · NASDAQ Global Select
InsiderStreet
EQUITY FACTSHEET
Generated: 2026-Oct-18 · Market data through: 2026-10-16
Last Close
$529.05
2026-10-16
Market Cap
$3.93T
Volume
24.1M
52-Wk High
$553.72
52-Wk Low
$349.20
Trailing PE
29.4
P/S
11.84
Gross Margin
67.9%
Net Margin
40.3%
ROE
33%
ROIC
21%
Piotroski
6/9
Altman Z
9.3
1-Yr Return
+4.3%
5-Yr Return
+309.9%
Microsoft Corporation is a prominent global technology firm that invents, markets, and provides ongoing assistance for a diverse range of software, digital services, computing devices, and comprehensive solutions. Its operations are organized into three primary divisions: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment delivers crucial tools for both enterprises and individual users. This includes the extensive Office suite (comprising Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, Microsoft Viva, and Skype for Business), along with popular consumer offerings like Skype, Outlook.com, OneDrive, and LinkedIn. It also features Dynamics 365, a suite of integrated cloud and on-premises business applications tailored for organizations. The Intelligent Cloud division focuses on sophisticated infrastructure and platform services. Here, Microsoft licenses key products such as SQL Server, Windows Servers, Visual Studio, System Center, and associated Client Access Licenses. It also includes GitHub, a leading platform for developer collaboration and code hosting; Nuance, offering advanced AI solutions for healthcare and businesses; and Azure, its expansive cloud computing platform. This segment further encompasses enterprise support, Microsoft consulting services, and Nuance professional services, assisting clients with the development, deployment, and management of Microsoft's server and desktop technologies, alongside offering product training and certification. Finally, the More Personal Computing segment covers a broad spectrum of consumer and commercial computing experiences. It generates revenue through Windows operating system licensing, including agreements with original equipment manufacturers (OEMs), non-volume licensing, and various Windows Commercial offerings (such as volume licensing and cloud services), as well as patent licensing and Windows Internet of Things (IoT). This division also supplies its own hardware, including Surface devices, PC accessories, and gaming/entertainment consoles. Its Gaming portfolio features Xbox hardware, content, and subscription services, in addition to video games and royalties from third-party titles. Furthermore, it manages search services like Bing and Microsoft's advertising platforms. Microsoft distributes its extensive product line via numerous channels, including original equipment manufacturers, wholesale distributors, and various resellers, complementing direct sales through digital marketplaces, its own online storefronts, and physical retail outlets. The company, established in 1975, maintains its headquarters in Redmond, Washington.
SectorTechnologyIndustrySoftware - InfrastructureExchangeNASDAQMarket Cap$3.93TEmployees223,000 (SEC-filed)CEOSatya NadellaIPO1986-03-13CountryUS
One Microsoft Way, Redmond, WA 98052-6399  ·  Tel 425 882 8080  ·  microsoft.com
INSIDERSTREET SCORE77 / 100Street mean $585.63 (27 analysts, last qtr) — their number, not ours
INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$91M sold / 6 mo, zero open-market buys
1 Year vs S&P 500 · MSFT +4.3% · S&P 500 +15.9% · spread -11.6pp
6986103120Sep 25Nov 25Jan 26Mar 26May 26Jul 26Aug 26MSFTS&P 500
7 Years vs S&P 500 · MSFT +309.9% · S&P 500 +189.9% · spread +120.1pp
601833074302019202020212023202420252026MSFTS&P 500
Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.
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Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
INSIDERSTREET
SCORE
77of 100

Score Breakdown

Profitability99/100
Growth73/100
Momentum96/100
Quality93/100
Earnings Quality61/100
Balance Sheet79/100
Value49/100
Risk (safety)100/100
Overall77.3/100
Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

SymbolIS Score
PLTR
86
AAPL
85
NVDA
84
AVGO
83
MU
89
AMD
78
MSFT
77

IS Score Trend — quarterly

3853688323 Q123 Q424 Q325 Q226 Q126 Q4
16 quarters, 23 Q1 to 26 Q4. Peak 81 in 24 Q4, latest 77 — -4 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.
BUSINESS QUALITY77 / 100IS Score 77.3 / 100 · -3.7 from peak of 81
6973778223 Q124 Q125 Q126 Q1
Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.
PRICE STRUCTUREBULLISHTechnical Score 78 / 100 · Power +55 · 18 of 22 indicator votes bullish
13%44%74%105%07-2308-1309-0309-2510-16
Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

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.

