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Microsoft

MSFT

時価総額 $3.93兆

529.05 USD

-10.39

1.93%

終値時点更新済み 10月16日 16:00 EDT

プレマーケット

時間外取引

526.83

-2.22

0.42%

1日

-1.93%

5日間

-1.58%

1か月

7.9%

3か月

31.9%

6か月

25.89%

年初来

11.86%

1年

3.41%

5年間

72.17%

10年間

824.59%

概要： 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).

従業員数： 223,000

情報技術ソフトウェア - インフラストラクチャ

ニュース

ポジティブ

ニュートラル

ネガティブ

センチメント 3か月間

ポジティブ 48.4%

ニュートラル 37.6%

ネガティブ 14%

ニュートラル

ClearBridge Large Cap Growth ESG Strategy Q3 2026 Portfolio Update

Microsoft, a holding in several ClearBridge portfolios, offers a good example of how hyperscalers are responding. A recent engagement with Equinix, another ClearBridge portfolio holding, provides the perspective of a data-center owner and operator. ClearBridge's recent engagement with Johnson Controls highlighted how equipment suppliers can help address the physical constraints on data centers.

ClearBridge Large Cap Growth ESG Strategy Q3 2026 Portfolio Update

ニュートラル

Microsoft wants to make AI cheaper. Will investors actually see the savings?

Microsoft is betting that its custom chips can lower costs, but the AI equation is more complicated than that.

Microsoft wants to make AI cheaper. Will investors actually see the savings?

ポジティブ

If AI Crumbles, Microsoft Wins

Microsoft is rated a Buy, with a preference for gradual position building due to current record highs and potential AI-driven volatility. MSFT's robust free cash flow and diversified AI revenue streams position it to benefit from an AI downturn, unlike more leveraged peers. MSFT trades at a premium to the sector but below its own five-year averages, offering strong margins and predictable earnings relative to peers.

If AI Crumbles, Microsoft Wins

ネガティブ

24/7 Wall Street

The Next $5 Trillion Dollar Company: Alphabet or Microsoft?

Alphabet is growing its cloud faster, but Microsoft is funding its AI buildout from its own cash while Alphabet sells stock to keep pace.

The Next $5 Trillion Dollar Company: Alphabet or Microsoft?

ニュートラル

Microsoft Q1 Preview: A 27.5x Stock, A $25 Billion Cost Problem, And A 60% Fix

Microsoft is rated a Buy, driven by underappreciated revenue upside from usage-based billing in Microsoft 365 Copilot. Azure's rapid growth set a high baseline, but future upgrades hinge on new billing models and Copilot monetization, not just cloud acceleration. Cloud gross margin and Microsoft 365 commercial growth are key metrics; a margin above 65% and >18% commercial growth signal successful execution.

Microsoft Q1 Preview: A 27.5x Stock, A $25 Billion Cost Problem, And A 60% Fix

ポジティブ

Eric Beiley on Investors Retreating from AI Stocks, Why MSFT & GOOGL Stand Strong

Eric Beiley discusses why investors are retreating from AI stocks into more defensive sectors. Key factors driving his thesis include mounting geopolitical risk, rising Treasury yields, and caution heading into the upcoming midterm elections.

Eric Beiley on Investors Retreating from AI Stocks, Why MSFT & GOOGL Stand Strong

ポジティブ

24/7 Wall Street

Microsoft's AI Chief Says It Built a Better Model Than OpenAI's With a Quarter of the Computing Power

Microsoft's AI chief told staff the company quietly trained a model that outperforms a key partner's flagship system at a fraction of the cost, but the market barely flinched, and the reasons why reveal a complicated bet hiding inside the

Microsoft's AI Chief Says It Built a Better Model Than OpenAI's With a Quarter of the Computing Power

ネガティブ

Business Insider

Microsoft president warns Trump's immigration crackdown could drive top AI talent abroad

Microsoft President Brad Smith warned that US immigration policies could drive AI talent overseas. "Let's not put that at risk," Smith said.

Microsoft president warns Trump's immigration crackdown could drive top AI talent abroad

ニュートラル

The Motley Fool

Microsoft CEO Satya Nadella Just Shared Bad News for Nvidia and Great News for This Rival Chipmaker

Microsoft revealed the next generation of its custom Maia chips and big plans on how it will use them. Nvidia biggest customers are looking at alternatives to GPUs to provide some of their AI compute.

Microsoft CEO Satya Nadella Just Shared Bad News for Nvidia and Great News for This Rival Chipmaker

ポジティブ

Business Insider

Microsoft AI chief says the company beat OpenAI at its own game, using a quarter of the computing power

Microsoft AI recently announced its latest model MAI-Base-2. AI CEO Mustafa Suleyman compared the model to a similar offering from OpenAI.

Microsoft AI chief says the company beat OpenAI at its own game, using a quarter of the computing power

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