Microsoft Corp. (MSFT)
S&P 500 Breaks Back Through 6,000, Chip Demand Faces Headwinds
Alex Coffey breaks down the significance of the S&P 500 getting through 6,000 and Bitcoin trading just below $100k as the market turns bullish on a shortened trading day. Meanwhile, Bernstein warns that chip equipment stocks (LRCX, AMAT, ASML) face headwinds and Microsoft (MSFT) faces an FTC Antitrust investigation.
Microsoft faces FTC investigation
CNBC's Megan Cassella joins 'Squawk on the Street' to report on FTC's investigation on Microsoft.
Microsoft Corporation (MSFT) is Attracting Investor Attention: Here is What You Should Know
Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
This Magnificent Stock Made Many Millionaires, and Could Make More
Throughout the years, Microsoft (MSFT -1.17%) is a stock that minted many millionaires. A modest $10,000 investment back in 1994 would now be worth over $1 million dollars today, with the stock up more than 100x over the past 30 years.
Better Artificial Intelligence Stock: Microsoft vs. Alphabet
The race is on for dominance in the artificial intelligence arena. Two tech titans battling for AI supremacy are Microsoft (MSFT -1.17%) and Google parent Alphabet (GOOGL 0.07%) (GOOG 0.12%).
Microsoft Weakened Stock Could Be Hit By Government Probe
Among the mega tech stocks, Microsoft (NASDAQ: MSFT) has been unable to get on track this year.
Microsoft: The New Mag7 Laggard Is Growing Into Its Premium Valuations
Microsoft remains attractively valued with robust long-term prospects, due to its ability to monetize the PC refresh cycle and generative AI/ cloud boom. This has been observed in the expanding operating margins, growing cloud market share, increasing multi-year backlog, and promising H2'25 commentary. If anything, we expect MSFT's strategic partnership with OpenAI to pay off handsomely, given the potentially hefty equity stake the former may command moving forward.
Microsoft Faces Antitrust Probe, Report Says. How Biden's Tech Crackdown Failed.
FTC Chair Lina Khan has tried to rein in Microsoft, Meta, and Amazon over the past three years.
Microsoft (MSFT) Price Prediction and Forecast 2025-2030
Everyone knows Microsoft (NASDAQ: MSFT) and its best-known products, including the Windows operating system and Microsoft 365 suite of productivity apps, but its growing cloud computing platform, Azure, is the future of the company. Microsoft stock has been a millionaire maker for decades, with a stock split-adjusted IPO price of $0.14, which means at today’s stock price of $426.55, the stock is up 438286.43%. That would have turned a $1000 investment at Microsoft’s IPO into $4.38 million today. As one of the most valuable companies in the world, the only thing investors focus on is what the stock will do over the coming years. Wall Street analysts only go as far as 1 year out when giving a stock prediction. But long-term investors want to know where Microsoft might be several years down the road. 24/7 Wall Street aims to give you our assumptions on the stock and provide our insights around the numbers coming from Microsoft and which markets the company is operating in that are most exciting to us. Key Points in this Article: Key growth drivers: Azure cloud services, productivity software, and LinkedIn dominate Microsoft’s future potential. Microsoft’s acquisition of Activision boosts its gaming segment, enhancing its competitive edge in the personal computing market. If you’re looking for an AI stock early in the AI growth cycle, grab a complimentary copy of our “The Next NVIDIA” report. It has a software stock that could ride dominance in AI to returns of 10X or more. Recent Microsoft Stock Updates and News 11/27/2024 Microsoft has partnered with Coles Group (CLEGF), an Australian retail company. The five-year deal aims to further enhance Coles’ cloud and AI capabilities. 11/26/2024 Indiana has secured an important deal with tech giants Microsoft, Amazon Web Services, and Google. The agreement aims to minimize the potential impact of increased energy demand from data center construction on the state’s residents. A key part of the deal requires the tech companies to contribute $1.5 million annually for five years to the Indiana Community Action Association. 11/25/2024 Over 5,300 people have reported problems with Microsoft 365 this morning, with 86% citing Outlook issues, 9% Exchange, and 6% SharePoint. Microsoft initiated a fix around 9 AM EST, and reports that 98% of users have regained access. 