TriggerWhere it stands nowWhat it would mean
IS Score reaches 75 and holds two consecutive quartersnow 77.3would move us up one band
IS Score stops falling - one quarter higher than the priorlast four: 76 → 79 → 79 → 77the 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 runningpeak 6,326 → now 6,259fewer institutions willing to hold is our clearest warning
We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

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.

Site Convergence Score3 of 4top 4% of 29,420 symbols
Sources Aligned— of 3independent disclosures
Congress (180d)47 buys2026-09-30
Insider Buys (180d)0none disclosed
ETF Funds (30d)2922 up / 2542 downnet +380 funds
Institutions Added (13F)27managers opening or increasing
Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

47725319586764142023 Q32024 Q12024 Q32025 Q12025 Q32026 Q1
Peak 6,326 · latest 6,259 (-67 from peak).
QuarterHolders13F sharesValueReported own%
2026 Q26,2595544.3M$2007.7B74.6%
2026 Q16,2325341.1M$1913.7B71.9%
2025 Q46,3265470.7M$2551.1B73.6%
2025 Q35,8616127.5M$2666.0B82.5%
2025 Q25,8296183.4M$2577.3B83.2%
2025 Q15,7775386.0M$1946.8B72.5%
2024 Q45,8735362.5M$2175.6B72.2%
2024 Q35,2985319.3M$2185.0B71.6%
2024 Q25,2685300.8M$2276.1B71.3%
2024 Q15,2415301.6M$2135.4B71.4%
2023 Q45,2215302.8M$1916.5B71.4%
2023 Q34,8605263.0M$1600.7B70.8%
How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
InsiderRoleDateTypeSharesValuePost-Txn Owned
Coleman AmyEVP, Chief Human Resources Off2026-10-15TAX W/H32$0.02M50,925
Hood AmyEVP, Chief Financial Officer2026-10-13SELL3,387$1.85M559,314
Hood AmyEVP, Chief Financial Officer2026-10-13SELL2,927$1.60M556,387
Hood AmyEVP, Chief Financial Officer2026-10-13SELL991$0.54M555,396
Smith Bradford LVice Chair and President2026-09-15A-Award29,077—473,793
Numoto TakeshiEVP, Chief Marketing Officer2026-09-15A-Award11,569—59,412
Hood AmyEVP & Chief Financial Officer2026-09-15A-Award29,077—562,701
Coleman AmyEVP, Chief Human Resources Off2026-09-15A-Award6,506—50,957
6-mo decomposition (Form 4)TxnsSharesValueSignal weight
S — Open-market sales24186,398$91.0MCounted
F — Tax withholding25151,012$75.5MNone — compensation
G — Gifts114,000—None
P — Open-market purchases00$0Counted — none occurred

Monthly Net Insider Flow (000 shares)

-35K23K80K137K-105-1606-007+13708-3509-710
Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal
Open-Market Sells$91.0M24 txns / 6 mo
Open-Market Buys$0.0M0 txns / 6 mo
ClusterNone active3+ insiders / 21 days
FiledFilerShares registeredEst. proceeds
2026-09-14Amy Hood56,284$28.4M
2026-08-05Althoff Judson10,000$4.9M
2026-08-04Numoto Takeshi6,444$3.1M
2026-06-04Numoto Takeshi7,000$3.0M
Trailing 12 mo11 filings315,267$157M
FiledFormReporting person% of classShares
2026-04-30SCHEDULE 13GVanguard Capital Management7.48%556.0M sh
2026-03-27SCHEDULE 13G/AThe Vanguard Group—exit/reporting change

