MSFT — Microsoft Corp

Technology · Software - Infrastructure · AI software & cloud infrastructure

About Microsoft Corp

Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The Productivity and Business Processes segment offers Microsoft 365 commercial, enterprise mobility + security, windows commercial, power BI, exchange, sharepoint, Microsoft teams, security and compliance, and copilot; Microsoft 365 commercial products, such as Windows commercial on-premises and office licensed services; Microsoft 365 consumer products and cloud services, including Microsoft 365 consumer subscriptions, office licensed on-premises, and other consumer services; LinkedIn; dynamics products and cloud services, such as dynamics 365, cloud-based applications, and on-premises ERP and CRM applications. Its Intelligent Cloud segment provides Server products and cloud services comprising Azure and other cloud services, GitHub, Nuance

AI software & cloud infrastructure

These companies provide the cloud platforms, model-serving, databases and infrastructure software that AI applications run on. Revenue is increasingly tied to AI workloads and consumption-based cloud spending. The economics favor scale and switching costs, but the group carries high expectations and heavy capital spending on data centers, and faces questions about how quickly AI usage converts into durable profit. Microsoft Corp is tracked in this sub-theme as a Software - Infrastructure name — see the full AI software & cloud infrastructure list.

Key data · delayed ~15 min, as of 8 July 2026

Ticker	MSFT
Company	Microsoft Corp
Price	$386.74
Market cap	$2.87T
Sector / industry	Technology / Software - Infrastructure
Performance	1W +3.7% · 1M -9.5% · 1Y -21.7%
Analyst mean target	$561 (55 analysts, strong_buy)

Valuation read

What the price implies: a reverse-DCF on forward earnings ($19.36/sh) backs out roughly ~6%/yr earnings growth — modest expectations. Run your own scenario in the fair-value calculator.

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Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.