11/22/2024 Microsoft’s earnings outlook for the second quarter of 2025 has been lowered by Zacks Research. Analyst V. Sawalka now predicts earnings of $3.10 per share, down from the previous estimate of $3.19. 11/21/2024 Microsoft’s stock price fell 1% today, trading as low as $410.29. 11/20/2024 Next month Michael Saylor, former MicroStrategy CEO, will pitch a Bitcoin adoption plan to Microsoft’s board of directors. Saylor believes Bitcoin could be a game-changer for Microsoft, potentially generating the company’s next trillion dollars. 11/19/2024 Microsoft announced a new application server at its 2024 Ignite conference today: the Azure AI Foundry, which aims to streamline AI development. Microsoft plans to do this by consolidating Microsoft’s diverse AI models, tools, safety measures, and monitoring capabilities into a single, integrated platform. 11/18/2024 Microsoft has come under scrutiny for its business practices with the U.S. government. A recent report revealed that Microsoft pledged $150 million in cybersecurity services to the federal government in 2021, including access to the premium Microsoft 365 Government G5 suite. While this move was initially seen as an effort to bolster U.S. cybersecurity, some critics argue that it could also have anti-competitive implications, locking the U.S. government into Microsoft’s ecosystem, limiting competition, and potentially increasing costs. 11/15/2024 Microsoft is adopting a new format called CSAF as the company changes the way it shares information about security vulnerabilities. CSAF is easier for computers to read and will help organizations quickly identify and fix security problems. 11/14/2024 Microsoft is under investigation by the Federal Trade Commission (FTC) for potential anti-competitive behavior in its cloud computing business. The FTC is concerned that Microsoft might be using its dominant position in productivity software to unfairly limit customers’ choices, particularly with the company’s cloud services making it difficult for customers to switch to other cloud providers. 11/12/2024 Despite a broader market downturn today, Microsoft rose 1.20% to $423.03. Microsoft’s 10-Year Market Smashing Results Here’s a table summarizing performance in share price, revenues, and profits (net income) from 2014 to 2018. Share Price Revenues Net Income 2014 $46.16 $86.83 $22.07 2015 $46.70 $93.58 $12.19 2016 $56.21 $91.15 $20.54 2017 $72.26 $96.57 $25.49 2018 $108.04 $110.36 $16.57 2019 $138.06 $125.84 $39.24 2020 $205.01 $143.02 $44.28 2021 $286.50 $168.09 $61.27 2022 $276.41 $198.27 $72.74 2023 $330.72 $211.92 $72.36 TTM $465.39 $279.99 $86.18 Revenue and net income in $billions In the last decade, Microsoft’s revenue grew 222% while its net income went from $22.07 billion to over $86 billion (in the trailing 12 months). A big driver of profits over the past decade was Microsoft’s Intelligence cloud business, which grew 18% annually and drove operating profits of $37.88 billion in 2023 from $8.44 billion in 2014. As Microsoft looks to the second of the decade, a few key areas will determine its performance. Key Drivers of Microsoft’s Stock Performance Productivity and Business Processes: Microsoft’s Office and Dynamics 365 solutions and its LinkedIn products currently make up around one-third of the company’s revenue. Office in particular holds a near monopoly in office productivity software and most 3rd party applications have embeds, making switching costs high for this business line. LinkedIn also does not have a solid competitor in the professional networking space. High growth rates in this segment, but Microsoft has the advantage of controlling its price on its high market share products. Intelligence Cloud: Microsoft’s Azure, OpenAI, GitHub, and SQL, among other cloud businesses, make up close to half of the company’s revenue. But the crown jewel is Azure which only makes up close to 30% of Microsoft’s revenue and grew 30% over the past year alone. The future of Microsoft will depend on Azure and its competition with Amazon’s (NASDAQ: AMZN) AWS will determine which company will dominate the Platform-as-a-Service (PaaS) and reward shareholders handsomely in the process. Personal Computing: Windows, gaming, search, and devices are currently 25% of Microsoft’s business and this segment is the most open to competitors eroding market share. Outside of Windows, which has a solidified market share (and is not likely to dwindle), Microsoft search and devices will be facing a steep uphill battle over the coming years. Its acquisition of Activision is a positive for its gaming line but personal computing will play an ancillary part in Microsoft’s future. Microsoft (MSFT) Stock Price Prediction in 2025 The current consensus 1-year price target for Microsoft stock is $500.00, which is a 17.22% upside from today’s stock price of $426.55. Of all the analysts covering Microsoft, the stock is a consensus buy, with a 1.39 “Buy” rating. 