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
MemberChamberTradeSize bandTradedDisclosed
Lisa McClainHouseBUY$1,001 - $15,0002026-09-302026-10-13
Lisa McClainHouseBUY$1,001 - $15,0002026-09-302026-10-12
Michael RulliHouseSELL$1,001 - $15,0002026-09-282026-10-05
Shelley Moore CapitoSenateSELL$15,001 - $50,0002026-07-212026-08-04
Shelley Moore CapitoSenateSELL$15,001 - $50,0002026-07-212026-08-04
Mark WarnerSenateBUY$1,001 - $15,0002026-04-132026-05-01
House 12-Mo175 trades95 purchases
Senate 12-Mo48 trades15 purchases
CoverageSTOCK Act filings30-45 day disclosure lag
13F Filers (last complete Q)6,232
13F Shares5.34B71.9% of shares out
New / Closed232 / 211positions, QoQ
Increased / Reduced3,254 / 2,423positions, QoQ
Put/Call (13F)0.82option positions
Free Float99.9%7.41B sh

2.8 · Largest Reporting 13F Managers

ManagerSharesValue
Assenagon Asset Management S.A.9.7M$5.0B
Ninety One Uk Ltd5.3M$2.7B
Wealth Enhancement Advisory Servic3.2M$1.5B
Pinestone Asset Management Inc.2.4M$1.3B
Td Waterhouse Canada Inc.2.3M$1.2B
Fort Washington Investment Advisor2.2M$1.1B
EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

FundWeightPosition
VITSX5.2%$120.9B
VTI5.2%$120.9B
VTSAX5.2%$120.9B
VSMPX5.2%$120.9B
VFFSX5.8%$100.0B
VFIAX5.8%$100.0B

13F Filers Holding MSFT — quarterly

517655815986639124Q124Q325Q125Q326Q1

Institutional Put/Call — quarterly

0.710.820.931.0524Q124Q325Q125Q326Q1
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Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
18%33%49%64%07-2308-1008-2609-1409-30
Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.
Latest Session37.4%2026-10-15
20-Day Avg40.7%50-day 42.5%
TrendFalling20d vs 50d
By Market CenterQ: 37% · N: 41% · B: 54%latest session
Weekly Notional ($B)
$8.6B$14.5B$20.4B$26.4B06-1507-0607-2708-17

Where MSFT Trades in the Dark

ATS Venue (4-wk)SharesAvg trade
Ubsa Ubs Ats30.8M45 sh
Incr Intelligent Cross Llc24.7M38 sh
Sgmt Sigma X216.1M47 sh
Ebxl Level Ats13.6M26 sh
Pure Purestream11.3M67 sh
Bids Bids Ats9.2M222 sh
Server Products And Cl$129.4BMicrosoft Three Six Fi$102.0BXBOX$21.8BLinked In Corporation$19.8BWindows$17.1BSearch Advertising$15.2BRevenue$331.8BGross profit$225.5BCost of revenue$106.4BOperating income$155.2BR&D$35.6BSG&A$34.7BNet income$133.7BTax$32.2B
Where a dollar of Microsoft Corporation revenue goes. All values FY2026 filings, live.
RegionRevenueShare
UNITED STATES$170.8B51%
Non Us$161.0B49%
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Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
SwitchingIntangiblesNetworkCost adv.Scale
MSFT (live moat model)Peer median: PLTR · AAPL · NVDA · AVGO · MU
Component scores from the live moat model. Peer median illustrative.

Moat score 68/100 — Narrow; primary source Efficient Scale.

