Microsoft (MSFT)

• Market cap: $3.29T
• 1 day: 1.19%
• 5 days: 5.36%
• 1 month: 7.57%
• 3 months: 8.38%
• 6 months: 4.39%
• Year to date: 19.35%
• 1 year: 18.82%
• 5 years: 195.22%
• 10 years: 814.13%
• Sector: Information Technology
• Industry: Prepackaged Software

About: Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).

Employees: 228,000

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

10% more repeat investments, than reductions

Existing positions increased: 2,401 | Existing positions reduced: 2,187

3% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 177

0% more funds holding

Funds holding: 5,138 [Q2] → 5,143 (+5) [Q3]

9% less call options, than puts

Call options by funds: $41.7B | Put options by funds: $45.8B

2.9% less ownership

Funds ownership: 72.93% [Q2] → 70.04% (-2.9%) [Q3]

6% less funds holding in top 10

Funds holding in top 10: 2,964 [Q2] → 2,796 (-168) [Q3]

8% less capital invested

Capital invested by funds: $2.43T [Q2] → $2.23T (-$199B) [Q3]

Research analyst outlook

16 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $465 5% upside
• Avg. target: $505 14% upside
• High target: $600 36% upside

16 analyst ratings

• positive: 14 88%
• neutral: 2 13%
• negative: 0 0%

RBC Capital Rishi Jaluria 66% 1-year accuracy 41 / 62 met price target	13% upside $500	Outperform Reiterated	5 Nov 2024
UBS Karl Keirstead 100% 1-year accuracy 16 / 16 met price target	13% upside $500	Buy Maintained	31 Oct 2024
JP Morgan Mark Murphy 63% 1-year accuracy 15 / 24 met price target	5% upside $465	Overweight Maintained	31 Oct 2024
TD Cowen Derrick Wood 93% 1-year accuracy 13 / 14 met price target	7% upside $475	Buy Maintained	31 Oct 2024
Piper Sandler Brent Bracelin 69% 1-year accuracy 59 / 86 met price target	6% upside $470	Overweight Maintained	31 Oct 2024