24/7 Wall Street’s 12-month forecast projects Microsoft’s stock price to be $495. We see Azure continuing its 20+% growth and earnings per share coming in right at $11.80. Microsoft (MSFT) Stock Forecast Through 2030 Year Revenue Net Income EPS 2024 $244.97 $88.93 $13.32 2025 $278.00 $99.25 $15.67 2026 $321.63 $115.65 $18.10 2027 $370.79 $136.81 $20.40 2028 $416.08 $151.87 $22.62 2029 $453.39 $166.56 $25.45 2030 $503.13 $181.71 $28.70 Revenue and net income in $billions Microsoft Share Price Estimates 2025-2030 How Microsoft’s Next 5 Years Could Play Out We expect to see revenue growth just over 8% and EPS of $15.67 for 2025. We expect the stock to still trade at a similar multiple next year, putting our estimate for the stock price for Microsoft at $548.00 in 2025, which is 28.47% higher than the stock is trading today. Going into 2026, we estimate the price to be $633.00, with small revenue gains but margins expanding and an EPS of $18.10. We expect to see Microsoft’s P/E ratio steep down slowly each year through 2030. The stock price estimate would represent a 48.40% gain over today’s share price of $426.55. Heading into 2027, we expect the stock price increase not to be as pronounced and earnings estimates of $20.40 per share, the stock price target for the year is $652.00. That is a 3% year-over-year gain from the previous year, but still up 52.85% from today’s stock price. When predicting more than 3 years out, we expect Microsoft’s P/E ratio to drop to 30x in 2028 but grow its top line 14%. In 2028, we have Microsoft’s revenue coming in around $420 billion and an EPS of $22.62 suggesting a stock price estimate at $678.00 or a gain of 58.95% over the current stock price. 24/7 Wall Street expects Microsoft to continue its 10% revenue growth again and to generate $12.30 per share of earnings. With a price-to-earnings multiple of 35, the stock price in 2029 is estimated at $687.00, or a gain of 61.06% over today’s price. Microsoft Stocks Price Target for 2030 We estimate Microsoft’s stock price to be $717.00 per share with a sub-10% year-over-year revenue growth. Our estimated stock price will be 68.09% higher than the current stock price of 426.55. Year Price Target % Change From Current Price 2024 $495.00 Upside of 16.05% 2025 $548.00 Upside of 28.47% 2026 $633.00 Upside of 48.40% 2027 $652.00 Upside of 52.85% 2028 $678.00 Upside of 58.95% 2029 $687.00 Upside of 61.06% 2030 $717.00 Upside of 68.09% Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. Have questions about retirement or personal finance? Email us at [email protected]! By emailing your questions to 24/7 Wall St., you agree to have them published anonymously on 247wallst.com. By submitting your story, you understand and agree that we may use your story, or versions of it, in all media and platforms, including via third parties. The post Microsoft (MSFT) Price Prediction and Forecast 2025-2030 appeared first on 24/7 Wall St..
Microsoft hit by parting antitrust probe by FTC chair Lina Khan
Microsoft Corp (NASDAQ:MSFT) has been hit by a parting shot by US Federal Trade Commission chair Lina Khan, who has launched a competition probe into its cloud computing and wider business practices. A huge stack of detailed information has been requested by FTC agents, Bloomberg reported overnight, targeting its cloud computing, software bundling, cybersecurity offerings, and AI products.
US Antitrust Watchdog Launches Broad Microsoft Investigation
The US Federal Trade Commission has opened an antitrust investigation of Microsoft, drilling into everything from the company's cloud computing and software licensing businesses to cybersecurity offerings and AI products. Josh Sisco reports on ‘Bloomberg: The Asia Trade'.
Microsoft Antitrust Investigation: FTC Launches Large-Scale Probe Into Tech Giant
The Federal Trade Commission is launching a large-scale investigation into several facets of Microsoft's business, according to multiple outlets, demanding information on its practices as part of the Biden administration's last-minute regulatory crackdown on Big Tech ahead of President-elect Donald Trump's next term.