3.8 · Employees (SEC filings)

139K170K202K233K2019202120232025
OfficerTitle
Satya NadellaChairman & Chief Executive Officer
Bradford L. SmithPresident & Vice Chairman
Judson AlthoffExecutive Vice President & Chief Executive Officer of Commercial Business
Amy E. HoodExecutive Vice President & Chief Financial Officer
Revenue ($B)
$0B$130B$261B$391B198FY22212FY23245FY24282FY25332FY26329FY26E391FY27E
EPS ($) — GAAP diluted actual, street-basis estimate
$0.00$6.59$13.17$19.769.65FY229.68FY2311.80FY2413.64FY2517.95FY2617.00FY26E19.76FY27E
Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Quarterly EPS — Actual vs. Consensus
$0.00$1.90$3.79$5.6925-0425-0725-1026-0126-0426-07NextE
Beats (>2%)6 of 6recent quarters
Avg Surprise+8.6%
Next Report2026-10-28
Income Quality1.37OCF ÷ net income
Beat Rate—%0 of 0 quarters
Current Streak0longest 0
Avg EPS Surprise—%median —%
Surprise Trend—last 4 vs prior 4
PeriodEPS est.EPS actualEPS surpriseRev est. ($M)Rev actual ($M)Rev surprise
Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.
$0B$111B$221B$332BFY22FY23FY24FY25FY26RevenueGross profitOperating incomeNet income
Profit Margins (%)
0%23%47%70%68.442.136.7FY2268.941.834.1FY2369.844.636.0FY2468.845.636.1FY2567.946.840.3FY26GrossOperatingNet

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Revenue by Segment — Stacked
$0B$124B$247B$371B$265BFY22$294BFY23$350BFY24$238BFY25$147BFY26Server ProductServer ProductOffice ProductMicrosoft OffiWindowsGaming
Live segmentation data.
YoY Growth Heatmap — Income Lines
YoY growthFY22FY23FY24FY25FY26
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%
$B · FY endsFY22FY23FY24FY25FY26Trend
Revenue198.3211.9245.1281.7331.8
Cost of revenue62.765.974.187.8106.4
Gross profit135.6146.1171.0193.9225.5
R&D expense24.527.229.532.535.6
SG&A expense27.730.332.132.934.7
Operating income83.488.5109.4128.5155.2
EBITDA100.2105.1133.0160.2207.5
D&A14.513.922.334.238.5
Pretax income83.789.3107.8123.6165.9
Income tax11.016.919.721.832.2
Net income72.772.488.1101.8133.7
Diluted EPS ($)9.659.6811.8013.6417.95
Diluted shares (M)7,5407,4727,4697,4657,453
Operating CF$183B
CapEx$116B
Free cash flow$67B
SBC$12B
Buybacks$22B
Net cash change$-9B

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Operating cash flow$182.94BFree cash flow$66.99BCapEx$115.95BBuybacks$22.27BDividends$26.45BRetained cash$18.27B

Balance Sheet — Full

$BFY23FY24FY25FY26
Cash & equivalents34.718.330.220.9
ST investments76.657.264.355.9
Receivables (net)48.756.969.980.9
Total current assets184.3159.7191.1207.7
PP&E (net)110.0154.6229.8337.3
Goodwill + intangibles77.3146.8142.1138.3
Total assets412.0512.2619.0758.4
Accounts payable18.122.027.742.4
Short-term debt5.28.93.09.2
Deferred revenue50.957.664.673.0
Total current liabilities104.1125.3141.2168.8
Long-term debt42.042.740.231.1
Total liabilities205.8243.7275.5316.0
Shareholders' equity206.2268.5343.5442.4

Cash Flow Statement — Full

$BFY23FY24FY25FY26
Net income72.488.1101.8133.7
D&A13.922.334.238.5
Stock-based compensation9.610.712.012.4
Working capital change(2.4)1.8(5.4)(4.9)
Operating cash flow87.6118.5136.2182.9
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 flow59.574.171.667.0
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Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Balance Sheet Structure ($B)
$0B$253B$506B$758BFY23FY24FY25FY26Total assetsTotal liabilitiesEquity
Cash Generation vs Capex ($B)
$0B$61B$122B$183BFY23FY24FY25FY26Operating CFCapexFree cash flow
Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.
RatioFY22FY23FY24FY25FY26TTMTrend
PROFITABILITY
ROE47.2%38.8%37.1%33.3%34.0%33%
ROA20.8%18.6%19.1%18.0%19.4%17.6%
ROIC58.9%46.3%34.4%29.3%25.3%20.6%
Gross margin68.4%68.9%69.8%68.8%67.9%67.9%
Operating margin42.1%41.8%44.6%45.6%46.8%46.8%
Net margin36.7%34.1%36.0%36.1%40.3%40.3%
EBITDA margin50.6%49.6%54.3%56.9%62.5%64.0%
FCF margin32.9%28.1%30.2%25.4%20.2%—
VALUATION
P/E25.7634.4837.4736.3220.7929.4
P/B11.2512.1012.3010.776.288.9
P/S9.4511.7713.4713.138.3811.84
P/FCF28.7641.9544.5951.6441.5058.6
EV/EBITDA18.2623.2424.7723.2013.3319.0
EV/Revenue9.2311.5313.4413.198.5312.2
Earnings yield3.9%2.9%2.7%2.8%4.8%3.40%
FCF yield3.5%2.4%2.2%1.9%2.4%1.71%
RatioFY22FY23FY24FY25FY26TTMTrend
LEVERAGE & SOLVENCY
Current ratio1.781.771.271.351.231.23
Quick ratio1.751.751.271.351.221.22
Debt / equity0.370.290.250.330.290.29
Debt / assets16.8%14.6%13.1%18.1%17.0%17.0%
Net debt / EBITDA-0.43-0.49-0.060.110.240.51
Interest coverage41.5846.3837.7252.8455.39—

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
RatioFY22FY23FY24FY25FY26TTMTrend
EFFICIENCY
Asset turnover0.570.550.530.500.480.44
Receivables turnover4.824.564.644.444.404.1
DSO (days)768079828389
DPO (days)10010399103120146
Cash conversion cycle-5-5-11-17-33-52
GROWTH (YoY)
Revenue growth18.0%6.9%15.7%14.9%17.8%—
Net income growth18.7%-0.5%21.8%15.5%31.3%—
EPS growth19.9%0.0%21.7%15.7%31.5%—
FCF growth16.1%-8.7%24.5%-3.3%-6.5%—
PER SHARE ($)
EPS (diluted, TTM)9.699.6911.8013.6517.9518.00
Book value / share22.1927.6235.9346.0459.3659.55
Revenue / share26.4128.3832.8137.7644.5244.67
FCF / share8.687.979.919.608.999.02
Cash / share13.9614.9010.1112.6710.3110.34
SHAREHOLDER RETURN & SCORES
Buyback yield1.7%0.9%0.5%0.5%0.8%0.80%
Altman Z-Score7.569.169.889.817.129.3
Piotroski F-Score776776/9
Beneish M-Score-2.40-2.55-2.39-2.52-2.60-2.60
ModelScoreZoneNote
Piotroski F-Score6 / 9Middling
Altman Z-Score9.3Safe (>2.99)Safe
Income quality1.37Cash-backedOCF ÷ net income
Beneish M-Score-2.60Non-manipulatorvs −2.22 threshold
DuPont Decomposition (TTM)Value
Tax burden0.81
Interest burden0.98
Operating margin50.9%
Asset turnover0.48×
Financial leverage1.75×
= ROE34%
Growth Quality (live)Value
Revenue stability0.97
Earnings stability0.89
Earnings persistence0.87
Revenue CAGR 3y16.1%
EPS CAGR 3y22.8%
FCF CAGR 3y4.0%
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Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Buyback Yield0.80%
Dividend Yield0.69%
Total Shareholder Return1.68%cash yield
SBC / Revenue3.7%dilution pressure
P/E · now 29.419x26x32x39x
P/S · now 11.848.0x9.9x11.9x13.9x
EV/EBITDA · now 19.012x17x21x26x
CompanyMkt capP/EROENet marginRev growthPiotroski1-yr ret
PLTR$428.0B147.638%54.9%+78.9%8/9+4.4%
AAPL$5,012.5B39.2149%27.2%+14.2%9/9+39.3%
NVDA$5,160.5B26.9117%62.0%+83.4%7/9+18.1%
AVGO$1,569.3B40.844%44.2%+48.7%8/9-7.2%
MU$994.3B11.788%69.5%+256.3%8/9—
AMD$863.2B134.210%19.9%+39.5%8/9—
INTC$475.0B-42.6-12%-68.4%+7.5%7/9—
CSCO$423.4B32.027%22.4%+11.8%8/9—
1-yr returns computed from adjusted price history; peers without a tracked series show —.
Buy
83 Analysts
Str Sell (0)Sell (0)Hold (15)Buy (68)Str Buy (0)
Mean Target (qtr)$585.6327 targets
Target vs. Price+10.7%last-quarter mean
Next Report2026-10-28street $4.72
Consensus estimatesRevenue meanHigh / LowEPS meanHigh / Low# EPS est.
FY2026$329.47B$330.31B / $328.94B$17.00$17.08 / $16.9025
FY2027$390.90B$394.96B / $383.01B$19.76$20.51 / $19.0230
FY2028$467.58B$489.30B / $438.12B$23.53$24.44 / $22.0829

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

WindowAvg Targetvs. 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
Rolling mean of published targets vs. last close $529.05. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

A-
DCF
3/5
ROE
5/5
ROA
5/5
Debt/Eq
2/5
P/E
3/5
P/B
2/5
Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.
MSFT +4.3% vs S&P 500 +15.9% — spread -11.6pp
6986103120Sep 25Nov 25Jan 26Mar 26May 26Jul 26Aug 26MSFT +4%S&P 500 +16%
Sector — XLK +29.0%
6893118143Sep 25Nov 25Jan 26Mar 26May 26Jul 26Aug 26MSFTXLK
Peer Set — indexed to 100
6189116144Sep 25Nov 25Jan 26Mar 26May 26Jul 26Aug 26MSFT +4%PLTR +4%AAPL +39%NVDA +18%AVGO -7%
All series indexed to 100 at the start of the window, adjusted closes.

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
$324$403$483$562186MVol705030RSI 57Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 26▮ up▮ downSMA20SMA50BB(20,2)RSI(14)
Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.
$346$414$482$549Dec 25Jan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 26▮up▮downSMA 20SMA 50SMA 200EMA 9EMA 21·· ST Bull·· ST Bear
Moving AverageValueDistance% DistanceSignal
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
Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
TECHNICAL VERDICTBULLISHPower Score +5518 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%90
Momentum 25%80
Volume 20%75
Volatility 10%100
Patterns 15%38
13%44%74%105%07-2308-1309-0309-2510-16
This Week100% bullishof 11 price-based votes
4 Weeks Ago45%+55 pts since
12 Weeks Ago18%+82 pts since
ReadImprovingweek-over-week trajectory
Price vs SMA 20$520.22
Price vs SMA 50$505.37
Price vs SMA 200$434.03
EMA 9/21 Cross531.6/521.8
SMA 50/200Golden
ADX DirectionADX 38
Supertrend$513
Parabolic SAR$551
SMA Slope1.760
RSI57.4
Stochastic K/D66/76
StochRSI K/D29/56
Williams %R-45
CCI60
TSI vs Signal27.2
CMO14.7
ROC2.23%
OBV SignalAccum
Chaikin MF-0.040
MFI64
Force Index2M
Elder Ray Bull22.06
57.4RSI (14)30 oversold · 70 overbought
66.1Stochastic %Kvs %D 76
63.9Money Flowvolume-weighted RSI
37.7ADXtrend strength · <20 weak
45.3Williams %Rinverted scale
LevelValueLevelValue
Pivot / R1 / R2$537.26 / $543.31 / $547.17S1 / S2$533.40 / $527.35
Bollinger (20,2)$491.47 – $548.97SqueezeOff
52-wk range$348.55 – $551.15Off 52-wk high-4.0%
ATR (14)$12.01 (2.3%)Historical vol22.3%

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
-0.4%Jan55%
-1.3%Feb40%
+2.0%Mar52%
+2.9%Apr65%
+0.3%May55%
+2.1%Jun55%
+2.2%Jul65%
+1.4%Aug65%
+0.3%Sep65%
+4.3%Oct65%
+1.4%Nov70%
+1.0%Dec70%
Sample: 20 years — treat short histories as suggestive, not statistical.
Computed from live weekly pricesMSFTS&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)1.111.00
MSFT EQUITY WEATHER (LIVE)PARTLY CLOUDY · +17
Trend+49
Momentum+22
Volume+40
Volatility-60
Breadth-17
MARKET REGIME (2026-10-16)NEUTRAL
VIX19.99Normal
Dow TheoryConfirmed Bearish
SPY / QQQ TSI7.2 / 4.7trend strength
Sector Strength46/100breadth average
-0.04+0.19+0.42+0.6501-2603-0904-2006-0107-1308-2410-05
Average sentiment of 5,103 stories, weekly buckets, −1 to +1.
This space intentionally left blank — the next section begins on the following page

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Overall+17.4+35.8 vs industry
Trend+48.6+65.9 vs industry
Momentum+22.2+42.5 vs industry
Volume+39.7+40.7 vs industry
ReadingMSFTSoftware - 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
Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.
ExecutiveTotal compStructure
Satya Nadella Chairman and Chief Executive O$96.5M97% equity+incentive
Amy E. Hood Executive Vice President and Chi$29.5M97% equity+incentive
Bradford L. Smith Vice Chair and President$28.3M96% equity+incentive
Judson B. Althoff Executive Vice President a$28.2M96% equity+incentive
Takeshi Numoto Executive Vice President and $11.9M93% equity+incentive
Pillar (live disclosure scores)Score
Environmental73
Social60
Governance63
Composite ESG65
Composite ESG Trend
6464656520172019202120232025
Filed8-K contentsItems
2026-09-02Regulation FD; Exhibits7.01,9.01
2026-07-29Earnings Release; Exhibits2.02,9.01
2026-06-05Officer/Director Change5.02
2026-05-14Officer/Director Change; Exhibits5.02,9.01
2026-04-29Earnings Release; Exhibits2.02,9.01
2026-01-28Results of Operations and Financial Condition; Financial Statements an2.02,9.01
2025-12-08Departure/Election of Directors; Appointment of Officers; Submission o5.02,5.07
2025-10-29Results of Operations and Financial Condition; Regulation FD Disclosur2.02,7.01,9.01

Microsoft Corporation (MSFT)

Technology / Software - Infrastructure
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

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.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.
Data domainSourceCoverage for this report
Price & volumemarket_db.historical_prices52 rows
Fundamentalsincome_statements_annual6 rows · 2021 to 2026
Reported vs consensusfact/earnings_calendar24 rows · 2020-10-27 to 2026-07-29
Analyst estimatesdim/forward_estimates3 rows · 2026-06-30 to 2028-06-30
Institutional ownership (13F)holdings_db.institutional_ownership_summary118 rows · 1987 to 2026
Insider transactions (Form 4)edgar/form412 rows · 2026-09-14 to 2026-10-15
Proposed sales (Form 144)edgar/form1441 record
Beneficial ownership (13D/G)edgar/13dg2 rows · 2026-03-27 to 2026-04-30
Short-sale volume (FINRA)edgar/short_volume_daily60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)edgar/darkpool_weekly12 rows · 2026-06-15 to 2026-08-31
ETF & fund holdingetf_holdings_changelog (30d)1 record
Peer setstock_peers_dynamic8 rows
Industry mediansindustry_medians1 record
Congressional tradescongress_db (House + Senate)1 record
ESGfact/esg_disclosures1 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.